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ROROST

Ross Stores, Inc.

$ROST·$82B·Apparel - Retail·Consumer Cyclical
$226.34-1.0%YTD+39.0%1Y+53.3%
Mentions · last 7 days
2026-08-21: 214 posts2026-08-22: 10 posts610+2%
Price updated 4m ago·X counts updated 9d ago
ROROST
$ROSTRoss Stores, Inc.
$226.34-0.97%610 posts+2%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

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 numbersAcceleratingAI verdict · as of 2026-08-29

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

Ross Stores just raised the FY guide by ~$1 of EPS with foot traffic +16% and comps +10% — off-price is compounding faster than the market.

Ross Stores is the largest US off-price apparel and home retailer (Ross Dress for Less, dd's Discounts) — the direct competitor to TJX. The August 20 Q2 print was one of the cleanest beats in the retail group all year.

  • The just-reported quarter was a straight beat-and-raise: Q2 EPS came in at $2.66 vs a $1.95 consensus (a 36% beat), revenue at $6.26B was +13% YoY, comparable sales grew +10%, and foot traffic was +16.4% YoY — the sequential acceleration from Q1's already-strong +20.6% revenue growth is what an accelerating compounder looks like.
  • FY guidance was raised sharply: management lifted FY26 EPS to $8.61-8.77 (from $7.50-7.74), with $253M of IEEPA tariff refunds contributing ~$0.60 of the raise but the underlying operating trajectory doing the rest — the sell side has already begun ratcheting FY27 expectations toward the $7.82 consensus.
  • The demographic breadth of demand is the load-bearing tell: CEO commentary explicitly cited growth "across every household income group and age group," and 115 net store openings guide plus low unit-cost inventory position keeps the compounding runway intact — this isn't just trade-down, it's franchise expansion.

The setup is a real-business quality compounder printing accelerating results with a raised guide behind it and 75% into the 52-week range — the November 19 Q3 print is the next referee. Reiterated ~$8.70 FY26 EPS with continued double-digit comps breaks the accelerating trajectory further up; a comp-slip back toward mid-single-digits or a soft holiday-season commentary would cool the run near the 52-week high.

Agrees with X sentimentThe bullish X read on Q2 revenue $6.26B (+13%), comp sales +10%, foot traffic +16.4% YoY, FY26 EPS guide raised to $8.61-8.77, 115 store openings, and the $253M IEEPA tariff refunds adding $0.60 to EPS is all consistent with the filings — the bull case is anchored on reported facts. CEO's "growth across every household income group and age group" framing is genuinely broad-based, not just trade-down.

What to watch: The November 19 Q3 earnings — need continued double-digit comps, reiterated FY26 EPS guide, and any early holiday-season commentary. A comp-slip toward mid-single-digits or soft holiday guidance would cool the run near the 52-week high; another beat plus reiterated ~$8.70 EPS breaks the accelerating trajectory further up.

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

X sentiment

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

Bullish sentiment6 posts analyzed · as of 2026-08-30

The crowd is admiring how Ross Stores keeps grinding higher, with one post asking why an off-price dress-for-less retailer is running at 3x the S&P 500. Traders describe every pullback getting bought and note a parabolic-looking trendline near $240 with $260-280 as potential extension zones. Posters also debate whether Nike could get bumped from the Dow with names like TJX and ROST as replacements.

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

Consumer discretionary softness and inventory normalization are the near-term headwinds; athleisure demand trends favor performance-focused brands over fashion-driven ones. China sourcing exposure — and tariff pass-through — is the cost-structure risk for the category.

What this means for $ROST

Partial — consumer discretionary / retail performance tracks consumer spending trends; Ross Stores, Inc.

Industry benchmark

14-name peer basket
+9.0%YTD
+48.0%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 $1.81

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$24.8B – $25.2B$7.82$7.72 – $7.8814
FY28$26.7B$25.7B – $27.2B$8.61$8.43 – $8.7813
FY29$28.4B$28.4B – $28.5B$9.42$8.64 – $10.767
FY30$27.9B$27.2B – $28.5B$9.31$9.02 – $9.575

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.0.9×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.75%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.-2.5%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.+8.4%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 313.8M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.7% 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.β0.885-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

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.

+ 12 other (3 13Gs · 2 earnings 8-Ks · 2 proxys · 1 10-Q) in window

Recent news

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

Ross Stores (ROST) Upgraded to Buy: Here's Whyzacks.com·3d agoTJX Just Dropped 11% in a Month. Is It Time to Sell?247wallst.com·5d agoAbercrombie & Fitch Soars 37% on a $100M Tariff Refund and Raised Guidance, Ross Stores Holds Flat247wallst.com·5d agoShould You Buy, Sell or Hold Ross Stores Stock Post Q2 Earnings?zacks.com·6d agoRoss Stores: Forget The Tariff Tailwind; Organic Growth Is Even More Impressiveseekingalpha.com·6d 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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