By Pathikrit Bose
Publication Date: 2025-12-18 16:26:00
Artificial intelligence has been the theme on Wall Street for more than three years now. Headlined by the likes of Nvidia (NVDA), AMD (AMD), and Broadcom (AVGO), chipmakers have been the undisputed winners, and their share price actions reflect the same. On the other hand, as inflation continues to hover around the 3% level, above the Fed’s comfort rate of 2%, one would not expect stocks from the retail sector to outperform these AI juggernauts. However, that is precisely what Dillard’s (DDS) has done over the past five years.
About Dillard’s
Founded in 1938 and based out of Arkansas, Dillard’s operates full-line department stores and clearance centers across the U.S., primarily in the Southeast, Southwest, West, and Midwest. Other than retail operations, the company is also engaged in providing construction services. It operates approximately 272 full-line department stores plus around 28 clearance centers across 30 U.S. states and over 140 cities as of late 2025.
Valued at a…