DDS vs TSCO

DDS Core

Annual filing released 2025-03-28 · GPT 6 Luna

PART I ITEM 1. BUSINESS. Dillard’s, Inc. (“Dillard’s”, the “Company”, “we”, “us”, “our” or “Registrant”) ranks among the nation’s largest fashion apparel, cosmetics and home furnishing retailers. The Company, originally founded in 1938 by William T. Dillard, was incorporated in Delaware in 1964. As of February 1, 2025, we operated 272 Dillard’s stores, including 28 clearance centers, and an Internet store at dillards.com offering a wide selection of merchandise including fashion apparel for women, men and children, accessories, cosmetics, home furnishings and other consumer goods. The Company also operates a general contracting construction company, CDI Contractors, LLC (“CDI”), a portion of whose business includes constructing and remodeling stores for the Company. The following table summarizes the percentage of net sales by segment and major product line: Percentage of Net Sales

Fiscal 2024 Fiscal 2023 Fiscal 2022 Retail operations segment: Cosmetics 16 % 16 % 15 % Ladies' apparel 20 20 21 Ladies' accessories and lingerie 14 14 14 Juniors' and children's apparel 9 9 9 Men's apparel and accessories 19 19 20 Shoes 14 14 15 Home and furniture 4 4 4 96 96 98 Construction segment 4 4 2 Total 100 % 100 % 100 %

TSCO Core

Annual filing released 2025-02-20 · GPT 6 Luna

Tractor Supply Company (the “Company” or “Tractor Supply” or “we” or “our” or “us”) is the largest rural lifestyle retailer in the United States (“U.S.”). The Company is focused on supplying the needs of recreational farmers, ranchers, and all those who enjoy living the rural lifestyle (which we refer to as the “Out Here” lifestyle). We operate retail stores under the names Tractor Supply Company and Petsense by Tractor Supply. Our stores are located primarily in towns outlying major metropolitan markets and in rural communities. We also offer an expanded assortment of products through the Tractor Supply mobile application and online at TractorSupply.com and Petsense.com.

We offer an extensive assortment of products for all those seeking to enjoy the “Out Here” lifestyle. Our product assortment is tailored to meet the needs of our customers in various geographic markets. Our full line of product offerings includes a broad selection of high quality, reputable brand name and exclusive brand products with approximately 17,000 to 27,000 products per store as well as over 325,000 products online. No single product accounted for more than 10% of our sales during fiscal 2024. Our comprehensive selection of merchandise is comprised of the following major product categories:

DDS Material

Annual filing released 2025-03-28 · GPT 6 Luna

PART I ITEM 1. BUSINESS. Dillard’s, Inc. (“Dillard’s”, the “Company”, “we”, “us”, “our” or “Registrant”) ranks among the nation’s largest fashion apparel, cosmetics and home furnishing retailers. The Company, originally founded in 1938 by William T. Dillard, was incorporated in Delaware in 1964. As of February 1, 2025, we operated 272 Dillard’s stores, including 28 clearance centers, and an Internet store at dillards.com offering a wide selection of merchandise including fashion apparel for women, men and children, accessories, cosmetics, home furnishings and other consumer goods. The Company also operates a general contracting construction company, CDI Contractors, LLC (“CDI”), a portion of whose business includes constructing and remodeling stores for the Company. The following table summarizes the percentage of net sales by segment and major product line: Percentage of Net Sales

Additional information regarding our business, results of operations and financial condition, including information pertaining to our reporting segments, can be found in Management’s Discussion and Analysis of Financial Condition and Results of Operations in Item 7 hereof and in Note 2 in the “Notes to Consolidated Financial Statements” in Item 8 hereof. Customers may visit us in person at any of our retail stores located primarily in shopping malls and open-air centers throughout the southwest, southeast and midwest regions of the United States. Our customers may also visit us online at our e-Commerce site, dillards.com, gaining company-wide access to in-store merchandise selections across 30 states as well as in our fulfillment and distribution centers. Customers also have the option to buy online and pickup in store or have their orders shipped directly to their desired location.

