olivLaw · US equity research
Dillard's, Inc. DDS
Retail-Department Stores · SIC 5311 · Vertical: General merchandise stores (SIC 53xx)
Dillard's is one of the largest U.S. retailers of apparel, cosmetics and home furnishings, operating a mall-based store network and an online store. Retail sales reached 6.232 billion USD in fiscal 2025, and the second quarter of 2026 showed a higher gross margin, partly supported by tariff refunds. The company could remain sensitive to payroll costs and the pace of consumer spending.
At the close of 04 Nov 2026, Dillard's, Inc. (DDS) stock was 636.21 USD (+4.71% on the day), with P/E 17.5 on diluted EPS of 36.42 USD over the last 12 months, dividend yield 4.90%, beta 0.94, 52-week range 510.39–730.73 USD. Latest reported quarter (Q2 2027): revenue of 1.5 bn USD (−0.4% YoY), net income of 97.7 m USD (+34.1% YoY), diluted EPS 6.25 USD.
Data as of · AI analysis dated · Source: SEC filings and closing prices, computed by olivLaw.
Price history
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Technical reading
- RSI (14)
- 45.3
- neutral
- Bollinger (20, 2)
- 614.79 – 706.42
- in the lower half of the band · %B 0.23 · band width 13.9%
- SMA 50 / 200
- 652.13 / 605.62
- mixed trend
- MACD (12, 26, 9)
- -3.94 / 3.11
- MACD below signal
Indicators describe past prices; on their own they do not predict direction. On our history the RSI ≤ 40 filter added no return (see the signals methodology).
Performance
| Company | S&P 500 | vs S&P 500 | Vertical median | |
|---|---|---|---|---|
| 1 month | −8.5% | −1.1% | −7.4 pp | — |
| 3 months | +3.2% | −0.5% | +3.6 pp | — |
| 6 months | +11.3% | +4.4% | +6.9 pp | — |
| Year to date | +4.9% | +12.3% | −7.4 pp | — |
| 1 year | +6.9% | +13.5% | −6.6 pp | +16.9% |
| 3 years | +90.6% | +76.4% | +14.2 pp | +33.7% |
| 5 years | +110.0% | +63.7% | +46.3 pp | — |
Price returns, dividends excluded.
Quarterly results
Latest quarter: Q2 2027 · 01 Aug 2026
Quarterly margins
Quarterly statements · USD
| Fiscal year | Q3 '25 | Q4 '25 | Q1 '26 | Q2 '26 | Q3 '26 | Q4 '26 | Q1 '27 | Q2 '27 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 1.5 bn | 2.1 bn | 1.5 bn | 1.5 bn | 1.5 bn | 2.0 bn | 1.6 bn | 1.5 bn |
| Cost of revenue | 819.3 m | 1.3 bn | 857.7 m | 959.3 m | 831.6 m | 1.3 bn | 870.4 m | 909.3 m |
| Gross profit | 607.7 m | 704.6 m | 671.2 m | 554.5 m | 637.1 m | 693.9 m | 698.1 m | 598.2 m |
| SG&A | 418.9 m | 452.0 m | 421.7 m | 434.2 m | 440.4 m | 463.0 m | 444.0 m | 443.6 m |
| Depreciation & amortisation | 44.0 m | 41.3 m | 44.5 m | 44.7 m | 44.4 m | 45.8 m | 43.3 m | 44.4 m |
