Dillard's Stock Forum

Analysts show increased optimism for Dillard's with upgraded earnings per share estimates, despite downgraded revenue estimates. The raised price target indicates belief in the business's improving intrinsic value.

The insider selling of Dillard's stock, despite high insider ownership, raises caution. The lack of insider purchases over the last year does not provide comfort.

Despite Dillard's lower industry PE ratio, the negative profit outlook adds risk. Potential investors may see this as a good time to decide, but should consider risks from future negative growth prospects.

Despite a tough sales climate, department store stocks have remained resilient, with shares rising 25.6% on average since the last earnings. Dillard's surpassed operating profit and EPS forecasts despite missing revenue. Macy's had an outstanding quarter, exceeding both earnings and revenue predictions. Nordstrom underperformed against analyst estimates, while Kohl's had a mixed quarter, missing same-store and net sales, but improved gross margin and expense control resulted in an EPS beat.

Dillard's low P/E ratio suggests poor future earnings, likely due to disappointing earnings growth. Shareholders accept this low P/E, expecting no positive earnings surprises. Don't anticipate a significant share price rise soon.

Dillard's positive performance attributes to efficient utilisation of capital and enhanced returns, justifying its strong stock performance over the last five years. The foundations appear promising and deserve further analysis.

CFRA posits that Dillard's is geographically optimally located in the south, handles inventories and costs well, and continues to advance share buybacks. It considers Dillard's stronger owing to a solid fiscal position, notwithstanding the consumer shift to e-commerce.

Despite Dillard's 11% TSR falling short of market returns last year, it boasts impressive 38% five-year annualized returns. However, at least one warning sign for its future performance exists.