Dillards

Dillard's outperforms Kohl's due to stronger cash flow, disciplined capital allocation, and a robust balance sheet amid retail sector headwinds. Kohl's faces deteriorating sales, rising execution risk, and limited flexibility despite valuable real estate holdings and recent dividend cuts. Dillard's insider ownership, aggressive buybacks, and lean cost structure position it better to weather tariff and consumer spending uncertainties.» Mehr auf seekingalpha.com

I reiterate my sell rating on Dillard's as business fundamentals remain weak, with no credible signs of recovery in demand or earnings. Despite an EPS beat, sales and same-store sales continue to decline, gross margins are contracting, and inventory remains elevated, signaling ongoing operational challenges. Consumer discretionary demand is fragile, macro headwinds persist, and inventory overhang raises the risk of further margin pressure and forced discounting.» Mehr auf seekingalpha.com

Department store chain Dillard's sued Wells Fargo on Thursday (May 22), alleging that the bank breached a co-branded credit card relationship that has since ended. Dillard's alleges that this breach cost it tens of millions of dollars, Reuters reported Thursday, citing a “heavily redacted complaint” filed in Manhattan federal court.» Mehr auf pymnts.com