TSCO Material

Annual filing released 2025-02-20 · GPT 6 Luna

Tractor Supply Company (the “Company” or “Tractor Supply” or “we” or “our” or “us”) is the largest rural lifestyle retailer in the United States (“U.S.”). The Company is focused on supplying the needs of recreational farmers, ranchers, and all those who enjoy living the rural lifestyle (which we refer to as the “Out Here” lifestyle). We operate retail stores under the names Tractor Supply Company and Petsense by Tractor Supply. Our stores are located primarily in towns outlying major metropolitan markets and in rural communities. We also offer an expanded assortment of products through the Tractor Supply mobile application and online at TractorSupply.com and Petsense.com.

The Company has one reportable industry segment which is the retail sale of products that support the rural lifestyle. At December 28, 2024, we operated 2,502 retail stores in 49 states (2,296 Tractor Supply retail stores and 206 Petsense by Tractor Supply retail stores). Our Tractor Supply stores typically range in size from 15,000 to 20,000 square feet of inside selling space, along with additional outside selling space (“Side Lot” or “Garden Centers”), and our Petsense by Tractor Supply stores have approximately 5,500 square feet of inside selling space. Our online selling websites and our mobile application offer an extended assortment of products beyond those offered in-store and drive traffic into our stores through our buy online and pickup in-store and ship to store programs.

DDS Material

Annual filing released 2025-03-28 · GPT 6 Luna

PART I ITEM 1. BUSINESS. Dillard’s, Inc. (“Dillard’s”, the “Company”, “we”, “us”, “our” or “Registrant”) ranks among the nation’s largest fashion apparel, cosmetics and home furnishing retailers. The Company, originally founded in 1938 by William T. Dillard, was incorporated in Delaware in 1964. As of February 1, 2025, we operated 272 Dillard’s stores, including 28 clearance centers, and an Internet store at dillards.com offering a wide selection of merchandise including fashion apparel for women, men and children, accessories, cosmetics, home furnishings and other consumer goods. The Company also operates a general contracting construction company, CDI Contractors, LLC (“CDI”), a portion of whose business includes constructing and remodeling stores for the Company. The following table summarizes the percentage of net sales by segment and major product line: Percentage of Net Sales

Fiscal 2024 Fiscal 2023 Fiscal 2022 Retail operations segment: Cosmetics 16 % 16 % 15 % Ladies' apparel 20 20 21 Ladies' accessories and lingerie 14 14 14 Juniors' and children's apparel 9 9 9 Men's apparel and accessories 19 19 20 Shoes 14 14 15 Home and furniture 4 4 4 96 96 98 Construction segment 4 4 2 Total 100 % 100 % 100 %

TSCO Material

Annual filing released 2025-02-20 · GPT 6 Luna

•Livestock, Equine & Agriculture: livestock and equine feed & equipment, poultry, fencing, and sprayers & chemicals; •Companion Animal: food, treats and equipment for dogs, cats, and other small animals as well as dog wellness; •Seasonal & Recreation: tractor & rider, lawn & garden, bird feeding, power equipment, and other recreational products; •Truck, Tool, & Hardware: truck accessories, trailers, generators, lubricants, batteries, and hardware and tools; and •Clothing, Gift, & Décor: clothing, footwear, toys, snacks, and decorative merchandise. 2 Table of Contents The following table indicates the percentage of net sales represented by each of our major product categories during fiscal 2024, 2023, and 2022:

Percent of Net Sales Fiscal Year Product Category: 2024 2023 2022 Livestock, Equine & Agriculture 26 % 27 % 28 % Companion Animal 25 25 23 Seasonal & Recreation 23 22 22 Truck, Tool, & Hardware 16 16 16 Clothing, Gift, & Décor 10 10 11 Total 100 % 100 % 100 % Note: Net sales by major product categories for prior periods have been reclassified to conform to the current year presentation.

