Dillard's, Inc. reported second quarter and year-to-date results for the periods ended August 1, 2026. Net income rose to $97.7 million ($6.25 per share) from $72.8 million ($4.66 per share), driven by a 1% increase in total retail sales to $1.455 billion and improved retail gross margins of 40.9%, boosted by $37.2 million in IEEPA tariff refunds. Year-to-date net income reached $348.2 million ($22.30 per share), significantly higher than the prior year's $236.7 million, aided by a $104.1 million pre-tax gain from a payment card interchange fee litigation settlement and the aforementioned tariff refunds. The company ended the quarter with over $1.2 billion in cash and short-term investments after repaying $96 million in debt. Dillard's operates as a regional department store chain.