DDS

Interested in Dillard's, Inc.? Here are five stocks we like better. Dillard’s posted a massive first-quarter earnings beat, but much of the upside was driven by a litigation settlement that added $5.10 per share after taxes. Revenue rose 2.7% year over year, same-store sales increased 3%, and gross margin improved, showing the department store chain is still generating solid underlying results. Despite Dillard’s strong profitability metrics and massive five-year rally, analysts remain cautious on the stock, with Wall Street’s average price target below current trading levels. Dillard’s Inc. (NYSE: DDS) stock surged after the company posted a massive first-quarter earnings beat, but the rally quickly faded as investors realized much of the upside was tied to a litigation settlement. Shares ultimately ended the session only slightly higher, as investors appeared more cautious after digging into the report. Some enthusiasm may also have been tempered by the company’s incredible multi-year run. Shares, which had climbed more than 270% over the past five years, began to pull back from their all-time highs as investors reassessed the stock following the massive rally. → Why Applied Optoelectronics Stock May Be Near a Turning Point It’s easy to see why Dillard’s stock rallied immediately following the report. The department store chain reported Q1 earnings on May 14 of $16.04 per share, significantly higher than year-ago earnings of $10.39 and $5.91 above Wall Street’s expectations of $10.13 per share. Earnings received a major boost from a litigation settlement, which added $5.10 per share after taxes. The company said the settlement followed a long-standing lawsuit regarding payment card interchange fees. → The Pentagon's AI Pivot Supercharges Defense Stocks Revenue for the quarter came in at $1.59 billion, up 2.7% from the prior year and topping estimates by nearly $34 million. Meanwhile, same-store sales rose 3%, while margins improved. Operating expenses increased during the quarter, however, largely due to higher payroll and payroll-related expenses. Inventory rose 3%. → Is Everspin Technologies the Next AI Edge Breakout? Dillard’s said year-over-year sales increases were reported across all merchandise categories, with significant gains in home and furniture, ladies’ accessories, lingerie, and shoes. The company saw more moderate increases in men’s apparel a...

Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Dillard's (DDS) has seen mixed share performance recently, with the stock up about 34% over the past year, yet down around 15% year to date and roughly 16% over the past 3 months. See our latest analysis for Dillard's. At a share price of $538.69, Dillard's has given investors strong multi year total shareholder returns. However, recent share price weakness suggests momentum has cooled as investors reassess growth and risk. If Dillard's recent pullback has you thinking about where else capital could work, this is a good moment to broaden your search with 19 top founder-led companies With Dillard's trading around $538.69, close to the latest analyst price target and with recent returns cooling, investors may question whether this retail stock is now undervalued or whether the market is already pricing in future growth. Dillard's current P/E of 12.8x sits below the wider US market multiple of 18.4x and roughly in line with its multiline retail peers at 13x, yet still slightly above the estimated fair P/E of 11.9x, which points to a modestly expensive valuation on this measure. The P/E ratio compares the share price with earnings per share, so it reflects what investors are willing to pay today for each dollar of current earnings. For a mature retailer like Dillard's, this is a common yardstick investors use to judge whether the current price makes sense against its earnings profile. Here, the stock trades on a lower P/E than the broader US market and below the global multiline retail average of 19.3x. This suggests the market is not assigning a premium for Dillard's earnings. However, the P/E is still above the fair P/E estimate of 11.9x. This implies the market is pricing the stock a little higher than the level the fair ratio model points to and could move toward if expectations cool. Against the industry, the current 12.8x P/E looks restrained given that the global multiline retail average is 19.3x. This gap shows investors are applying a discount to Dillard's relative to global peers even as it trades slightly richer than its own fair P/E benchmark. Explore the SWS fair ratio for Dillard's Result: Price-to-earnings of 12.8x (OVERVALUED) However, recent share price weakness and annual net income growth moving about 7.5%...

