JD.com vs Ross
JD.com, Inc. and Ross Stores Inc. are presented here for comparison. This page examines both companies side by side to illuminate their business models, financial performance, and market context, in a neutral, accessible way. It does not provide investment advice but aims to clarify how each company operates and performs within its sector. Educational content, not financial advice.
JD.com, Inc. and Ross Stores Inc. are presented here for comparison. This page examines both companies side by side to illuminate their business models, financial performance, and market context, in a...
Why It's Moving
JD.com Hits 52-Week Low as Wall Street Sours on 2026 Outlook Amid Regulatory Clouds
- Bank of America slashed its price target to $36 from $38, cutting 2026 revenue growth to 6% on higher consumer incentives and food-delivery losses.
- Reports of Chinese regulators eyeing bans on discount practices hit JD.com and peers, fueling fears of disrupted competition in e-commerce.
- Stock underperforms rivals like Alibaba (up 17% YTD) and Baidu (up 20%), trapped below $30 even as Hang Seng rallies, signaling weak sector momentum.
Ross Stores Hits Record High as Earnings Beat Streak and Leadership Shift Fuel Momentum.
- Q3 comps surged 7% with EPS of $1.58 beating estimates by 12.86%, signaling robust consumer demand for bargain apparel and home goods.
- Zacks flags +3.09% Earnings ESP and Rank #2 (Buy) ahead of next report, highlighting potential for another beat after recent 7.74% average surprise.
- Board Chair Michael Balmuth stepped down January 31 with new leadership eyeing store expansions, self-checkout rollouts, and comps growth of 4-7%.
JD.com Hits 52-Week Low as Wall Street Sours on 2026 Outlook Amid Regulatory Clouds
- Bank of America slashed its price target to $36 from $38, cutting 2026 revenue growth to 6% on higher consumer incentives and food-delivery losses.
- Reports of Chinese regulators eyeing bans on discount practices hit JD.com and peers, fueling fears of disrupted competition in e-commerce.
- Stock underperforms rivals like Alibaba (up 17% YTD) and Baidu (up 20%), trapped below $30 even as Hang Seng rallies, signaling weak sector momentum.
Ross Stores Hits Record High as Earnings Beat Streak and Leadership Shift Fuel Momentum.
- Q3 comps surged 7% with EPS of $1.58 beating estimates by 12.86%, signaling robust consumer demand for bargain apparel and home goods.
- Zacks flags +3.09% Earnings ESP and Rank #2 (Buy) ahead of next report, highlighting potential for another beat after recent 7.74% average surprise.
- Board Chair Michael Balmuth stepped down January 31 with new leadership eyeing store expansions, self-checkout rollouts, and comps growth of 4-7%.
Investment Analysis
JD.com
JD
Pros
- JD.com operates a large-scale, technology-driven e-commerce platform with a hybrid direct-sales and marketplace model, supporting strong consumer trust in product quality and delivery.
- The company has demonstrated robust earnings growth, with analysts forecasting over 40% year-on-year profit growth for 2026, supported by a forward P/E below 9x.
- JD.com maintains a leading position in China's retail sector, with active customers exceeding 580 million and revenue comparable to major global retailers.
Considerations
- JD.com's gross margin is relatively low at around 8%, reflecting its capital-intensive direct-sales model and competitive pricing pressures.
- The company faces intense competition from Alibaba and PDD, which have captured significant market share through different business models and aggressive discounting.
- JD.com's valuation, while lower than peers, is sensitive to macroeconomic conditions and regulatory changes in China's e-commerce sector.
Ross
ROST
Pros
- Ross Stores operates a large network of off-price retail stores across the US, benefiting from strong brand recognition and a loyal customer base in the apparel and home fashion sector.
- The company has consistently delivered solid profitability, with a trailing P/E ratio of 24.77, which is below its long-term historical average, suggesting relative value.
- Ross Stores has a proven track record of disciplined expansion and efficient inventory management, supporting steady revenue growth and margin stability.
Considerations
- Ross Stores' business model is highly dependent on consumer discretionary spending, making it vulnerable to economic downturns and shifts in consumer behaviour.
- The company's growth prospects are limited by market saturation in the US off-price retail segment, constraining new store openings and same-store sales growth.
- Ross Stores does not pay a dividend, which may be a drawback for income-focused investors seeking regular returns.
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JD.com (JD) Next Earnings Date
JD.com's next earnings date is scheduled for March 5, 2026. This report will cover the Q4 2025 results, following the Q3 2025 earnings released on November 13, 2025. Investors should monitor for the official confirmation as the date approaches.
Ross (ROST) Next Earnings Date
Ross Stores (ROST) next earnings date is estimated for Tuesday, March 3, 2026, following the company's historical late February to early March pattern for fiscal year-end reports. This release will cover the Q4 2025 results, typically announced after market close. Note that the exact date remains unconfirmed by the company, with estimates ranging from March 2-6 across analyst sources.
JD.com (JD) Next Earnings Date
JD.com's next earnings date is scheduled for March 5, 2026. This report will cover the Q4 2025 results, following the Q3 2025 earnings released on November 13, 2025. Investors should monitor for the official confirmation as the date approaches.
Ross (ROST) Next Earnings Date
Ross Stores (ROST) next earnings date is estimated for Tuesday, March 3, 2026, following the company's historical late February to early March pattern for fiscal year-end reports. This release will cover the Q4 2025 results, typically announced after market close. Note that the exact date remains unconfirmed by the company, with estimates ranging from March 2-6 across analyst sources.
Which Baskets Do They Appear In?
Discount Retail Trends 2025: Market Analysis & Risks
Walmart has raised its sales and earnings forecast, demonstrating strong performance despite rising tariff costs. This success highlights an investment opportunity in discount retailers and the logistics companies that support their growing e-commerce operations.
Published: August 22, 2025
Explore BasketWhich Baskets Do They Appear In?
Discount Retail Trends 2025: Market Analysis & Risks
Walmart has raised its sales and earnings forecast, demonstrating strong performance despite rising tariff costs. This success highlights an investment opportunity in discount retailers and the logistics companies that support their growing e-commerce operations.
Published: August 22, 2025
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