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ROSTNASDAQ/consumer discretionary

Ross Stores, Inc.

$219.46Down-3.42 (-1.53%)
Research reviewed: 12 juil. 2026, 00:00 UTC
Research overview3-month price contextInvestment thesisKey catalystsLatest earnings researchRecent newsData and research sources

Research overview

Ross Stores, Inc. operates in Apparel Retail within the consumer discretionary sector. This profile tracks its company-specific earnings drivers, valuation conditions, and primary-source risks.

시가
224.97
고가
225.92
저가
218.59
시가총액
703.99억
PER
30.69
52주 최고가
--
배당
0.800%
분기 배당금
--

3-month price context

Le graphique présente la tendance récente sur 3 mois afin de comprendre la structure court terme avant d’ouvrir le workspace complet.

Investment thesis

Base case
Pressure on household budgets can increase demand for branded merchandise at compelling discounts. The base case remains conditional on low-income consumer pressure staying manageable.
Bull case
Pressure on household budgets can increase demand for branded merchandise at compelling discounts. Ross and dd's DISCOUNTS can add stores in underpenetrated U.S. markets. Vendor dislocation can create opportunistic branded buys and faster assortment turns.
Bear case
Rent, food and credit stress can crowd out apparel and home spending. Poor category choices or inventory imbalance can require markdowns and weaken traffic. Store wages, freight and theft can offset buying-margin benefits.
Thesis invalidation
Reassess the thesis if rent, food and credit stress can crowd out apparel and home spending.

Key catalysts

  • Off-price value proposition

    Pressure on household budgets can increase demand for branded merchandise at compelling discounts.

  • Store whitespace

    Ross and dd's DISCOUNTS can add stores in underpenetrated U.S. markets.

  • Merchandise availability

    Vendor dislocation can create opportunistic branded buys and faster assortment turns.

Principal risks

  • Low-income consumer pressure

    Rent, food and credit stress can crowd out apparel and home spending.

  • Merchandising misses

    Poor category choices or inventory imbalance can require markdowns and weaken traffic.

  • Wage and shrink costs

    Store wages, freight and theft can offset buying-margin benefits.

Latest earnings research

Q1 FY2026

Ross Stores' first-quarter update reflected value-focused demand and ongoing store expansion, with merchandising execution and cost discipline shaping profitability.

Valuation interpretation

  • Ross's defensive-value appeal depends on consistent merchandising for a financially constrained customer base.
  • Store growth should be valued against cannibalization, labor needs and the volatility of closeout inventory supply.

Peer research

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Recent news

Zacks · 12시간 전

Is Ross Stores (ROST) Stock Outpacing Its Retail-Wholesale Peers This Year?

Zacks · 3일 전

Why Ross Stores (ROST) Outpaced the Stock Market Today

Zacks · 4일 전

Zacks.com featured highlights include Ross Stores, Suzano, Bilbao Vizcaya Argentaria, Globe Life and AMETEK

24/7 Wall St. · 5일 전

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Zacks · 6일 전

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Zacks · 6일 전

Ross Stores (ROST) Rises As Market Takes a Dip: Key Facts

Data and research sources

Research updated: 12 juil. 2026, 00:00 UTC
3 verified sources
Ross Stores Reports First Quarter ResultsRoss Stores, Inc. · earningsVerified

Fetched: 12/07/2026 0:00:00 UTC

Published: 21/05/2026 00:00:00

Open original source
Ross Stores, Inc. Investor RelationsRoss Stores, Inc. · companyVerified

Fetched: 12/07/2026 0:00:00 UTC

Open original source
Ross Stores, Inc. SEC filingsU.S. Securities and Exchange Commission · filingVerified

Fetched: 12/07/2026 0:00:00 UTC

Published: 21/05/2026 00:00:00

Open original source

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