Sector Alpha Week of 2026-07-28
20-quarter listed-company comparison

Department Stores Stocks

Department Stores: Macy's, Inc. owns the largest revenue base; Dillard's, Inc. has the fastest current growth.

The industry itself · before any single company

How has Department Stores moved against S&P 500?

The line below covers 5.2 years. Over the most recent two of them this industry is 4% behind S&P 500. Earnings across its companies grew 5% on average over the last four reported quarters — close to flat. It has been ahead of S&P 500 on a rolling three-month view for 6 weeks running.

BREAKING OUT · ahead 6wMoving with the index2 of 4 companies ahead of S&P 500 by 5% or more over three months

RS ↑6w · 2/4 >200d (−1) · 2/4 lead (+0) · EPS 3/4↑

200202620252024202320222021 261348 TRAILING 12-MONTH EPS · 100 AT THE START0100Jun 22Dec 22Jun 23Dec 23Jun 24Dec 24Jun 25Dec 25Jun 26Jun 2022 · trailing 12-month earnings per share at 100, against 100 at the start · no comparable year yet · 3 reportingSep 2022 · trailing 12-month earnings per share at 98, against 100 at the start · no comparable year yet · 3 reportingDec 2022 · trailing 12-month earnings per share at 91, against 100 at the start · no comparable year yet · 3 reportingMar 2023 · trailing 12-month earnings per share at 80, against 100 at the start · no comparable year yet · 3 reportingJun 2023 · trailing 12-month earnings per share at 72, against 100 at the start · down 28.3% on a year ago · 3 reportingSep 2023 · trailing 12-month earnings per share at 51, against 100 at the start · down 47.8% on a year ago · 3 reportingDec 2023 · trailing 12-month earnings per share at 47, against 100 at the start · down 48.7% on a year ago · 3 reportingMar 2024 · trailing 12-month earnings per share at 44, against 100 at the start · down 54.1% on a year ago · 3 reportingJun 2024 · trailing 12-month earnings per share at 39, against 100 at the start · down 55.1% on a year ago · 3 reportingSep 2024 · trailing 12-month earnings per share at 40, against 100 at the start · down 49.5% on a year ago · 3 reportingDec 2024 · trailing 12-month earnings per share at 35, against 100 at the start · down 50.2% on a year ago · 3 reportingMar 2025 · trailing 12-month earnings per share at 39, against 100 at the start · down 17.6% on a year ago · 3 reportingJun 2025 · trailing 12-month earnings per share at 38, against 100 at the start · down 36.9% on a year ago · 3 reportingSep 2025 · trailing 12-month earnings per share at 33, against 100 at the start · down 10.7% on a year ago · 3 reportingDec 2025 · trailing 12-month earnings per share at 32, against 100 at the start · down 5.2% on a year ago · 3 reportingMar 2026 · trailing 12-month earnings per share at 44, against 100 at the start · up 12.6% on a year ago · 3 reportingJun 2026 · trailing 12-month earnings per share at 46, against 100 at the start · up 22.8% on a year ago · 3 reportingNot reported yet — earnings trail price by a quarter or two46No earnings on file this far back — the price series reaches further than the filings doNO EARNINGS ON FILE
200202620252024202320222021 261348 TRAILING 12-MONTH EPS · 100 AT THE START0100Jun 22Jun 23Jun 24Jun 25Jun 26Jun 2022 · trailing 12-month earnings per share at 100, against 100 at the start · no comparable year yet · 3 reportingSep 2022 · trailing 12-month earnings per share at 98, against 100 at the start · no comparable year yet · 3 reportingDec 2022 · trailing 12-month earnings per share at 91, against 100 at the start · no comparable year yet · 3 reportingMar 2023 · trailing 12-month earnings per share at 80, against 100 at the start · no comparable year yet · 3 reportingJun 2023 · trailing 12-month earnings per share at 72, against 100 at the start · down 28.3% on a year ago · 3 reportingSep 2023 · trailing 12-month earnings per share at 51, against 100 at the start · down 47.8% on a year ago · 3 reportingDec 2023 · trailing 12-month earnings per share at 47, against 100 at the start · down 48.7% on a year ago · 3 reportingMar 2024 · trailing 12-month earnings per share at 44, against 100 at the start · down 54.1% on a year ago · 3 reportingJun 2024 · trailing 12-month earnings per share at 39, against 100 at the start · down 55.1% on a year ago · 3 reportingSep 2024 · trailing 12-month earnings per share at 40, against 100 at the start · down 49.5% on a year ago · 3 reportingDec 2024 · trailing 12-month earnings per share at 35, against 100 at the start · down 50.2% on a year ago · 3 reportingMar 2025 · trailing 12-month earnings per share at 39, against 100 at the start · down 17.6% on a year ago · 3 reportingJun 2025 · trailing 12-month earnings per share at 38, against 100 at the start · down 36.9% on a year ago · 3 reportingSep 2025 · trailing 12-month earnings per share at 33, against 100 at the start · down 10.7% on a year ago · 3 reportingDec 2025 · trailing 12-month earnings per share at 32, against 100 at the start · down 5.2% on a year ago · 3 reportingMar 2026 · trailing 12-month earnings per share at 44, against 100 at the start · up 12.6% on a year ago · 3 reportingJun 2026 · trailing 12-month earnings per share at 46, against 100 at the start · up 22.8% on a year ago · 3 reportingNot reported yet — earnings trail price by a quarter or twoNo earnings on file this far back — the price series reaches further than the filings do
Department Stores, equal-weighted, based at 200 S&P 500, same base, same start trailing 12-month earnings per share rising falling
Strength anatomy Broad but lateHow much of the industry is participating, how recently, and whether the movers score well.
Together2 of 4 stocks moving
Fresh0 crossed in the last 4 weeks
Backed by scoresmovers score +4 vs the industry average
Down the cap ladder — bar is now, tick is four weeks ago
Large 0/10
Mid 1/20
Small 1/10

Participation is not spreading downward this month; the larger companies are still carrying most of it.

Both lines start at 200 in the same week, so the distance between them is the whole story: the industry line is an equal-weighted index of its 4 companies. The bars underneath are trailing 12-month earnings per share, one bar per reported quarter, each member rebased to 100 at the start and the industry taking the median — so a price line pulling away from flat bars is a re-rating, not earnings. A bar turns red when that figure is lower than the quarter before. Rules are fixed and applied identically everywhere on this site: ahead by 5% or more over three months, or behind by 20% or more over a year while earnings grew 20% or more. Hover any point to read both values and the gap. This is a description of what the numbers did, not advice.

Sector relative strength · before individual stocks

Is Department Stores outperforming S&P 500?

