Dillard's Inc. (DDS) - NYSE
  • Fri, May 13, 11:25 AM
    | Fri, May 13, 11:25 AM | 2 Comments
  • Wed, May 11, 8:32 AM
    • The department store sector is on watch for volatility after Macy's issues an alarming warning on sales trends.
    • "We are seeing continued weakness in consumer spending levels for apparel and related categories," reads the pinpoint assessment from Macy's.
    • Investors in the department store sector are already scrambling with Kohl's (NYSE:KSS) down 3.62% in premarket trading, J.C. Penney (NYSE:JCP) off 3.64%, and Nordstrom (NYSE:JWN) 2.17% lower. The damage doesn't end there with Ross Stores (NASDAQ:ROST) losing 2.6% and TJX Companies (NYSE:TJX) off by 1%. Dillard's (NYSE:DDS) and Sears Holdings (NASDAQ:SHLD) haven't opened yet.
    | Wed, May 11, 8:32 AM | 24 Comments
  • Thu, Apr. 7, 12:55 PM
    • Mall retailers are trading off today after the news on traffic trends from the small batch of monthly reporters didn't impress.
    • Another potential factor was the overall gloomy tone from Pacific Sunwear's (PSUN -45.3%) bankruptcy filing on younger consumers. The retailer noted that discretionary spending from the key demographic is going to dining and technology over apparel.
    • Notable decliners include J.C. Penney (JCP -5.1%), Nordstrom (JWN -4.5%), Dillard's (DDS -5.1%), Sears Holdings (SHLD -3.6%), Gap (GPS -3.8%), American Eagle Outfitters (AEO -3.9%), Urban Outfitters (URBN -3.9%), Abercrombie & Fitch (ANF -3%), Express (EXPR -2.2%), Guess (GES -2%), Bucke (BKE -10.2%), Zumiez (ZUMZ -4.4%), and  Aeropostale (ARO -9.6%).
    • Now read A Few Thoughts Inspired By Saturday Shopping 
    | Thu, Apr. 7, 12:55 PM | 28 Comments
  • Tue, Feb. 23, 1:55 PM
    • Dillard's (DDS +8.2%) trades higher after missing profit estimates with its Q4 report.
    • The company warned on the impact of high markdown activity and weakness in energy-dependent markets.
    • Investors are brushing off the lack of any sales guidance or conference call commentary to push Dillard's shares to their highest level of the year.
    • Previously: Dillard's misses by $0.23, beats on revenue (Feb. 22)
    • Previously: Margins slump at Dillard's (Feb. 23)
    | Tue, Feb. 23, 1:55 PM
  • Thu, Jan. 7, 10:52 AM
    • A mix of positive holiday sales report peppered throughout the retail sector has brought chain store stocks back into focus.
    • Add sub-$2 gas prices along with a low level of jobless claims to the mix and investors are warming back up to to beat-up sector.
    • Most of the gainers against a down market day have a heavy concentration of sales in the U.S.
    • The Container Store (TCS +3.8%), Ulta Salon (ULTA +1.4%), Vitamin Shoppe (VSI -0.3%), Chico's FAS (CHS +2.9%), Dillard's (DDS +2.7%), Williams-Sonoma (WSM +1.7%), Dick's Sporting Goods (DKS +1.2%), Burlington Stores (BURL +4%).
    • Previously: Retail chain stocks rally as $2 gas in U.S. outweighs turmoil in China (Jan. 07 2016)
    | Thu, Jan. 7, 10:52 AM | 1 Comment
  • Nov. 30, 2015, 10:31 AM
    • Department stores stocks are down across the board after reports of weak Black Friday traffic and pricing work turn sentiment sour.
    • Sears Canada (SRSC -1.5%), Sears Holdings (SHLD -3.3%), Dillard's (DDS -3.2%), J.C. Penney (JCP -2.4%), Macy's (M -1.2%), Nordstrom (JWN -1.2%), and Kohl's (KSS -0.9%) are all lower.
    • The SPDR S&P Retail ETF (NYSEARCA:XRT) is down 1.27%, although the damage could be worse if the underlying index didn't hold four internet retailers (Netflix, Amazon, Shutterfly, TripAdvisor) as top ten positions.
    | Nov. 30, 2015, 10:31 AM | 15 Comments
  • Nov. 16, 2015, 9:12 AM
    | Nov. 16, 2015, 9:12 AM
  • Nov. 16, 2015, 8:57 AM
    • Dillard's (NYSE:DDS) slumps after missing estimates with Q3 earnings.
    • The department store operator reported a 4% drop in merchandise sales and 3% slide in comparable-store sales.
    • Net income as a percentage of sales fell 60 bps to 3.2%.
    • Merchandise inventory +6% to $1.9335B.
    • Previously: Dillard's misses by $0.01, misses on revenue (Nov. 16 2015)
    • DDS -11.55% premarket to $68.56.
    | Nov. 16, 2015, 8:57 AM
  • Nov. 12, 2015, 11:31 AM
    • Kohl's (NYSE:KSS) is up 6.5% after reporting some success with strategic initiatives.
    • Despite a year-over-year drop in Q3 profit, on a sequential basis the recent results looked stronger.