| Interest expense | 9.6 m | 10.4 m | 10.3 m | 10.1 m | 10.2 m | 10.4 m | 10.5 m | 10.0 m |
| Pre-tax income | 162.5 m | 235.3 m | 213.7 m | 94.6 m | 168.8 m | 217.4 m | 327.0 m | 127.1 m |
| Income tax | 37.9 m | 20.9 m | 49.9 m | 21.8 m | 39.0 m | 14.1 m | 76.8 m | 29.8 m |
| Net income | 124.6 m | 214.4 m | 163.8 m | 72.8 m | 129.8 m | 203.7 m | 250.6 m | 97.7 m |
| Diluted EPS | 7.73 | — | 10.39 | 4.66 | 8.31 | — | 16.04 | 6.25 |
| Operating cash flow | 173.5 m ≈ | 364.7 m | 232.6 m | 86.8 m ≈ | 186.5 m ≈ | 211.2 m | 364.0 m | -37.2 m ≈ |
| Capex | 28.1 m ≈ | 15.4 m | 16.9 m | 26.7 m ≈ | 30.3 m ≈ | 19.5 m | 17.2 m | 22.3 m ≈ |
| Dividends paid | 4.1 m ≈ | 401.6 m | 4.0 m | 3.9 m ≈ | 3.9 m ≈ | 473.1 m | 4.7 m | 4.7 m ≈ |
| Share repurchases | — | 16.0 m | 98.0 m | 9.8 m ≈ | 0 ≈ | 0 | — | — |
≈ derived quarter (cumulative difference / share-days average)
E/P over time
E/P = trailing-12-month diluted EPS / price at quarter end. E/P is the inverse of P/E and stays defined when earnings are negative.
Today's P/E sits at the 93 percentile of its own 14-quarter history (min 8.4, median 11.1, max 20.1; quarters with earnings only).
Fiscal years
| Fiscal year | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 6.5 bn | 6.3 bn | 4.4 bn | 6.6 bn | 7.0 bn | 6.9 bn | 6.6 bn | 6.6 bn |
| Revenue YoY | +1.3% | −2.5% | −30.1% | +49.4% | +5.6% | −1.7% | −4.1% | −0.4% |
| Net income | 170.3 m | 111.1 m | -71.7 m | 862.5 m | 891.6 m | 738.8 m | 593.5 m | 570.2 m |
| Net income YoY | −23.1% | −34.8% | −164.5% | unavailable | +3.4% | −17.1% | −19.7% | −3.9% |
| Diluted EPS | 6.23 | 4.38 | -3.16 | 41.88 | 50.81 | 44.73 | 36.82 | 36.42 |
| Diluted EPS YoY | −17.0% | −29.7% | −172.1% | unavailable | +21.3% | −12.0% | −17.7% | −1.1% |
| net % | 2.6% | 1.8% | -1.6% | 13.0% | 12.7% | 10.7% | 9.0% | 8.7% |
| Free cash flow | 230.2 m | 261.7 m | 192.5 m | 1.2 bn | 828.3 m | 750.6 m | 609.6 m | 623.6 m |
Reported results vs expectations
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Balance sheet & financial health
Fiscal year 2026 · 31 Jan 2026
- Cash
- 861.5 m USD
- Financial debt
- unavailable USD
- Net debt
- unavailable USD
- Equity
- 1.8 bn USD
- Total assets
- 3.5 bn USD
- Debt / equity
- unavailable
- Current ratio
- 2.65x
- ROE
- 31.9%
- ROA
- 16.2%
- FCF margin
- 9.5%
Financial statements (source on every figure)
Revenue and net income (USD)
Margins
Income statement · USD
| Line | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Source (latest year) |
|---|---|---|---|---|---|---|---|
