Dillard's (DDS) Surpasses Q3 Earnings and Revenue Estimates

Core Insights - Dillard's reported quarterly earnings of $8.31 per share, exceeding the Zacks Consensus Estimate of $6.43 per share, and up from $7.73 per share a year ago, representing an earnings surprise of +29.24% [1] - The company achieved revenues of $1.47 billion for the quarter ended October 2025, surpassing the Zacks Consensus Estimate by 3.10% and showing an increase from $1.43 billion year-over-year [2] - Dillard's shares have increased by approximately 40.4% since the beginning of the year, significantly outperforming the S&P 500's gain of 16.5% [3] Earnings Outlook - The future performance of Dillard's stock will largely depend on management's commentary during the earnings call and the company's earnings outlook [3][4] - The current consensus EPS estimate for the upcoming quarter is $9.42, with projected revenues of $1.98 billion, and for the current fiscal year, the EPS estimate is $30.92 on revenues of $6.46 billion [7] Industry Context - The Retail - Regional Department Stores industry, to which Dillard's belongs, is currently ranked in the top 12% of over 250 Zacks industries, indicating a favorable outlook compared to the bottom 50% [8] - The correlation between near-term stock movements and earnings estimate revisions suggests that tracking these revisions can provide insights into stock performance [5]