DDS Core

Annual filing released 2025-03-28 · GPT 6 Luna

PART I ITEM 1. BUSINESS. Dillard’s, Inc. (“Dillard’s”, the “Company”, “we”, “us”, “our” or “Registrant”) ranks among the nation’s largest fashion apparel, cosmetics and home furnishing retailers. The Company, originally founded in 1938 by William T. Dillard, was incorporated in Delaware in 1964. As of February 1, 2025, we operated 272 Dillard’s stores, including 28 clearance centers, and an Internet store at dillards.com offering a wide selection of merchandise including fashion apparel for women, men and children, accessories, cosmetics, home furnishings and other consumer goods. The Company also operates a general contracting construction company, CDI Contractors, LLC (“CDI”), a portion of whose business includes constructing and remodeling stores for the Company. The following table summarizes the percentage of net sales by segment and major product line: Percentage of Net Sales

Additional information regarding our business, results of operations and financial condition, including information pertaining to our reporting segments, can be found in Management’s Discussion and Analysis of Financial Condition and Results of Operations in Item 7 hereof and in Note 2 in the “Notes to Consolidated Financial Statements” in Item 8 hereof. Customers may visit us in person at any of our retail stores located primarily in shopping malls and open-air centers throughout the southwest, southeast and midwest regions of the United States. Our customers may also visit us online at our e-Commerce site, dillards.com, gaining company-wide access to in-store merchandise selections across 30 states as well as in our fulfillment and distribution centers. Customers also have the option to buy online and pickup in store or have their orders shipped directly to their desired location.

TSCO Core

Annual filing released 2025-02-20 · GPT 6 Luna

Tractor Supply Company (the “Company” or “Tractor Supply” or “we” or “our” or “us”) is the largest rural lifestyle retailer in the United States (“U.S.”). The Company is focused on supplying the needs of recreational farmers, ranchers, and all those who enjoy living the rural lifestyle (which we refer to as the “Out Here” lifestyle). We operate retail stores under the names Tractor Supply Company and Petsense by Tractor Supply. Our stores are located primarily in towns outlying major metropolitan markets and in rural communities. We also offer an expanded assortment of products through the Tractor Supply mobile application and online at TractorSupply.com and Petsense.com.

The Company has one reportable industry segment which is the retail sale of products that support the rural lifestyle. At December 28, 2024, we operated 2,502 retail stores in 49 states (2,296 Tractor Supply retail stores and 206 Petsense by Tractor Supply retail stores). Our Tractor Supply stores typically range in size from 15,000 to 20,000 square feet of inside selling space, along with additional outside selling space (“Side Lot” or “Garden Centers”), and our Petsense by Tractor Supply stores have approximately 5,500 square feet of inside selling space. Our online selling websites and our mobile application offer an extended assortment of products beyond those offered in-store and drive traffic into our stores through our buy online and pickup in-store and ship to store programs.

DDS Material

Annual filing released 2025-03-28 · GPT 6 Luna

ITEM 7. MANAGEMENT’S DISCUSSION AND ANALYSIS OF FINANCIAL CONDITION AND RESULTS OF OPERATIONS. At February 1, 2025, Dillard’s, Inc. operates 272 retail department stores spanning 30 states and an Internet store at dillards.com. The Company also operates a general contracting construction company, CDI, a portion of whose business includes constructing and remodeling stores for the Company, which is a reportable segment separate from our retail operations. In accordance with the National Retail Federation fiscal reporting calendar and our bylaws, the fiscal 2024 reporting period presented and discussed below ended February 1, 2025 and contained 52 weeks. The fiscal 2023 reporting period presented and discussed below ended February 3, 2024 and contained 53 weeks. The fiscal 2022 reporting period presented and discussed below ended January 28, 2023 and contained 52 weeks.

Fiscal 2023 Fiscal 2022 Net sales: Retail operations segment $ 6,218,525 $ 6,479,580 $ 6,701,972 Construction segment 264,111 272,473 169,109 Total net sales $ 6,482,636 $ 6,752,053 $ 6,871,081 The percent change by segment and product category in the Company’s sales for the past two years is as follows: Percent Change Fiscal 2024 - 2023 Fiscal 2024 - 2023* Fiscal 2023 - 2022 Fiscal 2023 - 2022** Retail operations segment Cosmetics 1.4 % 3.0 % 4.3 % 3.0 % Ladies’ apparel (4.7) (2.9) (4.1) (5.6) Ladies’ accessories and lingerie (2.7) (1.3) (6.4) (7.7) Juniors’ and children’s apparel (5.7) (3.9) (7.3) (8.7) Men’s apparel and accessories (7.1) (5.6) (4.4) (5.8) Shoes (6.1) (4.2) (3.4) (4.6) Home and furniture (0.1) 1.2 (1.0) (2.4)

TSCO Not tagged

Annual filing released 2025-02-20 · GPT 6 Luna

This activity has no positive tag in the selected filing snapshot.

