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Dillard\'s, Inc. (DDS)



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Upturn Advisory Summary
08/28/2025: DDS (1-star) has a low Upturn Star Rating. Not recommended to BUY.
1 Year Target Price $389.33
1 Year Target Price $389.33
0 | Strong Buy |
0 | Buy |
1 | Hold |
1 | Sell |
1 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 35.77% | Avg. Invested days 55 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | Stock Returns Performance ![]() |
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Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 8.54B USD | Price to earnings Ratio 15.11 | 1Y Target Price 389.33 |
Price to earnings Ratio 15.11 | 1Y Target Price 389.33 | ||
Volume (30-day avg) 3 | Beta 1.1 | 52 Weeks Range 282.07 - 553.18 | Updated Date 08/28/2025 |
52 Weeks Range 282.07 - 553.18 | Updated Date 08/28/2025 | ||
Dividends yield (FY) 0.18% | Basic EPS (TTM) 36.22 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date 2025-08-14 | When - | Estimate 3.51 | Actual 4.66 |
Profitability
Profit Margin 8.74% | Operating Margin (TTM) 6.07% |
Management Effectiveness
Return on Assets (TTM) 11.76% | Return on Equity (TTM) 29.77% |
Valuation
Trailing PE 15.11 | Forward PE 23.58 | Enterprise Value 7874471999 | Price to Sales(TTM) 1.3 |
Enterprise Value 7874471999 | Price to Sales(TTM) 1.3 | ||
Enterprise Value to Revenue 1.2 | Enterprise Value to EBITDA 8.55 | Shares Outstanding 11613800 | Shares Floating 7317329 |
Shares Outstanding 11613800 | Shares Floating 7317329 | ||
Percent Insiders 33.23 | Percent Institutions 71.28 |
Upturn AI SWOT
Dillard's, Inc.

Company Overview
History and Background
Dillard's Inc. was founded in 1938 by William T. Dillard in Mineral Springs, Arkansas. Initially a small department store, it expanded through acquisitions and organic growth to become a major retailer with stores across the United States. Key milestones include going public in 1969 and strategic acquisitions of other department store chains.
Core Business Areas
- Retail Sales: Dillard's primary business is operating retail department stores, offering a wide selection of merchandise including fashion apparel, home furnishings, and other consumer goods.
Leadership and Structure
William T. Dillard II serves as the Chairman and CEO. The organizational structure is typical of a large retail corporation, with divisions for merchandising, store operations, finance, and real estate.
Top Products and Market Share
Key Offerings
- Apparel and Accessories: Dillard's offers a wide range of clothing, shoes, and accessories for men, women, and children. This is a significant revenue driver. Competitors include Macy's, Nordstrom, and Kohl's. Market share for apparel sales is difficult to isolate specifically for Dillard's given broad category reporting, but general apparel data can be easily accessed through census information.
- Home Furnishings: Dillard's sells furniture, bedding, and other home decor items. Competitors include Bed Bath & Beyond (BBBY), HomeGoods, and department stores like Macy's. Market share for home furnishings is also difficult to isolate. General home furnishings data is accessible.
- Cosmetics: Dillard's offers various beauty products. Competitors in the beauty and cosmetics field include Ulta Beauty and Sephora. Market share for home furnishings is also difficult to isolate. General beauty product data is accessible.
Market Dynamics
Industry Overview
The department store industry is facing challenges from online retailers and changing consumer preferences. Success requires adapting to digital sales and curating unique in-store experiences.
Positioning
Dillard's positions itself as a mid-to-upscale department store, focusing on fashion apparel and exclusive brands. It differentiates itself by emphasizing customer service and a traditional department store experience.
Total Addressable Market (TAM)
The total addressable market for apparel and home goods in the US is estimated to be in the hundreds of billions of dollars. Dillard's captures a small but meaningful part of this TAM, mainly focusing on the mid-to-upscale segment.
Upturn SWOT Analysis
Strengths
- Strong brand recognition in established markets
- Loyal customer base
- Prime real estate locations in many markets
- Effective inventory management in recent years
Weaknesses
- Limited online presence compared to competitors
- Dependence on traditional brick-and-mortar stores
- Inconsistent store performance across different regions
- Vulnerable to economic downturns
Opportunities
- Expanding online sales channels
- Developing private label brands
- Leveraging data analytics to personalize customer experiences
- Expanding into new geographic markets
Threats
- Increasing competition from online retailers
- Changing consumer preferences towards fast fashion and direct-to-consumer brands
- Economic recessions impacting consumer spending
- Supply chain disruptions
Competitors and Market Share
Key Competitors
- Macy's (M)
- Kohl's (KSS)
- Nordstrom (JWN)
Competitive Landscape
Dillard's competes with other department stores and online retailers for market share. Its advantages include a loyal customer base and well-maintained stores, while disadvantages include a less developed online presence compared to Macy's or Amazon.
Growth Trajectory and Initiatives
Historical Growth: Dillard's growth has been moderate, primarily driven by same-store sales increases and cost efficiencies. Recent years have seen increased profitability.
Future Projections: Analyst projections suggest continued focus on profitability and cost management. Revenue growth is expected to be moderate.
Recent Initiatives: Recent initiatives include focusing on inventory management, improving store layouts, and enhancing the online shopping experience.
Summary
Dillard's is a traditional department store chain facing increasing competition from online retailers. The company is managing to stay profitable in a challenging environment through cost efficiency and a focus on its brick and mortar footprint. Dillard's needs to continue to adapt to changing consumer preferences and build out their online sales platform. The company should focus on private label brands and data analytics to personalize customer experience.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company SEC Filings (10-K, 10-Q)
- Market Research Reports
- Analyst Estimates
- Company Website
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Investment decisions should be based on your own research and consultation with a qualified financial advisor.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Dillard's, Inc.
Exchange NYSE | Headquaters Little Rock, AR, United States | ||
IPO Launch date 1989-06-30 | Chairman & CEO Mr. William T. Dillard II | ||
Sector Consumer Cyclical | Industry Department Stores | Full time employees - | Website https://www.dillards.com |
Full time employees - | Website https://www.dillards.com |
Dillard's, Inc. operates retail department stores in the southeastern, southwestern, and midwestern areas of the United States. The company offers fashion apparel for men, women, and children; accessories, cosmetics, home furnishings, and other consumer goods through dillards.com, an Internet store and clearance centers. It also engages in the general contracting construction activities, such as constructing and remodeling stores for the company. The company was founded in 1938 and is based in Little Rock, Arkansas.

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