Dillard’s DDS gave a reminder of why it has quietly been one of retail’s strongest long-term performers after crushing Q1 earnings expectations on Thursday morning. While department store peers continue to battle weak discretionary spending and shrinking margins, Dillard’s once again showed the ability to protect profitability and generate impressive cash flow. That said, investors may still be contemplating whether much of the upside is already priced in for the leading department store chain’s stock, especially with one-time gains boosting its strong quarterly results. Image Source: Zacks Investment Research Dillard’s reported Q1 earnings per share of $16.04, crushing consensus estimates of $10.13 by 58%. EPS also surged from $10.39 in the year-ago quarter. Part of the earnings strength came from a $104.1 million pre-tax litigation settlement tied to interchange fee disputes involving credit card transactions. The settlement added roughly $5.10 per share to quarterly earnings. Even excluding the legal benefit, however, Dillard’s continued to show impressive operational discipline. The company has now topped EPS expectations for seven consecutive quarters, delivering an average earnings surprise of 27.9% over its last four reports. Revenue also came in ahead of expectations. Q1 sales rose 3% year over year to $1.56 billion, topping analyst estimates of $1.53 billion. Dillard’s has exceeded revenue estimates in three of its last four quarterly reports. Perhaps most impressive was the company’s cash generation. Operating cash flow jumped 56% year over year to $364 million from $232.6 million in the prior-year quarter, highlighting the strength of Dillard’s profitability and inventory management. Image Source: Zacks Investment Research One of the biggest reasons Dillard’s has significantly outperformed many traditional retailers over the long run has been its disciplined capital allocation strategy. The company has aggressively reduced its share count for more than a decade, turning stock buybacks into a major driver of EPS growth. Since 2012, Dillard’s shares outstanding have declined from roughly 54 million to about 16 million today. That trend continued during Q1, as Dillard’s repurchased approximately 276,000 shares for $98 million at an average price of $355.65 per share. Combined with the company’s strong balance sheet and consistent profitability, Dilla...

Dillard's Inc. DDS posted first-quarter fiscal 2026 results, wherein the top and bottom lines surpassed the Zacks Consensus Estimate. Also, the company’s sales and earnings increased year over year. Results reflected higher store productivity, with comparable store sales (comps) increasing 3% and management pointing to newness in the merchandise assortment as a key catalyst for demand. Our model had anticipated comps to rise 1.2% for the first quarter. The company reported first-quarter fiscal 2026 earnings of $16.04 per share, which grew 54.4% from $10.39 in the year-ago quarter and beat the Zacks Consensus Estimate of $10.13. Net sales rose 2.6% year over year to $1.57 billion and surpassed the consensus mark of $1.54 billion. Dillard’s recorded a pre-tax gain of $104.1 million, net of legal fees, associated with the settlement of a long-standing lawsuit related to payment card interchange fees. Retail sales improved 3% year over year, with the company noting that all merchandise categories posted gains compared with the prior-year period. The strongest momentum was seen in home and furniture, ladies’ accessories and lingerie, and shoes, while sales in men’s apparel and accessories, juniors’ and children’s apparel and ladies’ apparel rose moderately. Sales in cosmetics grew slightly in the quarter. During the quarter, Dillard’s introduced a 160,000-square-foot location at The Mall at Fairfield Commons in Beavercreek, OH, expanding its presence in that market. Overall, the company operated 272 Dillard’s stores, including 28 clearance centers, across 30 states. Dillard's, Inc. price-consensus-eps-surprise-chart | Dillard's, Inc. Quote Profitability improved on the merchandise side, with consolidated gross margin rising 60 basis points (bps) to 44.5% from 43.9% in the year-ago period. The retail gross margin rate increased 30 bps to 45.8% from 45.5%, signaling modest improvement in merchandise margin and pricing dynamics. We anticipated a 60-bps contraction in consolidated gross margin. By category, Dillard’s indicated that retail gross margin rose moderately in shoes and slightly in ladies’ accessories and lingerie. Margin rates were unchanged in juniors’ and children’s apparel, cosmetics, and men’s apparel and accessories, while ladies’ apparel and home and furniture posted slight to moderate declines. Consolidated selling, general and administrative expens...

