DICK'S Sporting Goods, Inc.
- Open
- 136.75
- Day high
- 138.65
- Day low
- 134.07
- Prev close
- 135.09
- Volume
- 4.7M
- Mkt cap
- $12.1B
- P/E (TTM)
- 14.3
- EPS (TTM)
- $9.48
- P/B
- 2.1
- P/S
- 0.6
- Yield
- 3.65%
- Per share
- $4.92
- ▲Insiders net buying $3.7M over the last 3 months (5 open-market buys, 0 sales)
- ◆Cluster buying — multiple insiders bought within days
- 🏛Institutions accumulating (13F)
DICK'S Sporting Goods, Inc. (DKS) is a Consumer Cyclical company listed on NYSE. The stock is down 35% over the past year. Over the trailing 3 months, insiders filed 5 open-market buys and 0 sales (SEC Form 4).
DICK'S Sporting Goods, Inc. (DKS) financials & analyst ratings
Fundamentals (TTM)
Analyst consensus · 3 analysts
Source: exchange market data + company filings. Figures are trailing-twelve-month or as most recently reported. For informational purposes only — not investment advice.
DKS earnings date, history & EPS estimates
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| Aug 25, 2026 | $3.75 | $3.53 | -5.9% | $5.6B | -0.6% |
| May 27, 2026 | $2.90 | $2.90 | -0.1% | $5.2B | +2.9% |
| Mar 12, 2026 | $3.00 | $4.05 | +34.9% | $6.2B | +4.0% |
| Nov 25, 2025 | $2.69 | $2.78 | +3.3% | $4.2B | +30.9% |
| Aug 28, 2025 | $4.31 | $4.38 | +1.6% | $3.6B | +1.0% |
| May 28, 2025 | $3.29 | $3.37 | +2.6% | $3.2B | +0.9% |
| Mar 11, 2025 | $3.54 | $3.62 | +2.2% | $3.9B | +2.7% |
| Nov 26, 2024 | $2.69 | $2.75 | +2.4% | $3.1B | +0.6% |
| Sep 4, 2024 | $3.81 | $4.37 | +14.7% | $3.5B | +1.1% |
| May 29, 2024 | $2.96 | $3.30 | +11.3% | $3.0B | +2.5% |
| Mar 14, 2024 | $3.34 | $3.85 | +15.3% | $3.9B | +2.3% |
| Nov 21, 2023 | $2.44 | $2.85 | +16.9% | $3.0B | -18.6% |
DKS insider trading activity (SEC Form 4)
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| Aug 28, 2026 | COLOMBO WILLIAM Jdirector | Buy | 1,100 | $129.00 |
| Aug 28, 2026 | COLOMBO WILLIAM Jdirector | Buy | 5,000 | $128.72 |
| Aug 28, 2026 | Barrenechea Mark Jdirector | Buy | 17,000 | $130.72 |
| Aug 28, 2026 | MATHRANI SANDEEPdirector | Buy | 1,550 | $128.89 |
| Aug 28, 2026 | Eddy Robert W.director | Buy | 4,000 | $128.69 |
| Jun 26, 2026 | STACK EDWARD Wdirector, 10 percent owner, officer: Executive Chairman | Tax | 442,692 | $236.93 |
| Jun 26, 2026 | STACK EDWARD Wdirector, 10 percent owner, officer: Executive Chairman | Option | 958,466 | $11.31 |
| Jun 12, 2026 | Ralls-Morrison Desireedirector | Grant | 838 | — |
| Jun 12, 2026 | Eddy Robert W.director | Grant | 838 | — |
| Jun 12, 2026 | Fink Annedirector | Grant | 838 | — |
| Jun 12, 2026 | SCHORR LAWRENCE Jdirector | Grant | 838 | — |
| Jun 12, 2026 | CHIRICO EMANUELdirector | Grant | 838 | — |
| Jun 12, 2026 | Barrenechea Mark Jdirector | Grant | 838 | — |
| Jun 12, 2026 | COLOMBO WILLIAM Jdirector | Grant | 838 | — |
| Jun 12, 2026 | Fitzgerald Larry Jr.director | Grant | 838 | — |
Source: DKS SEC Form 4 filings, latest Aug 28, 2026. For informational purposes only — not investment advice.
