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May 03

Dillard's Q1 2025 Earnings Report

Reported Q1 2025 results with decreased net income and sales compared to the prior year

Key Takeaways

Dillard's reported a decrease in net income and total retail sales for the first quarter of fiscal year 2025 compared to the same period last year. Despite a challenging economic environment, the company maintained control over expenses and achieved a healthy gross margin. They also repurchased $98 million in stock and ended the quarter with $1.2 billion in cash and short-term investments.

Net income decreased to $163.8 million from $180.0 million in the prior year's first quarter.

Total retail sales decreased by 2% and comparable store sales decreased by 1%.

Earnings per share were $10.39, down from $11.09 in the same quarter last year.

Retail gross margin was 45.5% of sales, a slight decrease from 46.2% in the prior year.

Total Revenue
$1.53B
Previous year: $1.55B
-1.3%
EPS
$10.4
Previous year: $11.1
-6.3%
Comparable Store Sales Growth
-1%
Retail Gross Margin
45.5%
Previous year: 46.2%
-1.5%
Operating Expenses % of Sales
27.6%
Previous year: 27.5%
+0.4%
Cash and Equivalents
$901M
Previous year: $848M
+6.2%
Total Assets
$3.91B
Previous year: $3.75B
+4.2%

Dillard's

Dillard's

Dillard's Revenue by Segment

Forward Guidance

Dillard's provided estimates for certain financial statement items for the 52-week period ending January 31, 2026, based on current conditions. These estimates include depreciation and amortization, rentals, interest and debt income/expense, and capital expenditures.