Dillard's, Inc.

NYSE:DDS 株式レポート

時価総額：US$10.2b

Dillard's マネジメント

マネジメント 基準チェック /34

Dillard'sの CEO はWilliam Dillardで、 May1998年に任命され、 の在任期間は 28.33年です。 の年間総報酬は$ 9.10Mで、 12.9%給与と87.1%のボーナス（会社の株式とオプションを含む）で構成されています。 は、会社の株式の12.01%を直接所有しており、その価値は$ 1.22B 。経営陣と取締役会の平均在任期間はそれぞれ13.2年と25.7年です。

主要情報

William Dillard

最高経営責任者

US$9.1m

報酬総額

CEO給与比率12.86%
CEO在任期間28.3yrs
CEOの所有権12.0%
経営陣の平均在職期間13.2yrs
取締役会の平均在任期間25.7yrs

経営陣の近況

Recent updates

Seeking Alpha • Aug 20

Dillard's Remains A Dividend Idea As Q2 Results Glitter While Leverage Remains Low

Summary Dillard's, Inc. gets upgraded to a buy again after delivering its fourth consecutive earnings beat, highlighting continued operational strength in a challenging retail environment. Dillard's has achieved a total return of +116% since my 2023 buy call and continues to be a compelling dividend idea driven by yield, growth, and safety. Key investment pillars remain brand strength, scale, dividend growth, and an investment-grade rating, balanced against apparel's cyclical risks. The analysis benchmarks Dillard's against Macy's, Kohl's, and Ralph Lauren, emphasizing competitive positioning, scale, and margins. Read the full article on Seeking Alpha
分析記事 • Aug 16

Dillard's, Inc. Just Beat EPS By 45%: Here's What Analysts Think Will Happen Next

Shareholders might have noticed that Dillard's, Inc. ( NYSE:DDS ) filed its quarterly result this time last week. The...
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

CEO報酬分析

Dillard's の収益と比較して、William Dillard の報酬はどのように変化したか？
日付総報酬給与会社業績
Aug 01 2026n/an/a

US$682m

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

報酬と市場: Williamの 総報酬 ($USD 9.10M ) は、 US市場 ($USD 14.71M ) の同様の規模の企業の平均を下回っています。

報酬と収益: Williamの報酬は過去 1 年間で 20% 以上増加しました。

CEO

William Dillard (81 yo)

28.3yrs
在職期間
US$9,101,150
報酬

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...

リーダーシップ・チーム

名称ポジション在職期間報酬所有権
William Dillard
Chairman & CEO28.3yrsUS$9.10m12.01%
$ 1.2b
Alex Dillard
President & Director28.7yrsUS$8.47m13.88%
$ 1.4b
Chris Johnson
Senior VP & Co-Principal Financial Officer11.7yrsUS$2.16m0.12%
$ 12.4m
Phillip Watts
Senior VP11.6yrsUS$2.83m0.12%
$ 12.5m
Mike Dillard
Executive VP & Director42.7yrsUS$2.23m9.4%
$ 957.8m
Drue Matheny
Executive VP & Director28.7yrsUS$4.58m4.64%
$ 472.5m
Julie Guymon
Director of Investor Relationsno dataデータなしデータなし
Dean Worley
VP, General Counsel & Corporate Secretary14.7yrsデータなし0.064%
$ 6.5m
Denise Mahaffy
Senior VP & Director11.7yrsデータなし1.09%
$ 111.5m
William Dillard
Senior VP & Director11.7yrsデータなし2.35%
$ 239.6m
Tony Bolte
Senior Vice President of Information Technology & Logistics5.7yrsデータなしデータなし
13.2yrs
平均在職期間
67yo
平均年齢

経験豊富な経営陣: DDSの経営陣は経験豊富で経験豊富です（平均在職期間は13.2年）。

取締役

名称ポジション在職期間報酬所有権
William Dillard
Chairman & CEO59.7yrsUS$9.10m12.01%
$ 1.2b
Alex Dillard
President & Director51.7yrsUS$8.47m13.88%
$ 1.4b
Mike Dillard
Executive VP & Director50.7yrsUS$2.23m9.4%
$ 957.8m
Drue Matheny
Executive VP & Director32.7yrsUS$4.58m4.64%
$ 472.5m
Denise Mahaffy
Senior VP & Director5.3yrsデータなし1.09%
$ 111.5m
William Dillard
Senior VP & Director5.3yrsデータなし2.35%
$ 239.6m
James Freeman
Independent Director35.7yrsUS$295.80k0.48%
$ 48.7m
Robert Connor
Independent Director39.7yrsUS$295.80k0.50%
$ 51.3m
J.C. Watts
Independent Director17.1yrsUS$295.80k0.065%
$ 6.6m
John Rutledge
Independent Director13.7yrsUS$295.80k0.15%
$ 15.3m
Nick White
Independent Director18.7yrsUS$265.80k0.017%
$ 1.7m
Harry Hastings
Independent Director16.3yrsUS$272.89k0.14%
$ 14.3m
25.7yrs
平均在職期間
76yo
平均年齢

経験豊富なボード: DDSの 取締役会 は経験豊富で 経験豊富 です ( 25.7年の平均在任期間)。

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/09/15 13:35
終値2026/09/15 00:00
収益2026/08/01
年間収益2026/01/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。

シンプリー・ウォールストリート分析モデルを設計・構築した ご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Dillard's, Inc. 3 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。7

アナリスト機関
Lorraine Corrine HutchinsonBofA Global Research
Paul TrussellDeutsche Bank
Matthew BossJ.P. Morgan