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$DDS

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Research

Research Alert: CFRA Maintains Hold Opinion On Shares Of Dillard's

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We lower our 12-month price target by $108 to $612, based on 17x our FY 27 EPS estimate and above the company's three-year average of 14.4x. We maintain our FY 27 and FY 28 EPS estimates of $36.00 and $35.00, respectively. We believe Dillard's is deserving of an above-peer multiple due to its above-peer margins and significant capital return program. The company has bought back shares aggressively and has paid large special dividends over the past five years. It operates better than most retailers and has taken a conservative approach to its store count. The company also owns the real estate for over 90% of its stores. We continue to expect DDS's EPS to drop from their elevated levels; however, the company has been able to maintain above $35 through operating efficiencies and share buybacks. We view Dillard's as the best operator in a falling sub-industry and remain neutral.

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Wire

Dillard's Comparable Sales Growth Seen Weakening QOQ Amid Persistent Macro Headwinds, UBS Says

Dillard's (DDS) comparable store sales growth is expected to weaken quarter-on-quarter on tough compares ahead and persistent macro headwinds, UBS said in a Monday research note.Dillard's Q1 comp sales benefitted from the rollout of premium and niche brands that have differentiated the company from its department store peers, however, the company will lap tougher compares in upcoming quarters, which are anticipated to sequentially slow the company's growth rate, UBS said.Noting that retail gross margin rose 30 basis points in Q1 from a year earlier, UBS said it doubts Dillard's gross margin can expand much going forward due to balanced inventory versus retail sales growth as well as potential freight cost pressures."While we believe Dillard's is adept to drive modest long-term sales growth, we see very limited EPS growth potential given share loss against Off-Price retailers and elevated SG&A," UBS analysts said.UBS reiterated its sell rating along with a $465 price target on the company's stock.Price: $525.04, Change: $-13.65, Percent Change: -2.53%

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Sectors

Sector Update: Consumer Stocks Steady Premarket Thursday

Consumer stocks were steady premarket Thursday, with the State Street Consumer Staples Select Sector SPDR ETF (XLP) slightly higher and the State Street Consumer Discretionary Select Sector SPDR ETF (XLY) inactive.Viking Holdings (VIK) shares were up more than 6% after the company posted a narrower Q1 adjusted loss as revenue rose during the period.Dillard's (DDS) stock was up more than 6% after the company reported higher fiscal Q1 earnings and net sales.Yeti (YETI) shares were up more than 9% after the company reported fiscal Q1 adjusted net income and net sales that topped analysts' expectations, and raised its fiscal 2026 adjusted EPS outlook.

$DDS$VIK$XLP$XLY$YETI
Research

Research Alert: Dillard's Q1 Fy 26 Beats Estimates With Strong Comparable Store Sales Growth

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:DDS posted normalized Q1 FY 26 (Jan.) EPS of $10.95 vs. $10.36 in the prior year, $1.09 above consensus estimates, on total retail sales of $1.518B, advancing 3% on both a total and comparable store basis. Retail gross margin expanded 30 bps to 45.8%, supported by strength across multiple merchandise categories, particularly home and furniture, ladies' accessories and lingerie, and shoes. The company continues to operate efficiently and commands a much higher multiple than peers, with shares trading at 17x consensus FY 27 EPS estimates. The retailer opened a new 160,000 square foot store in Ohio, bringing its total footprint to 272 locations across 30 states. Operating expenses increased to 28.3% of sales vs. 27.6% in the prior year, primarily due to elevated payroll costs, though the company maintained a strong cash position of $1.158B, up 28.5% Y/Y. We are impressed with the strong comparable store sales growth and believe store count growth represents the next leg of growth for the company.

$DDS