LITTLE ROCK, Ark., May 14, 2026 (GLOBE NEWSWIRE) -- Dillard’s, Inc. (NYSE: DDS) (the “Company” or “Dillard’s”) announced operating results for the 13 weeks ended May 2, 2026. This release contains certain forward-looking statements. Please refer to the Company’s cautionary statements included below under “Forward-Looking Information.” Dillard’s Chief Executive Officer William T. Dillard, II commented, “We are pleased to report a good start to 2026 with a profitable 3% sales growth supported by an increased 45.8% retail gross margin. We continue to focus on motivating our customer with newness in our merchandise assortment.” Highlights of the First Quarter (compared to the prior year first quarter): Total retail sales increased 3% Comparable store sales increased 3% Net income of $250.6 million compared to $163.8 million Earnings per share of $16.04 compared to $10.39 Retail gross margin of 45.8% of sales compared to 45.5% of sales Operating expenses were $444.0 million (28.3% of sales) compared to $421.7 million (27.6% of sales) Ending inventory increased 3% First Quarter Results Dillard’s reported net income for the 13 weeks ended May 2, 2026 of $250.6 million, or $16.04 per share, compared to $163.8 million, or $10.39 per share, for the 13 weeks ended May 3, 2025. Included in net income for the 13 weeks ended May 2, 2026 is a pre-tax gain on litigation settlement, net of legal fees, of $104.1 million ($79.6 million after tax or $5.10 per share) related to the Company’s favorable settlement of a long-standing lawsuit involving payment card interchange fees. Sales Net sales for the 13 weeks ended May 2, 2026 and May 3, 2025 were $1.568 billion and $1.529 billion, respectively. Net sales includes the operations of the Company’s construction business, CDI Contractors, LLC (“CDI”). Total retail sales (which excludes CDI) for the 13 weeks ended May 2, 2026 and May 3, 2025 were $1.518 billion and $1.468 billion, respectively. Total retail sales increased 3% for the 13-week period ended May 2, 2026 compared to the 13-week period ended May 3, 2025. Sales in comparable stores for the same period increased 3%. All merchandise categories reported sales increases compared to the prior year first quarter. Sales increased significantly in home and furniture, ladies’ accessories and lingerie and shoes. Sales in men’s apparel and accessories, juniors’ and children’s appare...

Dillard's (DDS) came out with quarterly earnings of $16.04 per share, beating the Zacks Consensus Estimate of $10.13 per share. This compares to earnings of $10.39 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +58.34%. A quarter ago, it was expected that this department store operator would post earnings of $9.98 per share when it actually produced earnings of $10.08, delivering a surprise of +1%. Over the last four quarters, the company has surpassed consensus EPS estimates four times. Dillard's, which belongs to the Zacks Retail - Regional Department Stores industry, posted revenues of $1.57 billion for the quarter ended April 2026, surpassing the Zacks Consensus Estimate by 2.12%. This compares to year-ago revenues of $1.53 billion. The company has topped consensus revenue estimates three times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Dillard's shares have lost about 12.1% since the beginning of the year versus the S&P 500's gain of 8.8%. While Dillard's has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for Dillard's was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks...

