The 10-second takeaway
For the quarter ended Feb. 2 (Q4), Dillard's beat slightly on revenues and beat expectations on earnings per share.
Compared to the prior-year quarter, revenue grew. GAAP earnings per share expanded significantly.
Margins grew across the board.
Dillard's reported revenue of $2.15 billion. The three analysts polled by S&P Capital IQ expected net sales of $2.13 billion on the same basis. GAAP reported sales were 7.2% higher than the prior-year quarter's $2.01 billion.
Source: S&P Capital IQ. Quarterly periods. Dollar amounts in millions. Non-GAAP figures may vary to maintain comparability with estimates.
EPS came in at $3.36. The three earnings estimates compiled by S&P Capital IQ forecast $2.88 per share. GAAP EPS of $3.36 for Q4 were 21% higher than the prior-year quarter's $2.77 per share.
Source: S&P Capital IQ. Quarterly periods. Non-GAAP figures may vary to maintain comparability with estimates.
For the quarter, gross margin was 35.8%, 50 basis points better than the prior-year quarter. Operating margin was 10.2%, 70 basis points better than the prior-year quarter. Net margin was 7.5%, 50 basis points better than the prior-year quarter.
Next quarter's average estimate for revenue is $1.60 billion. On the bottom line, the average EPS estimate is $2.16.
Next year's average estimate for revenue is $6.84 billion. The average EPS estimate is $7.22.
The stock has a one-star rating (out of five) at Motley Fool CAPS, with 158 members out of 398 rating the stock outperform, and 240 members rating it underperform. Among 124 CAPS All-Star picks (recommendations by the highest-ranked CAPS members), 60 give Dillard's a green thumbs-up, and 64 give it a red thumbs-down.
Of Wall Street recommendations tracked by S&P Capital IQ, the average opinion on Dillard's is hold, with an average price target of $92.67.
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