Dillard's Dirección
Dirección controles de criterios 3/4
El CEO de Dillard's es William Dillard , nombrado en May 1998, tiene una permanencia de 59.33 años. compensación anual total es $9.10M, compuesta por 12.9% salario y 87.1% primas, incluidas acciones y opciones de la empresa. posee directamente un 5.8% de las acciones de la empresa, por valor de $508.52M. La antigüedad media del equipo directivo y de la junta directiva es de 12.8 años y 25.3 años, respectivamente.
Información clave
William Dillard
Chief Executive Officer (CEO)
US$9.1m
Compensación total
| Porcentaje del salario del CEO | 12.86% |
| Permanencia del CEO | 28yrs |
| Participación del CEO | 5.8% |
| Permanencia media de la dirección | 12.8yrs |
| Promedio de permanencia en la Junta Directiva | 25.3yrs |
Actualizaciones recientes de la dirección
Recent updates
Dillard's: Strength Is Temporary
Summary Dillard’s, Inc. reported a clear improvement in sales growth in Q1, also helping margin stability. The improvement is driven by tariff-related apparel inflation instead of DDS's operational strength. DDS's outlook is still weak. E-commerce continues to erode department store traffic, and the consumer sentiment is currently very low. I estimate DDS stock to have a fair value of $495.4. Read the full article on Seeking Alpha
Dillard's Inc. (DDS): The Retail Cash Machine – Navigating Seasonal Storms with a Fortress Balance Sheet in 2026.
Dillard's (DDS) is currently operating as a masterclass in capital discipline within the retail sector, trading at $611.60 as of the March 3, 2026, close. The stock has been a battleground for investors lately, as it works to digest its Q4 2025 earnings report released on February 24.Some May Be Optimistic About Dillard's' (NYSE:DDS) Earnings
NYSE:DDS 1 Year Share Price vs Fair Value Explore Dillard's's Fair Values from the Community and select yours...A Look At The Fair Value Of Dillard's, Inc. (NYSE:DDS)
Key Insights Using the 2 Stage Free Cash Flow to Equity, Dillard's fair value estimate is US$504 With US$410 share...Dillard's: It Is Trading At A Premium Despite Overpricing And Market Risks
Summary Dillard’s, Inc. faces significant challenges from competition, economic volatility, and tariffs, leading to weak topline performance and a -5.0% YoY revenue decrease in Q4 2024. Despite a strong Balance Sheet, DDS struggles with high inventory levels, declining operating margins, and increased cost sensitivity, making it vulnerable to inflation. The stock remains overpriced with a P/B Ratio of 2.84x and a -16.0% downside risk, supported by weak technical indicators and a Death Cross formation. Given the market risks and overvaluation, I recommend a hold rating for DDS to avoid potential downside and bull traps. Read the full article on Seeking AlphaDillard's: Growing Weakness And Misplaced Incentives Justify A Bearish Outlook
Summary Despite Dillard's stock soaring 113.1% since May 2022, revenue, profits, and cash flows have worsened, prompting a downgrade to 'sell'. Management's focus on dividends and buybacks over operational improvements signals short-term gains at the expense of long-term health. Comparable store sales and transaction numbers are declining, indicating deeper issues with customer engagement and overall financial performance. Its current valuation, while fairly attractive, is high compared to peers, making DDS less attractive amidst declining fundamentals. Read the full article on Seeking AlphaDillard's: Why Dividend Investors May Want To Add This Stock To Their Portfolio
Summary Dillard's, despite facing headwinds, has strong fundamentals, a low debt balance sheet, and sufficient cash flows to cover dividends, making it attractive for dividend investors. The company rewards shareholders with frequent special dividends, including a recent $25 special dividend, enhancing its appeal despite a low average yield. Dillard's has consistently repurchased shares, reducing share count by 62% over nine years, which boosts earnings growth and dividend safety. Potential downside risks include a forecasted decline in sales and a possible price correction post-special dividend, warranting cautious investment consideration. Read the full article on Seeking AlphaDillard's: Demand Outlook Remains Poor With Risk Of Margin Contraction
Summary I maintain a hold rating on Dillard’s due to ongoing macro headwinds, poor demand outlook, and risks to gross margin performance. 3Q24 results showed a 3.8% revenue decline, with negative same-store sales and margin contractions. The promotional environment is intense, and DDS may need to mark down inventory, further risking margin contraction amid already poor demand. Read the full article on Seeking AlphaDillard's: Negative Outlook On Topline, Margins
Summary I recommend a hold rating for Dillard’s due to an unfavorable macro backdrop and growing inventory risks impacting near-term performance. DDS reported disappointing 2Q24 results, with declining sales, margins, and continued negative same-store sales growth, leading to a significant stock price drop. High inventory levels and weak consumer spending environment pose downside risks to DDS's gross margins and profitability in the near term. DDS's current valuation at ~12x forward earnings is not attractive, given the poor topline and margin outlook, suggesting potential for further multiple contraction. Read the full article on Seeking AlphaDillard's: Sales Worsen Worryingly In Q2