| Revenue | 4.4 bn | 6.6 bn | 7.0 bn | 6.9 bn | 6.6 bn | 6.6 bn | SEC (XBRL)· 27 Mar 2026verified |
| Cost of revenue | 3.1 bn | 3.7 bn | 4.0 bn | 4.0 bn | 3.9 bn | 3.9 bn | SEC (XBRL)· 27 Mar 2026verified |
| Gross profit | 1.2 bn | 2.7 bn | 2.9 bn | 2.7 bn | 2.6 bn | 2.6 bn | SEC (XBRL)· 27 Mar 2026verified |
| SG&A | 1.2 bn | 1.5 bn | 1.7 bn | 1.7 bn | 1.7 bn | 1.8 bn | SEC (XBRL)· 27 Mar 2026verified |
| Depreciation & amortisation | 213.4 m | 199.3 m | 188.4 m | 179.6 m | 177.9 m | 179.3 m | SEC (XBRL)· 27 Mar 2026verified |
| Interest expense | 49.1 m | 43.1 m | 30.5 m | -4.6 m | 39.9 m | 41.0 m | SEC (XBRL)· 27 Mar 2026verified |
| Pre-tax income | -153.4 m | 1.1 bn | 1.1 bn | 916.6 m | 729.7 m | 694.5 m | SEC (XBRL)· 27 Mar 2026verified |
| Income tax | -81.8 m | 225.9 m | 217.8 m | 177.8 m | 136.2 m | 124.7 m | SEC (XBRL)· 27 Mar 2026verified |
| Net income | -71.7 m | 862.5 m | 891.6 m | 738.8 m | 593.5 m | 570.2 m | SEC (XBRL)· 27 Mar 2026verified |
| Diluted EPS | -3.16 | 41.88 | 50.81 | 44.73 | 36.82 | 36.42 | SEC (XBRL)· 27 Mar 2026verified |
| Weighted average diluted shares | 22.7 k | 20.6 k | 17.5 k | 16.5 k | 16.1 k | 15.7 k | SEC (XBRL)· 27 Mar 2026verified |
| Dividend per share | 0.60 | 15.70 | 15.80 | 20.90 | 26.00 | 31.10 | SEC (XBRL)· 27 Mar 2026verified |
Balance sheet · USD
| Line | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Source (latest year) |
|---|---|---|---|---|---|---|---|
| Cash | 360.3 m | 716.8 m | 650.3 m | 808.3 m | 717.9 m | 861.5 m | SEC (XBRL)· 27 Mar 2026verified |
| Receivables | 36.7 m | 39.8 m | 57.0 m | 60.5 m | 55.7 m | 39.7 m | SEC (XBRL)· 27 Mar 2026verified |
| Current assets | 1.7 bn | 1.9 bn | 2.1 bn | 2.2 bn | 2.4 bn | 2.4 bn | SEC (XBRL)· 27 Mar 2026verified |
| Property, plant & equipment, net | 1.3 bn | 1.2 bn | 1.1 bn | 1.1 bn | 1.0 bn | 911.8 m | SEC (XBRL)· 05 Jun 2026verified |
| Total assets | 3.1 bn | 3.2 bn | 3.3 bn | 3.4 bn | 3.5 bn | 3.5 bn | SEC (XBRL)· 27 Mar 2026verified |
| Accounts payable | 758.4 m | 886.2 m | 828.5 m | 782.5 m | 795.0 m | 772.4 m | SEC (XBRL)· 27 Mar 2026verified |
| Long-term debt | 365.8 m | — | — | — | — | — | SEC (XBRL)· 09 Jun 2021verified |
| Current liabilities | 772.9 m | 966.2 m | 859.0 m | 827.8 m | 834.9 m | 902.1 m | SEC (XBRL)· 27 Mar 2026verified |
| Equity | 1.4 bn † | 1.5 bn † | 1.6 bn † | 1.7 bn † | 1.8 bn † | 1.8 bn † | SEC (XBRL)· 27 Mar 2026verified |
† equity attributable to the parent's shareholders: in these years the issuer no longer reports the total including non-controlling interests.
