Dillard's vs Gildan

This page compares Dillard's Inc. and Gildan Activewear Inc. across business models, financial performance, and market context, providing a neutral, accessible overview. It outlines how each company operates, where value is created, and the factors shaping their markets. Educational content, not financial advice.

This page compares Dillard's Inc. and Gildan Activewear Inc. across business models, financial performance, and market context, providing a neutral, accessible overview. It outlines how each company o...

About The Companies

Dillard's (DDS)

Dillard's Inc. (DDS) operates a chain of U.S. department stores, selling apparel, cosmetics, home goods and accessories through physical stores and an e-commerce platform. Investors should know it is a brick-and-mortar focused retailer with a material real-estate footprint; store locations and inventory management are central to its operations. Revenue is largely driven by consumer spending and fashion cycles, so sales can be cyclical and sensitive to economic conditions. The company’s size and market cap (around $9.3bn) place it among mid-cap retail names where nimble inventory and merchandising decisions matter. Recent years have seen an industry shift towards omnichannel retailing, and Dillard’s performance will depend on its ability to balance in-store experience with online growth while managing costs. This summary is educational and not personalised investment advice; past performance does not guarantee future returns and investors should assess suitability for their own circumstances.

Gildan (GIL)

Gildan Activewear Inc (GIL) is a vertically integrated manufacturer of basic apparel — primarily T‑shirts, fleece, socks, underwear and activewear — selling under its own brands and through wholesale channels to retailers, screen‑printers and e‑commerce partners. The company focuses on scale, cost efficiency and supply‑chain control to protect margins, while expanding distribution in value and private‑label segments. Key drivers for performance include cotton and energy prices, freight and labour costs, currency movements and retail demand. Strengths include broad manufacturing reach and cost discipline; risks include raw‑material volatility, competitive pressures from lower‑cost producers and sensitivity to consumer spending. Gildan has historically returned cash via dividends and buybacks, but payouts are not guaranteed. This is educational information only and not personalised investment advice — investors should consider their objectives and seek professional guidance before making investment decisions.

Comparison Snapshot

Key Financial Metrics

DDS

Metric

GIL

$10.65B

Market Cap

$11.21B

-17.68%

Potential Profit

17.15%

Sell

Analyst Rating

Buy

Which Baskets Do They Appear In?

Discount Retailers: What's Next as Job Market Cools

Recent data shows that initial jobless claims have risen to their highest level since June, signaling a potential cooling of the U.S. labor market. This trend could shift consumer spending towards essentials and value, benefiting discount retailers and consumer staples companies.

Published: September 5, 2025

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Which Baskets Do They Appear In?

Discount Retailers: What's Next as Job Market Cools

Recent data shows that initial jobless claims have risen to their highest level since June, signaling a potential cooling of the U.S. labor market. This trend could shift consumer spending towards essentials and value, benefiting discount retailers and consumer staples companies.

Published: September 5, 2025

Explore Basket

Investment Analysis

Dillard's

DDS

Pros

Dillard's reported better-than-expected Q2 fiscal 2025 earnings, with EPS of $4.66 surpassing estimates and sales growing 1.6% year-over-year.
The company has strong insider (27.25%) and institutional (52.61%) ownership, indicating confidence from key shareholders.
Dillard's shares have gained 26.9% over the past three months, outperforming the retail industry average in the same period.

Considerations

Analyst consensus rates Dillard's stock as a 'Sell' with an average price target implying a potential 33-35% downside over the next year.
The company's revenue growth is weak with only modest sales increases and a recent revenue decline forecast of about -1.6%.
Dillard's forward price-to-earnings ratio near 20 suggests the stock may be priced high relative to expected earnings growth.

Gildan

GIL

Pros

Gildan Activewear maintains a strong return on equity (ROE) of approximately 44%, reflecting high profitability and efficient capital use.
The company has a solid dividend yield of around 1.5%, significantly higher than its historical average, supporting income-oriented investors.
Gildan operates globally with a diverse product portfolio including various well-known apparel and hosiery brands, enabling broad market exposure.

Considerations

Gildan's market capitalization is relatively moderate at about $8.15 billion, possibly limiting scale compared to larger apparel competitors.
The apparel manufacturing industry faces cyclicality and competitive pressures that could impact Gildan's growth and margins.
Recent share price performance shows volatility and the stock price around $54-$79 range, indicating some market uncertainty or investor caution.

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About The Companies

Comparison Snapshot

Which Baskets Do They Appear In?

Discount Retailers: What's Next as Job Market Cools

Which Baskets Do They Appear In?

Discount Retailers: What's Next as Job Market Cools