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

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  • เผยแพร่เมื่อ 28 พ.ค. 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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ความคิดเห็น • 85

  • @jacobg.witmer
    @jacobg.witmer 2 ปีที่แล้ว +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!

  • @somerandomfella
    @somerandomfella 2 ปีที่แล้ว +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  2 ปีที่แล้ว +1

      Fair enough

    • @earlmcmanus194
      @earlmcmanus194 2 ปีที่แล้ว

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

    • @bandit4truelove126
      @bandit4truelove126 2 ปีที่แล้ว +1

      100%

    • @DigitalAdventures1
      @DigitalAdventures1 2 ปีที่แล้ว

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

    • @bandit4truelove126
      @bandit4truelove126 2 ปีที่แล้ว

      @@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.

  • @Shahzad-Khan
    @Shahzad-Khan 2 ปีที่แล้ว +7

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

  • @bandit4truelove126
    @bandit4truelove126 2 ปีที่แล้ว +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 ปีที่แล้ว +2

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

    • @bandit4truelove126
      @bandit4truelove126 ปีที่แล้ว +2

      @@DavidD-KingWolf65 100%

    • @DavidD-KingWolf65
      @DavidD-KingWolf65 ปีที่แล้ว +1

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

  • @conrad1478
    @conrad1478 ปีที่แล้ว +2

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

  • @ariserusic
    @ariserusic 2 ปีที่แล้ว +11

    Good for the executives at Dillard.

  • @chawkichalladia1812
    @chawkichalladia1812 2 ปีที่แล้ว +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.

  • @Shaunt1
    @Shaunt1 2 ปีที่แล้ว +22

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

    • @LogicallyAnswered
      @LogicallyAnswered  2 ปีที่แล้ว +3

      Well, it’s never too late to start

    • @Pernection
      @Pernection 2 ปีที่แล้ว

      Discount/surplus merchandise is key

  • @rickchelico7967
    @rickchelico7967 2 ปีที่แล้ว +3

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

  • @jg1404
    @jg1404 ปีที่แล้ว +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.

  • @TotalGrowthInvesting
    @TotalGrowthInvesting 2 ปีที่แล้ว +2

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

  • @shaheryarhabib5865
    @shaheryarhabib5865 2 ปีที่แล้ว +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!

    • @LogicallyAnswered
      @LogicallyAnswered  2 ปีที่แล้ว +6

      I always have all my sources in the description:)

  • @thewen
    @thewen 2 ปีที่แล้ว +14

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

  • @mrgmh2
    @mrgmh2 2 ปีที่แล้ว +2

    Yes I drive for dillards yes we're booming busy

  • @Ben-ok2ue
    @Ben-ok2ue 2 ปีที่แล้ว +5

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

  • @lorenamares1427
    @lorenamares1427 2 หลายเดือนก่อน

    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.

  • @Hemyab_
    @Hemyab_ 2 ปีที่แล้ว +3

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

  • @QuixEnd
    @QuixEnd 2 ปีที่แล้ว +4

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

  • @lelouch9609
    @lelouch9609 2 ปีที่แล้ว +8

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

  • @adig54
    @adig54 2 ปีที่แล้ว +2

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

  • @diegovega61
    @diegovega61 2 ปีที่แล้ว +1

    Well done video!

  • @hariharpuri1362
    @hariharpuri1362 2 ปีที่แล้ว +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  2 ปีที่แล้ว +3

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

    • @Glenonica1
      @Glenonica1 2 ปีที่แล้ว +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.

  • @mikhan2665
    @mikhan2665 2 ปีที่แล้ว +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

  • @mikec8072
    @mikec8072 2 ปีที่แล้ว +1

    So, will DDS return to the $400 mark?

  • @0my
    @0my 2 ปีที่แล้ว

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

  • @inferno3080
    @inferno3080 2 ปีที่แล้ว

    Thanks

  • @prestonval4439
    @prestonval4439 ปีที่แล้ว

    last hurrah

  • @WorldPlaysAll
    @WorldPlaysAll 2 ปีที่แล้ว +2

    Bro please little down Background music volume

  • @nod2254
    @nod2254 2 ปีที่แล้ว

    Happy 17th

  • @Pernection
    @Pernection 2 ปีที่แล้ว

    No Dillards in my area

  • @tomastsega
    @tomastsega 2 ปีที่แล้ว

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

  • @someshpanchal2091
    @someshpanchal2091 2 ปีที่แล้ว

    Hi buddy, it's good.

  • @johniii8147
    @johniii8147 2 ปีที่แล้ว +1

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

    • @LogicallyAnswered
      @LogicallyAnswered  2 ปีที่แล้ว +1

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

  • @AG-en5y
    @AG-en5y 2 ปีที่แล้ว

    🔥🔥

  • @soup100
    @soup100 ปีที่แล้ว

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

  • @juliustobar
    @juliustobar 2 ปีที่แล้ว +1

    🐐

  • @k.m.7015
    @k.m.7015 2 ปีที่แล้ว +2

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

  • @taqvoetiqod1307
    @taqvoetiqod1307 2 ปีที่แล้ว

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

  • @paulchief8029
    @paulchief8029 2 ปีที่แล้ว

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

  • @darthdread6289
    @darthdread6289 2 ปีที่แล้ว

    Popular 😂😂😂😂

  • @sssyrlno1380
    @sssyrlno1380 2 ปีที่แล้ว

    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

  • @user-zm7wr3ei1y
    @user-zm7wr3ei1y 2 ปีที่แล้ว

    Обманщики

  • @sssyrlno1380
    @sssyrlno1380 2 ปีที่แล้ว

    First

  • @neelnaik9841
    @neelnaik9841 2 ปีที่แล้ว +2

    first