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ROROST

Ross Stores, Inc.

$ROST·$73B·Apparel - Retail·Consumer Cyclical
$236.89+0.9%YTD+25.0%1Y+49.6%
Price updated 14m ago·X counts updated 5d ago
ROROST
$ROSTRoss Stores, Inc.
$236.89+0.88%82 posts1×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $ROST on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

82X posts · last 7 days
Sep 28Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $ROST's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 65% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data5 posts analyzed · as of 2026-09-01

Ross Stores sentiment leans bullish, with the stock making about 3x the S&P 500 return over the past year and printing a series of higher-low pullbacks that keep getting bought. Chartists frame $240 as a launchpad toward $260-280 and note the trend line getting steeper. The lone bear voice is McGough reiterating sell calls on TJX and ROST, but the tape is going the other way.

Read what X is saying about $ROST

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $ROST — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersAcceleratingAI verdict · as of 2026-10-02

The move is getting stronger, with heavier trading behind it.

Ross Stores up 30% YTD — 21% revenue growth, 12% operating margin, higher-low pullbacks keep getting bought.

Ross Stores operates Dress for Less and dd's DISCOUNTS off-price retail chains — a specific category winner alongside TJX and Burlington. The stock is up 30% YTD and 79% of its 52-week range on specific operational and chart catalysts.

  • The P&L is accelerating: revenue grew 20.6% YoY to $6.01B last quarter at a 12.2% operating margin and EPS $2.04 — strong growth with mid-teens margins and specific operational-leverage characteristics.
  • The specific technical setup: ROST making about 3x the S&P 500 return over the past year, printing higher-low pullbacks that keep getting bought, with $240 as a launchpad toward $260-$280.
  • Insider selling is clear: CEO Conroy's $11.3M sale at $229.48, officer Brinkley's $1.47M, and officer Fleming's $209K F-InKind — the McGough sell-call voice is the honest sell-side counter.

Accelerating holds while off-price retail trends extend and ROST maintains category-leader positioning. A soft Nov 19 earnings print on comparable sales, or any specific commentary on freight-cost inflation, is what cools the move; a comp growth above 3% plus a FY27 EPS guide above $8 is what extends the breakout toward the $280 target.

Agrees with X sentimentX bulls on ROST making 3x the S&P 500 return, higher-low pullbacks getting bought, $240 as launchpad toward $260-$280, and the trend line getting steeper have the specific technical setup correct — the lone McGough sell-call voice is the honest counter.

What to watch: Nov 19 earnings — comparable sales growth above 3%, freight-cost inflation commentary, FY27 EPS guide, operating margin trajectory. A soft comp print or freight-cost commentary is what cools the breakout.

On the calendar: 2026-11-19 — Q3 FY26 earnings

Read the AI verdict on $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)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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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 — Off-price retailers are the structural winners as value-conscious consumers trade down.

What this means for $ROST

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

Industry benchmark

10-name peer basket
-3.0%YTD
+25.1%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
Q2 2026Aug 20, 2026$2.66$1.95+36.4%
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%
Next earningsThu, Nov 19·consensus EPS $1.84

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 15 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$22.5B$22.4B – $22.7B$6.52$6.45 – $6.6011
FY27$25.7B$25.1B – $25.8B$8.46$8.45 – $8.4915
FY28$27.5B$27.0B – $27.9B$9.01$8.52 – $9.3015
FY29$29.2B$28.7B – $30.2B$9.96$9.09 – $11.169
FY30$27.9B$27.3B – $28.4B$9.31$9.05 – $9.544

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.1.2×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.78%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.+0.5%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.+6.8%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 312.6M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.8% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.845-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

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

Recent transactions

SellSep 14Conroy James GrantCEO49.2K sh$11.3MSellSep 14Stephen C BrinkleyPresident6.4K sh$1.5M
+ 14 other (9 awards · 3 inkinds · 2 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

3New insider — initial holdingsOct 53
3New insider — initial holdingsOct 53
8-KOfficer or director changeSep 178-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
AI summary

Ross Stores, Inc. (ROST) announced board changes effective October 1, 2026: longtime director Sharon Garrett retires, while Shelley Bransten and Christian Johnson join the Board and Audit Committee, expanding board membership to 10. Both new directors are independent and will receive standard cash retainers, equity grants, and indemnification agreements. Routine board refresh bringing consumer technology and other expertise to support Ross's off-price retail strategy.

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.

+ 8 other (2 10-Qs · 2 earnings 8-Ks · 2 13Gs · 1 SD) in window

Recent news

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

Ross Stores Expands Footprint With 51 New Store Openingszacks.com·3d agoRoss Stores Opens 51 New Locationsprnewswire.com·5d agoNew Strong Buy Stocks for October 12thzacks.com·5d agoTop 50 High-Quality Dividend Growth Stocks For October 2026seekingalpha.com·5d agoRoss Stores (ROST) Stock Declines While Market Improves: Some Information for Investorszacks.com·7d ago

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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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