Department Stores has outperformed S&P 500 by 22.4% over the last 52 weeks. Over 13 weeks the gap is a lead of 14.4%. 2 of 4 covered companies currently beat the S&P 500 on Mansfield relative strength, so leadership inside the sector is selective. Macy's, Inc. is the strongest against the sector itself at +16.1%.

+14.4%Sector vs S&P 500 · 13 weeks
+22.4%Sector vs S&P 500 · 52 weeks
2/4Stocks leading S&P 500
2/4Stocks leading sector

Sector metric: — as of latest available · unclassified · direction unavailable.

The central tension: the companies with the most scale are not necessarily the companies creating the most change.

Start with scale. Then earnings trajectory. Then business quality. Only after those three agree should price leadership carry much weight.

Bottom line

Department Stores has outperformed S&P 500 by 22.4% over 52 weeks and 14.4% over 13 weeks. 2 of 4 covered companies beat the S&P 500 on Mansfield relative strength, while 2 of 4 beat the sector itself. Macy's, Inc. leads with revenue of $22,720 million, based on 3 of 4 comparable companies through Jun 2026.

Is the Department Stores sector outperforming S&P 500?

Department Stores has outperformed S&P 500 by 22.4% over 52 weeks and 14.4% over 13 weeks. 2 of 4 covered companies beat the S&P 500 on Mansfield relative strength, while 2 of 4 beat the sector itself.

Which Department Stores company is largest by revenue?

Macy's, Inc. leads with revenue of $22,720 million, based on 3 of 4 comparable companies through Jun 2026.

Which Department Stores company is growing fastest?

Dillard's, Inc. has the fastest current revenue growth at 0.6%, across 3 of 4 comparable companies.

Which Department Stores company has the strongest 4-Factor Sector Score?

Macy's, Inc. ranks first at 52.1/100 with 83.2% evidence confidence. The score prioritizes research; it is not a buy recommendation.

Which Department Stores company reports the most CAPEX?

Macy's, Inc. reports the largest latest CAPEX at $88 million, with 4 of 4 companies comparable.

Which Department Stores company has the least gross debt?

Dillard's, Inc. has the lowest comparable gross debt at $555 million. Kohl's Corporation has the highest at $6,533 million.

Which Department Stores company has the lowest comparable PEG?

Macy's, Inc. has the lowest comparable Guarded PEG at 0.36, among 2 of 4 companies that pass the metric’s comparability rules.

How much history does this Department Stores comparison include?

The page compares up to 20 reported quarters per company for fundamentals, CAPEX, debt and valuation, ending Jun 2026. Missing observations remain blank rather than being estimated.

How is the 4-Factor Sector Score calculated?

The four visible contributions add directly: growth and earnings up to 35 points, capital efficiency up to 25, valuation up to 20, and relative strength up to 20. Missing or stale evidence moves only the affected contribution toward neutral.

Companies
4
complete canonical membership
Combined market value
$20.5B
Dillard's, Inc.
Revenue growing
1/3
positive TTM year-on-year growth
Beating S&P 500
2/4
positive Mansfield relative strength
Global company selection
00 · research priority, made explicit

4-Factor Sector Score

An additive sector-relative research score. The four displayed point contributions always equal the total: Growth & earnings (35), Capital efficiency (25), Valuation (20), and Relative strength (20). Missing or stale evidence is absorbed inside the affected factor, never applied as a hidden adjustment.

Growth & earnings · 35%Capital efficiency · 25%Valuation · 20%Relative strength · 20%
Macy's, Inc. has the strongest current balance of earnings trajectory, business quality, valuation and price confirmation, with 83.2% evidence confidence.
Macy's, Inc. looks inexpensive relative to peers or its own history, but its earnings trajectory has not yet earned the valuation signal.
Macy's, Inc. has stronger price confirmation than earnings confirmation; that is a research prompt, not permission to chase.

Missing observations are not scored as bad. Their missing weight lowers confidence and pulls the final score toward neutral. PEG is guarded: positive earnings, positive 5–60% three-year EPS growth, and a positive P/E are required.

1. Macy's, Inc. · M

52.1/100 · Mixed-positive evidence · 83% evidence

Exact sum: 10.4 + 7.8 + 15 + 18.9 = 52.1

Decision use: Price leads the evidence: RS versus the benchmark is 16.9%, but earnings trajectory is weak. Wait for revenue and profit confirmation.

10.4/35Growth & earnings

Revenue -0.3% · PAT -22.6% · OPM change 0.3 pp

95% evidence

7.8/25Capital efficiency

ROCE 1% · debt/equity 1.06×

80% evidence

15.0/20Valuation

P/E 8.1× · PEG 0.36

50% evidence

18.9/20Relative strength

RS sector 16.1% · RS bench 16.9% · 1Y 103.5%

100% evidence

2. Kohl's Corporation · KSS

47.7/100 · Mixed-negative evidence · 65% evidence

Exact sum: 12.4 + 5.3 + 10 + 20 = 47.7

Decision use: Price leads the evidence: RS versus the benchmark is 6.5%, but earnings trajectory is weak. Wait for revenue and profit confirmation.

12.4/35Growth & earnings

Revenue -3.8% · PAT 100% · OPM change -0.4 pp

71% evidence

5.3/25Capital efficiency

ROCE 0.4% · debt/equity 1.62×

80% evidence

10.0/20Valuation

P/E 6.2× · PEG —

0% evidence

20.0/20Relative strength

RS sector 6.5% · RS bench 6.5% · 1Y 77.9%

100% evidence

3. Dillard's, Inc. · DDS

41.5/100 · Mixed-negative evidence · 83% evidence

Exact sum: 14.9 + 12.1 + 14.5 + 0 = 41.5

Decision use: Cheap but unconfirmed: require improving earnings before treating the valuation as an opportunity.

14.9/35Growth & earnings

Revenue 0.6% · PAT 14% · OPM change 0.2 pp

95% evidence

12.1/25Capital efficiency

ROCE 8.1% · debt/equity 0.27×

80% evidence

14.5/20Valuation

P/E 13.4× · PEG 0.83

50% evidence

0.0/20Relative strength

RS sector -9.3% · RS bench -8.3% · 1Y 25.7%

100% evidence

4. Polibeli Group Ltd · PLBL

37.8/100 · Thin evidence · provisional · 30% evidence

Exact sum: 17.8 + 8.2 + 10 + 1.8 = 37.8

Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.

17.8/35Growth & earnings

Revenue — · PAT — · OPM change —

3% evidence

8.2/25Capital efficiency

ROCE 0% · debt/equity —

34% evidence

10.0/20Valuation

P/E — · PEG —

0% evidence

1.8/20Relative strength

RS sector -29.5% · RS bench -29% · 1Y -33.3%

100% evidence

01 · compare level, then change

Revenue Scale & Growth Durability

Macy's, Inc. has the highest Revenue among the 4 Department Stores companies compared here, at $22,720 million. Kohl's Corporation is next at $15,461 million. Dillard's, Inc. has the highest Revenue growth at 0.6%, so level and change sit with different companies. 3 of 4 companies report a comparable reading, the latest through Jun 2026.

