ROSTRoss Stores, Inc.
Earnings Recap
• Reported GAAP EPS of $2.02 up 12.22% YoY • Reported revenue of $6.64B up 12.23% YoY • Ross Stores, Inc. forecasts Q1 fiscal 2026 comparable store sales to increase 7% to 8% and earnings per share to be $1.60 to $1.67. For fiscal 2026, EPS is projected at $7.02 to $7.36.
Bullish
Ross Stores, Inc. delivered strong Q4 fiscal 2025 sales and EPS exceeding guidance, with total sales up 12% and comparable store sales up 9%. The company also increased its stock repurchase authorization and quarterly dividend.
Bearish
Ross Stores, Inc. faces ongoing macroeconomic challenges, including inflation and consumer uncertainty. The company also navigates high competitive pressures and risks from supply chain disruptions and unexpected shifts in consumer preferences.