DDSNYSERetail-Department Stores

Dillard's, Inc. (DDS) earnings date, market-implied expected move, and options open interest by expiry

655.98

−4.86 · −0.74%

post 647.43 −1.30%

Closed15:59 ET

Open668.57Volume73,949Mkt cap$10.0BP/E14.83EPS43.66Div yield0.19%

Day647.43 – 668.570%52-wk502.84 – 727.1264%

DDS

Dillard's, Inc.

OpenVolumeMkt capP/EEPSDiv yield

Day – 52-wk –

Expected move

No implied move.

Expected move

Inputs

Next report

Nov 12

after close · in 11 days

est.Q3 FY26

Calendar

Next report

Last report

−8.62%

shaded = implied · ▲▼ = realized

Aug 13 '26 · confirmed

Implied vs realized

Linked news

1dAXP · supplierAmerican Express issues $1,500,000,000 5.447% and $1,150,000,000 5.817% notes; $350,000,000 floating
3dMA · supplierMastercard Q3 net income $4,628 million, net revenue $9,807 million, EPS $5.28
3dWFC · supplierWells Fargo to Present at the BancAnalysts Association of Boston Conference

News

Largest filed tie

13F top-10 QoQ

+1.38%

shares held · 10 largest managers

13F · Jun 30 '26124d lag

312 managers

Top fund weight

0.04%

DDS weight · REVS

N-PORTJul 31 '26

4 funds

Last reportshaded = implied▲▼ = realized× = |realized| ÷ implied

Dillard's (DDS) is expected to report on Nov 12 after close (estimated date).

Implied vs realized

8 reports

—≥ implied

Nov 14 '24Nov 14 '24confirmed—▼−1.42%—

Feb 25 '25Feb 25 '25confirmed—▼−4.16%—

May 15 '25May 15 '25confirmed—▲+2.36%—

Aug 14 '25Aug 14 '25confirmed—▲+3.40%—

Q3 FY25Nov 13 '25confirmed—▼−4.39%—

Feb 24 '26Feb 24 '26confirmed—▲+0.73%—

Q1 FY26May 14 '26confirmed—▲+0.72%—

Q2 FY26Aug 13 '26confirmed—▼−8.62%—

quarterimplied−10%0+10%realized×

Q2 FY26—▼−8.62%—

Q1 FY26—▲+0.72%

Shaded = implied · tick ▲▼ = realized · × = |realized| ÷ impliedSource: options EOD · implied at prior close · realized close to close

Implied vs realized

Positioning

No open-interest data.

Positioning

Linked exposure

No implied move.

Linked exposure

Revenue flow

as filedQ2 FY26

6.38%as filednet margin · revenue −3.43% QoQ · −0.36% YoY

Revenue

$1.5B−3.43% QoQ

Gross profit

$617M−13.59% QoQ

40.33% margin

Operating income

$129M−60.96% QoQ

8.45% margin

Pre-tax income

$127M−61.12% QoQ

Net income

$98M−61.01% QoQ

6.38% margin

Cost of revenue

$913M+4.92% QoQ

Operating expenses

$488M+27.38% QoQ

SG&A $444M

Depreciation $44M

Other expense

$2M

Tax

$30M−61.24% QoQ

Revenue$1.5B−3.43%

Gross profit

$617M−13.59%

40.33% margin

Operating income

$129M−60.96%

8.45% margin

Pre-tax income

$127M−61.12%

Net income

$98M−61.01%

6.38% margin

Cost of revenue

$913M+4.92%

Operating expenses

$488M+27.38%

SG&A $444M

Depreciation $44M

Other expense

$2M

Tax$30M−61.24%

flow · deduction · signed % = QoQSource: SEC filings · standardized · QE Aug 1 '26 · width = $

Revenue flow

Intraday

15m bars

Hatch = extended hours · ▯ up · ▮ downSource: market data · 15:45 ET

Intraday

Event sensitivity

PPI ×1.18· ±2.3% vs ±1.9% · 10 releases

eventrelease day|move|up · n×base

PPIproducer prices±2.3%5 of 10×1.18

CPIconsumer prices±2.1%5 of 10×1.12

NFPjobs report±1.9%5 of 10×0.98

GDPgross domestic product±1.8%11 of 19×0.94

PCEpersonal income & outlays±1.7%9 of 19×0.88

FOMCrate decision±1.6%14 of 24×0.81

CPROFcorporate profits±1.3%6 of 12×0.68

Bar = avg |move| to ±3% · tick = ±1.9% avg day · ×base = |move| ÷ ±1.9% · min 6 releases

Earnings history

EPS 6.25 · consensus —

Quarter	Reported	EPS	Consensus
Q2 FY26	Aug 13 '26 · confirmed	6.25	—
Q1 FY26	May 14 '26 · confirmed	16.04	—
Q3 FY25	Nov 13 '25 · confirmed	8.31	—

Source: filed financials

Methodology

ties · implied moves · holdersMethod