What the numbers say: Macy's, Inc. is the scale leader at $22,720 million, 47% ahead of Kohl's Corporation. Dillard's, Inc.'s growth is 0.6% from a $6,605 million base, with 20 reported observations in the 20-quarter window. Treat the growth leader as an acceleration candidate, not as equally proven scale.

LeaderMacy's, Inc. · $22,720 million
Gap47% versus #2 · Kohl's Corporation
Persistence2/8 recent comparable periods
Coverage3/4 companies · 64 observations

Investor read: Macy's, Inc. is the scale benchmark; Dillard's, Inc. is the acceleration watch. Promote the challenger only if growth persists and converts into margin and returns.

This conclusion weakens if: Macy's, Inc.'s growth falls below Dillard's, Inc.'s for two consecutive comparable reports while operating margin also compresses.

Revenue is compared on a common reported-currency basis. Growth is year-on-year, so seasonality does not masquerade as progress.
Revenuelargest
1Macy's, Inc. M$22.7B
2Kohl's Corporation KSS$15.5B
3Dillard's, Inc. DDS$6.6B
Revenue growthfastest growers
1Dillard's, Inc. DDS0.6%
2Macy's, Inc. M-0.4%
3Kohl's Corporation KSS-3.8%
Revenue · company comparison
3/4 level · 3/4 change

Solid lines show level; dotted lines show change when “Both” is selected. Missing reports break the line rather than being invented.

All-company data · latest reported quarter

Each figure is the company’s latest single reported quarter. The rankings above use trailing-twelve-month or current-market values, so a company can legitimately show a different number in each.

CompanyRevenueRevenue growthReported
Macy's, Inc. M$4.9B2.1%Jun 2026
Kohl's Corporation KSS$3.2B-2.0%Jun 2026
Dillard's, Inc. DDS$1.6B2.7%Jun 2026
Polibeli Group Ltd PLBL$19M58%Dec 2025
Full 20-quarter history · every available company

Revenue · reported quarter history

Dillard's, Inc. · DDS

$1.6B
$1.5B
$2.2B
$1.6B
$1.6B
$1.6B
$2.2B
$1.6B
$1.6B
$1.5B
$2.2B
$1.6B
$1.5B
$1.5B
$2.1B
$1.5B
$1.5B
$1.5B
$2.0B
$1.6B

Kohl's Corporation · KSS

$4.4B
$4.6B
$6.5B
$3.7B
$4.1B
$4.3B
$6.0B
$3.6B
$3.9B
$4.1B
$6.0B
$3.4B
$3.7B
$3.7B
$5.4B
$3.2B
$3.5B
$3.6B
$5.2B
$3.2B

Macy's, Inc. · M

$5.8B
$5.7B
$8.7B
$5.6B
$5.8B
$5.5B
$8.6B
$5.2B
$5.3B
$5.0B
$8.4B
$5.0B
$5.1B
$4.9B
$8.0B
$4.8B
$5.0B
$4.9B
$7.9B
$4.9B

Polibeli Group Ltd · PLBL

$11M
$12M
$11M
$19M

Revenue growth · reported quarter history

Dillard's, Inc. · DDS

1.1%
4.0%
0.4%
-1.8%
-1.3%
-4.4%
-0.1%
-2.5%
-5.1%
-3.5%
-5.0%
-1.7%
1.4%
2.8%
-3.1%
2.7%

Kohl's Corporation · KSS

-8.1%
-7.0%
-7.4%
-3.9%
-4.7%
-5.2%
-1.1%
-5.3%
-4.2%
-8.5%
-9.4%
-4.4%
-5.0%
-3.6%
-4.2%
-2.0%

Macy's, Inc. · M

-0.2%
-3.3%
-1.0%
-7.0%
-9.5%
-7.9%
-2.4%
-3.3%
-3.5%
-2.7%
-4.4%
-4.1%
-1.9%
0.2%
-1.1%
2.1%

Polibeli Group Ltd · PLBL

0.0%
58%
02 · compare level, then change

Operating Economics & Margin Trend

Dillard's, Inc. has the highest OPM among the 4 Department Stores companies compared here, at 14.3%. Macy's, Inc. is next at 2.3%. Macy's, Inc. has the highest Margin change at +0.3 percentage points, so level and change sit with different companies. 3 of 4 companies report a comparable reading, the latest through Jun 2026.

What the numbers say: Dillard's, Inc. leads opm at 14.3%; Macy's, Inc. leads margin change at +0.3 percentage points.

LeaderDillard's, Inc. · 14.3%
Gap521.7% versus #2 · Macy's, Inc.
Persistence2/8 recent comparable periods
Coverage3/4 companies · 60 observations

Investor read: Dillard's, Inc. sets the level benchmark; use the change leader as an inflection watch only after another comparable report confirms it.

This conclusion weakens if: The next two comparable reports reverse the current margin change signal.

Operating margin compares operating profit with revenue. Improvement is measured in percentage points, not percentage growth.
OPMhighest
1Dillard's, Inc. DDS14%
2Macy's, Inc. M2.3%
3Kohl's Corporation KSS1.5%
Margin changefastest expanders
1Macy's, Inc. M+0.3 pp
2Dillard's, Inc. DDS+0.2 pp
3Kohl's Corporation KSS−0.4 pp
Operating margin · company comparison
3/4 level · 3/4 change

Solid lines show level; dotted lines show change when “Both” is selected. Missing reports break the line rather than being invented.

All-company data · latest reported quarter

Each figure is the company’s latest single reported quarter. The rankings above use trailing-twelve-month or current-market values, so a company can legitimately show a different number in each.

