Macroeconomic conditionsnegative · 1 filings
“Inflation continues to be a concern for management, impacting many areas of our operating expenses.”10-K · Mar 27, 2026 ↗
Dillard's, Inc.
DDS
Market read
Dillard's, Inc.'s current read is isolated; its market group is not confirming.
No new filing conclusion is available. 0 of 1 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 9 directly disclosed connections are confirming.
P/E17.9xlatest annual facts
Revenue YoY-0.1%2026-01-31
Company+4.1% todayVolume comparison unavailable
Market group0 of 1 activeDepartment Stores · unavailable
Disclosed network0 of 8 confirmingNo filing-linked name is confirming now
What would change this read
Watch this read- Retail gross margin benefited from tariff refunds received during the latest six-month period, making the source of future margin changes important to compare.
- Higher inventories offset part of the operating-cash increase, so the next report should be compared for another inventory-related cash use.
Invalidation: The isolated read changes if DDS's group or a disclosed connection begins moving with it.
Research brief
The story so far
No new filing conclusion is available. 0 of 1 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 9 directly disclosed connections are confirming.
Evidence that supports
No thresholded supportive filing evidence is available yet.
Evidence that challenges
No thresholded adverse filing evidence is available yet.
What would clarify the read
- Retail gross margin benefited from tariff refunds received during the latest six-month period, making the source of future margin changes important to compare.
- Higher inventories offset part of the operating-cash increase, so the next report should be compared for another inventory-related cash use.
Company research
Understand the business, not just the ticker
Business model and earnings drivers
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
Key research questions
- Which operating variable is changing?
- Is that change durable, cyclical or one-off?
- What evidence would disprove the current interpretation?
Annual periods9
Price observations328
Usable filing statements38
Verified relationships8
Evidence supporting the case
- Operating cash flow covered net income at 1.26x in the latest annual period.
Evidence challenging the case
- Latest annual revenue changed -0.1% year over year.
Questions before a position
No credible peer-relative valuation comparison is available yet.
Longer-term price context
Price as of Sep 11, 2026
650.146m+13.3%12m+14.3%24m—
Annual trajectory
Reported annual revenue and per-share history. This is accounting history, not a forecast.
PeriodRevenueYoYDiluted EPSShare change
2022-01-29$6.5B+46.5%$41.88-9.3%
2023-01-28$6.9B+5.8%$50.81-14.8%
2024-02-03$6.8B-1.7%$44.73-5.9%
2025-02-01$6.5B-4.0%$36.82-2.4%
2026-01-31$6.5B-0.1%$36.42-2.9%
What management says matters
Persistent and emerging business drivers
Tariffs and trade policypositive · 1 filings
“Net income increased for the quarter, primarily driven by higher retail gross margin of 40.9%, which benefited from tariff refunds received during the period, and growth in retail sales.”10-Q · Sep 4, 2026 ↗
Valuation discipline
Peer-relative valuation withheld
Jodie found no industry-matched filing peers suitable for a valuation comparison. It will not substitute broader financial-sector names.
Scenario scaffold
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
How the market is pricing the story
650.14+4.1% today
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
No sourced recent-development timeline yet
Jodie has not returned a relevant primary source or news item for DDS. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Reported financial figures are not available yet
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Filing analysis
No comparable filing assessment is available yet
Jodie has not yet found a suitable current-versus-prior filing comparison for DDS. This does not mean the latest filing was neutral or immaterial.
Business ecosystem
The relationships behind DDS
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
CTRNCiti Trends, Inc.partnerJun 5, 2026 ▾
“Under the Citibank Alliance, Citi retains the benefits and risks associated with the ownership of the private label card accounts, provides key customer service functions, including new account openings, transaction authorization, billing adjustments and cust…”
JTGEYFiling-linked namepartnerJun 5, 2026 ▾
“Citibank, N.A.”
AXPAmerican Express CompanysupplierDec 5, 2025 ▾
“Wells Fargo Bank, N.A.”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 6 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
Live connections
DDS is currently a Leader in the organic co-movement group Department Stores. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
This group is retained as the last observed read for DDS; it is not active in the latest market snapshot.
Context history
Theme membership history
No durable theme membership has been observed for this name yet.