Dillard's, Inc.

Informe acción NYSE:DDS

Capitalización de mercado: US$9.5b

Dillard's Resultados de beneficios anteriores

Pasado controles de criterios 5/6

Los beneficios de Dillard's han disminuido a una tasa media anual de -2.4%, mientras que en la industria Multiline Retail los beneficios crecieron en un 14.8% anualmente. Los ingresos han ido creciendo a una tasa media de 1.8% al año. La rentabilidad financiera de Dillard's es de 32.4%, y sus márgenes netos son de 9.9%.

Información clave

-2.38%

Tasa de crecimiento de los beneficios

3.25%

Tasa de crecimiento del BPA

Crecimiento de la industria Multiline Retail 12.60%
Tasa de crecimiento de los ingresos1.79%
Rentabilidad financiera32.43%
Margen neto9.95%
Última actualización de beneficios02 May 2026

Actualizaciones de resultados anteriores recientes

Recent updates

Seeking Alpha May 15

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
Nueva narrativa Mar 03

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.
Artículo de análisis Aug 21

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...
Artículo de análisis Jun 26

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...
Seeking Alpha Apr 26

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 Alpha
Seeking Alpha Feb 26

Dillard'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 Alpha
Seeking Alpha Dec 10

Dillard'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 Alpha
Seeking Alpha Nov 27

Dillard'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 Alpha
Seeking Alpha Aug 27

Dillard'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 Alpha
Seeking Alpha Aug 15

Dillard'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 Alpha
Seeking Alpha Jun 03

Dillard'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 Alpha

Desglose de ingresos y gastos

Cómo gana y gasta dinero Dillard's. Basado en los últimos beneficios reportados, en base a los últimos doce meses (LTM).


Historial de beneficios e ingresos

NYSE:DDS Ingresos, gastos y beneficios (USD Millions)
FechaIngresosBeneficiosGastos G+AGastos de I+D
02 May 266,6056571,8200
31 Jan 266,5635701,7990
01 Nov 256,6265811,7900
02 Aug 256,5865761,7700
03 May 256,5645771,7710
01 Feb 256,5905931,7770
02 Nov 246,6976301,8010
03 Aug 246,7516601,8030
04 May 246,8337171,7800
03 Feb 246,8747391,7580
28 Oct 236,8787781,7370
29 Jul 236,9478101,7270
29 Apr 236,9678421,7130
28 Jan 236,9968921,7050
29 Oct 226,9879241,6880
30 Jul 226,9269331,6670
30 Apr 226,9109551,6320
29 Jan 226,6248621,5680
30 Oct 216,0856081,4550
31 Jul 215,6254431,3860
01 May 214,9692491,2880
30 Jan 214,433-721,2420
31 Oct 204,782-711,3730
01 Aug 205,153-971,4680
02 May 205,667-1291,6100
01 Feb 206,3431111,7250
02 Nov 196,4371291,7250
03 Aug 196,4681311,7270
04 May 196,5101681,7260
02 Feb 196,5031701,7270
03 Nov 186,5562431,7480
04 Aug 186,4982501,7390
05 May 186,4612361,7300
03 Feb 186,4232211,7200
28 Oct 176,2971211,6900
29 Jul 176,3071291,6890
29 Apr 176,3321581,6820
28 Jan 176,4181691,6820
29 Oct 166,5511961,6800
30 Jul 166,6182191,6830
30 Apr 166,6802371,6920
30 Jan 166,7552691,6970
31 Oct 156,8173161,7050
01 Aug 156,8433251,7040

Ingresos de calidad: DDS tiene ganancias de alta calidad.

Margen de beneficios creciente: Los actuales márgenes de beneficio (9.9%) de DDS son superiores a los del año pasado (8.8%).


Análisis del flujo de caja libre vs. Beneficios


Análisis del crecimiento de los beneficios en el pasado

Tendencia de beneficios: Los beneficios de DDS han disminuido en un 2.4% al año en los últimos 5 años.

Acelerando crecimiento: El crecimiento de los beneficios de DDS en el último año (13.8%) supera su media de 5 años (-2.4% al año).

Beneficios vs. Industria: El crecimiento de los beneficios de DDS en el último año (13.8%) superó al de la industria Multiline Retail 1.9%.


Rentabilidad financiera

Alta ROE: La rentabilidad financiera (32.4%) de DDS se considera alta.


Rentabilidad económica


Rendimiento del capital invertido


Descubre empresas con buenos resultados en el pasado

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/29 23:16
Precio de las acciones al final del día2026/05/29 00:00
Beneficios2026/05/02
Ingresos anuales2026/01/31

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.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* 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.

AnalistaInstitución
Lorraine Corrine HutchinsonBofA Global Research
Paul TrussellDeutsche Bank
Matthew BossJ.P. Morgan