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...

Comparison Snapshot

Key Financial Metrics

HMC

Metric

ROST

$52.37B

Market Cap

$60.67B

22.65%

Potential Profit

3.38%

Strong Buy

Analyst Rating

Buy

Why It's Moving

Honda Gears Up for 2026 U.S. Sales Push with Fresh Models and Value Plays Amid Tough Competition

Nearly full Honda and Acura portfolios redesigned in past 18 months, delivering one of industry's freshest lineups as 2026 nears.
Boosting value trims on hits like CR-V, Civic, Accord, and entry Acura models to address consumer affordability pressures.
Rolling out 2026 Pilot refresh with bigger touchscreen and safety upgrades, plus Civic Hybrid enhancements and a new towable Base Station trailer for outdoor enthusiasts.

Sentiment:

🐃Bullish

Ross Stores powers ahead with strong same-store sales and bold expansion amid smooth CEO transition.

Strong same-store sales reflect solid shopper traffic for off-price treasures, reinforcing Ross's appeal to budget-conscious consumers.
New CEO credited with reviving momentum, completing leadership transition without disrupting operations.
Aggressive expansion targets over 3,600 stores, with untapped potential in Midwest and Northeast markets.

Sentiment:

🐃Bullish

Honda Gears Up for 2026 U.S. Sales Push with Fresh Models and Value Plays Amid Tough Competition

Nearly full Honda and Acura portfolios redesigned in past 18 months, delivering one of industry's freshest lineups as 2026 nears.
Boosting value trims on hits like CR-V, Civic, Accord, and entry Acura models to address consumer affordability pressures.
Rolling out 2026 Pilot refresh with bigger touchscreen and safety upgrades, plus Civic Hybrid enhancements and a new towable Base Station trailer for outdoor enthusiasts.

Sentiment:

🐃Bullish

Ross Stores powers ahead with strong same-store sales and bold expansion amid smooth CEO transition.

Strong same-store sales reflect solid shopper traffic for off-price treasures, reinforcing Ross's appeal to budget-conscious consumers.
New CEO credited with reviving momentum, completing leadership transition without disrupting operations.
Aggressive expansion targets over 3,600 stores, with untapped potential in Midwest and Northeast markets.

Sentiment:

🐃Bullish

Investment 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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