Cash flow · USD
| Line | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Source (latest year) |
|---|---|---|---|---|---|---|---|
| Operating cash flow | 252.9 m | 1.3 bn | 948.4 m | 883.6 m | 714.1 m | 717.0 m | SEC (XBRL)· 27 Mar 2026verified |
| Capex | 60.5 m | 104.4 m | 120.1 m | 132.9 m | 104.6 m | 93.4 m | SEC (XBRL)· 27 Mar 2026verified |
| Free cash flow | 192.5 m ≈ | 1.2 bn ≈ | 828.3 m ≈ | 750.6 m ≈ | 609.6 m ≈ | 623.6 m ≈ | SEC (XBRL)· 27 Mar 2026derived |
| Investing cash flow | -48.4 m | -69.8 m | -235.9 m | -115.6 m | -269.7 m | 22.5 m | SEC (XBRL)· 27 Mar 2026verified |
| Financing cash flow | -121.3 m | -853.8 m | -769.0 m | -620.0 m | -534.8 m | -595.9 m | SEC (XBRL)· 27 Mar 2026verified |
| Dividends paid | 14.0 m | 305.2 m | 271.3 m | 338.6 m | 413.8 m | 484.9 m | SEC (XBRL)· 27 Mar 2026verified |
| Share repurchases | 102.9 m | 544.9 m | 452.9 m | 281.4 m | 121.0 m | 107.8 m | SEC (XBRL)· 27 Mar 2026verified |
≈ computed by olivLaw from the reported lines of the same year: Operating cash flow − Capex.
Computed indicators
Growth
Profitability
Returns
Balance sheet
Liquidity
Cash
Efficiency
Market and valuation
1 indicators that do not apply to the sector.
Valuation
olivLaw classification
- score weight coverage: 37.5% of at least 60%
A scoring methodology on indicators and valuation, not investment advice.
Closing price
04 Nov 2026Source: olivLaw, closing series
Market cap: unavailable
Key indicators
Coverage and freshness
Score by group
38% · Insufficient data
Estimated value range
The combined range = the median of the valid methods' low, central and high values; it is not a probability interval and does not cover every result. Envelope of all methods: 408.69 – 549.61 USD.
Valuation assumptions are editorial choices, not measured; beta is not measured.
Method ranges (USD per share)
— — Mid · ▏ Price
Valuation methods
- DCF (discounted cash flow)unavailable · net debt missing: EV cannot be bridged to equity (missing debt is not zero)
- Peers: EV/EBITDAunavailable · net debt missing: EV cannot be bridged to equity (missing debt is not zero)
- Peers: P/Eunavailable · input data missing
- Dividend discount (DDM)408.69 – 549.61 (Mid 468.79)
Classification (SIC) comparables group by industry code, not by economic activity; the direct group is an editorial selection by activity. Members' multiples are on their own trailing twelve months, at their own latest close.
Assumptions (illustrative, editorial)
- Risk-free rate
- 4.3%
- Equity risk premium
- 5.0%
- Beta (default)
- 1.00
- Cost of equity
- 9.3%
- Terminal growth
- 2.5%
Factor scorecard
Insufficient data
Minimum-evidence gate: score weight coverage: 37.5% of at least 60%
| Factor | Value | Score | Weight used |
|---|---|---|---|
| ROIC · Quality | unavailable | unavailable | — |
| Net margin · Quality | 10.3% | 85 (vs peers) | 17% |
| FCF conversion · Quality | 93.2% | 90 (on a fixed band) | 17% |
| Revenue CAGR 3Y · Growth | -2.1% | 0 (on a fixed band) | 22% |
| EPS CAGR 3Y · Growth | -10.5% | 0 (on a fixed band) | 22% |
| Net debt / EBITDA · Balance sheet | unavailable | unavailable | — |
| Interest coverage · Balance sheet | unavailable | unavailable | — |
| Current ratio · Balance sheet | 3.0x | 100 (on a fixed band) | 11% |
| P/E (TTM) · Valuation | unavailable | unavailable | — |
| EV/EBITDA · Valuation | unavailable | unavailable | — |
| FCF yield · Valuation | unavailable | unavailable | — |
| Shareholder yield (distributions) · Returns | unavailable | unavailable | — |
| Payout ratio (FCF) · Returns | 76.6% | 62 (on a fixed band) | 11% |
Factors without a value were dropped; the remaining weights were renormalised.