CompanyOPMMargin changeReported
Dillard's, Inc. DDS14%+0.2 ppJun 2026
Macy's, Inc. M2.3%+0.3 ppJun 2026
Kohl's Corporation KSS1.5%−0.4 ppJun 2026
Full 20-quarter history · every available company

OPM · reported quarter history

Dillard's, Inc. · DDS

16%
18%
19%
20%
14%
16%
15%
17%
11%
13%
13%
15%
6.6%
11%
12%
14%
6.1%
11%
10%
14%

Kohl's Corporation · KSS

13%
8.4%
6.9%
2.2%
6.5%
4.7%
-5.0%
2.7%
4.2%
3.9%
5.0%
1.3%
4.4%
2.6%
2.3%
1.9%
7.9%
2.0%
4.1%
1.5%

Macy's, Inc. · M

10%
9.3%
12%
8.3%
6.8%
3.5%
7.4%
4.7%
2.3%
1.6%
10%
2.5%
4.4%
1.3%
8.4%
2.0%
3.0%
0.9%
7.8%
2.3%

Margin change · reported quarter history

Dillard's, Inc. · DDS

−2.1 pp
−1.7 pp
−3.7 pp
−3.5 pp
−2.7 pp
−2.8 pp
−1.8 pp
−1.4 pp
−4.4 pp
−1.9 pp
−1.5 pp
−1.0 pp
−0.5 pp
+0.1 pp
−1.3 pp
+0.2 pp

Kohl's Corporation · KSS

−6.3 pp
−3.7 pp
−11.9 pp
+0.5 pp
−2.3 pp
−0.8 pp
+10.0 pp
−1.4 pp
+0.2 pp
−1.3 pp
−2.7 pp
+0.6 pp
+3.5 pp
−0.6 pp
+1.8 pp
−0.4 pp

Macy's, Inc. · M

−3.4 pp
−5.8 pp
−4.3 pp
−3.6 pp
−4.5 pp
−1.9 pp
+2.8 pp
−2.2 pp
+2.1 pp
−0.3 pp
−1.8 pp
−0.5 pp
−1.4 pp
−0.4 pp
−0.6 pp
+0.3 pp
03 · compare level, then change

Profit Scale & Acceleration

Dillard's, Inc. has the highest Net profit among the 4 Department Stores companies compared here, at $658 million. Macy's, Inc. is next at $604 million. The same company also holds the highest Profit growth, at 14%. 3 of 4 companies report a comparable reading, the latest through Jun 2026.

What the numbers say: Dillard's, Inc. leads with $658 million of TTM profit, 8.9% above Macy's, Inc.. Dillard's, Inc. shows 14% growth from a $658 million profit base. Compare the size of the base and persistence before ranking acceleration above profit scale.

LeaderDillard's, Inc. · $658 million
Gap8.9% versus #2 · Macy's, Inc.
Persistence2/8 recent comparable periods
Coverage3/4 companies · 64 observations

Investor read: Dillard's, Inc. sets the level benchmark; use the change leader as an inflection watch only after another comparable report confirms it.

This conclusion weakens if: The next two comparable reports reverse the current profit growth signal.

Net profit is the residual after operating costs, interest and tax. Growth off a loss or near-zero base is excluded from the fastest-grower rank.
Net profitlargest
1Dillard's, Inc. DDS$658M
2Macy's, Inc. M$604M
3Kohl's Corporation KSS$272M
Profit growthfastest growers
1Dillard's, Inc. DDS14%
2Macy's, Inc. M-23%
Net profit · company comparison
3/4 level · 2/4 change

Solid lines show level; dotted lines show change when “Both” is selected. Missing reports break the line rather than being invented.

All-company data · latest reported quarter

Each figure is the company’s latest single reported quarter. The rankings above use trailing-twelve-month or current-market values, so a company can legitimately show a different number in each.

CompanyNet profitProfit growthReported
Dillard's, Inc. DDS$251M53%Jun 2026
Macy's, Inc. M$63M66%Jun 2026
Polibeli Group Ltd PLBL$-5MDec 2025
Kohl's Corporation KSS$-14M160%Jun 2026
Full 20-quarter history · every available company

Net profit · reported quarter history

Dillard's, Inc. · DDS

$186M
$197M
$321M
$251M
$163M
$188M
$289M
$201M
$132M
$155M
$251M
$180M
$74M
$125M
$214M
$164M
$73M
$130M
$204M
$251M

Kohl's Corporation · KSS

$382M
$243M
$299M
$14M
$143M
$97M
$-273M
$14M
$58M
$59M
$186M
$-27M
$66M
$22M
$48M
$-15M
$153M
$8M
$125M
$-14M

Macy's, Inc. · M

$345M
$239M
$743M
$286M
$275M
$108M
$478M
$155M
$-22M
$41M
$826M
$62M
$150M
$28M
$564M
$38M
$87M
$11M
$443M
$63M

Polibeli Group Ltd · PLBL

$-3M
$-3M
$-6M
$-5M

Profit growth · reported quarter history

Dillard's, Inc. · DDS

-12%
-4.6%
-10.0%
-20%
-19%
-18%
-13%
-10%
-44%
-19%
-15%
-8.9%
-1.4%
4.0%
-4.7%
53%

Kohl's Corporation · KSS

-63%
-60%
-191%
0.0%
-59%
-39%
-293%
14%
-63%
-74%
132%
-64%
160%

Macy's, Inc. · M

-20%
-55%
-36%
-46%
-108%
-62%
73%
-60%
-32%
-32%
-39%
-42%
-61%
-21%
66%
04 · compare level, then change

Capacity Spending & Returns On It

Macy's, Inc. has the highest CAPEX among the 4 Department Stores companies compared here, at $88 million. Kohl's Corporation is next at $84 million. Kohl's Corporation has the highest CAPEX intensity at 2.7%, so level and change sit with different companies. 4 of 4 companies report a comparable reading, the latest through Jun 2026.

What the numbers say: Macy's, Inc. reports $88 million of CAPEX; Kohl's Corporation has the highest covered intensity at 2.7%. Coverage is only 4 of 4 companies and 64 reported observations, so this is partial evidence—not a complete sector rank.

LeaderMacy's, Inc. · $88 million
Gap4.8% versus #2 · Kohl's Corporation
Persistence8/8 recent comparable periods
Coverage4/4 companies · 64 observations

Investor read: Use the CAPEX rank as a diligence queue. Verify commissioning, utilization, cash conversion and post-investment ROCE before treating spend as value creation.

This conclusion weakens if: CAPEX rises without higher utilization, operating cash flow or incremental returns.

CAPEX is cash spent on property, plant, equipment and other reported capital assets. CAPEX intensity divides that spend by revenue; high intensity is a reinvestment signal, not proof that the reinvestment will earn attractive returns.
CAPEXlargest spenders
1Macy's, Inc. M$88M
2Kohl's Corporation KSS$84M
3Dillard's, Inc. DDS$17M
4Polibeli Group Ltd PLBL · older report$0M
CAPEX intensityhighest reinvestment intensity
1Kohl's Corporation KSS2.7%
2Macy's, Inc. M1.8%
3Dillard's, Inc. DDS1.1%
4Polibeli Group Ltd PLBL · older report0.0%
Capital expenditure · company comparison
4/4 level · 4/4 change

Solid lines show level; dotted lines show change when “Both” is selected. Missing reports break the line rather than being invented.

All-company data · latest reported quarter

Each figure is the company’s latest single reported quarter. The rankings above use trailing-twelve-month or current-market values, so a company can legitimately show a different number in each.

