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    1. Despite Good Growth in 3Q, Under Armour's 2013 Guidance Disappoints; We Expect Multiple Contraction

      Commentary

      Thu, 25 Oct 2012

      s DKS and Sports Authority. At the same time, the new door growth of department stores such as Macy's M and Dillard ' s DDS will slow buying from existing customers such as Nordstrom JWN. We believe for the next phase of growth (and for

    2. Under Armour has Good 3Q, but Warm Winter Last Year Creates Tough Comparisons for 2012-13

      Commentary

      Mon, 22 Oct 2012

      products on sale (in some cases older inventory but in other cases the same inventory that is full price at Macy's or Dillard ' s ). This further suggests progress on inventory, but also raises an eyebrow as to how the (expected) high sales growth

    3. Direct Sales Gains Offset Weak Indirect Channel in Vera Bradley's 1Q; Long-Term Thesis Intact

      Commentary

      Fri, 1 Jun 2012

      indirect channel again hiccupped (up just 1% in the quarter). The indirect channel did benefit from the inclusion of new Dillard ' s distribution, and it was encouraging to hear that this partnership is going well and still expanding. Vera still has

    4. Dillard's 4th-quarter profit beats, shares rise

      Headlines

      Thu, 23 Feb 2012

      (Reuters) - Dillard ' s Inc's quarterly profit beat analyst expectations, helped by a rise in same-store sales and cost cuts, sending the department store chain's shares up 12 percent.

    5. Dillard's margins fall short, shares slump

      Headlines

      Fri, 11 Nov 2011

      (Reuters) - Dillard ' s Inc's quarterly net income rose 85 percent, but its shares fell 11 percent as the department store chain reported a lower retail gross margin than analysts had expected.

    6. In-Line 1Q for Vera Bradley, but Raised Full-Year Outlook Fails to Inspire; Long-Term Thesis Intact

      Commentary

      Thu, 2 Jun 2011

      message and raised its full-year guidance slightly as it announced added distribution (new retail stores and entering Dillard ' s ), pricing initiatives, and positive fall and holiday order trends. We like that Vera Bradley is looking to consistently

    7. Dillard's profit up 37.9 percent as sales jump

      Headlines

      Tue, 22 Feb 2011

      NEW YORK (Reuters) - Department store operator Dillard ' s Inc reported a higher quarterly profit as sales during the holiday season soared and the company kept its inventory low, sending its shares...

    8. Longleaf Partners Small-Cap — 2010 Letter to Shareholders

      Headlines

      Fri, 11 Feb 2011

      return thanks in large part to strong corporate leaders. Dillards rose 61% over the last three months and more than doubled ..... 20% of shares in the last year. Since year-end, Dillards announced a plan to create a REIT for its large real estate

    9. Longleaf Partners 2010 Annual Report

      Headlines

      Tue, 25 Jan 2011

      in television and internet sales as its superior lower cost model grew faster than almost all traditional retailers. Dillards stock price more than doubled. The owner-operator management team delivered comparable sales that outpaced expectations

    10. J.C. Penney's Focus on Operations a Postive, Shares Still Undervalued

      Commentary

      Mon, 24 Jan 2011

      formation as an attractive way to unlock value for J.C. Penney. While some investors have focused on this following Dillard ' s announcement of a REIT formation last week, we are optimistic for the longer term that Ackman and Roth can add value

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