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Dillard's Inc. (DDS)

  • Mon, Feb. 23, 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%.
    • Press Release
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  • Mon, Feb. 23, 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.
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  • Wed, Jan. 7, 9:48 AM
  • Tue, Jan. 6, 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.
  • Dec. 23, 2014, 8:45 AM
    • Dillard's (NYSE:DDS) is a potential acquisition target of Hudson's Bay, according to The Deal.
    • A buyout of the department store chain would give Hudson's a quick entry into the U.S. Midwest and South where Saks is thin.
    • DDS +3.3% premarket.
  • Nov. 20, 2014, 12:01 PM
    • Shares of Dillard's (DDS +8.3%) spike after Marcato Capital takes a 4.9% stake in the department store operator.
    • The investment firm wants Dillard's to spin off its real estate assets.
    • "We have decided to share our analysis highlighting the value of Dillard's underlying real estate assets and the compelling case for the creation of a stand-alone REIT," says Managing Partner Mick McGuire.
    • Marcato see a combined value of over $193 per DDS share after a REIT split.
    • Here's the latest SEC Form 13F filed by Marcato showing no position in Dillard's.
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  • Aug. 13, 2014, 10:26 AM
    • Department store stocks are lower after Macy's misses estimates with its Q2 report and warns on consumer spending.
    • Decliners: Nordstrom (NYSE:JWN) -2.2%, Sears Holdings (NASDAQ:SHLD) -1.8%, Kohl's (NYSE:KSS) -2.7%, J.C. Penney (NYSE:JCP) -2.1%, Bon-Ton Stores (NASDAQ:BONT) -3.5%, Dillard's (NYSE:DDS) -2.2%.
    • The downward comp sales revision from Macy's and the flat reading on U.S. retail sales growth appears to be impacting big-box retailers Target (TGT -1%) and Wal-Mart (WMT -0.9%) as well.
  • May 16, 2014, 12:46 PM
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  • May 16, 2014, 10:40 AM
    • Dillard's (DDS +10.7%) is in full rally mode after beating EPS estimates with its Q1 report.
    • The department chain store chain grew comparable-store sales by 2% in Q1.
    • Consolidated gross margin rate was flat at 39.5% compared to a year ago.
    • Today's double-digit gain for Dillard's completes a department store trifecta with shares of J.C. Penney and Nordstrom also quite lively.
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  • Apr. 22, 2014, 12:48 PM
    • Shares of Dillard's (DDS +6.3%) perk up after Marcato Capital advises investors the stock could be worth $155. A 70% pop from where Dillard's opens trading today.
    • The Dillard's thesis was presented by Mick McGuire, the managing partner of Marcato.
  • Feb. 25, 2014, 10:25 AM
    • Investors are giving Macy's (M +3.9%) a pass after January sales came in soft and the company warned on a sluggish early start to the current quarter.
    • The enthusiasm on the retailer appears to stem from its ability to hold up margins through its omnichannel approach to selling.
    • Macy's also reiterated its guidance for the fiscal year despite the slow start.
    • The department store sector is mounting a little comeback today after it was awash in red yesterday.
    • Gainers: Kohl's (KSS) +1.8%, Nordstrom +0.8%, Dillard's (DDS) +4.6%, Sears Holdings (SHLD) +3.3%, Bon-Ton Stores (BONT) +2.6%.
  • Feb. 24, 2014, 9:11 AM
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  • Aug. 15, 2013, 9:11 AM
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  • Aug. 15, 2013, 8:00 AM
    • Dillard's (DDS) beats estimates in Q2 while managing a moderate 1% increase in comparable store sales.
    • The highlight of the quarter was a discernible margin gain from expense control measures the retailer put in place. (PR)
    • DDS +7.0% premarket.
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  • Aug. 14, 2013, 5:34 PM
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  • May 15, 2013, 5:30 PM
    More on Dillards (DDS): Q1 beats on EPS estimates but comes up slightly shy on sales. Per share earnings rose 27% Y/Y, boosted by better merchandise gross margins and lower operating expenses. Comp store sales inched up by 1%, with sales trends strongest in ladies' accessories and lingerie and juniors' and children's apparel. Sales were weakest in the home and furniture category. Shares +1.6% AH.
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Company Description
Dillards Inc operates as fashion apparel, cosmetic and home furnishing retailer. The Company also operates a general contracting construction company engaged in constructing and remodeling stores of the Company.
Sector: Services
Country: United States