CompanyCAPEXCAPEX intensityReported
Macy's, Inc. M$88M1.8%Jun 2026
Kohl's Corporation KSS$84M2.7%Jun 2026
Dillard's, Inc. DDS$17M1.1%Jun 2026
Polibeli Group Ltd PLBL$0M0.0%Dec 2025
Full 20-quarter history · every available company

CAPEX · reported quarter history

Dillard's, Inc. · DDS

$24M
$39M
$25M
$27M
$34M
$34M
$25M
$32M
$31M
$41M
$28M
$35M
$26M
$28M
$15M
$17M
$27M
$30M
$20M
$17M

Kohl's Corporation · KSS

$132M
$235M
$179M
$221M
$327M
$185M
$93M
$94M
$244M
$157M
$82M
$126M
$113M
$128M
$99M
$110M
$90M
$108M
$64M
$84M

Macy's, Inc. · M

$81M
$88M
$124M
$171M
$207M
$277M
$233M
$215M
$175M
$95M
$146M
$154M
$117M
$128M
$119M
$100M
$79M
$93M
$101M
$88M

Polibeli Group Ltd · PLBL

$0M
$2M
$0M
$0M

CAPEX intensity · reported quarter history

Dillard's, Inc. · DDS

1.5%
2.6%
1.2%
1.6%
2.1%
2.2%
1.2%
2.0%
1.9%
2.7%
1.3%
2.2%
1.7%
1.9%
0.7%
1.1%
1.8%
2.0%
1.0%
1.1%

Kohl's Corporation · KSS

3.0%
5.1%
2.8%
5.9%
8.0%
4.3%
1.5%
2.6%
6.3%
3.9%
1.4%
3.7%
3.0%
3.5%
1.8%
3.4%
2.5%
3.0%
1.2%
2.7%

Macy's, Inc. · M

1.4%
1.6%
1.4%
3.1%
3.5%
5.1%
2.7%
4.2%
3.3%
1.9%
1.7%
3.1%
2.3%
2.6%
1.5%
2.1%
1.6%
1.9%
1.3%
1.8%

Polibeli Group Ltd · PLBL

0.0%
17%
0.0%
0.0%
Annual capital allocation · 5-year view
4/4 capacity base · 4/4 OCF · 4/4 CAPEX · 4/4 FCF

Capacity base is net fixed assets plus capital work in progress, straight off the reported balance sheet. It is not cash spent, so it answers a narrower question than CAPEX — but it is reported for companies whose cash-flow CAPEX is not published, which is why it leads here. Missing years remain blank; annual values are never relabelled as quarters.

Full annual capacity base, operating cash flow, CAPEX and free cash flow history

Capacity base · net fixed assets + CWIP · fiscal-year history

Dillard's, Inc. · DDS

$1.2B
$1.2B
$1.1B
$1.0B
$948M

Kohl's Corporation · KSS

$9.6B
$10.2B
$10.2B
$9.7B
$9.3B

Macy's, Inc. · M

$8.5B
$8.6B
$7.6B
$7.3B
$6.9B

Operating cash flow · fiscal-year history

Dillard's, Inc. · DDS

$1.3B
$948M
$884M
$714M
$717M

Kohl's Corporation · KSS

$2.3B
$282M
$1.2B
$648M
$1.4B

Macy's, Inc. · M

$2.7B
$1.6B
$1.3B
$1.3B
$1.4B

CAPEX · reported cash flow · fiscal-year history

Dillard's, Inc. · DDS

$104M
$120M
$133M
$105M
$93M

Kohl's Corporation · KSS

$605M
$826M
$577M
$466M
$372M

Macy's, Inc. · M

$354M
$888M
$631M
$518M
$373M

Free cash flow · fiscal-year history

Dillard's, Inc. · DDS

$1.2B
$828M
$751M
$610M
$624M

Kohl's Corporation · KSS

$1.7B
$-544M
$591M
$182M
$1.0B

Macy's, Inc. · M

$2.4B
$727M
$674M
$760M
$1.1B
05 · compare level, then change

Debt Load & Balance-Sheet Headroom

Dillard's, Inc. has the lowest Gross debt among the 4 Department Stores companies compared here, at $555 million. Macy's, Inc. is next at $5,109 million. The same company also holds the lowest Net debt, at $862 million net cash. 3 of 4 companies report a comparable reading, the latest through Jun 2026.

What the numbers say: Dillard's, Inc. has the clearest covered balance-sheet capacity with $862 million net cash and gross debt of $555 million. Absolute debt alone does not identify the strongest balance sheet because company scale differs; net debt and debt-to-equity carry more information.

LeaderDillard's, Inc. · $555 million
Gap89.1% versus #2 · Macy's, Inc.
Persistence8/8 recent comparable periods
Coverage3/4 companies · 60 observations

Investor read: Prioritize net-cash capacity and leverage relative to operating scale, not the smallest absolute rupee debt.

This conclusion weakens if: Net debt rises faster than revenue and profit for two consecutive reported periods.

Gross debt shows contractual borrowings. Net debt subtracts reported cash; a negative value means net cash. Lower debt can create capacity, but should be read against the scale and capital intensity of the business.
Gross debtlowest gross debt
1Dillard's, Inc. DDS$555M
2Macy's, Inc. M$5.1B
3Kohl's Corporation KSS$6.5B
Net debtlowest net debt
1Dillard's, Inc. DDS$-862M
2Macy's, Inc. M$3.8B
3Kohl's Corporation KSS$6.1B
Debt and balance-sheet capacity · company comparison
3/4 level · 3/4 change

Solid lines show level; dotted lines show change when “Both” is selected. Missing reports break the line rather than being invented.

All-company data · latest reported quarter

Each figure is the company’s latest single reported quarter. The rankings above use trailing-twelve-month or current-market values, so a company can legitimately show a different number in each.

CompanyGross debtNet debtReported
Kohl's Corporation KSS$6.5B$6.1BJun 2026
Macy's, Inc. M$5.1B$3.8BJun 2026
Dillard's, Inc. DDS$555M$-862MJun 2026
Full 20-quarter history · every available company

Gross debt · reported quarter history

Dillard's, Inc. · DDS

$610M
$607M
$609M
$606M
$603M
$603M
$555M
$554M
$552M
$556M
$564M
$563M
$560M
$558M
$555M
$554M
$551M
$549M
$558M
$555M

Kohl's Corporation · KSS

$6.6B
$6.8B
$6.8B
$7.2B
$7.6B
$8.2B
$7.6B
$8.1B
$8.0B
$8.0B
$7.4B
$7.6B
$7.5B
$7.4B
$7.2B
$7.4B
$6.9B
$7.2B
$6.6B
$6.5B

Macy's, Inc. · M

$7.9B
$6.5B
$6.4B
$6.0B
$6.0B
$6.2B
$6.0B
$6.0B
$6.0B
$6.2B
$6.0B
$6.0B
$6.0B
$5.8B
$5.7B
$5.7B
$5.5B
$5.2B
$5.2B
$5.1B

Net debt · reported quarter history

Dillard's, Inc. · DDS

$-59M
$-13M
$-108M
$-256M
$36M
$-128M
$-244M
$-393M
$-372M
$-337M
$-392M
$-602M
$-510M
$-551M
$-489M
$-605M
$-661M
$-785M
$-515M
$-862M

