Core Viewpoint - Dillard's, Inc. reported a modest increase in sales for the second quarter of 2025, with net income slightly down compared to the previous year, indicating a mixed performance in a challenging retail environment [1][2]. Second Quarter Results - Net income for the 13 weeks ended August 2, 2025, was $72.8 million, or $4.66 per share, compared to $74.5 million, or $4.59 per share, for the same period in 2024 [2][18]. - Net sales for the quarter were $1.514 billion, up from $1.490 billion in the prior year [3][18]. - Total retail sales, excluding the construction business, increased by 1% to $1.447 billion compared to $1.426 billion in the previous year [4][18]. - Comparable store sales also increased by 1% during the same period [4][18]. Gross Margin - Consolidated gross margin for the second quarter was 36.6% of sales, down from 37.6% in the prior year [5][18]. - Retail gross margin was 38.1% of sales, compared to 39.1% in the previous year, with variations across product categories [6][18]. Inventory and Expenses - Inventory increased by 2% as of August 2, 2025, compared to the previous year [7][18]. - Selling, general, and administrative expenses for the quarter were $434.2 million, representing 28.7% of sales, slightly down from 29.1% in the prior year [8][18]. 26-Week Results - For the 26 weeks ended August 2, 2025, net income was $236.7 million, or $15.08 per share, down from $254.5 million, or $15.68 per share, in the same period in 2024 [11][18]. - Net sales for the 26 weeks were $3.043 billion, slightly up from $3.039 billion in the previous year [12][18]. - Total retail sales for the 26 weeks were flat at $2.915 billion compared to $2.919 billion in the prior year [12][18]. - Retail gross margin for the 26 weeks was 41.8% of sales, down from 42.7% in the previous year [13][18]. Share Repurchase - During the second quarter, the company repurchased $9.8 million worth of Class A Common Stock, and $107.8 million during the 26 weeks, with remaining authorization of $165.2 million under the May 2023 program [15][18]. Other Information - Dillard's operates 272 stores across 30 states, including 28 clearance centers, and has an online presence at dillards.com [17][18].

Core Viewpoint - Dillard's, Inc. announced a cash dividend of $0.25 per share, reflecting the company's ongoing commitment to returning value to shareholders [1] Group 1: Company Financials - The Board of Directors declared a cash dividend of $0.25 per share [1]

Core Viewpoint - Dillard's, Inc. is set to announce its financial results for the 13 and 26 weeks ended August 2, 2025, before the opening of the New York Stock Exchange [1] Company Information - The announcement will take place on August 14, 2025 [1] - Julie J. Guymon is the Director of Investor Relations for Dillard's, Inc. [1] - Contact information for investor relations includes a phone number and email address [1]

Core Insights - Dillard's, Inc. is expected to report a year-over-year revenue increase of 1.4% for the second quarter of fiscal 2025, with estimated revenues of $1.51 billion, while earnings per share are projected to decline by 17.4% to $3.79 [1][6] Group 1: Financial Performance - The consensus estimate for Dillard's second-quarter revenues indicates a rise from the previous year, while earnings are expected to show a significant decline [1] - In the last reported quarter, Dillard's achieved an earnings surprise of 14.2%, with an average earnings surprise of 12.7% over the trailing four quarters [2] - The company is predicted to experience a 26.2% year-over-year decline in operating profit, with a contraction of 180 basis points in the operating margin [6] Group 2: Growth Drivers - Dillard's strategic efforts, including inventory management, store and e-commerce expansion, and trendy merchandise, are expected to drive its second-quarter results [3][4] - The company is focusing on enhancing brand relationships, remodeling stores, and optimizing its activewear segment, which is anticipated to widen its customer base and boost overall sales [5][9] - Comparable-store sales are projected to rise by 1.3% year over year, while retail sales are expected to grow by 1.1% for the fiscal second quarter [5] Group 3: Market Position and Valuation - Dillard's is trading at a premium compared to industry and historical benchmarks, with a forward 12-month price-to-sales ratio of 1.15X, significantly higher than the industry average of 0.34X [8] - The company's stock has gained 23.6% over the past three months, outperforming the industry growth of 16.8% [10]

Core Viewpoint - Dillard's (DDS) has shown a downtrend recently, losing 6.1% over the past week, but a hammer chart pattern suggests a potential trend reversal due to increased buying interest [1][2]. Technical Analysis - The hammer chart pattern indicates a possible bottoming out, suggesting that selling pressure may be exhausting, which could lead to a trend reversal [2][5]. - The hammer pattern forms when there is a small candle body with a long lower wick, indicating that despite a new low, buying interest emerges to push the stock price up towards the opening price [4][5]. - This pattern is significant when it occurs at the bottom of a downtrend, signaling that bears may be losing control [5]. Fundamental Analysis - There has been a positive trend in earnings estimate revisions for DDS, which is a bullish indicator suggesting potential price appreciation [7]. - The consensus EPS estimate for DDS has increased by 2.1% over the last 30 days, indicating that analysts expect better earnings than previously predicted [8]. - DDS holds a Zacks Rank of 1 (Strong Buy), placing it in the top 5% of over 4,000 ranked stocks, which typically outperform the market [9][10].

