ROST

Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Ross Stores (ROST) is back in focus after Zacks assigned the stock its highest Rank of #1, as full year earnings estimates moved 5.7% higher over the past 3 months. See our latest analysis for Ross Stores. At a recent share price of US$219.46, Ross Stores has given investors a year to date share price return of 20.09%, while the 1 year total shareholder return stands at 68.83%, pointing to strong longer term momentum despite a 30 day share price decline of 8.61%. If Ross Stores has you thinking about where else momentum and fundamentals might be lining up, this is a good moment to uncover 18 top founder-led companies After a strong 1 year run and a recent pullback, Ross Stores trades at a discount of about 17% to the average analyst target. Is that a sign the market is too cautious, or exactly right? Based on the most followed narrative, Ross Stores is priced below an assessed fair value of about $256.18, with that view built on detailed long term earnings and margin assumptions. Read the complete narrative. Curious what kind of store growth, margin levels, and earnings profile are baked into that fair value for Ross Stores? The narrative leans on specific growth rates, tighter cost discipline, and a premium earnings multiple that is usually reserved for faster growing sectors. Want to see exactly which assumptions have to hold for that $256.18 figure to stack up? Result: Fair Value of $256.18 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, Ross Stores still faces pressure from tariffs and distribution costs, as well as the risk that rapid store expansion could lead to saturation and weaker same store sales. Find out about the key risks to this Ross Stores narrative. The first narrative frames Ross Stores as about 14.3% undervalued relative to a fair value of US$256.18, but the picture shifts when you look at the current P/E ratio of 30.4x. That compares with 24.6x for peers, 20x for the US Specialty Retail industry, and a fair ratio of 19.9x. This comparison suggests investors are already paying a clear premium that could limit upside if expectations cool. See what the numbers say about this price — find out in our valuation breakdown. With sentiment on Ross Stores...

TimesSquare Capital Management, an equity investment management company, released its “U.S. Mid Cap Growth Strategy” first-quarter 2026 investor letter. A copy of the letter can be downloaded here. The Strategy fell 7.72% (net) in the quarter compared to -6.35% for the Russell Midcap Growth Index. In the first quarter, markets navigated geopolitical tensions and economic resilience alongside temporary global tariffs. High oil prices and supply chain disruptions followed U.S. and Israeli involvement in Iran, prompting a shift to safer assets and a reevaluation of supply chains and energy dependencies. Central banks maintained steady policies despite energy-driven inflation. In this environment, the Strategy remains focused on disciplined management teams with durable competitive advantages. Please review the Strategy’s top five holdings to gain insights into their key selections for 2026. In its first-quarter 2026 investor letter, TimesSquare Capital U.S. Mid Cap Growth Strategy highlighted Ross Stores, Inc. (NASDAQ:ROST) as one of its leading contributors. Ross Stores, Inc. (NASDAQ:ROST) is a US-based off-price retail apparel and home fashion store operator. On June 29, 2026, Ross Stores, Inc. (NASDAQ:ROST) stock closed at $208.83 per share. One-month return of Ross Stores, Inc. (NASDAQ:ROST) was -6.70%, and its shares gained 60.68% over the past 52 weeks. Ross Stores, Inc. (NASDAQ:ROST) has a market capitalization of $66.99 billion. TimesSquare Capital U.S. Mid Cap Growth Strategy stated the following regarding Ross Stores, Inc. (NASDAQ:ROST) in its Q1 2026 investor letter: Ross Stores, Inc. (NASDAQ:ROST) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 83 hedge fund portfolios held Ross Stores, Inc. (NASDAQ:ROST) at the end of the first quarter, up from 71 in the previous quarter. While we acknowledge the potential of Ross Stores, Inc. (NASDAQ:ROST) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. In another article, we covered Ross Stores, Inc. (NASDAQ:ROST) and shared billionaire Steven Cohen’s top dividend stock picks. In addition, please ch...