Kohl's Corporation · KSS

$4.0B
$4.9B
$5.2B
$6.6B
$7.4B
$8.0B
$7.4B
$7.8B
$7.8B
$7.9B
$7.2B
$7.4B
$7.2B
$7.3B
$7.0B
$7.2B
$6.7B
$7.0B
$6.0B
$6.1B

Macy's, Inc. · M

$5.8B
$6.2B
$4.7B
$5.4B
$5.7B
$5.8B
$5.1B
$5.4B
$5.5B
$5.8B
$5.0B
$5.2B
$5.4B
$5.5B
$4.4B
$4.7B
$4.7B
$4.8B
$4.0B
$3.8B
06 · compare level, then change

Return On Capital Employed

Dillard's, Inc. has the highest ROCE among the 4 Department Stores companies compared here, at 8.1%. Macy's, Inc. is next at 1%. Polibeli Group Ltd has the highest ROCE change at +58.6 percentage points, so level and change sit with different companies. 4 of 4 companies report a comparable reading, the latest through Jun 2026.

What the numbers say: Dillard's, Inc. leads ROCE at 8.1%, 7.1 percentage points above Macy's, Inc.. Polibeli Group Ltd has the strongest latest improvement at +58.6 percentage points. Read the leader beside the density of its reported history: a sparse high return is a candidate; a repeated high return is evidence of durability.

LeaderDillard's, Inc. · 8.1%
Gap710% versus #2 · Macy's, Inc.
Persistence1/8 recent comparable periods
Coverage4/4 companies · 67 observations

Investor read: Dillard's, Inc. sets the level benchmark; use the change leader as an inflection watch only after another comparable report confirms it.

This conclusion weakens if: The next two comparable reports reverse the current roce change signal.

ROCE asks how much operating return the business earns on the capital employed. Direction matters, but a single exceptional year should not be mistaken for durability.
ROCEhighest
1Dillard's, Inc. DDS8.1%
2Macy's, Inc. M1.0%
3Kohl's Corporation KSS0.4%
4Polibeli Group Ltd PLBL · older report0.0%
ROCE changefastest improvers
1Polibeli Group Ltd PLBL · older report+58.6 pp
2Dillard's, Inc. DDS+0.3 pp
3Macy's, Inc. M+0.2 pp
4Kohl's Corporation KSS−0.2 pp
Return on capital · company comparison
4/4 level · 4/4 change

Solid lines show level; dotted lines show change when “Both” is selected. Missing reports break the line rather than being invented.

All-company data · latest reported quarter

Each figure is the company’s latest single reported quarter. The rankings above use trailing-twelve-month or current-market values, so a company can legitimately show a different number in each.

CompanyROCEROCE changeReported
Dillard's, Inc. DDS8.1%+0.3 ppJun 2026
Macy's, Inc. M1.0%+0.2 ppJun 2026
Kohl's Corporation KSS0.4%−0.2 ppJun 2026
Polibeli Group Ltd PLBL0.0%+58.6 ppDec 2025
Full 20-quarter history · every available company

ROCE · reported quarter history

Dillard's, Inc. · DDS

11%
18%
14%
9.3%
10%
14%
11%
7.3%
7.7%
11%
8.8%
3.6%
5.9%
9.0%
7.8%
3.3%
5.9%
7.8%
8.1%

Kohl's Corporation · KSS

3.3%
3.7%
0.7%
2.2%
1.7%
-2.6%
0.9%
1.4%
1.4%
2.6%
0.4%
1.5%
0.9%
1.2%
0.6%
2.6%
0.7%
2.0%
0.4%

Macy's, Inc. · M

4.3%
8.3%
3.9%
3.4%
1.7%
5.3%
2.1%
1.0%
0.7%
7.2%
1.0%
1.9%
0.5%
5.7%
0.8%
1.3%
0.4%
5.2%
1.0%

Polibeli Group Ltd · PLBL

0.0%
0.0%
-56%
-56%
-52%
-52%
-59%
-59%
0.0%
0.0%

ROCE change · reported quarter history

Dillard's, Inc. · DDS

−1.1 pp
−3.9 pp
−2.9 pp
−2.0 pp
−2.6 pp
−2.4 pp
−2.1 pp
−3.7 pp
−1.8 pp
−2.2 pp
−1.0 pp
−0.3 pp
0.0 pp
−1.2 pp
+0.3 pp

Kohl's Corporation · KSS

−1.6 pp
−6.3 pp
+0.2 pp
−0.8 pp
−0.3 pp
+5.2 pp
−0.5 pp
+0.1 pp
−0.5 pp
−1.4 pp
+0.2 pp
+1.1 pp
−0.2 pp
+0.8 pp
−0.2 pp

Macy's, Inc. · M

−2.6 pp
−3.0 pp
−1.8 pp
−2.4 pp
−1.0 pp
+1.9 pp
−1.1 pp
+0.9 pp
−0.2 pp
−1.5 pp
−0.2 pp
−0.6 pp
−0.1 pp
−0.5 pp
+0.2 pp

Polibeli Group Ltd · PLBL

−56.3 pp
−56.3 pp
−2.3 pp
−2.3 pp
+58.6 pp
+58.6 pp
07 · compare level, then change

Valuation Against Growth & Quality

Macy's, Inc. has the lowest Guarded PEG among the 4 Department Stores companies compared here, at 0.36×. Dillard's, Inc. is next at 0.83×. Kohl's Corporation has the lowest P/E at 6.21×, so level and change sit with different companies. 2 of 4 companies report a comparable reading, the latest through Jun 2026.

What the numbers say: Macy's, Inc. has the lowest comparable Guarded PEG at 0.36×, 56.6% below Dillard's, Inc.. Only 2 of 4 companies pass the guard, so no broad “cheapest stock” conclusion is defensible unless the current multiple, own-history position and growth durability agree.

LeaderMacy's, Inc. · 0.36×
Gap56.6% versus #2 · Dillard's, Inc.
Persistence0/8 recent comparable periods
Coverage2/4 companies · 3 observations

Investor read: Treat valuation as permission to investigate, never as a standalone reason to buy.

This conclusion weakens if: The next two comparable reports reverse the current p/e signal.

