Dillards

Dillard's (DDS) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions may not translate into further price increase in the near term.» Mehr auf zacks.com

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