Ross Stores to Host Q4 2025 Earnings Call in 2026
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 day ago
0mins
Should l Buy ROST?
Source: NASDAQ.COM
- Earnings Call Announcement: Ross Stores Inc. is set to host a conference call on March 3, 2026, at 4:15 PM ET to discuss its Q4 2025 earnings results, aiming to provide investors with the latest financial insights and company developments.
- Investor Access: Investors can access the live webcast by visiting Ross Stores' official website, ensuring that all stakeholders can receive timely key information and participate in the discussion.
- Enhanced Financial Transparency: The upcoming earnings call not only highlights Ross Stores' commitment to financial transparency but also reflects the company's willingness to communicate with investors, aiming to bolster market confidence.
- Future Outlook: By holding regular earnings calls, Ross Stores can better convey its strategic direction and market expectations, thereby attracting more investor interest and engagement in the company's long-term growth.
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Analyst Views on ROST
Wall Street analysts forecast ROST stock price to rise
16 Analyst Rating
13 Buy
3 Hold
0 Sell
Strong Buy
Current: 197.640
Low
142.00
Averages
198.93
High
224.00
Current: 197.640
Low
142.00
Averages
198.93
High
224.00
About ROST
Ross Stores, Inc. is engaged in operating two brands of off-price retail apparel and home fashion stores-Ross Dress for Less (Ross) and dds DISCOUNTS. Ross is the off-price apparel and home fashion chain in the United States, with approximately 1,831 locations in 43 states, the District of Columbia, and Guam. Ross offers in-season, name brand and designer apparel, accessories, footwear, and home fashions for the entire family at savings of 20% to 60% off department and specialty store regular prices every day. Ross target customers are primarily from middle-income households. It also operates approximately 355 dds DISCOUNTS stores in 22 states. dds DISCOUNTS features more moderately-priced in- season, name brand apparel, accessories, footwear, and home fashions for the entire family at savings of 20% to 70% off moderate department and discount store regular prices every day. It operates a total of approximately 2,186 stores.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Ross Stores Projects Strong Earnings Growth for Fiscal 2026
- Earnings Forecast: Ross Stores anticipates earnings per share for fiscal 2026 to range between $7.02 and $7.36, significantly up from $6.61 in fiscal 2025, indicating a robust growth trajectory that boosts investor confidence.
- Share Buyback Program: The Board of Directors has approved a $2.55 billion share buyback program for fiscal years 2026 and 2027, representing a 21% increase from the $2.1 billion repurchase completed in 2024 and 2025, showcasing the company's strong belief in its future performance.
- Q4 Performance Exceeds Expectations: The company reported a 12% increase in total sales for Q4 to $6.6 billion, surpassing the expected $6.37 billion, with earnings per share hitting $2, well above the analyst estimate of $1.9, highlighting its strong market position.
- Market Sentiment Shift: On Stocktwits, retail sentiment around ROST shifted from 'bullish' to 'extremely bullish' in the past 24 hours, with message volume rising from 'normal' to 'extremely high', reflecting heightened investor optimism regarding the company's growth prospects.
See More
Ross Stores Reports Strong Holiday Sales Growth
- Significant Sales Growth: Ross Stores reported a 12% year-over-year sales increase to $6.6 billion in Q4 of fiscal 2025, driven by new store openings and higher sales at existing locations, indicating strong consumer demand for discounted goods.
- Impressive Comparable Sales: Comparable store sales grew by 9% through January, reflecting the company's successful engagement with customers during the holiday season via new marketing campaigns and enhanced in-store experiences, further solidifying its market position.
- Increased Profitability: Adjusted earnings surged by 21% to $2.00 per share, surpassing Wall Street's estimate of $1.91, showcasing the company's success in cost control and value delivery.
- Optimistic Future Outlook: Management projects same-store sales growth of 3% to 4% for fiscal 2026 and raised earnings per share expectations to $7.02 to $7.36, while also announcing a 10% increase in quarterly cash dividends, reflecting confidence in sustainable profit growth ahead.
See More
Ross Stores Reports Strong Holiday Season Results
- Significant Sales Growth: Ross Stores reported a 12% year-over-year increase in sales for Q4 of fiscal 2025, reaching $6.6 billion, driven by new store openings and higher sales at existing locations, showcasing the company's strong performance in the discount retail sector.
- Strong Comparable Sales: As of January, comparable store sales grew by 9%, reflecting customer recognition of the high-value products offered by the company, further solidifying its market position.