See the full DKS insider & 13F page →DICK'S Sporting Goods, Inc. company profile
Overview
DICK'S Sporting Goods, Inc. (NYSE:DKS) is America's largest sporting goods retailer, founded in 1948 and headquartered in Coraopolis, Pennsylvania. Originally established as Dick's Clothing and Sporting Goods, the company went public in 2002 and has grown from a single store to over 730 locations across the United States. The company has evolved from a traditional sporting goods retailer into an omnichannel sports lifestyle destination, operating multiple store formats including flagship DICK'S stores, specialty concepts like Golf Galaxy and Field & Stream, and innovative experiential formats such as House of Sport locations.
Business
DICK'S Sporting Goods operates as a comprehensive sporting goods retailer in the massive $140 billion U.S. sporting goods industry. The company's core business revolves around selling sporting goods equipment, athletic apparel, footwear, and accessories through both physical stores and digital channels. The company operates several distinct business segments and store formats. The flagship DICK'S Sporting Goods stores represent the largest segment, offering a broad assortment of sporting goods equipment, athletic apparel, and footwear across categories like team sports, fitness, golf, hunting, and fishing. These stores typically range from 40,000 to 60,000 square feet and serve as the backbone of the business. Specialty concept stores include Golf Galaxy (golf equipment and services), Field & Stream (hunting and fishing gear), and Public Lands (outdoor recreation). The company also operates House of Sport locations, which are experiential flagship stores featuring unique amenities like rock climbing walls, batting cages, and putting greens. These 100,000+ square foot locations represent the company's premium retail concept. The company has developed vertical brands including DSG (value-oriented athletic wear), VRST (men's performance apparel), and CALIA (women's athletic lifestyle brand), which now represent approximately 14% of total sales. Additionally, DICK'S operates GameChanger, a youth sports technology platform that provides video streaming, scorekeeping, and team management services, generating over $100 million in annual revenue. E-commerce and digital services complement the physical retail presence, with the company leveraging its 800+ store network for online order fulfillment and pickup services. The business also includes DICK'S Media Network, an emerging advertising platform that monetizes customer data and store traffic.
Revenue model
DICK'S Sporting Goods generates revenue primarily through product sales across its retail channels, operating on a traditional retail markup model. The company purchases merchandise from brand partners like Nike, Adidas, Under Armour, and others, then sells these products at retail prices that include a gross margin typically in the mid-30% range. Revenue streams include direct product sales from sporting goods equipment, athletic apparel, and footwear, which constitute the vast majority of income. The company's vertical brands (DSG, VRST, CALIA) provide higher-margin opportunities since DICK'S controls the entire value chain from design to retail. Services revenue comes from equipment installation, customization, and repair services offered in stores. The GameChanger platform operates on a subscription-based model, charging teams and leagues for access to video streaming, scorekeeping, and communication tools. This SaaS-style business generated over $100 million in 2024 and is expected to reach $150 million in 2025. The emerging DICK'S Media Network represents a potential advertising revenue stream, monetizing the company's customer data and in-store traffic. Key factors that increase margins include the company's growing footwear penetration (now 28% of sales, up from 19% a decade ago), as footwear typically carries higher margins than hardline sporting goods. The expansion of vertical brands also improves profitability since these products aren't subject to wholesale markups. Strategic partnerships with premium brands and exclusive product access allow for better pricing power. Factors that pressure margins include competitive pricing in commodity sporting goods categories, promotional activity during key selling seasons, and tariff exposure on imported goods. However, the company has demonstrated resilience through diversified sourcing and strong brand relationships that provide some pricing flexibility.
