Ross vs Ferguson
Ross Stores Inc. and Ferguson PLC are compared on this page to explain their business models, financial performance, and market context in a neutral, accessible way. By outlining strengths, strategies, and sector position, readers can gain a clearer sense of each company's operating approach without recommendations. Educational content, not financial advice.
Ross Stores Inc. and Ferguson PLC are compared on this page to explain their business models, financial performance, and market context in a neutral, accessible way. By outlining strengths, strategies...
Why It's Moving
Ross Stores Powers Ahead with Robust Same-Store Sales and New CEO Momentum
- Same-store sales surged, signaling resilient shopper traffic and pricing power in a tough retail environment.
- New CEO takes the helm amid smooth leadership handover, fueling optimism for sustained execution and growth.
- Aggressive store openings underway, balancing expansion with operational strength to capture more market share.
Ross Stores Powers Ahead with Robust Same-Store Sales and New CEO Momentum
- Same-store sales surged, signaling resilient shopper traffic and pricing power in a tough retail environment.
- New CEO takes the helm amid smooth leadership handover, fueling optimism for sustained execution and growth.
- Aggressive store openings underway, balancing expansion with operational strength to capture more market share.
Investment Analysis
Ross
ROST
Pros
- Ross Stores has a strong market position with consistent revenue growth and solid operational efficiency in the off-price retail apparel sector.
- The company maintains a low debt-to-equity ratio, indicating financial stability and a lower risk profile relative to competitors.
- Analyst consensus is generally positive with a majority rating the stock as a buy and projecting moderate price appreciation driven by expansion and earnings growth.
Considerations
- Insider selling activity has been noted, which may indicate concerns about the company's near-term outlook among executives.
- The stock exhibits price volatility with a high P/E ratio suggesting potential overvaluation, which could limit upside potential for investors.
- Margins face pressure from rising tariff and distribution costs, posing an ongoing risk to profitability despite recent earnings beats.
Ferguson
FERG
Pros
- Ferguson PLC is a leading distributor in the building products market with a broad geographical footprint that supports diversified revenue streams.
- The company benefits from steady demand driven by both new construction and renovation markets, providing resilient growth drivers.
- Ferguson has a strong balance sheet with robust cash flow generation, enabling investments in acquisitions and operational improvements.
Considerations
- Ferguson's earnings and revenue can be sensitive to economic cycles and interest rate fluctuations impacting the construction sector.
- The company faces execution risks related to integration of acquisitions and supply chain disruptions amid global uncertainties.
- Regulatory changes and inflationary pressures on raw materials could negatively affect margins and cost structures.
Ross (ROST) Next Earnings Date
Ross Stores (ROST) next earnings date is estimated for Tuesday, March 3, 2026, following the company's historical reporting pattern after quarter-end. This release will cover the Q4 2025 fiscal quarter, ending in late January 2026. The date remains unconfirmed by the company, with estimates ranging from March 2 to March 6 based on prior schedules.
Ross (ROST) Next Earnings Date
Ross Stores (ROST) next earnings date is estimated for Tuesday, March 3, 2026, following the company's historical reporting pattern after quarter-end. This release will cover the Q4 2025 fiscal quarter, ending in late January 2026. The date remains unconfirmed by the company, with estimates ranging from March 2 to March 6 based on prior schedules.
Which Baskets Do They Appear In?
US Consumer Spending Stocks to Watch in 2025
U.S. retail sales have exceeded expectations for the third straight month, signaling robust consumer health. This theme focuses on companies poised to benefit from sustained consumer spending, particularly in strong-performing sectors like online retail and food services.
Published: September 17, 2025
Explore BasketValue Retail Stocks (Budget-Conscious Consumer Play)
With consumer sentiment falling, particularly among budget-conscious households, spending habits are shifting towards value-focused retailers. This theme identifies companies poised to attract customers who are looking to stretch their dollars on essential goods.
Published: September 14, 2025
Explore BasketConsumer Sentiment Drop (Four-Month Low) Aids Retailers
A sharp drop in consumer sentiment to a four-month low indicates that households, especially lower and middle-income ones, are feeling financial pressure. This creates an investment opportunity in discount and off-price retailers, which stand to gain as consumers shift their spending to value-oriented stores.
Published: September 13, 2025
Explore BasketWhich Baskets Do They Appear In?
US Consumer Spending Stocks to Watch in 2025
U.S. retail sales have exceeded expectations for the third straight month, signaling robust consumer health. This theme focuses on companies poised to benefit from sustained consumer spending, particularly in strong-performing sectors like online retail and food services.
Published: September 17, 2025
Explore BasketValue Retail Stocks (Budget-Conscious Consumer Play)
With consumer sentiment falling, particularly among budget-conscious households, spending habits are shifting towards value-focused retailers. This theme identifies companies poised to attract customers who are looking to stretch their dollars on essential goods.
Published: September 14, 2025
Explore BasketConsumer Sentiment Drop (Four-Month Low) Aids Retailers
A sharp drop in consumer sentiment to a four-month low indicates that households, especially lower and middle-income ones, are feeling financial pressure. This creates an investment opportunity in discount and off-price retailers, which stand to gain as consumers shift their spending to value-oriented stores.
Published: September 13, 2025
Explore BasketDiscount Retailers: What's Next as Job Market Cools
Recent data shows that initial jobless claims have risen to their highest level since June, signaling a potential cooling of the U.S. labor market. This trend could shift consumer spending towards essentials and value, benefiting discount retailers and consumer staples companies.
Published: September 5, 2025
Explore BasketDiscount 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 BasketConsumer Caution: Investing In Value And Staples
A recent drop in consumer sentiment, fueled by persistent inflation, suggests a potential slowdown in consumer spending. This environment could benefit companies that offer essential goods and value, such as consumer staples and discount retailers.
Published: August 20, 2025
Explore BasketConsumer Caution: Value Prevails
A sharp drop in consumer sentiment, driven by persistent inflation fears, signals a potential shift in household spending. This theme focuses on companies poised to benefit as consumers prioritize essential goods and seek value.
Published: August 18, 2025
Explore BasketNavigating The Sportswear Shake-Up
Puma's recent profit warning, driven by U.S. tariffs and weak demand, signals a broader disruption in the sportswear industry. This situation creates a potential opening for rival brands to gain market share and for off-price retailers to benefit from sector-wide inventory challenges.
Published: July 25, 2025
Explore BasketThe Great Retail Price Divide
This collection of stocks represents retailers capitalizing on Amazon's price increases by offering better deals on everyday essentials. These companies were carefully selected by our analysts for their potential to attract budget-conscious shoppers looking for more affordable alternatives.
Published: July 21, 2025
Explore BasketEveryday Essentials
These companies power our daily lives by offering must-have products at wallet-friendly prices. Carefully selected by our analysts, this collection features retail giants with business models built to thrive even when consumers are watching every penny.
Published: June 17, 2025
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