- Improved Profitability: Adjusted earnings surged by 21% to $2.00 per share, surpassing Wall Street's expectations of $1.91, demonstrating the company's success in cost control and sales growth.
- Increased Shareholder Returns: Ross Stores raised its quarterly cash dividend by 10% to $0.445 per share and authorized a $2.55 billion stock buyback program, indicating the company's confidence in future growth and commitment to its shareholders.
See More
Ross Stores Reports Strong Q4 Performance with Upbeat Guidance
- Strong Sales Growth: Ross Stores (ROST) reported Q4 revenue of $6.64 billion, exceeding expectations by $200 million, with a GAAP EPS of $2.00, beating estimates by $0.09, indicating robust performance in sales and profitability.
- Conservative Yet Surprising Guidance: While analysts forecasted 7%-8% comparable sales growth, Ross set a seemingly conservative guidance; however, improvements in marketing and in-store experience significantly enhance the likelihood of achieving these targets.
- Strong Market Adaptability: Amidst tightening consumer spending faced by many retailers, Ross Stores has demonstrated a strong ability to grow in both favorable and unfavorable macroeconomic conditions, further boosting investor confidence in its resilience.
- Investment and Challenges: Although heavy investments in new distribution centers may pressure margins, Ross has proven more adept at managing headwinds like tariffs compared to peers, with a 53% year-over-year share price increase reflecting its competitive advantage in the market.
See More
Analysis of TJX Companies' Stock Potential
- Steady Performance: TJX Companies has seen its stock rise approximately 30% over the past year, demonstrating strong performance in the retail market, particularly in the discount retail sector, which is expected to continue attracting investor interest.
- Competitive Advantage: Despite Ross Stores' better-than-expected quarterly results, TJX's scale and negotiating power provide a clear advantage in inventory acquisition, with the CEO indicating a slowdown in purchasing to manage market supply, reflecting confidence in future growth.
- Valuation Debate: TJX's price-to-earnings ratio stands at about 31 times, significantly higher than the S&P 500's 21 times; however, analysts argue that its consistency and best-in-class status justify this premium valuation, further solidifying investor confidence.
- Buyer Capability: With over 1,400 buyers, TJX can prioritize acquiring excess inventory in the market, and the CEO noted that this capability gives the company a competitive edge in pricing, further driving sales growth and market share expansion.
See More
Midday Market Moves: Notable Stock Fluctuations
- CoreWeave Partnership: CoreWeave's stock surged 8% following a multiyear agreement with Perplexity, which will utilize CoreWeave's platform for next-generation inference workloads, enhancing its competitive edge in the cloud market.
- Broadcom Earnings Anticipation: Broadcom shares rose 2% as investors await its fiscal first-quarter earnings report, with analysts projecting earnings of $2.03 per share and revenue of $19.18 billion, indicating strong market confidence in its performance.
- Dow Inc Upgrade Impact: Dow Inc's stock increased by 4% after KeyBanc upgraded its rating from sector weight to overweight, citing that rising oil prices will benefit U.S. ethylene producers, reflecting optimistic market expectations for its profitability.
- Moderna Lawsuit Settlement: Moderna's shares climbed 12% after the company agreed to pay up to $2.25 billion to settle a lawsuit with Arbutus Biopharma and Genevant Sciences over a Covid vaccine patent, demonstrating proactive legal risk management.
See More
Ross Stores Projects Strong Earnings Growth for Fiscal 2026
- Earnings Forecast: Ross Stores anticipates earnings per share for fiscal 2026 to range between $7.02 and $7.36, significantly up from $6.61 in fiscal 2025, indicating a robust growth trajectory that boosts investor confidence.
- Share Buyback Program: The Board of Directors has approved a $2.55 billion share buyback program for fiscal years 2026 and 2027, representing a 21% increase from the $2.1 billion repurchase completed in 2024 and 2025, showcasing the company's strong belief in its future performance.
- Q4 Performance Exceeds Expectations: The company reported a 12% increase in total sales for Q4 to $6.6 billion, surpassing the expected $6.37 billion, with earnings per share hitting $2, well above the analyst estimate of $1.9, highlighting its strong market position.
- Market Sentiment Shift: On Stocktwits, retail sentiment around ROST shifted from 'bullish' to 'extremely bullish' in the past 24 hours, with message volume rising from 'normal' to 'extremely high', reflecting heightened investor optimism regarding the company's growth prospects.
See More
Ross Stores Reports Strong Holiday Sales Growth
- Significant Sales Growth: Ross Stores reported a 12% year-over-year sales increase to $6.6 billion in Q4 of fiscal 2025, driven by new store openings and higher sales at existing locations, indicating strong consumer demand for discounted goods.
