Ross Stores Management
Management Kriterienprüfungen 3/4
Ross Stores CEO ist Jim Conroy , ernannt in Feb 2025, hat eine Amtszeit von 1.25 Jahren. Die jährliche Gesamtvergütung beträgt $17.41M , bestehend aus 8.3% Gehalt und 91.7% Boni, einschließlich Aktien und Optionen des Unternehmens. besitzt direkt 0.07% der Aktien des Unternehmens, im Wert von $47.63M . Die durchschnittliche Betriebszugehörigkeit des Managementteams und des Verwaltungsrats beträgt 2.3 Jahre bzw. 8.8 Jahre.
Wichtige Informationen
Jim Conroy
Geschäftsführender
US$17.4m
Gesamtvergütung
| Prozentsatz des Geschäftsführergehalts | 8.33% |
| Amtszeit als Geschäftsführer | 1.3yrs |
| Eigentum des Geschäftsführers | 0.07% |
| Durchschnittliche Amtszeit des Managements | 2.3yrs |
| Durchschnittliche Amtszeit der Vorstandsmitglieder | 8.8yrs |
Jüngste Management Updates
Recent updates
Seeking Alpha • May 13
Ross Stores Q1 Preview: High Bar For Continued Outperformance, Shares Fairly Valued
Summary Discount retailer Ross Stores is outperforming, with operating performance and a positive outlook ahead. Shares have gained over 45% in the last year and are up more than 20% YTD. The company will be releasing its Q1 on Thursday, May 21. Ahead of the release, I believe shares are fairly priced. Read the full article on Seeking Alpha
Neues Narrativ • Apr 28
Off Price Expansion And Traffic Growth Will Support Long Term Earnings Power
Catalysts About Ross Stores Ross Stores operates off price apparel and home fashion retail chains in the United States under the Ross Dress for Less and dd's DISCOUNTS banners. What are the underlying business or industry changes driving this perspective?
Narrativ-Update • Apr 26
ROST: Holiday Beat And Execution Gains May Support Future Balanced Returns
Analyst price targets for Ross Stores have moved higher into a $226 to $248 range, as analysts point to a healthy Q4 earnings beat, broad-based strength across marketing, merchandising and operations, and continued demand from value focused shoppers. Analyst Commentary Recent research notes cluster around a similar message, with bullish analysts lifting price targets into the mid US$220s to high US$240s after the Q4 report.Narrativ-Update • Apr 09
ROST: Holiday Beat And Off Price Momentum May Support Future Balanced Returns
Narrative Update Analysts have lifted Ross Stores' average price target by roughly $10 to the low $240s, citing a series of post earnings target hikes that point to broad based strength in recent results, stronger merchandise margins, and growing confidence in the off price model as value focused shoppers seek lower prices. Analyst Commentary Recent research activity around Ross Stores centers on a consistent message from Wall Street, stronger recent execution, a supportive backdrop for off price retail, and an earnings print that several firms describe as a clean or healthy beat.Narrativ-Update • Mar 25
ROST: Holiday Beat And Execution Momentum May Support Future Balanced Returns
Analysts have nudged the Ross Stores price target higher by a few dollars to reflect a cluster of target increases into the $234 to $248 range, citing broad-based strength following a "healthy" Q4 beat, solid comp performance, and improving merchandising, marketing, and store productivity. Analyst Commentary Recent research points to a broadly positive reassessment of Ross Stores, with multiple firms lifting price targets into the low to mid US$200s after the Q4 update.Narrativ-Update • Mar 10
ROST: Holiday Beat And Store Expansion May Support Future Balanced Returns
Our analyst price target for Ross Stores increases from $205.13 to $229.81, as analysts highlight a solid Q4 earnings beat, stronger assortments, and broad-based momentum that has led to a series of Street target hikes into the mid-$220s to mid-$240s. Analyst Commentary Street research around Ross Stores has turned broadly constructive following the Q4 report, with multiple firms lifting price targets into a tight US$220 to mid US$240 range and, in some cases, upgrading ratings.Narrativ-Update • Feb 24
ROST: Holiday Foot Traffic And Off Price Execution Will Support Future Balanced Returns
Analysts have lifted their blended price target on Ross Stores to $205.13 from $195.13, citing strong holiday foot traffic data, solid card spending trends, and a series of recent target hikes across the Street as support for a slightly higher fair value and P/E outlook. Analyst Commentary Recent research on Ross Stores clusters around a more constructive view on the off price space, with several firms revisiting their models ahead of upcoming earnings updates and into 2026.Narrativ-Update • Feb 09
