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Dillard'S vs KOHLS: revenue, profit, margins and growth compared

Dillard'S brought in $6.6B of revenue in fiscal 2025, KOHLS $15.5B in fiscal 2025. Revenue changed by -0.4% at Dillard'S and -4.3% at KOHLS on the year before, so Dillard'S grew faster. Dillard'S kept 8.7% of its revenue as net profit, KOHLS 1.8%. Free cash flow was $623.6M at Dillard'S and $1B at KOHLS.

Side by side, latest fiscal year

DDSKSS
Fiscal year endedFY2025 (January 31, 2026)FY2025 (January 31, 2026)
Revenue$6.6B$15.5B
Revenue growth-0.4%-4.3%
Net income$570.2M$272M
Net margin8.7%1.8%
Free cash flow$623.6M$1B
Free cash flow margin9.5%6.5%
Earnings per share (diluted)$36.42$2.38
Cash$861.5M$674M
Debtn/a$1.4B
Price to earnings18.27.5
Market value$10.4B$2B
Dividend yield4.68%2.79%
Rank by revenue in sector#163 of 778 · Consumer discretionary#79 of 778 · Consumer discretionary

Over the years

Revenue
DDS FY2018: $6.5BDDS FY2019: $6.3BDDS FY2020: $4.4BDDS FY2021: $6.6BDDS FY2022: $7BDDS FY2023: $6.9BDDS FY2024: $6.6BDDS FY2025: $6.6BKSS FY2018: $20.2BKSS FY2019: $20BKSS FY2020: $16BKSS FY2021: $19.4BKSS FY2022: $18.1BKSS FY2023: $17.5BKSS FY2024: $16.2BKSS FY2025: $15.5BFY18FY19FY20FY21FY22FY23FY24FY25
DDS $6.6BKSS $15.5B
Net income
DDS FY2018: $170.3MDDS FY2019: $111.1MDDS FY2020: -$71.7MDDS FY2021: $862.5MDDS FY2022: $891.6MDDS FY2023: $738.8MDDS FY2024: $593.5MDDS FY2025: $570.2MKSS FY2018: $801MKSS FY2019: $691MKSS FY2020: -$163MKSS FY2021: $938MKSS FY2022: -$19MKSS FY2023: $317MKSS FY2024: $109MKSS FY2025: $272MFY18FY19FY20FY21FY22FY23FY24FY25
DDS $570.2MKSS $272M
Net margin
DDS FY2018: 2.6%DDS FY2019: 1.8%DDS FY2020: -1.6%DDS FY2021: 13.0%DDS FY2022: 12.7%DDS FY2023: 10.7%DDS FY2024: 9.0%DDS FY2025: 8.7%KSS FY2018: 4.0%KSS FY2019: 3.5%KSS FY2020: -1.0%KSS FY2021: 4.8%KSS FY2022: -0.1%KSS FY2023: 1.8%KSS FY2024: 0.7%KSS FY2025: 1.8%FY18FY19FY20FY21FY22FY23FY24FY25
DDS 8.7%KSS 1.8%
Revenue growth
DDS FY2019: -2.5%DDS FY2020: -30.1%DDS FY2021: +49.4%DDS FY2022: +5.6%DDS FY2023: -1.7%DDS FY2024: -4.1%DDS FY2025: -0.4%KSS FY2019: -1.3%KSS FY2020: -20.1%KSS FY2021: +21.8%KSS FY2022: -6.9%KSS FY2023: -3.4%KSS FY2024: -7.2%KSS FY2025: -4.3%FY19FY20FY21FY22FY23FY24FY25
DDS -0.4%KSS -4.3%
Free cash flow
DDS FY2018: $230.2MDDS FY2019: $261.7MDDS FY2020: $192.5MDDS FY2021: $1.2BDDS FY2022: $828.3MDDS FY2023: $750.6MDDS FY2024: $609.6MDDS FY2025: $623.6MKSS FY2018: $1.5BKSS FY2019: $802MKSS FY2020: $1BKSS FY2021: $1.7BKSS FY2022: -$544MKSS FY2023: $591MKSS FY2024: $182MKSS FY2025: $1BFY18FY19FY20FY21FY22FY23FY24FY25
DDS $623.6MKSS $1B

Fiscal years as each company reports them; the two may end in different months.

Questions about Dillard'S and KOHLS

Which is bigger by revenue, Dillard'S or KOHLS?

KOHLS is bigger by revenue: $15.5B in fiscal 2025, against $6.6B for Dillard'S in fiscal 2025.

Which keeps more of its revenue as profit, Dillard'S or KOHLS?

Dillard'S had a net margin of 8.7% in fiscal 2025; KOHLS had 1.8% in fiscal 2025.

Which grew revenue faster, Dillard'S or KOHLS?

In their latest fiscal years revenue changed by -0.4% at Dillard'S and -4.3% at KOHLS.

Where do these numbers come from?

From the annual reports each company files with the SEC (10-K, or 20-F and 40-F for foreign companies), read from their XBRL data. Margins and growth are simple arithmetic on those figures. Nothing here is a recommendation.

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