Ross Stores, IncNasdaq: ROST
Consumer Discretionary · Apparel Retail
$228.76
+0.43%
Vol: 1.1M
Research Digest
Friday, May 1, 2026
Ross Stores at $227.88 on strong 42.1% six-month performance amid store expansion plans.
Ross Stores stock closed at $227.88 with +1.2% daily gain and 42.1% gains over six months driven by solid same-store sales and strong return on invested capital. Q4 2025 EPS $2.00 beat estimates of $1.89 by 5.82%. Announced March 2026 opening of 17 new stores (13 Ross Dress for Less, 4 dd's DISCOUNTS) in first wave of fiscal 2026 expansion targeting ~110 new stores (85 Ross, 25 dd's DISCOUNTS) for 5% unit growth. Analyst rating BUY with $246 PT. Next earnings expected May 21, 2026.
Previous Market Intelligence
13 daysApr 30Ross Stores opens 17 new stores and guides for 110 store openings in fiscal 2026.Positive▶
Ross Stores announced the opening of 17 new locations (13 Ross Dress for Less, 4 dd's DISCOUNTS) during February-March 2026. The company plans to open approximately 110 total stores in fiscal 2026 (85 Ross, 25 dd's). Q4 2025 showed strong performance with net income of $646 million and EPS of $2.00, comparable store sales up 9%. For Q1 2026, Ross projects same-store sales growth of 7-8% and EPS of $1.60-$1.67. Full-year FY2026 guidance includes same-store sales growth of 3-4% and EPS of $7.02-$7.36. Analyst consensus is Strong Buy with median price target of $240.
Apr 16Ross Stores beats Q4 expectations; announces 110 new store expansion for fiscal 2026Positive▶
Ross Stores delivered strong Q4 2026 results with EPS of $2.00 and revenue of $6.64B, both exceeding expectations. Same-store sales surged 9% year-over-year, and the company announced a 10% dividend increase. ROST opened 17 new stores in February-March 2026 (13 Ross, 4 dd's DISCOUNTS) and plans approximately 110 new stores total for fiscal 2026 (85 Ross, 25 dd's). Multiple analysts including Deutsche Bank, Jefferies, and Barclays have raised price targets in early 2026. Stock up 42.1% over past six months.
Apr 15Ross Stores opens 17 new locations, raises dividend 10%, and targets 110 store openings for FY2026.Positive▶
Ross reported strong Q4 2026 results with revenue of $6.64B (up 12.2% YoY), marking biggest analyst beat of discount retail cohort. The company opened 17 new stores and targets approximately 110 new openings in 2026. The Board approved 10% dividend increase to $0.445/share. Multiple analysts lifted price targets to $235-$248 range. Stock trades at $220.95 with 13.7% gain since earnings.
Apr 14Ross Stores opens 17 new locations as part of 110-store fiscal 2026 expansion plan amid strong discount retail demand.Positive▶
Ross Stores ramps up expansion with 17 new store openings as part of 110-store fiscal 2026 growth plan. Long-term vision includes 2,900 Ross and 700 dd's locations for ~3,600 total stores. Consensus Buy from 16 analysts with Q1 EPS of $1.65 (+12.24% YoY) and revenue of $5.53B (+10.96% YoY). Stock at $220.95 approaching 52-week highs.
Apr 13Ross Stores Q4 results beat expectations with 9% comp growth and $2.00 EPS; $2.55B buyback authorized.Positive▶
Ross Stores reported strong Q4 2025 results: 9% comparable store sales growth, $2.00 EPS, $6.64B revenue (up 12.2% YoY), and authorization of $2.55B share repurchase plus 10% dividend increase. Company plans ~110 new stores in 2026. Deutsche Bank maintains Buy, UBS raised price target to $181 from $169. Stock broke through major technical resistance levels.
Apr 10Ross Stores opens 17 new locations; company plans 110 total store additions in fiscal 2026 amid strong discount retail demand.Positive▶
Ross Stores opened 17 new locations in early April and plans approximately 110 additional stores in fiscal 2026 (85 Ross, 25 dd's DISCOUNTS) representing 5% unit growth. Analysts forecast Q1 EPS of $1.65 (12.24% YoY growth) and revenue of $5.53 billion (10.96% growth). Q4 2025 showed robust performance with EPS $2.00 and same-store sales surged 9% YoY. Zacks Rank #2 (Buy) rating.
Apr 9Ross Stores stock hits all-time high on strong Q4 earnings and 110-store expansion planPositive▶
Ross Stores reached an all-time high of $222.16 following robust Q4 results with EPS of $2.00 (vs. $1.90 est.) and revenue of $6.64B (vs. $6.42B est.). Same-store sales surged 9% YoY, and the company announced plans to add 110 new stores in fiscal 2026 (approximately 85 Ross and 25 dd's Discounts locations). The stock has delivered a 72% return over the past year. Analysts remain bullish with consensus "Buy" rating, though some flag valuation concerns.