Earnings results often indicate what direction a company will take in the months ahead. With Q1 behind us, let’s have a look at Ross Stores (NASDAQ:ROST) and its peers. Discount retailers understand that many shoppers love a good deal, and they focus on providing excellent value to shoppers by selling general merchandise at major discounts. They can do this because of unique purchasing, procurement, and pricing strategies that involve scouring the market for trendy goods or buying excess inventory from manufacturers and other retailers. They then turn around and sell these snacks, paper towels, toys, clothes, and myriad other products at highly enticing prices. Despite the unique draw and lure of discounts, these discount retailers must also contend with the secular headwinds of online shopping and challenged retail foot traffic in places like suburban strip malls. The 5 discount retailer stocks we track reported a very strong Q1. As a group, revenues beat analysts’ consensus estimates by 3.3% while next quarter’s revenue guidance was 2.2% above. While some discount retailer stocks have fared somewhat better than others, they have collectively declined. On average, share prices are down 4.5% since the latest earnings results. Selling excess inventory or overstocked items from other retailers, Ross Stores (NASDAQ:ROST) is an off-price concept that sells apparel and other goods at prices much lower than department stores. Ross Stores reported revenues of $6.01 billion, up 20.6% year on year. This print exceeded analysts’ expectations by 6.6%. Overall, it was a stunning quarter for the company with EPS guidance for next quarter exceeding analysts’ expectations and a solid beat of analysts’ EBITDA estimates. Jim Conroy, Chief Executive Officer, commented, "We achieved outstanding sales and earnings results in the first quarter with superb execution throughout the business, especially the transition of our Spring assortment. Momentum was solid throughout the quarter, with broad-based strength across the business. Customer traffic was the primary driver of the strong sales trend as compelling merchandise assortments, higher customer acquisition and engagement from our ongoing marketing initiatives, and an improved in‑store experience are resonating with shoppers. We believe our results also benefited from higher consumer spending related to tax refunds." Ross Stor...

Interested in Ollie's Bargain Outlet Holdings, Inc.? Here are five stocks we like better. Ollie's Bargain Outlet beat first-quarter earnings expectations by 4 cents per share but missed revenue estimates by roughly $2.7 million. Ollie's shares have fallen nearly 26% over the past year, significantly underperforming discount peers Ross Stores, Burlington, and TJX Companies. Seventeen analysts covering Ollie's hold a consensus Moderate Buy rating, with an average 12-month price target of roughly $125, implying more than 40% upside. Consumers have continued to seek out bargains as higher prices for everyday necessities have strained many household budgets. For years, Ollie's Bargain Outlet (NASDAQ: OLLI) was a big beneficiary of the trend, with shares climbing to an all-time high last summer as investors embraced the discount retailer's value-focused model. → Father's Day Investing: 3 Stocks Built for Long-Term Returns Since then, however, the stock has pulled back sharply. Despite a series of earnings beats and strong stock performance from many of its discount retail peers, investors have remained cautious on Ollie's, raising questions about what it will take for the stock to regain momentum. Ollie's most recent earnings report did little to stoke investor enthusiasm for the stock. On June 3, the company reported first-quarter earnings of 91 cents per share, increasing from 75 cents per share in the year-ago period and topping Wall Street expectations by 4 cents. The quarter marked another earnings beat for the company, extending its streak of better-than-expected earnings. → 3 AI Stocks With Moats That Could Outlast Summer Volatility Revenue came in at approximately $659 million, up more than 14% from the prior-year period, but roughly $2.7 million shy of analyst expectations. While Ollie's has continued to deliver year-over-year sales growth, revenue has not consistently exceeded Wall Street expectations. Comparable-store sales increased 1.7% during the quarter, while gross margin expanded 80 basis points to 41.9%, exceeding the company's expectations. Ollie's continued to expand its footprint, opening 27 new stores during the quarter. The company also repurchased $53 million of stock during the period. → Goldman’s S&P 500 Target Looks More Reachable After the Latest Rally Despite the solid results, the company said it faced headwinds as the quarter progres...

Investors were spooked by the prospect that Five Below's growth rate might have reached its peak. Five Below stock sank 14% on Thursday, according to MarketSurge. Meanwhile, adjusted earnings per share were $2.22, 25% above the $1.77 looked for by Wall Street.

Interested in Burlington Stores, Inc.? Here are five stocks we like better. Burlington Stores reported adjusted EPS of $2.01, a 26% increase year over year, marking its 14th consecutive quarter of double-digit earnings growth. Despite beating estimates and raising full-year guidance, BURL shares initially fell nearly 8% after the report, reflecting elevated investor expectations. Burlington's post-earnings decline contrasted with peers TJX and Ross Stores, whose shares rose more than 5% and 8%, respectively, after their own strong results. Burlington Stores Inc. (NYSE: BURL) delivered another better-than-expected quarter on May 28, marking its 14th consecutive quarter of double-digit earnings growth. The company also raised its full-year outlook as off-price retailers continue to benefit from demand among budget-conscious consumers seeking bargains. Still, it wasn't enough to satisfy investors, as shares fell sharply following the report. → Best Buy’s AI Laptop Boost Sparks Hope for a BBY Turnaround For the quarter, the company reported adjusted earnings per share (EPS) of $2.01, an increase of 26% from year-ago earnings of $1.60 and well above Wall Street’s expectations of $1.77 per share. Revenue rose 14% year over year (YOY) to $2.86 billion, topping analyst estimates by more than $57 million. Comparable-store (comp) sales increased 6% YOY, above the company’s guided range of 2% to 4%, while gross margin expanded 30 basis points to 44.1% of net sales. → 3 Up-and-Coming Stocks That Could Be the Next NVIDIA On the earnings call, Chief Executive Michael O’Sullivan noted, “These results add to an already very impressive track record of consistently converting sales growth into strong margin expansion and earnings flow-through,” noted Chief Executive Michael O’Sullivan on the earnings call. The company also issued second-quarter guidance and raised its full-year sales and earnings outlook. For Q2, Burlington expects comp sales growth of 1% to 3%, with total sales increasing 10% to 12%. Operating margin is expected to expand 30 to 60 basis points YOY, while adjusted EPS is forecast to be between $2.05 and $2.20. → These 3 CLO ETFs Target a Niche Corner of the Fixed-Income Market For the full year, Burlington now expects comp sales growth of 2% to 4%, up from prior guidance of 1% to 3%. Total sales are expected to rise 9% to 11%, up from the prior outlook of 8%...