PEG is shown only when earnings are positive and three-year EPS growth is between 5% and 60%. It is recomputed consistently as the trailing P/E divided by that growth rate — reported earnings, never an expected-earnings multiple. On Indian companies it is shown only where the two data sources reconciled. A missing PEG is more honest than a low-base fiction.
Guarded PEGlowest PEG
1Macy's, Inc. M0.4
2Dillard's, Inc. DDS0.8
P/Elowest P/E
1Kohl's Corporation KSS6.2
2Macy's, Inc. M8.1
3Dillard's, Inc. DDS13.4
Valuation · company comparison
2/4 level · 3/4 change

Solid lines show level; dotted lines show change when “Both” is selected. Missing reports break the line rather than being invented.

All-company data · latest reported quarter

Each figure is the company’s latest single reported quarter. The rankings above use trailing-twelve-month or current-market values, so a company can legitimately show a different number in each.

CompanyGuarded PEGP/EReported
Dillard's, Inc. DDS0.813.5Jun 2026
Macy's, Inc. M0.48.1Jun 2026
Kohl's Corporation KSS6.2Jun 2026
Full 20-quarter history · every available company

Guarded PEG · reported quarter history

Dillard's, Inc. · DDS

0.8

Macy's, Inc. · M

0.7
0.4

P/E · reported quarter history

Dillard's, Inc. · DDS

8.0
6.0
6.2
4.6
6.4
7.5
6.1
6.9
6.7
8.8
9.9
8.9
9.5
12.7
10.0
12.9
16.3
16.7
13.5

Kohl's Corporation · KSS

7.6
9.5
9.0
5.8
7.2
9.3
9.8
7.9
8.2
13.5
6.9
5.8
9.5
7.3
6.2

Macy's, Inc. · M

10.0
5.6
4.6
3.4
4.4
5.7
4.3
6.0
4.8
116.4
37.1
40.2
7.5
6.1
7.1
11.5
8.6
8.1
08 · compare level, then change

Enterprise Value & Book Value

Kohl's Corporation has the lowest EV/EBITDA among the 4 Department Stores companies compared here, at 5.93×. Macy's, Inc. is next at 8.37×. The same company also holds the lowest P/BV, at 0.41×. 3 of 4 companies report a comparable reading, the latest through Jun 2026. Its EV/EBITDA series carries 19 reported observations across the 20-quarter window.

What the numbers say: Kohl's Corporation leads both ev/ebitda at 5.93× and p/bv at 0.41×.

LeaderKohl's Corporation · 5.93×
Gap29.2% versus #2 · Macy's, Inc.
Persistence0/8 recent comparable periods
Coverage3/4 companies · 57 observations

Investor read: Treat valuation as permission to investigate, never as a standalone reason to buy.

This conclusion weakens if: The next two comparable reports reverse the current p/bv signal.

EV/EBITDA includes debt in enterprise value and is useful across different capital structures. P/BV prices the company against its own book. Both are market multiples on reported figures, not intrinsic-value estimates and not forecasts.
EV/EBITDAlowest EV/EBITDA
1Kohl's Corporation KSS5.9
2Macy's, Inc. M8.4
3Dillard's, Inc. DDS9.1
P/BVlowest P/BV
1Kohl's Corporation KSS0.4
2Macy's, Inc. M1.1
3Dillard's, Inc. DDS4.4
Enterprise and book valuation · company comparison
3/4 level · 3/4 change

Solid lines show level; dotted lines show change when “Both” is selected. Missing reports break the line rather than being invented.

All-company data · latest reported quarter

Each figure is the company’s latest single reported quarter. The rankings above use trailing-twelve-month or current-market values, so a company can legitimately show a different number in each.

CompanyEV/EBITDAP/BVReported
Dillard's, Inc. DDS9.14.4Jun 2026
Macy's, Inc. M8.41.1Jun 2026
Kohl's Corporation KSS5.90.4Jun 2026
Polibeli Group Ltd PLBL-88.4Dec 2025
Full 20-quarter history · every available company

EV/EBITDA · reported quarter history

Dillard's, Inc. · DDS

4.5
3.5
3.7
2.8
3.9
4.8
3.8
4.2
4.1
5.4
6.0
5.4
5.6
7.6
5.8
7.5
9.6
10.3
9.1

Kohl's Corporation · KSS

4.9
5.2
6.0
5.5
6.4
10.4
9.7
11.7
11.7
6.9
7.1
6.7
6.9
7.2
6.8
6.2
7.1
6.0
5.9

Macy's, Inc. · M

11.0
3.8
3.6
3.2
4.0
4.5
4.2
4.8
4.6
6.1
8.6
7.4
7.5
4.0
6.9
7.3
9.2
4.4
8.4

P/BV · reported quarter history

Dillard's, Inc. · DDS

3.1
3.3
3.7
2.8
3.5
4.1
3.0
3.2
2.8
3.7
3.8
3.0
3.1
4.2
3.1
3.8
4.6
5.3
4.4

Kohl's Corporation · KSS

1.4
1.7
1.7
0.8
0.9
0.9
0.7
0.8
0.7
0.8
0.7
0.6
0.5
0.4
0.2
0.3
0.5
0.5
0.4

Macy's, Inc. · M

2.7
2.1
2.2
1.4
1.6
1.5
1.1
1.1
0.8
1.3
1.3
1.1
1.0
1.0
0.8
0.8
1.2
1.1
1.1

Polibeli Group Ltd · PLBL

-72.6
-88.4
09 · let price answer last

Market action

Macy's, Inc. has the strongest one-year price move in Department Stores at +103.5%. It also leads on Mansfield relative strength against the S&P 500 at +16.9%. 2 of 4 covered companies are above zero on that measure. Every line covers 314 weekly closes through 2026-07-28.

Every price line is indexed to 100 over the chosen window. Mansfield relative strength compares a price ratio with its own 52-week average; zero separates leadership from lagging.
Price and relative strength

Price is rebased to 100 inside the selected window. Pair ratio rebases each selected company against one chosen denominator.

Before the conclusion · check the blind spots

What can make this comparison misleading?

This Department Stores comparison names 6 specific ways its own evidence can mislead, all listed below. 1 of the 4 companies reports on an older date than the sector's freshest reporters, so its rank is marked stale. 1 of the 8 ranked sections has fewer than three usable current readings. A high growth rate can still be a low-base artefact.

Keep these limits visible

  • A high growth rate can be a low-base artefact. The page keeps level and change separate for that reason.
  • A high ROCE can be temporary or flattered by a small capital base. Read it beside margin, cash conversion and reinvestment.
  • The 4-Factor Sector Score ranks research priority, not portfolio action. Management quality, catalysts and risks need equally fresh evidence before capital is deployed.
  • An “all companies” line chart preserves completeness, but rank changes should be checked against reporting dates before drawing a conclusion.
  • 1 company has an older fundamental reporting date than the sector’s freshest reporters; its rank carries a stale marker.
  • Thin comparisons: Valuation have fewer than three usable current readings.
10 · the complete set

Which companies are included?

