Dillard's Q2 EPS $6.25 boosted by $1.82 tariff refund and $5.10 litigation settlement

Filed August 13, 2026 · Period ending August 13, 2026 · ~1 min read

Key Changes

• high

  Q2 EPS $6.25 vs $4.66 prior year, includes $1.82/share from IEEPA tariff refunds (one-time, no further refunds expected) and reflects $5.10/share YTD gain from payment card interchange fee lawsuit settlement.

  Exhibit 99.1 view on EDGAR →
• high

  Retail gross margin expanded 280 basis points to 40.9%, with 260 bps from tariff refunds and ~20 bps underlying improvement; management expects no additional significant tariff refunds.

  Exhibit 99.1 view on EDGAR →
• medium

  Comparable store sales up 1% on $1.455B retail sales; inventory rose 5%, outpacing sales growth.

  Exhibit 99.1 view on EDGAR →