TickerTalks
Browse all tickers →
TickerTalks›$DKS
DKDKS

DICK'S Sporting Goods, Inc.

$DKS·$10B·Specialty Retail·Consumer Cyclical
$121.15-2.2%YTD-39.1%1Y-46.7%
Price updated 15h ago·X counts updated 7d ago
DKDKS
$DKSDICK'S Sporting Goods, Inc.
$121.15-2.24%93 posts0.8×
AI analysisFundamentalsVoices on X
Loading…

On X

The complete picture of $DKS on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

93X posts · last 7 days
Sep 2Sep 13
Chatter Meter
0.8×
QuietNormal · 1×Loud

How loud $DKS's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bearish sentimentAI analysisGenerated by AI from underlying data6 posts analyzed · as of 2026-09-15

Dick's Sporting Goods drops 30% on a terrible August quarter, with the 'when do we get short more' framing capturing the tone. A small silver lining: five insider buys totaling $3.8M post-quarter, but sentiment is dominated by promotional-drowning fears from NKE weakness.

Read what X is saying about $DKS

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
Free, forever. No credit card.

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $DKS — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Broken storySelling offAI verdict · as of 2026-09-20

Falling on heavy selling — points lower unless it turns around.

The specialty sporting-goods leader down 30% on a terrible August quarter — five insider buys totaling $3.8M, but the Nike overhang bleeds through.

Dick's Sporting Goods is the largest US specialty sporting-goods retailer — a real quality retail franchise that just had an exceptionally poor August quarter with a 30% single-session drop. Down 39% year-to-date and 47% over the trailing year, sitting at 2.8% of the 52-week range.

  • The one bull signal is specific: five insider buys totaling $3.8M post-quarter is a real cluster of C-suite / director conviction into the reset — plus 19x trailing earnings, 18% ROE, and a 3.5% FCF yield at 8% operating margin means the underlying franchise is intact even at the drawdown levels.
  • The offset is what the tape is voting for: promotional-drowning fears from Nike's weakness are contagious across the sporting-goods vertical, and DKS's own margins compressed on the print — the 'when do we get short more' framing on X reflects the market's current sentiment.

The story turns on Q3 earnings (Nov 24) showing US same-store sales stabilizing plus margin expansion; another negative comp quarter or continued Nike-related promotional pressure keeps the tape making lower lows.

Agrees with X sentimentThe bearish X read has this framed correctly — the 30% single-day drop and the Nike-promotional-drown fear are real. The $3.8M insider-buy cluster is the one legitimate bull signal, but a $3.8M cluster in a $10B market cap isn't enough to reverse the tape alone.

What to watch: Nov 24 earnings — US same-store comps, promotional-margin trajectory, and any commentary on inventory positioning. A print showing comp stabilization plus margin holding breaks the downtrend; another negative print extends the lows.

On the calendar: 2026-11-24 — Q3 earnings

Read the AI verdict on $DKS

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
Free, forever. No credit card.

What it does

Plain-English summary of the business — what they sell and how they make money.

US omnichannel sporting goods retailer selling equipment, apparel, and footwear through physical stores and e-commerce.

Industry overviewAI analysisGenerated by AI from underlying data

Where Specialty Retail sits in its cycle right now — and what that implies for $DKS.

Specialty Retail · Consumer Cyclical

Consumer spending is bifurcating as back-to-school seasonality fades: value-oriented and pet-staples retailers are outperforming while discretionary home furnishings lag. AMZN's logistics density and AI-personalised inventory continue to widen the share gap versus legacy specialty chains; XRT is flat YTD.

What this means for $DKS

Neutral — omnichannel sporting goods retailer has stable demand from team sports and fitness; Foot Locker integration broadens the consumer reach but adds execution complexity.

