Ross Stores Inc.
Ross Stores (ROST) is a US-based off-price apparel and home goods retailer operating under the Ross Dress for Less and dd's Discounts banners. The company buys excess inventory from brand suppliers and sells it at lower prices, aiming to attract value-conscious shoppers. With a sizeable store footprint, a lean cost base and a focus on inventory turnover, Ross has historically generated resilient cash flows and competitive margins versus traditional full-price retailers. Investors should note the business is cyclical and sensitive to consumer spending, inventory availability and supply-chain disruptions. Competition from other off-price players, e-commerce and discount chains is material. Ross’s market cap (about $50.9bn) reflects its scale but not necessarily future performance. This summary is educational only and not personal investment advice; all investments carry risk and value can fall as well as rise. Consider seeking independent, regulated advice when making investment decisions.
Why It's Moving
Ross Stores Stock Surges on Strong Q4 Earnings and Bullish 2026 Outlook, Despite Analyst Caution
- Q4 EPS of $2.00 beat guidance, with full-year fiscal 2025 revenue hitting a record $22.8 billion and comparable store sales growth of 7 percent, signaling strong consumer demand and operational execution
- Management forecasted Q1 2026 comparable store sales growth of 7-8 percent based on a very strong spring start, reflecting confidence in near-term momentum despite lingering tariff headwinds of approximately $0.05 in Q3
- Company approved a new $2.55 billion two-year stock repurchase authorization (21 percent increase from prior program) and raised quarterly dividend by 10 percent to $0.445 per share, demonstrating shareholder-friendly capital allocation amid expansion toward 2,900 Ross and 700 dd's locations long-term
Ross Stores Stock Surges on Strong Q4 Earnings and Bullish 2026 Outlook, Despite Analyst Caution
- Q4 EPS of $2.00 beat guidance, with full-year fiscal 2025 revenue hitting a record $22.8 billion and comparable store sales growth of 7 percent, signaling strong consumer demand and operational execution
- Management forecasted Q1 2026 comparable store sales growth of 7-8 percent based on a very strong spring start, reflecting confidence in near-term momentum despite lingering tariff headwinds of approximately $0.05 in Q3
- Company approved a new $2.55 billion two-year stock repurchase authorization (21 percent increase from prior program) and raised quarterly dividend by 10 percent to $0.445 per share, demonstrating shareholder-friendly capital allocation amid expansion toward 2,900 Ross and 700 dd's locations long-term
When is the next earnings date for Ross Stores Inc. (ROST)?
Ross Stores (ROST) is estimated to announce its next quarterly earnings between May 21 and May 26, 2026, with the exact date not yet officially confirmed by the company. The report will cover Q1 2026 results, following the company's recent earnings announcement on March 3, 2026. Based on historical patterns, the company typically releases earnings after market close with a concurrent investor conference call. Investors should monitor official company communications for the precise announcement date and time.
Stock Performance Snapshot
Analyst Rating
Analysts recommend buying Ross Stores' stock with a target price of $192.29, indicating potential growth.
Financial Health
Ross Stores is performing well with strong revenue and cash flow, indicating healthy operations.
Dividend
Ross Stores' dividend yield of 0.77% is low, which may not attract dividend-focused investors. If you invested $1000 you would be paid $7.70 a year in dividends (based on the last 12 months).
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Explore BasketWhy You’ll Want to Watch This Stock
Off-price advantage
Ross’s ability to buy discounted inventory can support healthy margins and appeal in cost-conscious periods, though sales can vary with consumer demand.
Operational efficiency
A lean store model and inventory focus help drive turnover and cash flow, but supply-chain hiccups or inventory shortages can weigh on results.
Macro sensitivity
Consumer spending trends and competitive pressure from e-commerce and discounters shape outcomes; remember performance can fall as well as rise.
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