    • J.C. Penney (JCP +3.4%), Nordstrom (JWN +2.3%), and Dillard's (DDS +3.5%) are all solidly higher after selling off earlier in the week. The trio have a higher U.S. concentration than Macy's.
    • Previously: Kohl's breaks out after earnings beat (Nov. 12 2015)
    | Nov. 12, 2015, 11:31 AM | 3 Comments
  • Nov. 11, 2015, 8:28 AM
    • The department store sector could see an impact after Macy's drops guidance sharply.
    • CEO Terry Lundgren sent a shiver across the industry by saying Macy's will take markdowns to clear inventory ahead of the crucial holiday season. Macy's reported soft U.S. traffic and sales in Q3.
    • Kohl's (NYSE:KSS), Dillard's (NYSE:DDS), and Nordstrom (NYSE:JWN) are on watch. Perhaps an outlier, J.C. Penney is higher in early action after tipping a strong 6% comp in Q3.
    • Previously: Macy's lower after U.S. sales slump and nixing REIT (Nov. 11 2015)
    • Previously: Retailers eye inventory levels with Black Friday 17 days away (Nov. 10 2015)
    | Nov. 11, 2015, 8:28 AM
  • Nov. 9, 2015, 10:15 AM
    • Department store stocks are off to a rough start with earnings coming into focus this week. Macy's (M -5.5%), J.C. Penney (JCP -4.2%), Kohl's (KSS -4.9%), Dillard's (DDS -3.3%), and Nordstrom (JWN -3.9%) are all sharply lower.
    • Retailers Target (TGT -2.7%), Costco (COST -1.5%), TJX Companies (TJX -2.9%), The Children's Place (PLCE -4.8%), L Brands (LB -4.4%), and Wal-Mart (WMT -0.9%) are also below broad market averages with earnings reports due to roll in this week and next.
    • The S&P Retail ETF (NYSEARCA:XRT) is down a crisp 2.0%.
    | Nov. 9, 2015, 10:15 AM | 10 Comments
  • Jul. 7, 2015, 10:12 AM
    • BofA/Merrill's Heather Balsky: "We are downgrading Dillard's (NYSE:DDS) to Underperform (from Neutral) as we believe sales and margin expansion opportunities are played out due to sector pressures, and we expect the company to miss consensus EPS estimates."
    • Balsky's 2015 EPS estimate has been cut by $0.59 to $7.54 (8% below consensus), and she now forecasts flat 2015-2017 comps.  The sales forecast is said to reflect "ongoing pressures, including the mid-cycle environment with consumers shifting from big ticket purchases and out of apparel, the lack of a strong apparel fashion cycle, Dillard's not offering free shipping online, and weakness in the home category."
    • Higher inventories, weaker comps, wage growth, fewer cost cut options, and weakening credit income are expected to lead op. margin to fall 70bps in 2015 to 7.7%. Shares are now less than $4 above a 52-week low of $100.00.
    | Jul. 7, 2015, 10:12 AM
  • Feb. 23, 2015, 4:51 PM
    • Dillard's (NYSE:DDS): Q4 EPS of $3.17 misses by $0.01.
    • Revenue of $2.14B (+5.4% Y/Y) beats by $60M.
    • Shares +1.5%.
    | Feb. 23, 2015, 4:51 PM
  • Feb. 23, 2015, 4:23 PM
    • Dillard's (NYSE:DDS) saw a 3% gain in comparable-store sales during Q4.
    • The company says demand in ladies' apparel and shoes categories were strong during the quarter.
    • Retail gross margin rate +103 bps off of an improvement in mix.
    • SG&A expense rate -20 bps to 21.4%.
    • Dillard's plans to open three new stores in 2015.
    • DDS +2.0% after hours.
    | Feb. 23, 2015, 4:23 PM
  • Jan. 7, 2015, 9:48 AM
    | Jan. 7, 2015, 9:48 AM | 7 Comments
  • Jan. 6, 2015, 8:30 PM
    • Shares of J.C. Penney (NYSE:JCP) reached as high as $7.90 in AH trading after the company topped the holiday same-store sales estimates of analysts.
    • The stock hasn't traded over $8 since early December as short interest built up ahead of the holiday report.
    • Per the norm, bulls and bears are battling it out on JCP. Bulls are lauding management for turning the retailer solidly in the right direction, while bears such as Imperial Capital's Mary Ross Gilbert claim margin-crunching promotions drove the sales gain.
    • What to watch: JCP's free cash flow mark at the end of Q4 will be closely-analyzed.
    • Sector fallout: Belus Capital's Brian Sozzi thinks the JCP result indicates other department store chains (JWN, KSS, DDS, M) are also poised to best consensus holiday SSS estimates.
    • Previous on JCP: Sterne Agee warns, holiday sales report.
    | Jan. 6, 2015, 8:30 PM | 8 Comments
Company Description
Dillard's, Inc. engages in the retail of fashion apparel, cosmetics and home furnishings. It operates through the Operation of Retail Department Stores and General Contracting Construction segments. The Operation of Retail Department Stores segment includes cosmetics, ladies' apparel,... More
Sector: Services
Industry: Department Stores
Country: United States