All 4 companies in the canonical Department Stores membership are listed below, largest market value first — nothing is silently dropped, even where a company reports too little to rank. The charts above default to a selective view; this register is the complete set, with each company's own latest reporting date beside it.

AHEAD means the company is beating the index by 5% or more over three months. LAGGING, FUNDAMENTALS UP means it is 20% or more behind over a year while its trailing twelve-month earnings grew 20% or more. Both rules are fixed and applied the same way in every sector.

CompanyMarket valuePricePriced toLatest fundamentals
Dillard's, Inc. DDS$9.2B$5892026-07-28Jun 2026
Macy's, Inc. MAHEAD$6.6B$25.22026-07-28Jun 2026
Polibeli Group Ltd PLBL$2.5B$6.82026-07-28Dec 2025
Kohl's Corporation KSSAHEAD$2.2B$19.12026-07-28Jun 2026
Evidence and freshness

How was this comparison built?

This comparison is built from the reported filings of 4 Department Stores companies, normalized to a common $ scale and a shared quarter axis of up to 20 quarters each. Fundamentals run through Jun 2026 and market data through 2026-07-28. A second data feed fills gaps only after identity and scale reconciliation, and missing observations are never interpolated.

FundamentalsThrough Jun 2026 · up to 20 quarters per company
Market dataThrough 2026-07-28 · weekly price and relative-strength history
Derived metricsGrowth, changes, CAPEX intensity, net debt, guarded PEG and P/BV÷ROE are calculated only when their inputs are comparable.
Score confidenceMissing and stale evidence reduces confidence and pulls the 0–100 research-priority score toward neutral.
Questions investors ask · short, speakable answers

Department Stores company comparison FAQs

These 17 answers restate the Department Stores comparison above in question form. Every one is computed from the same 4 companies and the same reported filings as the rankings and charts, current through Jun 2026. Price and relative-strength answers run through 2026-07-28. Nothing here is estimated, and none of it is a recommendation.

Which Department Stores company is the biggest?

Macy's, Inc. is the largest, with trailing-twelve-month revenue of $22,720 million, ahead of Kohl's Corporation at $15,461 million. That covers 3 of 4 companies with comparable reporting through Jun 2026.

Which Department Stores company is growing fastest?

Dillard's, Inc. has the fastest revenue growth at 0.6% year on year, across 3 of 4 comparable companies. Fast growth off a small base is not the same as proven scale — check whether the rate holds across several quarters on the chart above before treating it as a trend.

Which Department Stores company has the best profit margins?

Dillard's, Inc. has the highest operating margin at 14.3%, from 3 of 4 comparable companies. Macy's, Inc. shows the biggest recent improvement, at +0.3 percentage points. A high margin matters most when it is holding or rising, not when it is peaking.

Which Department Stores company makes the most profit?

Dillard's, Inc. earns the most, at $658 million of trailing-twelve-month net profit, from 3 of 4 comparable companies. Dillard's, Inc. has the fastest profit growth at 14%, though growth off a small or recovering profit base overstates how much has actually changed.

Which Department Stores company earns the highest return on capital?

Dillard's, Inc. leads on return on capital employed at 8.1%, across 4 of 4 companies. Read it beside the length of its reported history: a high return that repeats for years is evidence of a durable business, while a single high reading can be a small capital base or one good year.

Which Department Stores stock is the cheapest?

On guarded PEG — where a LOWER number is cheaper — Macy's, Inc. screens cheapest at 0.36×. Only 2 of 4 companies pass the comparability guard, so this is not a sector-wide "cheapest stock" verdict. Cheap on a multiple is a reason to investigate, never a reason to buy on its own.

Which Department Stores company has the strongest balance sheet?

Dillard's, Inc. carries the lowest comparable gross debt at $555 million, from 3 of 4 companies. Absolute rupee debt alone does not settle it, because company scale differs — net debt and debt-to-equity in the chart above carry more information, and a very low-debt balance sheet can also mean under-investment.

Which Department Stores company is investing most in new capacity?

Macy's, Inc. reports the largest capital spending at $88 million, across 4 of 4 companies. Spending consumes cash before it earns anything, so treat the ranking as a diligence queue: check commissioning, utilisation and the return earned on the completed assets before reading spend as value creation.

Is the Department Stores sector beating the market?

Department Stores has outperformed S&P 500 by 22.4% over the last 52 weeks and 14.4% over 13 weeks, measured on an equal-weight index of its current members. Inside the sector, 2 of 4 covered companies are beating the market on their own. Sector strength does not transfer evenly to every stock in it.

Which Department Stores stock has the strongest price momentum?

Macy's, Inc. has the strongest relative strength against S&P 500. Relative strength answers last, after growth, quality and valuation: price can move well before the fundamentals confirm it, and sometimes without them confirming at all.

Which Department Stores company scores highest for research priority?

Macy's, Inc. scores 52.1 out of 100 with 83.2% evidence confidence, from 10.4 points on growth and earnings, 7.8 on capital efficiency, 15 on valuation and 18.9 on relative strength. This ranks what deserves work next. It is not a buy recommendation, and management quality, catalysts and risk still need separate research.

How many Department Stores companies does this comparison cover, and over what period?

It compares 4 listed companies over up to 20 reported quarters of fundamentals and 5 fiscal years of capital allocation, ending Jun 2026, plus weekly price and relative-strength history. Membership is the full sector list — nothing is dropped for having thin data.

What is the total market cap of the Department Stores sector?

The 4 Department Stores companies on this page carry $20,452 million of combined market value. Dillard's, Inc. is the largest at $9,199 million, about 45% of the sector's total on its own. Market value moves with price, so this reading is dated 2026-07-28.

How is the Department Stores sector performing?

2 of the 4 covered Department Stores companies are beating S&P 500 on Mansfield relative strength. The sector itself is 22.4% ahead of S&P 500 over 52 weeks on an equal-weight index of its current members. Readings are as of 2026-07-28.

How many Department Stores stocks are listed in the US?

This comparison covers 4 listed Department Stores companies in the US, each above the size floor the site applies. The full ranked list is on this page, with reported fundamentals through Jun 2026. Membership is the full industry list — nothing is dropped for having thin data.

Why are some values on this page blank?

A blank means that company did not report a comparable figure for that period, so nothing is shown. Missing observations are never interpolated, carried forward, or replaced with a similar-looking accounting line, and a company with missing evidence has its research score pulled toward neutral rather than being scored as bad.

Is this investment advice?

No. Every figure here is a deterministic calculation from reported company filings and market data, published for research. It contains no recommendation to buy or sell any security, does not account for your circumstances, and is not a substitute for advice from a licensed adviser.

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