
Artificial intelligence has been the theme on Wall Street for more than three years now. Headlined by the likes of Nvidia (NVDA), AMD (AMD), and Broadcom (AVGO), chipmakers have been the undisputed winners, and their share price actions reflect the same. On the other hand, as inflation continues to hover around the 3% level, above the Fed's comfort rate of 2%, one would not expect stocks from the retail sector to outperform these AI juggernauts. However, that is precisely what Dillard's (DDS) has done over the past five years.