- Impressive Comparable Sales: Comparable store sales grew by 9% through January, reflecting the company's successful engagement with customers during the holiday season via new marketing campaigns and enhanced in-store experiences, further solidifying its market position.
- Increased Profitability: Adjusted earnings surged by 21% to $2.00 per share, surpassing Wall Street's estimate of $1.91, showcasing the company's success in cost control and value delivery.
- Optimistic Future Outlook: Management projects same-store sales growth of 3% to 4% for fiscal 2026 and raised earnings per share expectations to $7.02 to $7.36, while also announcing a 10% increase in quarterly cash dividends, reflecting confidence in sustainable profit growth ahead.
See More
Ross Stores Reports Strong Holiday Season Results
- Significant Sales Growth: Ross Stores reported a 12% year-over-year increase in sales for Q4 of fiscal 2025, reaching $6.6 billion, driven by new store openings and higher sales at existing locations, showcasing the company's strong performance in the discount retail sector.
- Strong Comparable Sales: As of January, comparable store sales grew by 9%, reflecting customer recognition of the high-value products offered by the company, further solidifying its market position.
- Improved Profitability: Adjusted earnings surged by 21% to $2.00 per share, surpassing Wall Street's expectations of $1.91, demonstrating the company's success in cost control and sales growth.
- Increased Shareholder Returns: Ross Stores raised its quarterly cash dividend by 10% to $0.445 per share and authorized a $2.55 billion stock buyback program, indicating the company's confidence in future growth and commitment to its shareholders.
See More
Ross Stores Reports Strong Q4 Performance with Upbeat Guidance
- Strong Sales Growth: Ross Stores (ROST) reported Q4 revenue of $6.64 billion, exceeding expectations by $200 million, with a GAAP EPS of $2.00, beating estimates by $0.09, indicating robust performance in sales and profitability.
- Conservative Yet Surprising Guidance: While analysts forecasted 7%-8% comparable sales growth, Ross set a seemingly conservative guidance; however, improvements in marketing and in-store experience significantly enhance the likelihood of achieving these targets.
- Strong Market Adaptability: Amidst tightening consumer spending faced by many retailers, Ross Stores has demonstrated a strong ability to grow in both favorable and unfavorable macroeconomic conditions, further boosting investor confidence in its resilience.
- Investment and Challenges: Although heavy investments in new distribution centers may pressure margins, Ross has proven more adept at managing headwinds like tariffs compared to peers, with a 53% year-over-year share price increase reflecting its competitive advantage in the market.
See More
Analysis of TJX Companies' Stock Potential
- Steady Performance: TJX Companies has seen its stock rise approximately 30% over the past year, demonstrating strong performance in the retail market, particularly in the discount retail sector, which is expected to continue attracting investor interest.
- Competitive Advantage: Despite Ross Stores' better-than-expected quarterly results, TJX's scale and negotiating power provide a clear advantage in inventory acquisition, with the CEO indicating a slowdown in purchasing to manage market supply, reflecting confidence in future growth.
- Valuation Debate: TJX's price-to-earnings ratio stands at about 31 times, significantly higher than the S&P 500's 21 times; however, analysts argue that its consistency and best-in-class status justify this premium valuation, further solidifying investor confidence.
- Buyer Capability: With over 1,400 buyers, TJX can prioritize acquiring excess inventory in the market, and the CEO noted that this capability gives the company a competitive edge in pricing, further driving sales growth and market share expansion.
See More
Midday Market Moves: Notable Stock Fluctuations
- CoreWeave Partnership: CoreWeave's stock surged 8% following a multiyear agreement with Perplexity, which will utilize CoreWeave's platform for next-generation inference workloads, enhancing its competitive edge in the cloud market.
- Broadcom Earnings Anticipation: Broadcom shares rose 2% as investors await its fiscal first-quarter earnings report, with analysts projecting earnings of $2.03 per share and revenue of $19.18 billion, indicating strong market confidence in its performance.
- Dow Inc Upgrade Impact: Dow Inc's stock increased by 4% after KeyBanc upgraded its rating from sector weight to overweight, citing that rising oil prices will benefit U.S. ethylene producers, reflecting optimistic market expectations for its profitability.
- Moderna Lawsuit Settlement: Moderna's shares climbed 12% after the company agreed to pay up to $2.25 billion to settle a lawsuit with Arbutus Biopharma and Genevant Sciences over a Covid vaccine patent, demonstrating proactive legal risk management.
See More