ROST: Off Price Execution And Buybacks Will Support Future Balanced Returns
Analysts have lifted their price target for Ross Stores by about $2 to $195, citing recent research that points to stronger same store sales expectations, solid execution, and continued interest in off price retail compared with peers. Analyst Commentary Recent research on Ross Stores points to a mix of optimism around execution and growth, alongside some caution about the consumer backdrop and demand visibility.Narrativ-Update • Jan 25
ROST: Off Price Execution And Share Repurchases Will Support Balanced Returns
Analysts have nudged their fair value target for Ross Stores slightly higher to US$192.69, reflecting a series of raised Street price targets in the US$170 to US$221 range and optimism around recent same store sales trends and execution. Analyst Commentary Recent research updates on Ross Stores point to generally constructive sentiment, with a cluster of raised price targets and a focus on execution in same store sales and margins.Narrativ-Update • Jan 10
ROST: Off Price Execution And Clean Comps Will Support Balanced Returns
Analysts lifted their Ross Stores fair value estimate to about $192 per share from roughly $183, citing higher Street price targets, resilient same-store-sales trends in recent quarters, and ongoing interest in the off price model across several recent research updates. Analyst Commentary Recent research on Ross Stores shows a cluster of higher price targets and generally constructive views on the off price model, but also flags several risks that investors should keep in mind.Narrativ-Update • Dec 14
ROST: Off Price Momentum And Margin Discipline Will Support Balanced Returns Ahead
Analysts have modestly raised their fair value estimate for Ross Stores to about $183 from roughly $178, citing solid Q3 beat and raise performance, improving revenue growth and margins, and a richer anticipated future P/E multiple within an increasingly favored off price retail backdrop. Analyst Commentary Street research following the Q3 print reflects a largely constructive stance on Ross Stores, with several firms lifting price targets into the high $170s to low $180s range and at least one major bank moving above $200, supporting the modest increase in fair value.Narrativ-Update • Nov 27
ROST: Margin Strength And Expanding Footprint Will Drive Consistent Performance Ahead
Analysts have raised their fair value estimate for Ross Stores to $178.24 from $166.24 following strong third-quarter results and improved profit margins. Recent research cites broad-based sales strength and solid execution as support for the higher price target.Narrativ-Update • Nov 11
ROST: Easing Tariff Pressures Should Support Steady Performance in Coming Quarters
Analysts have raised their price targets for Ross Stores, boosting the consensual fair value from $164.59 to $166.24. They cite stronger Q2 results, easing tariff pressures, and improved visibility into future earnings.Narrativ-Update • Oct 28
Retail Expansion And Tariff Relief Will Drive Opportunity For Fiscal 2025
Ross Stores' analyst price target was increased by $2.29 to $164.59. Analysts cited solid performance, easing tariff pressures, and improved future guidance as drivers for the modest upward revision.Narrativ-Update • Oct 13
New York Metro And Puerto Rico Will Strengthen Retail Footprint
Ross Stores’ average analyst price target rose by approximately $2.82 to $162.29. Analysts cited improved quarterly results, easing tariff pressures, and management’s updated guidance as reasons for their upward revisions.Narrativ-Update • Aug 27
Dd's DISCOUNTS Expansion And Supply Chain Investments Will Boost Future Success
Ross Stores’ analyst price target was raised to $158.88, reflecting increased confidence from strong Q2 results, easing tariff pressures, improved earnings visibility, and expectations for margin expansion, particularly as consumer demand strengthens. Analyst Commentary Solid Q2 results, with comps accelerating and demand ramping up, leading to increased confidence in near-term performance.Seeking Alpha • Mar 18
Ross Stores: Limited Upside As Macro Environment Stays Uncertain
