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Companies / Consumer Discretionary / DILLARD'S, INC.
DDS

DILLARD'S, INC.

Consumer DiscretionaryRetail
Ticker DDSLITTLE ROCK, ARFiscal year ends JanuaryBook value per share $135.78Diluted shares 15.6M

Dillard's, Inc. (NYSE: DDS) operates as one of the nation's largest fashion apparel, cosmetics, and home furnishing retailers. Founded in 1938 by William T. Dillard, the company maintains its corporate headquarters in Little Rock, Arkansas and operates an extensive retail footprint through its website at dillards.com. From the company’s description.

Fiscal year 2026 · ends 01-30Changes are against fiscal 2025The amber dot is the latest twelve months, to 2026-08-01
Sales & profitability
$6.56B
−0.4% year over year
Last 12 mo $6.60B
0.00%
$570.19M
−3.9% year over year
Last 12 mo $681.78M
32.05%
−1 percentage points
Last 12 mo 32.15%
Cash & financing
$717.01M
+0.4% year over year
Last 12 mo $724.41M
$623.63M
+2.3% year over year
Last 12 mo $635.08M
0.18
Was 0.18× a year earlier
Last 12 mo 0.11
15.7M
−2.9% year over year
Last 12 mo 15.6M

Margins and return on equity change in ; everything else in percent. Fewer shares and less debt are shown plainly, not as bad news — it depends what you make of buybacks. Dotted labels explain each measure. is shown separately from the annual figures.

What DILLARD'S, INC. does

In the company’s own words

Dillard's, Inc. (NYSE: DDS) operates as one of the nation's largest fashion apparel, cosmetics, and home furnishing retailers. Founded in 1938 by William T. Dillard, the company maintains its corporate headquarters in Little Rock, Arkansas and operates an extensive retail footprint through its website at dillards.com.

As of January 31, 2026, Dillard's operates 271 stores, including 28 clearance centers, strategically located primarily in shopping malls and open-air centers throughout the southwest, southeast, and midwest regions of the United States. The company employs approximately 29,100 associates, with roughly 87 percent of full-time employees working in retail stores. The company maintains a strong internal promotion culture, with approximately 75 percent of salaried store managers promoted from hourly store positions.

The retail operations segment comprises 96 percent of net sales, with merchandise distributed across cosmetics (16 percent), ladies' apparel (20 percent), ladies' accessories and lingerie (14 percent), juniors' and children's apparel (9 percent), men's apparel and accessories (19 percent), shoes (14 percent), and home and furniture (4 percent). The construction segment, which includes CDI Contractors LLC, accounts for the remaining 4 percent of revenue and focuses on constructing and remodeling stores for the company.

Dillard's differentiates itself through an extensive portfolio of exclusive private label brands including Antonio Melani, Gianni Bini, GB, Roundtree & Yorke, and Daniel Cremieux. These proprietary brands provide customers with fashionable, higher-quality merchandise often at savings compared to national brands while allowing the company to maintain quality standards and differentiate its offerings from competitors.

The company's business model emphasizes centralized merchandising, sales promotion, and store operations support conducted from corporate headquarters, complemented by regional merchandising offices that leverage local market knowledge. Dillard's generates significant seasonal revenue concentration, with the fourth quarter typically representing approximately one-third of annual sales due to holiday buying patterns. In January 2024, the company transitioned its private label credit card program from Wells Fargo to Citibank, establishing a ten-year alliance that provides ongoing cash compensation based on portfolio earnings.

Company details
Sector
Consumer Discretionary
Industry
Retail
Headquarters
LITTLE ROCK, AR
Fiscal year end
January
CIK
28917
SIC
5311

Financial performance, year by year

Fiscal 2014–2026 · USD
$-778.44M$1.34B$3.46B$5.58B$7.70B2014201520162017201820192020202120222023202420252026Last 12 moLast 12 monthsLast 12 months

The full income statement, balance sheet and cash flow for each of these years — every figure traceable to its filing — is on the Financials tab with a free account.

Ownership

Who owns DILLARD'S, INC. — and what changed

Funds as of 2026Q2 · superinvestors as of 2026-06-30

272
funds hold it
0 of 35
superinvestors hold it
$628.99M
held by funds, at market
9.7%
of shares held by funds
3
bond issues held by funds

Largest fund holders · DILLARD'S, INC.’s weight in each

PIMCO RAE US Small Fund
PMJIX · PIMCO Equity Series
1.47%of fund net assets
VANGUARD TOTAL STOCK MARKET INDEX FUND
VTI · VANGUARD INDEX FUNDS
0.00%of fund net assets
VANGUARD SMALL-CAP INDEX FUND
VB · VANGUARD INDEX FUNDS
0.02%of fund net assets
U.S. SMALL CAP PORTFOLIO
DFSTX · DFA INVESTMENT DIMENSIONS GROUP INC
0.14%of fund net assets
VANGUARD SMALL-CAP VALUE INDEX FUND
VBR · VANGUARD INDEX FUNDS
0.03%of fund net assets

Fund ownership is a floor, not a census — pensions, insurers and people holding shares directly are not visible here.

DILLARD'S, INC.’s bonds, as funds hold them

Funds report holding 3 issues of DILLARD'S, INC.’s debt, $103.82M at market value — what funds hold, not the company’s total debt. Weighted-average coupon 7.37%, maturing 2026 to 2028.

Fund ownership counts N-PORT filers only, so it is a floor rather than a census — pensions, insurers and direct holders are not visible here, and the remainder is not “held by individuals”.

Every fund and institutional holder, quarter by quarter, is on the Ownership tab with a free account.

Connected research

Put this business in context.

Compare this company with peers, find it in your funds and follow its financial history with your connected AI:

  • “How do DILLARD'S, INC. and its peers compare on margins and cash generation over ten years?”
  • “Where did five years of DILLARD'S, INC.'s earnings go — cash, debt, buybacks, reinvestment?”
  • “What changed in DILLARD'S, INC.'s last four quarterly filings that the numbers alone won't show?”
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