Yahoo Finance·2025-12-09 23:34Core Insights - Consumer sentiment remains low despite the holiday season, with Americans feeling pessimistic about their finances and the job market [2] - The retail sector, particularly department stores, is under scrutiny due to the K-shaped economy, yet Dillard's and Macy's are showing strong performance [3][7] Company Analysis: Dillard's - Dillard's is successfully navigating the challenges of a K-shaped economy by focusing on its affluent customer base and maintaining tight inventory [4] - The company avoids aggressive sales tactics and promotions, instead aligning inventory with demand projections to sustain high margins [5] - Dillard's owns a significant portion of its real estate, which provides stability and makes it an attractive buyout target, supporting its share price [6] Company Analysis: Macy's - Macy's is also performing well in the current retail landscape, although specific strategies and performance metrics were not detailed in the provided content [7]