Why Dillard's Is Up 14X Since The Start Of The Pandemic

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  • čas přidán 5. 06. 2024
  • The pandemic has been extremely rough for many retailers even forcing many of them to file for bankruptcy and shut down altogether. Retailers that provide everyday goods like Walmart and The Home Depot have weathered the pandemic much better, but discretionary stores in malls have seen massive declines except for Dillard's. Unlike JC Penny and J Crew, Dillard's has been crushing the pandemic with their stock growing 14x since the bottom. That's even higher than Tesla's growth over the past year and a half! Dillard's stock rise isn't just some momentum play either; Dillard's fundamentals are doing better than ever before. Since they own almost all of their real estate, they were able to leverage their ownership to minimize losses. Aside from this, Dillard's margins have exploded thanks to the supply shortage which has made them more profitable than ever before. Despite all this though, many analysts believe that Dillard's rise is simply a last hurrah before a further decline as their industry is still shrinking. This video explains the recent rise of Dillard's and why Dillard's was able to perform extremely well during the pandemic.
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    Timestamps:
    0:00 - Dillard’s
    0:54 - Controlling The Real Estate
    2:54 - Leaning Up The Business
    4:43 - Meme Stocks
    5:59 - Ballooning Margins
    7:48 - Uncertain Future
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Komentáře • 85

  • @somerandomfella
    @somerandomfella Před 2 lety +49

    Shopping online might be cheaper but sometimes you'll be 'paying' for buying the wrong item. I prefer seeing and feeling the quality before purchasing.

    • @LogicallyAnswered
      @LogicallyAnswered  Před 2 lety +1

      Fair enough

    • @earlmcmanus194
      @earlmcmanus194 Před 2 lety

      And you can get it right then and there instead of waiting 48 hours+.

    • @bandit4truelove126
      @bandit4truelove126 Před 2 lety +1

      100%

    • @DigitalAdventures1
      @DigitalAdventures1 Před 2 lety

      You can return items for free if you don’t like them…

    • @bandit4truelove126
      @bandit4truelove126 Před 2 lety

      @@DigitalAdventures1 that's such a hassle when you are already in the store, you can try the item on. If you dont like it you don't have to buy.

  • @jacobg.witmer
    @jacobg.witmer Před 2 lety +13

    I rarely shop online anymore. The shipping/delivery companies are clearly way overwhelmed and take forever. Most of my shopping is done in person. As of last month I now work for Dillard’s and I love it there!

  • @conrad1478
    @conrad1478 Před rokem +2

    Dillard’s Clearance has become my go to place- They’re deals are insane!

  • @Shahzad-Khan
    @Shahzad-Khan Před 2 lety +7

    3:04 I’ve been to this location before. Everything is so well-priced in inexpensive

  • @chawkichalladia1812
    @chawkichalladia1812 Před 2 lety +6

    i don't understand how people can buy clothes online. it takes me hours touring between shops to find something i like it's quality and feel.

  • @bandit4truelove126
    @bandit4truelove126 Před 2 lety +5

    Yep shopping for clothes in person is better. You get to feel the material in addition to trying it on for the right fit.

    • @DavidD-KingWolf65
      @DavidD-KingWolf65 Před rokem +2

      Exactly. Plus the lot of online shopping is extremely shady.

    • @bandit4truelove126
      @bandit4truelove126 Před rokem +2

      @@DavidD-KingWolf65 100%

    • @DavidD-KingWolf65
      @DavidD-KingWolf65 Před rokem +1

      @@bandit4truelove126 YESSIR 100%! I only trust Amazon and brand websites with that crap XD.

  • @ariserusic
    @ariserusic Před 2 lety +11

    Good for the executives at Dillard.

  • @rickchelico7967
    @rickchelico7967 Před 2 lety +3

    the majority the the closed retailers mentioned closed well before the pandemic!

  • @Shaunt1
    @Shaunt1 Před 2 lety +22

    Well researched. 👍I wish I owned some big successful stores.

  • @jg1404
    @jg1404 Před rokem +5

    I’ve been working for Dillards for about two years now, and while the business model is hella dated, it’s something that’s not really present in big box retailers like Walmart or Target.

  • @thewen
    @thewen Před 2 lety +14

    that's because they've had a surplus of goods for years since no one has shopped there for decades

  • @TotalGrowthInvesting
    @TotalGrowthInvesting Před 2 lety +2

    Very well done! I've just started digging into their annual reports.

  • @mrgmh2
    @mrgmh2 Před 2 lety +2

    Yes I drive for dillards yes we're booming busy

  • @Ben-ok2ue
    @Ben-ok2ue Před 2 lety +5

    Bruh you really using the transition sound FX from 2k13🤣🤣🤣

  • @shaheryarhabib5865
    @shaheryarhabib5865 Před 2 lety +10

    which sources do you use to study these topics?
    i am interested in economics as well?
    great video by the way!
    keep going hari!

  • @lorenamares1427
    @lorenamares1427 Před 3 měsíci

    I thoroughly enjoy shopping at times of the day or evening when I know there aren't many customers. It makes such a difference! Dillard's is a bit too expensive to shop online.