Thursday, May 14th, 2026 Pre-market futures are up at this hour, just rolling off their peaks but still impressive. Optimism abounds as President Trump speaks with President Xi in Beijing, Q1 earnings season continues at its robust pace, and apparently no news is good news when it comes to the war in Iran or the closure of the Strait of Hormuz. The Dow is +416 points currently, the S&P 500 is +29 and the Nasdaq +67. The small-cap Russell 2000 is +12 points at this hour. Cisco Systems CSCO shares are trading up +15% this morning, following its impressive fiscal Q3 report yesterday after the close. The tech equipment behemoth has now established itself as a winning player in the AI space, reporting record revenues and beating earnings estimates decisively. We also see a bevy of new economic data ahead of today’s opening bell. Initial Jobless Claims for last week reached +211K, the highest level we’ve seen in a month and above the 205K anticipated. The prior week was revised down to +199K, which are absolute historic levels of low jobless claims. Continuing Claims also bumped up a tad, to 1.782 million from a downwardly revised 1.758 million the previous week, which is a level we haven’t seen since January of 2024. As expected, April Retail Sales came in at +0.5% — less than a third of the downwardly revised +1.6% from the prior month, which was the strongest month for retail sales since March 2025, directly ahead of the “Liberation Day” tariffs of last year. Ex-autos, this number ebbs to +0.7%, 10 basis points (bps) lower than projected but less than half March’s +1.9%. Minus autos and gasoline sales, we remain at +0.5%, as we do with the Control number, also at +0.5%. This was expected to come in at +0.4% and follows the upwardly revised +0.8% for March, which clearly was a strong month for retail sales across the board. Today’s +0.5% headline is the second-lowest of 2026 so far. The biggest differential in actual numbers versus estimates this morning is in April’s Import Prices: +1.9%, 100 bps higher than consensus and the loftiest mark since March of 2022. Ex-fuel, where obviously most of these higher prices are coming from, we’re still above expectations at +0.7%. Year over year, Import Prices climbed to heights not seen since October of 2022: +4.2%. Exports also spiked to their highest levels since March of 2022: +3.3% — virtually doubling expectations. Y...

LITTLE ROCK, Ark., May 13, 2026 (GLOBE NEWSWIRE) -- Dillard’s, Inc. (DDS: NYSE) will announce results for the 13 weeks ended May 2, 2026 tomorrow before the open of the New York Stock Exchange. Contact: Julie J. Guymon Director of Investor Relations (501) 376-5965 [email protected]

MercadoLibre MELI reported first-quarter 2026 earnings of $8.23 per share, which missed the Zacks Consensus Estimate by 6.26% and declined 15.5% year over year. Revenues rose 49% on a year-over-year basis (46% on a foreign exchange-neutral basis) to $8.85 billion, surpassing the Zacks Consensus Estimate by 4.85%. Total revenues were driven by continued strength across commerce and fintech segments, which grew 47% and 51% year over year to $4.87 billion and $3.98 billion, respectively. In the commerce segment, Brazil delivered foreign exchange-neutral GMV growth of 38% year over year, accelerating meaningfully from prior quarters following the lowering of the free shipping threshold in 2025. Mexico posted foreign exchange-neutral GMV growth of 28% year over year, while Argentina delivered 41% foreign exchange-neutral GMV growth year over year. Brazil GMV growth has doubled from a high base in just nine months, with unique buyer growth accelerating to 32% year over year, the fastest pace in five years. Revenues from MELI's advertising services rose 73% year over year on a reported U.S. dollar basis and 63% on a foreign exchange-neutral basis. MercadoLibre, Inc. price-consensus-eps-surprise-chart | MercadoLibre, Inc. Quote Brazil: Net revenues in the first quarter reached $4.77 billion (54% of total revenues), up 55% year over year, supported by accelerating GMV growth, credit card portfolio expansion and robust advertising uptake. Mexico: The market generated revenues of $1.98 billion (22.3% of total revenues), increasing 62% year over year. Items sold growth of 34% was strong, though management noted that this year's tax reform created headwinds for small and medium-sized sellers, moderating sequential momentum in foreign exchange-neutral GMV growth. Argentina: Net revenues in the reported quarter were $1.70 billion (19.2% of total revenues), reflecting an increase of 23% year over year. Foreign exchange-neutral GMV growth of 41% year over year on a high base demonstrates the continued strength of MELI's value proposition versus physical retail. Other countries: These markets generated revenues of $397 million (4.5% of total revenues), representing growth of 59.1% on a year-over-year basis, with cross-border trade contributing meaningfully to assortment depth in markets such as Colombia and Peru. Gross Merchandise Volume of $19 billion increased 42% year over...

