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Aug 02, 2025
Dillard's Q2 2025 Earnings Report
Dillard’s reported increased sales and slightly lower earnings in Q2 2025 amid improved sales trends and stable expense control.
Key Takeaways
Dillard’s posted net income of $72.8M in Q2 2025, with revenue of $1.514B. Retail sales rose 1%, and comparable sales also increased by 1%. Retail gross margin declined modestly, while operating expenses as a percentage of sales improved slightly.
Retail sales rose 1% YoY, totaling $1.447B
Comparable store sales increased 1%
Net income totaled $72.8M with EPS of $4.66
Retail gross margin declined to 38.1% vs. 39.1% YoY
Revenue by Segment
Forward Guidance
Dillard’s aims to continue controlling inventory levels and driving comparable sales growth in a dynamic retail environment.
Positive Outlook
- Sales increased for the first time in recent quarters
- Encouraging sales trends observed in July
- Operating expenses as a percent of sales declined YoY
- Inventory growth was kept in check at 2%
- Gross margin remained strong in several apparel categories
Challenges Ahead
- Retail gross margin declined YoY
- Net income slightly lower than previous year
- Home and furniture was the weakest sales category
- Operating income margin slightly compressed
- No guidance provided for full-year performance
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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