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Campaigns / Marcato → Dillard's, Inc.
Marcato vs. Dillard's, Inc.

Dillard's, Inc. · DDS

1 deck published between 2014-11-01 and 2014-11-01 — 11 pages, 11 analysed slides total.

follow up

Timeline

Each deck in chronological order — click to open. This is the story of the campaign as it unfolded.

  1. 2014-11-01 follow up

    2014 11 Marcato Dillards Presentation Nov 2014

    11pp · short_deck

    Dillard's trades at 6.2x EBITDA despite owning ~50mm sq. ft. of real estate; separating into OpCo/PropCo as peers have done implies ~$193/share vs. $109.