Honda vs Ross
This page compares Honda vs Ross, two distinct retail and manufacturing businesses. It examines business models, financial performance, and market context to help readers understand how each company operates and competes. The analysis presents facts and reference points in clear terms, keeping language neutral and accessible. Educational content, not financial advice.
This page compares Honda vs Ross, two distinct retail and manufacturing businesses. It examines business models, financial performance, and market context to help readers understand how each company o...
Why It's Moving
Nomura's Strong-Buy Upgrade Fuels Optimism Amid Honda's Strategic EV Pivot
- Nomura upgraded HMC to strong-buy on Dec 11, contrasting consensus Hold rating, as analysts eye resilient supply chain and delayed Canadian EV plant for better alignment with demand[3].
- Honda slashed 2030 EV sales target from 30% to 20% and cut investments, capitalizing on hybrid popularity slowdown in pure EV adoption to ease infrastructure worries[1].
- Fresh electric motorcycle launches like Active e: in India and CUV e: across Southeast Asia signal acceleration in two-wheeler electrification, targeting over 10 new models by year-end[1].
Ross Stores (ROST) surges to 52-week high on earnings momentum and retail leadership.
- EPS of $1.58 in the November 20 report crushed estimates of $1.40, reinforcing a streak of four straight positive surprises and boosting confidence in growth.
- Stock leads NASDAQ Composite retail performers as of December 11, up 11.7% in the past month and 20.2% year-to-date, far exceeding sector gains.
- Ongoing store expansion with 90 new locations signals aggressive scaling, supporting projected revenue growth to $22.4B this fiscal year.
Nomura's Strong-Buy Upgrade Fuels Optimism Amid Honda's Strategic EV Pivot
- Nomura upgraded HMC to strong-buy on Dec 11, contrasting consensus Hold rating, as analysts eye resilient supply chain and delayed Canadian EV plant for better alignment with demand[3].
- Honda slashed 2030 EV sales target from 30% to 20% and cut investments, capitalizing on hybrid popularity slowdown in pure EV adoption to ease infrastructure worries[1].
- Fresh electric motorcycle launches like Active e: in India and CUV e: across Southeast Asia signal acceleration in two-wheeler electrification, targeting over 10 new models by year-end[1].
Ross Stores (ROST) surges to 52-week high on earnings momentum and retail leadership.
- EPS of $1.58 in the November 20 report crushed estimates of $1.40, reinforcing a streak of four straight positive surprises and boosting confidence in growth.
- Stock leads NASDAQ Composite retail performers as of December 11, up 11.7% in the past month and 20.2% year-to-date, far exceeding sector gains.
- Ongoing store expansion with 90 new locations signals aggressive scaling, supporting projected revenue growth to $22.4B this fiscal year.
Which Baskets Do They Appear In?
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Published: July 25, 2025
Explore BasketWhich Baskets Do They Appear In?
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Warren Buffett's Berkshire Hathaway has sold its entire stake in Chinese EV giant BYD, signaling a potential shift in sentiment for the sector. This creates a potential opportunity for other global automakers and their suppliers as investors may look for alternatives in the competitive EV landscape.
Published: September 24, 2025
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Published: September 14, 2025
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Volkswagen has lowered its profit outlook after U.S. tariffs and restructuring costs caused a significant drop in earnings. This creates a potential opening for competing U.S. and Asian automakers to gain a competitive edge in the market.
Published: July 25, 2025
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Published: July 3, 2025
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Published: June 30, 2025
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Published: June 17, 2025
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Explore BasketInvestment Analysis
Honda
HMC
Pros
- Honda achieved record-high motorcycle sales with 10.76 million units in Q2 2025, driven by strong demand in key markets like Brazil.
- The company is actively addressing automobile losses by optimising its supply chain and focusing on cost rationalisation.
- Honda trades at a relatively low price-to-book ratio of 0.6x and price-to-sales ratio of 0.3x, indicating potential undervaluation.
Considerations
- Automobile segment posted significant losses of ¥73 billion in Q2 2025 due to production disruptions from semiconductor shortages.
- One-time expenses related to EV investments and tariffs led to substantial profit declines, impacting overall profitability.
- Currency effects and ongoing supply chain challenges continue to weigh on earnings and create profit volatility.
Ross
ROST
Pros
- Ross Stores benefits from a strong position in the off-price retail sector, which tends to perform well during economic uncertainty.
- The company has demonstrated resilience in adapting its inventory and pricing strategies to changing consumer demand patterns.
- Ross has a broad geographic footprint across the United States, supporting stable revenue generation and market penetration.
Considerations
- The retail sector faces macroeconomic headwinds such as inflation and consumer spending shifts that could pressure Ross’s margins.
- Competition from both traditional retailers and online channels remains intense, challenging Ross’s market share growth.
- Ross's business is sensitive to economic cycles, making it vulnerable to downturns that reduce discretionary consumer spending.
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