On Thursday, Dollar Tree stock jumped almost 20% after beating analyst expectations for revenue and earnings.

Ross Stores delivered a first quarter that met the high end of management’s expectations, with sequential sales improvements as a notable trend. CEO James Conroy highlighted momentum in categories such as cosmetics and consistent performance from the dd’s DISCOUNTS brand, while also pointing to execution in inventory management. The company credited opportunistic inventory buys and a flexible merchandising approach for its ability to capitalize on closeouts, helping offset the impact of a volatile external environment. Management also noted that geographic performance was balanced, with the Southeast emerging as the best-performing region during the period. Is now the time to buy ROST? Find out in our full research report (it’s free). Revenue: $6.01 billion vs analyst estimates of $5.64 billion (20.6% year-on-year growth, 6.6% beat) EPS (GAAP): $2.02 vs analyst estimates of $1.72 (17.6% beat) Adjusted EBITDA: $936.6 million vs analyst estimates of $830.7 million (15.6% margin, 12.7% beat) EPS (GAAP) guidance for the full year is $7.62 at the midpoint, beating analyst estimates by 2.7% Operating Margin: 13.4%, up from 12.2% in the same quarter last year Locations: 2,282 at quarter end, up from 2,205 in the same quarter last year Same-Store Sales rose 17% year on year (0% in the same quarter last year) Market Capitalization: $75.21 billion While we enjoy listening to the management’s commentary, our favorite part of earnings calls is the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention. Matthew Boss (JPMorgan) asked about the drivers behind the improvement in comps as the quarter progressed. CEO James Conroy pointed to broad-based departmental strength and noted that April saw improvement, in line with the company’s guidance, but was reserved and did not specifically highlight 'especially strong transaction and basket trends.' Lorraine Hutchinson (Bank of America) inquired about the gross margin impact from tariffs and whether the effect would moderate later in the year. COO Michael Hartshorn explained that Q2 margin pressure reflects goods already in transit during tariff hikes, with more visibility needed for the back half. Mark Altschwager (Baird) asked about potential supply chain gaps and inventory availability du...

Interested in Burlington Stores, Inc.? Here are five stocks we like better. Burlington beat first-quarter expectations with adjusted EPS of $2.10, up 26% year over year, while total sales rose 14% and comparable store sales increased 6%, well above guidance. Management credited broad-based demand, strong markdown execution and supply chain productivity. Margins improved despite headwinds, with gross margin up 30 basis points to 44.1% and adjusted EBIT margin at 6.3%, ahead of expectations. The company said stronger sales and disciplined inventory management more than offset cost pressures. Full-year guidance was raised as Burlington passed through all of its first-quarter upside, now expecting sales growth of 9% to 11% and adjusted EPS of $11.45 to $11.80. The retailer also boosted its store expansion plan and said it remains bullish on demand for off-price value. Ross Stores Earnings Beat Sends Stock To New Highs Burlington Stores (NYSE:BURL) reported stronger-than-expected fiscal first-quarter results, with executives saying the off-price retailer benefited from broad-based comp growth, better markdown execution and supply chain productivity. Chief Executive Officer Michael O'Sullivan said the company delivered a 26% increase in adjusted earnings per share, marking what he called Burlington's 14th consecutive quarter of double-digit earnings growth. Total sales rose 14% in the quarter, while comparable store sales increased 6%, above the company's prior guidance range of 2% to 4%. → Rocket Lab Keeps Making Headlines and Highs—Here's What's Driving the Latest Move Wall Street Loves TJX, But Is the Stock Still a Good Deal for Investors? "This track record demonstrates our ability to consistently convert higher sales into margin expansion, thereby driving very strong earnings flow-through," O'Sullivan said. Executive Vice President and Chief Financial Officer Kristin Wolfe said first-quarter adjusted EPS was $2.10, above Burlington's guidance range of $1.60 to $1.75. Adjusted EBIT margin was 6.3%, up 20 basis points from the prior year and ahead of guidance that had called for a 60- to 100-basis-point decline. → Quantum Stocks Just Got a Lifeline—Who Benefits Most? 3 ETFs That Could Benefit as Consumers Tighten Their Budgets O'Sullivan said first-quarter comp trends were "broad-based across businesses and geographies," with particular strength in ladies' appa...

