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Howard Davidowitz

If Dillard’s could realize more revenue from real estate, its stock price could top $200, Jeff Pierce of Snow Park Capital Partners said.
Investments / Public Companies / Real Estate

Activist Investor Eyes Dillard’s Real Estate

As Dillard’s Inc. struggles through its eighth consecutive quarter of same-store sales decreases, an activist investor hopes to use the retailer’s real estate to boost its stock price. read more >
Dillard’s headquarters at 1600 Cantrell Road in Little Rock. 
Investments / Public Companies / Retail

Dillard’s Dividend Increase Raises Questions

Dillard’s Inc. announced Aug. 17 that its board of directors had approved raising its quarterly cash dividend from 7 cents per share to 10 cents, the highest in company history. read more >
Wal-Mart's headquarters in Bentonville.
Investments / Public Companies / Retail

Wal-Mart Seeks Online Fashion Presence Through Acquisitions

Wal-Mart's bid for Bonobos is the latest step in the company's attempt to recover lost ground against Amazon and others in the growing online fashion world, analysts say. read more >
Credit rating services dished out praise to Dillard’s for its continued financial success.  
Investments / Media & Marketing / Public Companies

Holidays Should Buoy Dillard’s Slow Sales

Holiday spending is expected to increase this year, which should be welcome news for Dillard’s Inc. The Little Rock retail chain has seen five straight quarters of same-store sales decreases. read more >
Wal-Mart Stores Inc. President and CEO Doug McMillon is expected to name Jet.com CEO Marc Lore as Wal-Mart’s president and CEO of Global eCommerce.
Business Services / Investments / Public Companies

Will Jet.com Boost Wal-Mart’s E-commerce?

Retail watchers have mixed feelings about whether Wal-Mart Stores’ $3.3 billion purchase of Jet.com of Hoboken, New Jersey, will be the spark the Bentonville retailer needs to boost its online sales. read more >
Media & Marketing / Public Companies / Retail

‘Better Late Than Never’ (Gwen Moritz Editor’s Note)

Reactions were swift to Wal-Mart’s recent announcement that it will promptly close 269 stores, including all 102 experimental Walmart Express locations. read more >
Doug McMillon, CEO of Wal-Mart, said the retailer will close stores that should be closed. 
Business Services / Construction / Public Companies

Retail Analysts Say Wal-Mart’s Become Too Big to Manage

For Wal-Mart’s annual revenue to grow by just 1 percent, the retailer would need to add the revenue of a Fortune 500 company. But some retail watchers wonder whether Wal-Mart’s massive size has made it too big to manage. read more >
Dillard’s created a REIT in 2011 as a wholly owned subsidiary but hasn’t said much about the move or what properties are in it.
Banking & Finance / Investments / Public Companies

Opinions Divided On Dillard’s REIT

Marcato Capital Management LP of San Francisco, which owns 4.9 percent of Dillard’s Inc. stock, said in a news release last month that it wants the company to create a stand-alone real estate investment trust for its assets. read more >
Banking & Finance / Investments / Retail

The Wall Street Journal on Banks, Overdraft Fees and Wal-Mart

Mark Friedman's cover story this week examining Wal-Mart Stores Inc.'s push into financial services happens to coincide with a Wall Street Journal report on one aspect of Wal-Mart's financial services arsenal: allowing independent banks to lease space inside Wal-Mart's Supercenters. read more >
Wal-Mart’s latest expansion into the financial services sector includes offering customers money transfers and the ability to shop for auto insurance.
Banking & Finance / Insurance / Public Companies

Wal-Mart’s March into Financial Services Unsettling to Some

When Wal-Mart Stores Inc. abandoned its plans to own a bank operation in 2007, it didn’t shelve the idea of offering financial services. Last month, the Bentonville retailer unveiled its latest entry into the financial services arena by offering customers a cheaper way to transfer money to any of its 4,200 Wal-Mart stores in the United States. read more >
Dillard’s Inc. of Little Rock has seen 12 straight quarters of positive same-store sales.
Investments / Public Companies / Retail

They’re Growing Again: Analysts Bullish on Holiday Sales As Dillard’s Extends Sales Streak

As Dillard's Inc. continues its turnaround, retail experts think the department store can extend its streak of 12 straight quarters of positive same-store sales into the holiday season. "They got their course under control," analyst Howard Davidowitz says. "They’re executing beautifully, which means more sales and more margins." read more >
Credit rating services dished out praise to Dillard’s for its continued financial success.  
Investments / Public Companies / Retail

Growth Gives Dillard’s a Credit Ratings Boost

The continued strong earnings performance of Dillard’s Inc. resulted in recent credit ratings increases from Standard & Poor’s Rating Service and Moody’s Investors Services. read more >
While domestic sales have flatted out, China is a growth market for Wal-Mart, which already employs more than 100,000 in 370 Chinese stores.

Wal-Mart’s Future: World’s Largest Retailer Marches Toward $500 Billion in Annual Sales

The future looks bright for continued sales growth for the retail chain, which has more than 4,400 stores in the Unites States and more than 5,600 locations scattered across 26 countries. read more >