Score groups
- Balance sheet· partial100/100 · 1/3 factors with a value
- Growth0/100 · 2/2 factors with a value
- Quality87/100 · 2/3 factors with a value
- Returns· partial62/100 · 1/2 factors with a value
- Valuation· partialunavailable · 0/3 factors with a value
A «partial» group is computed from under half of its weight or from one factor: it is not a full assessment of the group.
Memo
DILLARD’S, INC. (DDS). Latest full fiscal year: 2026; data up to 2026-08-01.
Figures computed from the financial statements: revenue 6.6 bn USD in 2026; YoY growth -0.4%; net margin 10.3%; ROE 33.8%.
The estimated value range is 408.69–549.61 USD per share (median of 1 methods, agreement: single method); assumptions are illustrative. Against the central value of 468.79 USD, the price of 636.21 USD leaves a potential of -26.3% (value / price − 1) and a margin of safety of -35.7% (1 − price / value). The range is the median of the methods' low, central and high values, not a probability interval.
Insufficient data for a verdict (score weight coverage: 37.5% of at least 60%).
Text generated deterministically from the figures shown; no language model. Not investment advice.
What supports the thesis
- Net margin: 10.3%
- FCF conversion: 93.2%
- Current ratio: 3.0x
What contradicts it
- Revenue CAGR 3Y: -2.1%
- EPS CAGR 3Y: -10.5%
- The price is above the estimated value range
Not assessed (insufficient data or a ratio without meaning): ROIC, Net debt / EBITDA, Interest coverage, P/E (TTM), EV/EBITDA, FCF yield, Shareholder yield (distributions).
Versus the vertical median
General merchandise stores (SIC 53xx) · same major group (2-digit SIC) · compared with 13 companies
Multiples and returns vs the median
Price rebased to 100 (monthly, 5 years)
Companies in the vertical
| Market cap | P/E | ROE | Net margin | Revenue YoY | 1A / 3A | |
|---|---|---|---|---|---|---|
| WMTWalmart Inc. | 1,024.8 bn | 46.6 | 23.4% | 3.0% | +4.7% | +17% / +149% |
| COSTCostco Wholesale Corp | 463.7 bn | 50.4 | 28.4% | 3.0% | +10.1% | +15% / +77% |
| TGTTarget Corporation | 74.1 bn | 16.9 | 26.4% | 4.1% | −1.7% | +80% / +22% |
| DGDollar General Corp | 31.2 bn | 18.4 | 19.7% | 3.9% | +5.2% | +29% / +8% |
| DLTRDollar Tree, Inc. | 27.6 bn | 17.9 | 45.9% | 8.0% | +10.4% | +33% / +19% |
| BURLBurlington Stores, Inc. | 16.2 bn | 23.2 | 41.4% | 5.8% | +8.8% | +2% / +52% |
| BJBj’s Wholesale Club Holdings, Inc. | 14.0 bn | 24.3 | 27.7% | 2.6% | +4.7% | +24% / +72% |
| FIVEFive Below, Inc. | 13.9 bn | 22.6 | 28.3% | 11.7% | +22.9% | +53% / +34% |
| MMacy's, Inc. | 6.7 bn | 9.4 | 16.0% | 3.3% | −1.7% | +15% / +62% |
| OLLIOllie's Bargain Outlet Holdings, Inc. | 5.6 bn | 21.0 | 14.9% | 9.8% | +16.6% | −24% / +28% |
| PSMTPriceSmart, Inc. | 5.1 bn | 30.6 | 12.3% | 2.8% | +11.5% | +34% / +145% |
| KSSKohl’s Corp | 2.9 bn | 10.9 | 6.7% | 1.7% | −4.3% | +3% / +8% |
| DDSDillard’s, Inc. | — | — | 33.8% | 10.3% | −0.4% | +7% / +91% |
| MNSOMINISO Group Holding Limited | — | — | 26.9% | 15.4% | +48.1% | −48% / −59% |
1- and 3-year price returns: for DDS from daily closes (the same as the performance table), for the other companies from month-end closes.
olivLaw engine forecast
The world engine ran after the company's latest material disclosure. Probabilities are of TOUCHING a level within the horizon (not closing there) and sit next to the random walk (p_rw), the no-information benchmark.