Competitive moat
DICK'S Sporting Goods possesses a moderate but defensible competitive moat built primarily on scale advantages, brand relationships, and omnichannel capabilities. The company's position as America's largest sporting goods retailer provides significant leverage with brand partners, enabling access to exclusive products and favorable terms that smaller competitors cannot match. The company's scale and distribution network creates meaningful barriers to entry. With over 800 locations and sophisticated logistics capabilities, DICK'S can offer comprehensive geographic coverage and efficient inventory management that would be difficult and expensive for new entrants to replicate. The omnichannel integration, where stores serve as fulfillment centers for online orders, creates operational efficiencies that pure-play online retailers struggle to match. Brand relationships and exclusive access represent another defensive element. DICK'S has cultivated deep partnerships with major athletic brands, often securing exclusive products or early access to high-demand releases. These relationships, built over decades, provide differentiated inventory that drives customer traffic and loyalty. However, the moat faces several challenges. E-commerce disruption from Amazon and direct-to-consumer brand strategies threatens traditional retail margins and customer relationships. Many athletic brands are increasingly selling directly to consumers, potentially disintermediating retailers. Category competition comes from specialized retailers (running specialty stores, golf pro shops) and discount retailers (Walmart, Target) that compete aggressively on price. The company's GameChanger platform and data capabilities represent emerging moat elements, as the youth sports technology creates switching costs and customer stickiness that extend beyond traditional retail relationships. The growing importance of data and personalization in retail could strengthen DICK'S position over time, though this remains an evolving competitive advantage rather than an established moat.
Risks & safety
DICK'S Sporting Goods demonstrates strong financial stability with solid cash generation and manageable debt levels, though valuation metrics suggest limited margin of safety at current prices. **Financial Strength:** - Cash position of $1.69 billion provides substantial liquidity buffer - Current ratio of 1.76 indicates healthy short-term liquidity - Debt-to-equity ratio of 1.40 is manageable for a retailer - Strong free cash flow generation of $509 million in fiscal 2024 - No immediate solvency concerns given cash generation and balance sheet strength **Valuation Metrics:** - P/E ratio of 16.6x appears reasonable for current growth trajectory - EV/EBITDA of 11.2x suggests modest premium to retail sector averages - Price-to-book ratio of 6.0x reflects asset-light retail model but limits downside protection - Graham number analysis suggests potential overvaluation relative to conservative metrics **Other Considerations:** - Cyclical consumer discretionary exposure creates earnings volatility risk - Inventory management critical given seasonal nature of sporting goods - Capital allocation includes significant share repurchases and dividend payments - Planned Foot Locker acquisition adds execution risk but potential for synergies
Recent development
Over the past few years, DICK'S has executed a comprehensive transformation strategy focused on experiential retail and digital innovation. The company has significantly expanded its House of Sport concept, growing from initial pilot locations to 19 stores with plans to reach 75-100 locations by 2027. These experiential flagship stores feature unique amenities like rock climbing walls, batting cages, and putting greens, representing a differentiated approach to sporting goods retail. The GameChanger platform has emerged as a major growth driver, evolving from a simple youth sports app to a comprehensive SaaS platform generating over $100 million in annual revenue. The platform now serves over 6.5 million unique active users and is expected to reach $150 million in revenue in 2025, representing a significant diversification beyond traditional retail. DICK'S has aggressively expanded its footwear strategy, growing footwear penetration from 19% to 28% of total sales over the past decade. The company has invested in premium footwear experiences across 90% of its stores, recognizing footwear as a higher-margin category that drives customer traffic and loyalty. The company announced the acquisition of Foot Locker in 2024, a transformational deal aimed at creating a global sports retail leader. This acquisition provides international expansion opportunities and access to new customer segments, particularly in urban markets where Foot Locker has traditionally been strong. Digital and technology investments have accelerated, including the launch of DICK'S Media Network as an advertising platform, expansion of RFID technology for inventory management, and enhanced e-commerce capabilities including 3D product viewing and AI-powered customer service tools.
DKS company profile · for informational purposes only — not investment advice.
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