Dillard's vs The New York Times

This page compares Dillard's Inc. and The New York Times Company, The, examining business models, financial performance, and market context in a neutral, accessible way. Educational content, not financial advice.

This page compares Dillard's Inc. and The New York Times Company, The, examining business models, financial performance, and market context in a neutral, accessible way. Educational content, not finan...

Comparison Snapshot

Key Financial Metrics

DDS

Metric

NYT

$9.70B

Market Cap

$11.83B

-8.21%

Potential Profit

-8.16%

Sell

Analyst Rating

Buy

Investment Analysis

Dillard's

DDS

Pros

Dillard's reported better-than-expected Q2 fiscal 2025 earnings with EPS of $4.66, surpassing estimates and showing year-over-year growth.
The company has experienced improving sales momentum with net sales rising 1.6% year over year, indicating steady demand in its core markets.
Insiders and institutions own a significant portion of shares, with 27.25% and 52.61% ownership respectively, reflecting strong internal and institutional confidence.

Considerations

Analysts currently hold a consensus 'Sell' rating with average price targets forecasting over 30% downside, highlighting market concerns about valuation and future growth.
Despite recent growth, Dillard's forward PE ratio of 19.89 suggests relatively high valuation risks compared to some peers in the consumer cyclical sector.
Shares outstanding are declining, which might limit liquidity and reflect risk in capital structure management amid a competitive retail environment.

The New York Times

NYT

Pros

The New York Times has demonstrated consistent digital subscription growth, solidifying its revenue diversification and reducing reliance on traditional print.
The company benefits from a strong brand reputation and leading market position in quality journalism, supporting long-term subscriber retention.
Recent investments in product innovation and international expansion position it well for sustainable global audience growth.

Considerations

The New York Times faces stiff competition in digital media and subscription markets, increasing pressure on user acquisition and retention costs.
Regulatory scrutiny of digital platforms and changing data privacy rules could impact advertising revenue streams and digital marketing efficiency.
Rising operational costs and investments in content production may pressure margins, potentially slowing profitability gains in the near term.

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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.

The New York Times (NYT)

The New York Times Company (NYSE: NYT) is a legacy media organisation that has steadily pivoted from print advertising towards a subscription-led digital business. With a market capitalisation of about $9.19bn, the company generates the majority of revenue from digital and print subscriptions, supported by advertising, licensing and ancillary services. Investors should note the appeal of recurring revenues and strong brand equity, but also the headwinds: print circulation and advertising remain challenged, digital advertising faces fierce competition from big tech platforms, and content costs can pressure margins. Growth drivers include international expansion, product innovation (audio, video, newsletters) and higher average revenue per user. Risks include cyclical ad markets, subscriber churn, and reputational or regulatory issues. This is general educational information only and not personal financial advice; suitability depends on your objectives, time horizon and risk tolerance.

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Which Baskets Do They Appear In?

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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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Comparison Snapshot