Top industry ETF

$XRTSPDR S&P Retail ETF
-3.4%YTD
-7.3%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
18.6How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
7.6%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
7.5%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
3.5%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.9Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
18.1%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
32.2%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
1.4Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 25, 2026$3.53$3.74-5.6%
Q1 2026May 27, 2026$2.90$2.89+0.3%
Q4 2025Mar 12, 2026$4.05$2.99+35.5%
Q3 2025Nov 25, 2025$2.78$2.69+3.3%
Next earningsTue, Nov 24·consensus EPS $1.39

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$5.2B+62.7%32.6%10.1%$3.61$-13.0M
Q4 FY25$6.2B+59.9%28.4%3.4%$1.44$787.6M
Q3 FY25$4.2B+36.3%33.1%6.3%$0.88$-463.7M
Q2 FY25$3.6B+5.0%37.1%12.4%$4.82$296.2M

Forward consensus

5-year forecast · up to 18 analysts
FYRevenueRangeEPSRangeAnalysts
FY27$22.1B$21.9B – $22.2B$11.56$10.98 – $14.1517
FY28$22.6B$22.2B – $23.2B$13.28$12.22 – $16.3118
FY29$23.4B$22.4B – $24.4B$14.97$10.59 – $17.8811
FY30$24.5B$24.1B – $25.1B$18.11$17.69 – $18.665
FY31$25.4B$25.0B – $26.0B$20.28$19.81 – $20.894

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.8×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.3%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-30.9%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-39.3%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 82.3M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today4.2% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.145-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Cluster buy4 insiders bought shares in the last 30 days.

Recent transactions

BuySep 1William J ColomboDirector913 sh$122KBuyAug 27Mark J BarrenecheaDirector17.0K sh$2.2MBuyAug 27William J ColomboDirector1.1K sh$142KBuyAug 26William J ColomboDirector5.0K sh$644KBuyAug 26Sandeep MathraniDirector1.6K sh$200KBuyAug 26Robert W. EddyDirector4.0K sh$515KSellMay 28Lauren R HobartCEO20.1K sh$4.6MSellApr 17Julie Lodge-jarrettEVP, Chf People & Purpose Ofcr4.1K sh$926KSellMar 31Edward W StackChair171.8K sh$33.9M
+ 38 other (23 awards · 10 inkinds · 4 exempts · 1 gift) in window

See when $DKS insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KShareholder voteJun 128-K — Item 5.07: Shareholder vote
AI summary

DICK'S Sporting Goods (DKS) held its 2026 Annual Meeting of Stockholders on June 10, 2026, with shareholders voting on four proposals. All eleven board nominees were elected for terms expiring in 2027, with 'for' votes ranging from approximately 268 million (Anne Fink) to 283 million (Desiree Ralls-Morrison); the advisory say-on-pay vote was approved with approximately 280.9 million affirmative votes; and Deloitte & Touche LLP was ratified as independent auditor for fiscal 2026. A stockholder proposal requesting a report on the Company's women's rights-related business risk and decision framework was not approved.

+ 17 other (5 13Gs · 2 10-Qs · 2 8-Ks · 2 proxys) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

NYSE: DKS: Kessler Topaz Meltzer & Check, LLP Announces the Filing of a Securities Fraud Class Action Lawsuit Against DICK'S Sporting Goods, Inc. (DKS)globenewswire.com·1d agoRobbins LLP Urges DKS Stockholders Who Lost Money Investing in Dick's Sporting Goods, Inc. to Contact the Firm for Information About Leading the Class Actionbusinesswire.com·2d agoKaplan Fox Encourages DICK's Sporting Goods, Inc. (DKS) Investors to Contact the Firm Before the Deadline on November 3, 2026 for a Leadership Rolenewsfilecorp.com·2d agoDICK'S Sporting Goods, Inc. (DKS) Investors: November 3, 2026, Deadline in Securities Fraud Class Action Lawsuit -- Contact Kessler Topaz Meltzer & Check, LLPgurufocus.com·2d agoDICK'S Sporting Goods, Inc. (DKS) Investors: November 3, 2026, Deadline in Securities Fraud Class Action Lawsuit – Contact Kessler Topaz Meltzer & Check, LLPbusinesswire.com·2d ago

More in Specialty Retail

Peers in the same group — one click to compare setups, fundamentals, and chatter.

$GME$AMZN$BABA$CASY$CHWY$RH$EBAY$WOOF
Voices on X · last 7 days

No standout posts about $DKS on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

PrivacyTermsSupport