Dillard’s reported Q4 net income of USD 203.7 million and EPS of USD 13.05 for the 13 weeks ended Jan. 31, 2026, on net sales of USD 1.962 billion. Total retail sales were USD 1.916 billion (-1%) and comparable store sales fell 1%, with the company noting that sales in over a third of its stores were disrupted by a winter storm in the third weekend of January 2026. Retail gross margin was 36.1% and operating expenses were USD 463.0 million (23.6% of sales). Q4 results included a pretax gain of USD 14.9 million from the sale of a store property and income tax benefits of USD 35.0 million tied to the special dividend paid to the company’s investment and employee stock ownership plan. For FY 2025 (52 weeks ended Jan. 31, 2026), Dillard’s posted net income of USD 570.2 million and EPS of USD 36.42 on net sales of USD 6.474 billion. Total retail sales (excluding CDI Contractors) were USD 6.232 billion and comparable store sales were unchanged as a percentage, while retail gross margin was 40.8% and operating expenses were USD 1.759 billion (27.2% of sales). FY results included a pretax gain of USD 20.4 million primarily related to the sale of five properties and the same USD 35.0 million income tax benefits related to the special dividend. Ending inventory increased 2%, and the company ended the year with USD 861.5 million in cash and cash equivalents and USD 211.5 million in short-term investments. During FY, Dillard’s repurchased USD 107.8 million of stock (about 300,000 shares) and said it plans to open a 160,000 square foot store at The Mall at Fairfield Commons in Beavercreek, Ohio in March 2026.
Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Dillard's Inc. published the original content used to generate this news brief via GlobeNewswire (Ref. ID: 202602240650PRIMZONEFULLFEED9659803) on February 24, 2026, and is solely responsible for the information contained therein.
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