Groupon GRPN posted a loss of 32 cents per share for the first quarter of 2026, falling short of the Zacks Consensus Estimate of a loss of 2 cents per share. The company had reported earnings of 18 cents per share from continuing operations in the year-ago quarter. Revenues of $117.2 million were essentially in line with the Zacks Consensus Estimate, coming in 0.05% below. The figure was flat year over year (down 2.1% on an FX-neutral basis). The top-line performance was supported by continued strength in Things to Do and paid channel growth, partially offset by headwinds in the Small Business merchant base, Health Beauty and Wellness, the Enterprise channel and managed and organic channels, as well as adverse weather conditions in January and February. Region-wise, North America’s revenues of $90 million missed the consensus mark by 1.91% and declined 1.1% year over year. International revenues of $27.29 million beat the consensus mark by 4.51% and increased 4.7% year over year (declined 4.8% on an FX-neutral basis) Gross billings totaled $382.5 million in the first quarter of 2026, reflecting a 1% year-over-year decline (down 3.3% on an FX-neutral basis). Groupon, Inc. price-consensus-eps-surprise-chart | Groupon, Inc. Quote Local revenues of $110.1 million missed the Zacks Consensus Estimate by 0.27% and rose 1.6% year over year. North America Local revenues of $85.5 million declined 0.5% year over year and missed the consensus mark by 2.47%. North America Local billings of $260.6 million grew 2% year over year, driven by higher average order value and continued Things to Do momentum, partially offset by a 4% unit decline and take rate compression from higher promotional discounts. International Local revenues of $24.6 million grew 9.7% year over year and beat the consensus mark by 6.87%, though revenues were flat on an FX-neutral basis. Excluding Giftcloud, International Local revenues grew 19% and International Local billings grew 14% year over year, with each of GRPN's four major International markets (the U.K., Germany, France and Spain) delivering double-digit billings growth. Consolidated Travel revenues of $4.59 million beat the consensus mark by 3.8% and declined 9.2% year over year. North America Travel revenues declined 4.8% and International Travel revenues declined 20.5% year over year (down 28.4% on an FX-neutral basis). A notable bright spot...

Wayfair W shares have appreciated 1.4% since the company reported its first-quarter 2026 results on April 30, driven by a revenue outperformance against consensus estimates and a return to active customer growth after multiple quarters of year-over-year decline. Wayfair reported first-quarter 2026 earnings of 26 cents per share, which met the Zacks Consensus Estimate. Net revenues for the first quarter of 2026 rose 7.4% year over year to $2.93 billion, surpassing the Zacks Consensus Estimate of $2.88 billion by 1.72%. Last Twelve Months (LTM) net revenues per active customer increased 5.2% year over year to $591 as of March 31, 2026. The active customer base returned to positive territory, rising 1.4% year over year to 21.4 million. Wayfair Inc. price-consensus-eps-surprise-chart | Wayfair Inc. Quote Net revenues in the United States (89.1% of total net revenues) increased 7.5% year over year to $2.61 billion. International net revenues (10.9% of total net revenues) grew 6% year over year to $319 million. On a constant currency basis, international revenue growth stood at 1.7% year over year. Orders per customer (LTM orders delivered divided by active customers) were 1.88 for the quarter, up from 1.85 in the first quarter of 2025. The average order value expanded from $301 to $312 year over year. Total orders delivered in the first quarter were 9.4 million, up 3.3% year over year. Repeat customers placed 7.5 million orders (79.8% of total orders delivered), an increase of 2.7% year over year, compared with 80.5% of total orders in the first quarter of 2025. Mobile orders accounted for 64.7% of total orders delivered, up from 63.4% in the first quarter of 2025. Wayfair's first-quarter gross profit was $880 million, representing a gross margin of 30%, which contracted 70 basis points year over year, reflecting deliberate investment in the Wayfair Rewards loyalty program. Non-GAAP Contribution Profit was $440 million, or 15% of net revenues, representing a contribution margin improvement of 70 basis points year over year. Adjusted EBITDA was $151 million in the reported quarter, up 42.5% year over year, representing an adjusted EBITDA margin of 5.2%, which expanded 130 basis points year over year. Customer service and merchant fees represented 3.9% of net revenues, or $114 million, roughly in line with the first quarter of 2025. Advertising expenses represented...

US softline retailers are likely to post better-than-expected earnings this year as consumer spendin