The engine has no published run for this company yet.
Valuation scenarios (editable assumptions)
Illustrative scenarios
Scenarios are not available. input data missing
AI analysis
AI-generatedAI-generated analysis (Claude) from cited public sources; it may contain errors. Not investment advice. As of 27 Oct 2026 · Model: claude-haiku-5-5.
In brief
Dillard's is one of the largest U.S. retailers of apparel, cosmetics and home furnishings, operating a mall-based store network and an online store. Retail sales reached 6.232 billion USD in fiscal 2025, and the second quarter of 2026 showed a higher gross margin, partly supported by tariff refunds. The company could remain sensitive to payroll costs and the pace of consumer spending.
SWOT
Strengths
- The company holds a solid cash position and returned significant sums to shareholders in fiscal 2025 1. Its mall-based store network and exclusive brands are important assets.
- Retail gross margin has stayed high, and tax refunds helped results in 2026 13.
- The Citibank partnership for private label cards provides recurring income from the portfolio 1.
Weaknesses
Opportunities
Threats
Risks
- Competitionhigh
Intense competition in retail and online could reduce prices, margins and market share 1.
- Dependence on the holiday seasonhigh
A weak final quarter could disproportionately affect annual results 1.
- Distribution disruptionsmedium
Fire, storms or other events could disrupt distribution centers and deliveries to stores 1.
- Real estate exposuremedium
The company owns or leases its store space, and falling property values could lead to impairment or closure costs 1.
- Economic conditionsmedium
Lower consumer confidence or discretionary spending could reduce sales 1.
Investment thesis
What would need to be true (bull case)
- If the sales growth trend holds and tariff refunds are not the only support for margin, results in 2026 could exceed last year's.
- Its cash position and lower debt could give the company flexibility for dividends and store modernization.
- If the exclusive brand assortment keeps attracting customers, the company could sustain better margins than off-price rivals.
What would break the thesis
- If retail margin returns to earlier levels without tariff refunds, profit could fall noticeably.
- Payroll pressure and higher operating costs could keep eroding profitability.
- If mall traffic falls and online competition intensifies, store sales could stagnate or decline.
What to watch
- Comparable store sales trend and gross margin excluding tariff refundsQ3 2026
- Level of operating expenses and payroll relative to salesQ3 2026
- Scheduled 80 million USD debt maturity due May 2027 and its repayment2027
- Company guidance on inflation and tariff effects for fiscal 2026next 10-K
Products, market & competition
AI-generatedAI-generated analysis (Claude) from cited public sources; it may contain errors. Not investment advice. As of 27 Oct 2026 · Model: claude-haiku-5-5.
The business
Dillard's, Inc. (founded in 1938, headquartered in Little Rock, Arkansas) is a retailer of apparel, cosmetics and home furnishings, operating 271 stores and an online store as of January 31, 2026 1. It operates mainly in the southwest, southeast and midwest of the United States, in malls and open-air centers. The construction business through CDI Contractors, LLC is a small part of sales but builds and remodels the company's own stores 1.
Sales are seasonal, with the last quarter of the fiscal year contributing roughly one-third of annual sales, driven by the holiday season 1. The company relies on exclusive brands such as Antonio Melani and Gianni Bini to differentiate its offer and protect margins 1. Since January 2024 the private label credit cards have been run by Citibank under a long-term alliance 1.
In the first half of 2026, the company reported net income of 348.2 million USD, higher than a year earlier, supported by a 104.1 million USD litigation gain and tariff refunds 3. The store count remained at 272 over the same period 3.
