Dillard's, Inc. — Third Quarter 2026 Earnings Summary

Dillard's, Inc. reported net income of $130.9 million for the third quarter ended October 31, 2026, representing a 1% increase in total retail sales compared to the prior year period. For the 39 weeks ended October 31, 2026, the company achieved net income of $479.1 million, driven by a 2% increase in total retail sales and significant non-operating gains from tariff refunds and a litigation settlement. The retailer maintained a retail gross margin of 45.3% for the quarter and 44.0% for the year-to-date period, while operating expenses rose due to higher payroll costs. Additionally, Dillard's announced the closure of its Boynton Beach Mall Clearance Center in January 2027 and operates 272 stores across 30 states.