Dillard's (DDS) reported $1.47 billion in revenue for the quarter ended October 2025, representing a year-over-year increase of 2.9%. EPS of $8.31 for the same period compares to $7.73 a year ago.
The reported revenue represents a surprise of +3.1% over the Zacks Consensus Estimate of $1.42 billion. With the consensus EPS estimate being $6.43, the EPS surprise was +29.24%.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how Dillard's performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Comparable store sales - YoY change (Domestic retail): 3% versus the three-analyst average estimate of 0.1%.
- Service Charges Interest and Other Income: $22.2 million versus $21.97 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -8.3% change.
- Sales: $1.47 billion compared to the $1.42 billion average estimate based on three analysts. The reported number represents a change of +2.9% year over year.
View all Key Company Metrics for Dillard's here>>>
Shares of Dillard's have returned +0.9% over the past month versus the Zacks S&P 500 composite's +4.6% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
Dillard's, Inc. (DDS): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
Zacks Investment Research