Segments
Retail operations
The retail segment accounts for 96% of net sales and includes cosmetics (16%), ladies' apparel (20%), ladies' accessories and lingerie (14%), juniors' and children's apparel (9%), men's apparel and accessories (19%), shoes (14%) and home and furniture (4%) 1.
Construction (CDI Contractors)
The construction segment, through CDI Contractors, accounts for about 4% of net sales and mainly works on building and remodeling the company's stores 1.
Market context
The U.S. apparel and home retail market is competitive and sensitive to consumer confidence, inflation and discretionary spending. The company reported retail sales per square foot of 138 USD in fiscal 2025 1, and in 2026 the consumer proved relatively resilient 2.
Mall traffic remains an important factor, and a decline could weigh on sales. The company notes that its concentration of stores in energy-producing regions exposes results to volatility there 1.
Trends
- Tariffs and IEEPA refundsmixed
IEEPA tariff refunds added 37.2 million USD in the second quarter of 2026 and lifted retail gross margin by 260 basis points; the company does not expect additional significant refunds 3. Without these refunds, margin would have been lower.
- Payroll pressureheadwind
Operating expenses rose mainly due to payroll and related costs, both in fiscal 2025 and in the second quarter of 2026 13. If this pressure persists, it could reduce operating margin.
- Debt reductiontailwind
The company paid a 96 million USD debt maturity in the second quarter of 2026 and kept a solid cash position 23. Lower debt could support financial flexibility.
- Inflation and pricingmixed
Inflation affected the business in 2025 and 2024, and customers' willingness to accept price increases will shape the impact in 2026 1. If demand weakens, markdowns could reduce margins.
Competitive position
Dillard's competes with traditional department stores, specialty retailers, off-price and discount stores, and online retailers 1. Some competitors are larger and have greater financial resources, which may allow them to invest more in promotion and assortment 1.
Competition in e-commerce is intensifying, and the company notes it could face pressure on prices or lose market share if it does not maintain its position 1.
- Traditional department stores
Regional and national department stores competing directly for the same apparel and cosmetics customers, cited generically in the company's filing 1.
- Specialty retailers
Chains selling a single category of goods and competing in areas such as footwear or lingerie 1.
- Off-price and discount retailers
Low-price stores that can attract price-sensitive shoppers, cited as competitive pressure in the annual report 1.
- Online retailers
E-commerce platforms that reduce the advantage of physical stores and intensify price comparison 1.
Links, dependencies and risks
Who the company is tied to, from its own SEC filings (customers, suppliers, production, partners, competitors, countries, regulation), from the 5 %+ holders' statements (13D/13G) and from what other companies say about it. Click a node for its evidence; on a listed company the graph moves to it.
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News & filings
In the press
No news in our archive over the last 180 days.
SEC filings
- Current report18 Sept 2026Delisting notice · Regulation FD disclosure · Financial statements and exhibits
- Quarterly report04 Sept 2026
- Current report13 Aug 2026Results of operations · Financial statements and exhibits
- Quarterly report05 Jun 2026
- Current report04 Jun 2026Acquisition or disposition of assets · Item 3.02 · Financial statements and exhibits
- Current report01 Jun 2026Shareholder vote
- Current report14 May 2026Results of operations · Financial statements and exhibits
- Annual report27 Mar 2026
- Current report20 Mar 2026Material agreement · Item 3.02 · Financial statements and exhibits
- Current report24 Feb 2026Results of operations · Financial statements and exhibits
Sources
- [1] Form 10-K, fiscal year ended 2026-01-31 · SEC / Dillard's, Inc. · 27 Mar 2026
- [2] Form 10-Q, quarter ended 2026-08-01 · SEC / Dillard's, Inc. · 04 Sept 2026
- [3] Form 8-K, results release (exhibit 99.1) · SEC / Dillard's, Inc. · 13 Aug 2026
Figures computed by olivLaw from SEC filings and closing prices; the qualitative analysis is AI-generated from cited sources. Not investment advice.