  • @lelouch9609
    @lelouch9609 Před 2 lety +8

    2022 is coming only 13 days are left
    Man thiss suckss 🥺😞
    I wasted my two years by just lying on bed

  • @Hemyab_
    @Hemyab_ Před 2 lety +3

    Interesting video
    Thanks for diving deep into this , it was really interesting…

  • @adig54
    @adig54 Před 2 lety +2

    Do Poundland (UK) it’s like a dollar store but it really grew quick and became a mainstay on the high street.

  • @QuixEnd
    @QuixEnd Před 2 lety +4

    *Wait,* so I can't play the first 9 notes of fur Elise on every keyboard/piano at Guitar center anymore?! Noooooo!!!!!!

  • @diegovega61
    @diegovega61 Před 2 lety +1

    Well done video!

  • @mikhan2665
    @mikhan2665 Před 2 lety +4

    DDS printed for me after I picked it up in the mid 80s. I saw an unusual bullish flow for monthlies and leaps earlier in the year during the GME and AMC stuff

  • @hariharpuri1362
    @hariharpuri1362 Před 2 lety +10

    I heard that , Dillard didn’t get that much affected by the pandemic, it was in a business news outlet. And this is a bit weird cuz every single business in the world got affected and had to took a huge loss but increasing by x14 times is mind boggling 🤯
    Great video 👍🏻
    Even though there is a pandemic problem in the world a hero still rises from the ashes …. I mean air 😅😂

    • @LogicallyAnswered
      @LogicallyAnswered  Před 2 lety +3

      Yeah, it’s nuts that a retailer was able to do so well in such circumstances!

    • @Glenonica1
      @Glenonica1 Před 2 lety +4

      @@LogicallyAnswered They restructured their sales, they sold 97% online the entire time the shutdown occurred. They eliminated the extra percentage sales as well as New Years and Black Friday and only sale full price or no more the 50% off of some stock. They kept their management working the entire time and pulling merchandise from the stores and delivering them curbside or shipped them during shutdown. Then they halved the staff and they haven't hire that many people to work a shorter shift than what is was prior to shutdown. That's just some of the reasons why things changed for Dillard's that might have affected them.

  • @mikec8072
    @mikec8072 Před 2 lety +1

    So, will DDS return to the $400 mark?

  • @0my
    @0my Před 2 lety

    But do they own them or mortgage them? Are they just leveraging the banking system and it's unlimited cash supply?

  • @inferno3080
    @inferno3080 Před 2 lety

    Thanks

  • @prestonval4439
    @prestonval4439 Před rokem

    last hurrah

  • @WorldPlaysAll
    @WorldPlaysAll Před 2 lety +2

    Bro please little down Background music volume

  • @nod2254
    @nod2254 Před 2 lety

    Happy 17th

  • @Pernection
    @Pernection Před 2 lety

    No Dillards in my area

  • @johniii8147
    @johniii8147 Před 2 lety +1

    Basically sounds like a stock play more than anything, not really the core business.

    • @LogicallyAnswered
      @LogicallyAnswered  Před 2 lety +1

      Depends how long they’re able to keep up the fundamentals

  • @tomastsega
    @tomastsega Před 2 lety

    I’ve never seen Dillard and been in U.S for 26 years lol 😂

  • @someshpanchal2091
    @someshpanchal2091 Před 2 lety

    Hi buddy, it's good.

  • @soup100
    @soup100 Před rokem

    the stock buybacks are why the stock is taking off. but the biz is slowly dying

  • @paulchief8029
    @paulchief8029 Před 2 lety

    I'm surprise your store manager allowed you to video record the customers, corporate did say no video recording of customers whatsoever!!

  • @k.m.7015
    @k.m.7015 Před 2 lety +2

    Dillard’s did furlough employees during the pandemic, and there were lay-offs after the stores re-opened.
    Dillard’s is trash.

  • @sssyrlno1380
    @sssyrlno1380 Před 2 lety

    I heard that , Dillard didn't get that much
    affected by the pandemic, it was in a
    business news outlet. And this is a bit weird
    cuz every single business in the world got
    affected and had to took a huge loss but
    increasing by ×14 times is mind boggling
    Great video
    Even though there is a pandemic problem in
    the world a hero still rises from the ashes
    mean air

  • @AG-en5y
    @AG-en5y Před 2 lety

    🔥🔥

  • @taqvoetiqod1307
    @taqvoetiqod1307 Před 2 lety

    Здравствуйте я клиент Диллардс платформе , я вложил много денег и сейчас Диллардс закрился я без денег остался по этой ситуации помогите пожалуйста

  • @darthdread6289
    @darthdread6289 Před 2 lety

    Popular 😂😂😂😂

  • @juliustobar
    @juliustobar Před 2 lety +1

    🐐

  • @user-zm7wr3ei1y
    @user-zm7wr3ei1y Před 2 lety

    Обманщики

  • @sssyrlno1380
    @sssyrlno1380 Před 2 lety

    First

  • @neelnaik9841
    @neelnaik9841 Před 2 lety +2

    first