Dillard's, Inc.

Report azionario NYSE:DDS

Capitalizzazione di mercato: US$9.0b

Dillard's Gestione

Criteri Gestione verificati 3/4

Dillard's Il CEO è William Dillard, nominato in May1998, e ha un mandato di 59.33 anni. la retribuzione annua totale è $ 9.10M, composta da 12.9% di stipendio e 87.1% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 5.8% delle azioni della società, per un valore di $ 522.05M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 12.8 anni e 25.3 anni.

Informazioni chiave

William Dillard

Amministratore delegato

US$9.1m

Compenso totale

Percentuale dello stipendio del CEO12.86%
Mandato del CEO28yrs
Proprietà del CEO5.8%
Durata media del management12.8yrs
Durata media del Consiglio di amministrazione25.3yrs

Aggiornamenti recenti sulla gestione

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
Nuova narrazione • 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.
Articolo di analisi • 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...
Articolo di analisi • 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

Analisi delle retribuzioni degli amministratori delegati

Come è cambiata la remunerazione di William Dillard rispetto agli utili di Dillard's?
DataCompenso totaleStipendioUtili della società
May 02 2026n/an/a

US$657m

Jan 31 2026US$9mUS$1m

US$570m

Nov 01 2025n/an/a

US$581m

Aug 02 2025n/an/a

US$576m

May 03 2025n/an/a

US$577m

Feb 01 2025US$5mUS$1m

US$593m

Nov 02 2024n/an/a

US$630m

Aug 03 2024n/an/a

US$660m

May 04 2024n/an/a

US$717m

Feb 03 2024US$12mUS$1m

US$739m

Oct 28 2023n/an/a

US$778m

Jul 29 2023n/an/a

US$810m

Apr 29 2023n/an/a

US$842m

Jan 28 2023US$23mUS$1m

US$892m

Oct 29 2022n/an/a

US$924m

Jul 30 2022n/an/a

US$933m

Apr 30 2022n/an/a

US$955m

Jan 29 2022US$13mUS$1m

US$862m

Oct 30 2021n/an/a

US$608m

Jul 31 2021n/an/a

US$443m

May 01 2021n/an/a

US$249m

Jan 30 2021US$3mUS$1m

-US$72m

Oct 31 2020n/an/a

-US$71m

Aug 01 2020n/an/a

-US$97m

May 02 2020n/an/a

-US$129m

Feb 01 2020US$2mUS$1m

US$111m

Compensazione vs Mercato: La retribuzione totale di William ($USD 9.10M ) è circa la media per le aziende di dimensioni simili nel mercato US ($USD 8.38M ).

Compensazione vs guadagni: La retribuzione di William è aumentata di oltre il 20% nell'ultimo anno.

AMMINISTRATORE DELEGATO

William Dillard (80 yo)

28yrs
Mandato
US$9,101,150
Compensazione

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...

Gruppo dirigente

NomePosizioneMandatoCompensazioneProprietà
William Dillard
Chairman & CEO28yrsUS$9.10m5.8%
$ 522.1m
Alex Dillard
President & Director28.3yrsUS$8.47m7.6%
$ 684.9m
Chris Johnson
Senior VP & Co-Principal Financial Officer11.3yrsUS$2.16m0.12%
$ 10.9m
Phillip Watts
Senior VP11.3yrsUS$2.83m0.12%
$ 11.2m
Mike Dillard
Executive VP & Director42.3yrsUS$2.23m3.49%
$ 314.1m
Drue Matheny
Executive VP & Director28.3yrsUS$4.58m2.86%
$ 257.6m
Julie Guymon
Director of Investor Relationsno dataNessun datoNessun dato
Dean Worley
VP, General Counsel & Corporate Secretary14.3yrsNessun dato0.064%
$ 5.8m
Denise Mahaffy
Senior VP & Director11.3yrsNessun dato1.09%
$ 98.5m
William Dillard
Senior VP & Director11.3yrsNessun dato1.58%
$ 142.7m
Tony Bolte
Senior Vice President of Information Technology & Logistics5.3yrsNessun datoNessun dato
12.8yrs
Durata media
66yo
Età media

Gestione esperta: Il team dirigenziale di DDS è esperto e expertise (durata media dell'incarico 12.8 anni).

Membri del Consiglio di amministrazione

NomePosizioneMandatoCompensazioneProprietà
William Dillard
Chairman & CEO59.3yrsUS$9.10m5.8%
$ 522.1m
Alex Dillard
President & Director51.3yrsUS$8.47m7.6%
$ 684.9m
Mike Dillard
Executive VP & Director50.3yrsUS$2.23m3.49%
$ 314.1m
Drue Matheny
Executive VP & Director32.3yrsUS$4.58m2.86%
$ 257.6m
Denise Mahaffy
Senior VP & Director5yrsNessun dato1.09%
$ 98.5m
William Dillard
Senior VP & Director5yrsNessun dato1.58%
$ 142.7m
James Freeman
Independent Director35.3yrsUS$295.80k0.48%
$ 42.9m
Robert Connor
Independent Director39.3yrsUS$295.80k0.50%
$ 45.2m
J.C. Watts
Independent Director16.8yrsUS$295.80k0.066%
$ 5.9m
John Rutledge
Independent Director13.3yrsUS$295.80k0.15%
$ 13.3m
Nick White
Independent Director18.3yrsUS$265.80k0.015%
$ 1.3m
Harry Hastings
Independent Director16yrsUS$272.89k0.14%
$ 12.5m
25.3yrs
Durata media
75yo
Età media

Consiglio di amministrazione esperto: Il consiglio di amministrazione di DDS è composto da personale esperto e esperto (durata media dell'incarico 25.3 anni).

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/27 23:29
Prezzo dell'azione a fine giornata2026/05/27 00:00
Utili2026/05/02
Utili annuali2026/01/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Dillard's, Inc. è coperta da 8 analisti. 3 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

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