DDS Not tagged

Annual filing released 2025-03-28 · GPT 6 Luna

This activity has no positive tag in the selected filing snapshot.

TSCO Material

Annual filing released 2025-02-20 · GPT 6 Luna

•Livestock, Equine & Agriculture: livestock and equine feed & equipment, poultry, fencing, and sprayers & chemicals; •Companion Animal: food, treats and equipment for dogs, cats, and other small animals as well as dog wellness; •Seasonal & Recreation: tractor & rider, lawn & garden, bird feeding, power equipment, and other recreational products; •Truck, Tool, & Hardware: truck accessories, trailers, generators, lubricants, batteries, and hardware and tools; and •Clothing, Gift, & Décor: clothing, footwear, toys, snacks, and decorative merchandise. 2 Table of Contents The following table indicates the percentage of net sales represented by each of our major product categories during fiscal 2024, 2023, and 2022:

Percent of Net Sales Fiscal Year Product Category: 2024 2023 2022 Livestock, Equine & Agriculture 26 % 27 % 28 % Companion Animal 25 25 23 Seasonal & Recreation 23 22 22 Truck, Tool, & Hardware 16 16 16 Clothing, Gift, & Décor 10 10 11 Total 100 % 100 % 100 % Note: Net sales by major product categories for prior periods have been reclassified to conform to the current year presentation.

DDS Not tagged

Annual filing released 2025-03-28 · GPT 6 Luna

This activity has no positive tag in the selected filing snapshot.

TSCO Material

Annual filing released 2025-02-20 · GPT 6 Luna

•Livestock, Equine & Agriculture: livestock and equine feed & equipment, poultry, fencing, and sprayers & chemicals; •Companion Animal: food, treats and equipment for dogs, cats, and other small animals as well as dog wellness; •Seasonal & Recreation: tractor & rider, lawn & garden, bird feeding, power equipment, and other recreational products; •Truck, Tool, & Hardware: truck accessories, trailers, generators, lubricants, batteries, and hardware and tools; and •Clothing, Gift, & Décor: clothing, footwear, toys, snacks, and decorative merchandise. 2 Table of Contents The following table indicates the percentage of net sales represented by each of our major product categories during fiscal 2024, 2023, and 2022:

Percent of Net Sales Fiscal Year Product Category: 2024 2023 2022 Livestock, Equine & Agriculture 26 % 27 % 28 % Companion Animal 25 25 23 Seasonal & Recreation 23 22 22 Truck, Tool, & Hardware 16 16 16 Clothing, Gift, & Décor 10 10 11 Total 100 % 100 % 100 % Note: Net sales by major product categories for prior periods have been reclassified to conform to the current year presentation.

DDS Not tagged

Annual filing released 2025-03-28 · GPT 6 Luna

This activity has no positive tag in the selected filing snapshot.

TSCO Material

Annual filing released 2025-02-20 · GPT 6 Luna

Petsense by Tractor Supply is a small-box pet specialty supply retailer focused on meeting the needs of pet owners, primarily in small and mid-sized communities, and offering a variety of pet products and services. At December 28, 2024, we operated a total of 206 Petsense by Tractor Supply stores in 23 states, and an e-commerce website (Petsense.com). The Petsense name is registered with the USPTO. Human Capital

Percent of Net Sales Fiscal Year Product Category: 2024 2023 2022 Livestock, Equine, & Agriculture (a) 26 % 27 % 28 % Companion Animal (b) 25 25 23 Seasonal & Recreation (c) 23 22 22 Truck, Tool, & Hardware (d) 16 16 16 Clothing, Gift, & Décor (e) 10 10 11 Total 100 % 100 % 100 %