Summary Dillard's reported Q2 results with below-expectation comparable store sales, related to continuing challenges in consumer spending. The weak sales are in part related to macroeconomic worries, but in light of recent performance against peers, Dillard's Q2 could also be a sign of company-specific traffic weakness. Worryingly, Dillard's didn't manage to adapt costs to the weaker consumer spending, only starting to adapt after Q2. Dillard's stock now comes at a justified margin of safety. Read the full article on Seeking AlphaDillard's Stock: Wait For A Better Sale
Summary We recap the Q1 earnings report from Dillard's, Inc. Management is citing a challenging environment that has pressured sales and margins. We expect shares to face some volatility amid a more uncertain near-term operating outlook. Read the full article on Seeking AlphaAnálisis de compensación del CEO
| Fecha | Compensación total | Salario | Ingresos de la empresa |
|---|---|---|---|
| May 02 2026 | n/a | n/a | US$657m |
| Jan 31 2026 | US$9m | US$1m | US$570m |
| Nov 01 2025 | n/a | n/a | US$581m |
| Aug 02 2025 | n/a | n/a | US$576m |
| May 03 2025 | n/a | n/a | US$577m |
| Feb 01 2025 | US$5m | US$1m | US$593m |
| Nov 02 2024 | n/a | n/a | US$630m |
| Aug 03 2024 | n/a | n/a | US$660m |
| May 04 2024 | n/a | n/a | US$717m |
| Feb 03 2024 | US$12m | US$1m | US$739m |
| Oct 28 2023 | n/a | n/a | US$778m |
| Jul 29 2023 | n/a | n/a | US$810m |
| Apr 29 2023 | n/a | n/a | US$842m |
| Jan 28 2023 | US$23m | US$1m | US$892m |
| Oct 29 2022 | n/a | n/a | US$924m |
| Jul 30 2022 | n/a | n/a | US$933m |
| Apr 30 2022 | n/a | n/a | US$955m |
| Jan 29 2022 | US$13m | US$1m | US$862m |
| Oct 30 2021 | n/a | n/a | US$608m |
| Jul 31 2021 | n/a | n/a | US$443m |
| May 01 2021 | n/a | n/a | US$249m |
| Jan 30 2021 | US$3m | US$1m | -US$72m |
| Oct 31 2020 | n/a | n/a | -US$71m |
| Aug 01 2020 | n/a | n/a | -US$97m |
| May 02 2020 | n/a | n/a | -US$129m |
| Feb 01 2020 | US$2m | US$1m | US$111m |
Compensación vs. Mercado: La compensación total ($USD9.10M) de William está en línea con el promedio de empresas de tamaño similar en el mercado US ($USD8.38M).
Compensación vs. Ingresos: La compensación de William ha aumentado más de un 20% en el último año.
CEO
William Dillard (80 yo)
Mr. William T. Dillard, II has been the Chairman at Dillard's Inc. since May 2002 and has been Chief Executive Officer since May 1998. Mr. Dillard served as President and Chief Operating Officer of Dillard...
Equipo directivo
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| Chairman & CEO | 28yrs | US$9.10m | 5.8% $ 508.5m | |
| President & Director | 28.3yrs | US$8.47m | 7.6% $ 667.2m | |
| Senior VP & Co-Principal Financial Officer | 11.3yrs | US$2.16m | 0.12% $ 10.6m | |
| Senior VP | 11.3yrs | US$2.83m | 0.12% $ 10.9m | |
| Executive VP & Director | 42.3yrs | US$2.23m | 3.49% $ 306.0m | |
| Executive VP & Director | 28.3yrs | US$4.58m | 2.86% $ 250.9m | |
| Director of Investor Relations | no data | sin datos | sin datos | |
| VP, General Counsel & Corporate Secretary | 14.3yrs | sin datos | 0.064% $ 5.6m | |
| Senior VP & Director | 11.3yrs | sin datos | 1.09% $ 95.9m | |
| Senior VP & Director | 11.3yrs | sin datos | 1.58% $ 139.0m | |
| Senior Vice President of Information Technology & Logistics | 5.3yrs | sin datos | sin datos |
Equipo directivo experimentado: El equipo directivo de DDS es experimentado (12.8 años antigüedad media).
Miembros de la Junta
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| Chairman & CEO | 59.3yrs | US$9.10m | 5.8% $ 508.5m | |
| President & Director | 51.3yrs | US$8.47m | 7.6% $ 667.2m | |
| Executive VP & Director | 50.3yrs | US$2.23m | 3.49% $ 306.0m | |
| Executive VP & Director | 32.3yrs | US$4.58m | 2.86% $ 250.9m | |
| Senior VP & Director | 5yrs | sin datos | 1.09% $ 95.9m | |
| Senior VP & Director | 5yrs | sin datos | 1.58% $ 139.0m | |
| Independent Director | 35.3yrs | US$295.80k | 0.48% $ 41.7m | |
| Independent Director | 39.3yrs | US$295.80k | 0.50% $ 44.0m | |
| Independent Director | 16.8yrs | US$295.80k | 0.066% $ 5.8m | |
| Independent Director | 13.3yrs | US$295.80k | 0.15% $ 13.0m | |
| Independent Director | 18.3yrs | US$265.80k | 0.015% $ 1.3m | |
| Independent Director | 16yrs | US$272.89k | 0.14% $ 12.1m |
Junta con experiencia: Los miembros de la junta directiva de DDS son experimentados ( 25.3 años antigüedad media).
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/05/26 19:35 |
| Precio de las acciones al final del día | 2026/05/26 00:00 |
| Beneficios | 2026/05/02 |
| Ingresos anuales | 2026/01/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Dillard's, Inc. está cubierta por 8 analistas. 3 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Lorraine Corrine Hutchinson | BofA Global Research |
| Paul Trussell | Deutsche Bank |
| Matthew Boss | J.P. Morgan |