Core Viewpoint - Dillard's (DDS) is positioned well to continue its trend of beating earnings estimates, making it a stock worth considering for investors [1]. Earnings Performance - Dillard's has a strong history of surpassing earnings estimates, averaging a 26.86% beat over the last two quarters [2]. - In the last reported quarter, Dillard's earned $10.39 per share, exceeding the Zacks Consensus Estimate of $9.1 per share by 14.18%. In the previous quarter, the company reported earnings of $13.48 per share against an expected $9.66, resulting in a surprise of 39.54% [3]. Earnings Estimates and Predictions - Estimates for Dillard's have been trending higher, supported by its history of earnings surprises. The stock has a positive Zacks Earnings ESP (Expected Surprise Prediction), indicating a strong likelihood of another earnings beat [6]. - Stocks with a positive Earnings ESP and a Zacks Rank of 3 (Hold) or better have a nearly 70% chance of producing a positive surprise [7]. - Dillard's currently has an Earnings ESP of +23.90%, reflecting recent bullish sentiment from analysts regarding the company's earnings prospects. This, combined with a Zacks Rank of 1 (Strong Buy), suggests a potential for another earnings beat [9].

Core Viewpoint - Momentum investing focuses on following a stock's recent price trends, aiming to buy high and sell even higher, with the expectation that established trends will continue [1] Company Overview: Dillard's (DDS) - Dillard's currently holds a Momentum Style Score of B, indicating a positive momentum outlook [2] - The company has a Zacks Rank of 1 (Strong Buy), suggesting strong potential for outperformance in the market [3] Performance Metrics - Over the past week, Dillard's shares increased by 8.1%, while the Zacks Retail - Regional Department Stores industry rose by 8.78% [5] - In a longer timeframe, Dillard's shares have risen by 34.31% over the past quarter and 19.02% over the last year, outperforming the S&P 500, which increased by 14.59% and 18.48% respectively [6] Trading Volume - Dillard's has an average 20-day trading volume of 112,884 shares, which is a useful indicator of market interest and momentum [7] Earnings Outlook - In the past two months, one earnings estimate for Dillard's has increased, raising the consensus estimate from $29.84 to $30.47 [9] - For the next fiscal year, one estimate has also moved upwards, with no downward revisions noted [9] Conclusion - Considering the positive performance metrics and earnings outlook, Dillard's is positioned as a strong momentum pick with a Momentum Score of B and a Zacks Rank of 1 (Strong Buy) [10][11]

Core Insights - Dillard's and Pandora celebrate the opening of the 100th Pandora location within Dillard's stores, marking a significant milestone in their partnership [1][3] - The collaboration began in fall 2024 with Pandora being introduced in over 15 Dillard's stores, quickly expanding to 99 locations due to positive customer response [3][4] - Dillard's aims to provide customers with premium products, aligning with Pandora's high-quality jewelry offerings [4] Company Overview - Dillard's operates 272 locations across 30 states, including 28 clearance centers, and focuses on delivering style, quality, and value through a curated assortment of fashion apparel and home collections [8] - Pandora is the world's largest jewelry brand, selling in over 100 countries through 6,800 points of sale, including more than 2,700 concept stores [6][7] - Pandora employs 37,000 people globally and is committed to sustainability, aiming to halve greenhouse gas emissions across its value chain by 2030 [7]

Core Insights - Dillard's and Pandora celebrate the opening of the 100th Pandora location at Dillard's new store in Battlefield Mall, Springfield, Missouri [3][4] - The collaboration began in fall 2024 with Pandora introduced in over 15 Dillard's stores, leading to rapid expansion due to positive customer response [4][5] - Dillard's operates 272 locations across 30 states and focuses on delivering premium fashion apparel, beauty, and home collections [13] Company Overview - Dillard's, Inc. is one of the largest fashion retailers in the U.S., founded in 1938, and operates both physical stores and an online platform [13] - Pandora is the world's largest jewelry brand, known for accessible luxury jewelry made from high-quality materials, with a commitment to sustainability [11][12] - Pandora generated revenue of DKK 31.7 billion (EUR 4.2 billion) in 2024 and employs 37,000 people globally [12]

Group 1: Price Trends and Inflation - The implementation of new tariffs by the Trump administration is leading to noticeable price increases in various retail categories, particularly in footwear, apparel, and bags, with a trend of "tagged inflation" emerging [1][2] - DataWeave's analysis shows that footwear prices have risen by approximately 4%, with specific increases of 4.2% at Macy's, 3.1% at Nordstrom, and 2% at Dillard's [1] - Apparel prices have seen more moderate increases, with Dillard's at 2%, Macy's at 1.9%, and Nordstrom at 1.8% [1] Group 2: Supply Chain and Tariff Impact - The price increase is closely linked to the type of product and supply chain structure, with footwear heavily reliant on Chinese manufacturing, making it sensitive to tariff changes [2] - A survey by the Footwear Distributors and Retailers of America (FDRA) indicates that over half of the respondents expect retail prices to rise by 6% to 10% due to increased tariffs [2] - The American Apparel and Footwear Association (AAFA) has warned that new tariffs on back-to-school items could lead to price increases of 10% to 30% [2] Group 3: Trade Agreements and Future Implications - The recent trade agreement with Vietnam, imposing a 20% tariff on Vietnamese goods and up to 40% on "transshipped" products, poses a significant challenge for brands like Nike, Lululemon, and H&M that rely on Vietnamese manufacturing [3] - Vietnam is projected to surpass China as the largest supplier of footwear to the U.S. by 2025, with 274 million pairs of shoes imported in 2024, accounting for over half of the total sneaker imports [3] - The overall import costs are expected to rise significantly due to the combination of existing tariffs and the new agreement [3] Group 4: Consumer Behavior and Market Response - Retailers are beginning to pass on the price increases to consumers, with the National Retail Federation noting that the impact of tariffs is becoming evident on retail shelves [4] - The former CEO of Walmart highlighted that consumer choices will ultimately determine whether inflation trends will solidify, as consumers may opt for non-tariffed alternatives if prices rise [4] - Investment analysts are observing that core import prices have already increased, indicating that inflationary pressures are beginning to transmit through the supply chain [4]