Ross Stores (ROST) reported a strong fourth quarter for CY2025, surpassing Wall Street's revenue and EPS expectations.
The off-price retailer posted sales of $6.64 billion, a 12.2% year-over-year increase, beating estimates by 3.2%. GAAP EPS reached $2, exceeding consensus by 4.9%.
A significant highlight was the 9% rise in same-store sales, a notable acceleration from the prior year. This robust performance, coupled with an increase in store count to 2,267 locations, drove the stock up 6.1% immediately following the announcement.
While revenue and EPS were strong, the company's Adjusted EBITDA of $820.8 million missed analyst estimates by 9.4%, leading the article to characterize the quarter as "mixed." Despite this, the strong top-line growth and positive same-store sales indicate resilient consumer demand for value offerings, positioning Ross Stores favorably in the current retail landscape.
Originally reported as: “Ross Stores Fourth-Quarter Sales Rise as Traffic Picks Up”