Apr 8Ross Stores Reaches New High on Strong Q4 Earnings and Growth PlansPositive▶
ROST hit 1-year highs following strong Q4 EPS beat at $2.00 vs $1.88 consensus. Deutsche Bank resumed Buy coverage; UBS raised PT to $181 from $169. Company announced $2.55B buyback and 110 new store openings. Stock +0.75% session move despite 2.2% 24h decline. Analyst coverage remains bullish.
Apr 7Ross Stores beats Q4 EPS with 9% comp growth and $2.55B buyback authorization driving strong shareholder returnsPositive▶
Ross Stores delivered strong Q4 results with EPS of $2.00 versus $1.88 consensus, and 9% comparable sales growth. Management announced $2.55B share buyback and 110 new store openings. The company projects $25B revenue by 2028 with 7-8% comp growth outlook for upcoming quarter. Despite strong execution, valuations remain elevated at 33.1x P/E versus 22.3x for peers. Analysts maintain moderate buy consensus with average target of $208.29, but warn of tariff margin pressure and digital presence limitations.
Apr 6Ross Stores targets 110 new store openings in 2026 amid strong discount retail demandPositive▶
Ross Stores accelerates expansion with 17 new store openings in February-March 2026 and plans for ~110 total locations this year (85 Ross, 25 dd's Discounts). Strong Q4 results showed 9% comparable sales growth and $2.00 EPS beat, with $2.55B share repurchase authorization and 10% dividend increase. Management expects 7-8% comp sales growth despite weak consumer sentiment and tariff pressures. Long-term opportunity to grow to 2,900 Ross and 700 dd's Discounts stores (3,600 total). Deutsche Bank resumed with Buy, UBS raised target to $181 from $169. Stock up $1.41 overnight (+0.75%).
Apr 3Ross Stores reports FY2025 sales of $22.75B (+8% YoY), 5% comp store sales growth; opening 110 new stores in 2026.Positive▶
Ross Stores delivered strong fiscal 2025 results with $22.75 billion in sales (up 8%) and diluted EPS of $6.61 (up 8%). Comparable store sales grew 5% driven by higher traffic and larger baskets. Operating margin improved to 11.9%. Ross announced 17 new store openings in February-March and plans 110 total locations in fiscal 2026.
Apr 2Ross Stores delivers strong Q4 with EPS $2.00, authorizes $2.55B buyback, raises dividend 10%, plans 110 new stores in 2026.Positive▶
Ross Stores posted robust Q4 2025 results featuring 9% comparable store sales growth, EPS of $2.00 ahead of expectations, and authorization of a $2.55 billion share repurchase with a 10% dividend increase. The company lifted 2025 sales 8% to $22.75B with 5% comp growth and EPS of $6.61, while expanding to 2,267 stores. For fiscal 2026, ROST expects comps growth of 3-4%, with total sales anticipated to increase 5-7% and EPS of $7.02-$7.36. The company expects operating margin to improve to 12-12.3% from 11.9% reported in fiscal 2025. Ross Stores is ramping up store growth with plans to open approximately 110 new locations in 2026, including about 85 Ross locations and 25 dd's Discounts stores.
Apr 1Ross Stores delivers strong Q4 2025 earnings beat; opens 17 new stores; 2026 expansion targets 110 locations.Positive▶
Ross Stores reported Q4 fiscal 2025 results with total sales growth of 12% and comparable store sales increase of 9%, outperforming guidance. Operating margin of 12.3% exceeded plan. The company announced 110 total new locations in fiscal 2026. Stock reached all-time high of $217.51 with 67.7% one-year return.
Sector Peers
| Company | Price | Day | 1M | Fwd P/E | Beta | Mkt Cap |
|---|---|---|---|---|---|---|
| TJXTJX | $157.03 | +0.18% | -3.1% | 27.6x | 0.73 | $174.1B |
| ROSTROSS | $228.76 | +0.43% | +3.0% | 28.0x | 0.93 | $73.7B |
| AMZNAMAZON.COM | $268.12 | +1.15% | +24.6% | 27.1x | 1.38 | $2.85T |
| TSLATESLA | $390.70 | +2.38% | +8.2% | 150.5x | 1.92 | $1.43T |
| HDHOME | $324.45 | -1.32% | +0.7% | 20.2x | 1.08 | $327.5B |
| MCDMCDONALD | $287.01 | -2.24% | -5.2% | 20.4x | 0.53 | $208.7B |
Key Fundamentals
RSI (14-Day)
52-Week Range
Moving Averages
Price above both MAs — bullish structure.