Added to YB: 2025-03-25
Pitch date: 2025-02-04
DDS [bearish]
Dillard's, Inc.
-47.68%
current return
Author Info
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Company Info
Dillard's, Inc. operates retail department stores in the southeastern, southwestern, and midwestern areas of the United States.
Market Cap
$10.1B
Pitch Price
$449.15
Price Target
160.00 (-76%)
Dividend
4.84%
EV/EBITDA
10.37
P/E
17.46
EV/Sales
1.40
Sector
Broadline Retail
Category
N/A
Show full summary:
Dillard's, Inc. - $DDS
DDS short: Revenue & GM inflated, falling post-stimulus. EBITDA 150% above FY19, dropped 10 quarters. SG&A/SF up $5.50 since FY21 on wage pressure. Trades 7x EBITDA vs 5x historical. If EBITDA falls to FY19 ($390M) at 5x, $160/share (-65%). Catalysts: EBITDA decline, share repurchases at high valuation.
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