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TickerTalks›$ROST
ROROST

Ross Stores, Inc.

Strong FundamentalsStrong FundamentalsRevenue growing 21% YoYStreet coverage with positive forward estimatesConsistent chatter on X (418/wk), no spike
$ROST·$71B·Apparel - Retail·Consumer Cyclical
$225.81+2.2%YTD+22.3%1Y+77.0%
Mentions · last 7 days
2026-07-09: 67 posts2026-07-10: 86 posts2026-07-11: 37 posts2026-07-12: 74 posts2026-07-13: 107 posts2026-07-14: 30 posts2026-07-15: 35 posts438+37%
Price updated 8h ago·X counts updated 7h ago
ROROST
$ROSTRoss Stores, Inc.
$225.81+2.21%438 posts+37%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $ROST, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersWinding up for a moveAI verdict · as of 2026-07-14

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Ross Stores up 67% in 12 months on the discount-retail rotation — Q2 in 37 days into a fresh 52-week high setup.

Ross Stores is the off-price apparel and home-goods retailer running with the discount-retail rotation trade. Up 21.5% YTD at 80% of the 52-week range with Deutsche Bank at a $257 target after the Q1 beat, this is a real-business coiling setup.

  • The reported mechanics are compounder-plus-comp-recovery: Q1 revenue grew 20.6% YoY to $6.01B with 30% gross margin and 13% operating margin, and consensus has FY26 EPS at $6.52 rising to $7.82 in FY27 — the +17% comp print is exceptional discount-retail execution.
  • The Q1 beat was clean: EPS of $2.02 vs $1.73 consensus (16.8% beat), revenue up 20.6% YoY — the Q2 guide raise + FY27 EPS guide above consensus supports the compounder path.
  • Valuation is priced-in but supported: at 32x TTM P/E for a business with 19% ROIC and 38% ROE, this is at the top of the historical band but the fundamentals continue to validate.
  • Deutsche Bank's Buy at $257 and the fresh 52-week high are the sell-side + technical validation for the setup — real institutional-positioning tailwind.

The path if it works is the Aug 20 Q2 print landing above $1.90 EPS with comparable-sales growth above 5%, a firm FY27 revenue guide above $25B, and no fresh consumer-discretionary weakness — that turns 80%-of-range into a real move toward $260. A soft comp print, a Buffet-vs-value shift signal, or an unexpected consumer-discretionary weakening is what caps this at $220.

Agrees with X sentimentAgrees with the Q1-beat + fresh-highs framing — the +17% comp, Deutsche Bank Buy at $257, and 80%-of-range setup all check out. The +67% 12M return has the discount-retail rotation firmly on ROST's side.

What to watch: Aug 20 Q2 earnings: EPS above $1.90, comparable-sales growth above 5%, firm FY27 revenue guide above $25B, and no fresh consumer-discretionary weakness turns 80%-of-range into a move toward $260. Soft comp print, Buffett-vs-value shift, or consumer-discretionary weakening caps this at $220.

On the calendar: 2026-08-20 — Q2 earnings

float missingbeta missing

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment7 posts analyzed · as of 2026-05-29

Conversation is bullish on Ross Stores after the Q1 print: EPS of $2.02 beat the $1.73 consensus by $0.29, revenue rose 20.6% YoY to $6.01B, and management guided Q2 and FY27 EPS above consensus. Posters cite a +17% comp, Deutsche Bank raising the PT to $257 from $253 (Buy), and a fresh 52-week high. Discount retailers and value-focused names continue gaining traction.

Read the AI verdict + X sentiment for $ROST

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Operates Ross Dress for Less and dd's Discounts off-price stores buying excess inventory at steep discounts; treasure-hunt retail model.

Industry overviewAI analysisGenerated by AI from underlying data

Where Apparel - Retail sits in its cycle right now — and what that implies for $ROST.

Apparel - Retail · Consumer Cyclical

No material change from last week — TJX is being called 'Retail's Apex Predator' feasting on inflation, with excess inventory from full-price retailers expanding TJX's buying opportunity.

What this means for $ROST

Direct beneficiary — Operates Ross Dress for Less and dd's Discounts off-price stores buying excess inventory at steep discounts; treasure-hunt retail model; core operations sit in the path of the off-price market share gains from excess inventory liquidation.

Industry benchmark

12-name peer basket
+0.3%YTD
+50.8%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
31.7How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
19.1%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
12.2%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
3.6%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
3.1Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
38.4%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
28.3%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.7Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026May 21, 2026$2.02$1.73+16.8%
Q4 2025Mar 3, 2026$2.00$1.90+5.3%
Q3 2025Nov 20, 2025$1.58$1.42+11.3%
Q2 2025Aug 21, 2025$1.56$1.53+2.0%
Next earningsThu, Aug 20·consensus EPS $1.90

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$6.0B+20.6%29.6%13.4%$2.04$627.1M
Q4 FY25$6.6B+12.2%28.0%12.3%$2.02$920.8M
Q3 FY25$5.6B+10.4%28.0%11.6%$1.59$617.8M
Q2 FY25$5.5B+4.6%27.6%11.5%$1.57$466.6M

Forward consensus

5-year forecast · up to 14 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$22.5B$22.4B – $22.7B$6.52$6.45 – $6.6011
FY27$25.1B$23.7B – $25.5B$7.82$7.72 – $7.8814
FY28$26.7B$25.1B – $27.5B$8.61$8.43 – $8.7813
FY29$28.4B$28.4B – $28.5B$9.42$8.64 – $10.767
FY30$27.9B$26.8B – $28.6B$9.31$8.83 – $9.635

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.7×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.85%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+0.8%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+14.6%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellMar 26William W SheehanCFO4.9K sh$1.1MSellMar 25Karen SykesPresident5.5K sh$1.2MSellMar 25Michael J. HartshornCOO15.8K sh$3.4MSellMar 24Karen FlemingPRES, CMO ROSS DRESS FOR LESS7.0K sh$1.5MSellMar 24Michael J. HartshornCOO6.1K sh$1.3MSellMar 24Stephen C BrinkleyPresident4.2K sh$884KSellMar 10Karen SykesPresident2.6K sh$547KSellMar 10Patricia H MuellerDirector1.9K sh$401K
+ 32 other (21 awards · 7 inkinds · 4 gifts) in window

See when $ROST insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KShareholder voteMay 278-K — Item 5.07: Shareholder vote
AI summary

Ross Stores, Inc. held its Annual Meeting of Stockholders on May 20, 2026 via virtual meeting, with common stockholders voting on four matters: election of 9 directors to one-year terms, ratification of the independent auditor, and other proposals. All 9 nominees were elected. This is a routine annual meeting governance disclosure for the off-price retail chain.

+ 11 other (2 earnings 8-Ks · 2 13Gs · 2 proxys · 1 10-Q) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Is Ross Stores (ROST) Stock Outpacing Its Retail-Wholesale Peers This Year?zacks.com·3d agoWhy Ross Stores (ROST) Outpaced the Stock Market Todayzacks.com·5d agoBuy 5 High ROE Stocks as Markets Get Embroiled in Middle-East Woeszacks.com·7d agoBest Growth Stocks to Buy for July 8thzacks.com·8d agoTop 50 High-Quality Dividend Growth Stocks For July 2026seekingalpha.com·8d ago

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Voices on X · last 7 days

No standout posts about $ROST on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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