Interested in Target Corporation? Here are five stocks we like better. Walmart, Home Depot, and other retailers say consumers remain active but increasingly price-sensitive. Buy-Now-Pay-Later delinquencies are rising sharply, signaling growing financial stress among lower-income consumers. Investors may need a more selective approach toward retail and consumer-facing stocks in a bifurcated economy. The stock market and the economy are not the same thing, but in 2026, they share one trait: skepticism. Despite blockbuster earnings reports from companies like NVIDIA (NYSE: NVDA), Palantir Technologies (NASDAQ: PLTR), and Alphabet (NASDAQ: GOOGL), this may be the most reluctant bull market in history. That doesn’t mean investors are leaving the market, but the concentration of market winners is still not broadly expanding to other sectors. The recent retail earnings reports aren’t going to change that. On the surface, the consumer looks resilient. The retail sales data continues to at least meet, if not exceed, expectations. However, all may not be as it seems. Retail giants like Walmart Inc. (NASDAQ: WMT), Home Depot (NYSE: HD) and TJX Companies (NYSE: TJX) have been telling a cautious story. → Voya Financial Grows Earnings Across All 3 Business Segments Consumers are still spending, but with real intentionality. And since investors are also consumers, it may be getting harder to separate the two. The investor deciding whether to add a retail stock to their portfolio and the shopper deciding whether to remodel their kitchen are, increasingly, the same person making the same calculation: is now the right time to commit? The word "choiceful" has become part of the retail lexicon. Walmart used it explicitly on its Q1 earnings call to describe a customer who is still showing up but making sharper trade-offs at every price point. Management also pointed to consumers shifting toward private-label brands, even among higher-income consumers. → SpaceX Gets the Attention, But These 4 Stocks Could Get the Returns Home Depot offered one of the more telling data points of the earnings season: same-store sales growth remained modest, with customers completing smaller repair and maintenance projects while continuing to defer large remodels. Lowe's (NYSE: LOW) also spoke of a consumer who is engaged but not confident. Both stocks have held up reasonably well because repair-and...

Interested in Ross Stores, Inc.? Here are five stocks we like better. Ross Stores delivered another strong earnings beat in the first quarter, as broad-based customer traffic growth helped drive a 21% jump in revenue and a 17% increase in comparable store sales. The company issued upbeat second-quarter guidance and raised its full-year outlook after reporting stronger-than-expected margins and earnings in the first quarter. While analysts see more limited upside after the stock’s massive multiyear rally, the latest earnings beat and raised guidance helped push shares to a new all-time high following the report. Ross Stores Inc. (NASDAQ: ROST) demonstrated once again that bargain hunting is alive and well in today's economy. The off-price retailer posted strong first-quarter results on May 21 as higher customer traffic across the board helped drive growth. The results also extended the company's streak of better-than-expected earnings and helped reignite momentum in the stock. → Voya Financial Grows Earnings Across All 3 Business Segments Shares, which had pulled back recently as investors took a breather after an impressive run, rose nearly 7% and hit a new all-time high following the report. Revenue for the quarter rose 21% year over year to $6.01 billion, topping analyst estimates by $369 million. Comparable store sales increased 17% from the prior-year period. Customer traffic was the primary driver of the strong sales trend, though the company said higher tax refunds also helped support consumer spending. → SpaceX Gets the Attention, But These 4 Stocks Could Get the Returns On the earnings call, Chief Executive James Conroy said the increase in traffic was broad-based among demographic groups. "We saw healthy increases in customer count on a comp store basis across income levels, ethnicities, and all age groups, including the young customers." The strong sales performance also helped drive meaningful margin expansion. Operating margin came in at 13.4%, well above the company's estimate of 11.8% to 12.1%. Net income rose to $650 million from $479 million last year, while earnings per share increased to $2.02 from $1.47 in the prior-year period, and easily topped Wall Street expectations of $1.73 per share. → 3 Rare Earth Stocks That Win No Matter What China Does Next Ross Stores also provided upbeat second-quarter guidance and raised its full-year outlook...

Ross Stores earnings growth accelerated again after strong results from off-price peer TJX, after Walmart warned on Q2 amid high gas prices.