Summary I maintain a hold rating on Ross Stores stock due to a challenging consumer spending environment impacting near-term growth. Despite solid 4Q24 results, including EPS of $1.79 and 3% CSS growth, the outlook is clouded by weak consumer spending and macroeconomic conditions. ROST's heavy reliance on discretionary spending and underperformance in key categories like apparel and footwear pose significant risks. ROST stock's valuation at ~19x NTM P/E is justified by the soft consumer backdrop and weak 1Q25 guidance; catalysts for re-rating are limited. Read the full article on Seeking AlphaSeeking Alpha • Feb 06
Ross Stores: Softer Comps Is A Distraction, Many Reasons To Be Bullish
Summary Ross Stores is a resilient retailer, thriving in both good and bad markets by catering to lower-income consumers with off-price brand-name and designer clothing. Despite underperforming the S&P over the last year, Ross has shown improved margins and EPS, with management confident in Q4'24 performance. Ross continues to expand its footprint, adding 89 new locations in 2024, demonstrating confidence in long-term growth and market share gains. Valuation is attractive at 14.3x EV/EBITDA and 21.9x P/E, offering a margin of safety with expected EPS growth of 10.5% CAGR. Read the full article on Seeking AlphaSeeking Alpha • Nov 26
Ross Stores: SSS Growth Should Accelerate, But Share Price Upside Is Still Limited
Summary Ross Stores' 3Q24 earnings showed modest net sales growth and a gross margin expansion, but same-store sales growth decelerated significantly due to weather impacts. Management's FY24 EPS guidance was raised, and SSS growth is expected to accelerate in 4Q24. Despite a positive outlook and a new CEO with strong retail experience, the current valuation does not justify a higher rating. I maintain a hold rating on ROST. Read the full article on Seeking AlphaSeeking Alpha • Oct 29
Ross Stores : A Hidden Gem, But Wait
Summary Ross Stores has strong financial fundamentals, a low-cost operating model, and a high return on invested capital, making it a solid investment. The company's growth strategy focuses on increasing store count, with a potential ceiling of 3,600 stores, and maintaining revenue per store. ROST's competitive advantage lies in its efficient supply chain, low margins, and strong alignment between its value proposition and market position. Current valuation suggests ROST is fairly priced; long-term holders should HOLD, while traders should wait for a lower entry point before BUYING. Read the full article on Seeking AlphaSeeking Alpha • Sep 17
High Quality Dividend Stock Universe: Ross Stores Growing But Expensive
Summary ROST has a market-beating history with a CAGR of 19.3% since inception. The company has steady revenue growth, strong gross profit margins, and a healthy ROIC. ROST has a strong history of above-average dividend growth that was unfortunately disrupted by the pandemic. Our Valuation Model suggests the company is trading for a premium today and does not present an attractive rate of return at today's price. Read the full article on Seeking Alpha
Neues Narrativ • Aug 29
Expanding Product Lines And Critical Expansions Fuel Optimistic Growth Projections
Expansion and enhancement of vendor partnerships alongside aggressive store expansion plans are key strategies for boosting revenues and market share.Seeking Alpha • Aug 12
Ross Stores: Key Talking Points Ahead Of Q2 Results
Summary Ross Stores has outperformed the market and its retail peers over the past year. ROST plans to release its Q2 results on the 22nd of August post market hours. We touch upon the various sub-plots that could impact earnings. We examine the forward outlook and valuation. We close with some thoughts on the technicals and key stakeholder positoning. Read the full article on Seeking AlphaSeeking Alpha • May 28
Ross Stores: Insights From Q1 2024 Earnings (Rating Upgrade)
Summary Ross Stores' valuation has improved, prompting an upgrade from hold to buy, with an expected upside of 10%. The company reported strong 1Q24 earnings, beating consensus estimates, driven by same-store-sales growth and margin expansion. ROST continues to benefit from strong demand momentum and its merchandising strategy, which has been successful in raising prices. Read the full article on Seeking AlphaAnalyse der Geschäftsführervergütung
| Datum | Gesamtvergütung | Gehalt | Unternehmensgewinne |
|---|---|---|---|
| Jan 31 2026 | US$17m | US$1m | US$2b |
| Nov 01 2025 | n/a | n/a | US$2b |
| Aug 02 2025 | n/a | n/a | US$2b |
| May 03 2025 | n/a | n/a | US$2b |
| Feb 01 2025 | US$47m | US$242k | US$2b |
Vergütung im Vergleich zum Markt: JimDie Gesamtvergütung ($USD17.41M) liegt im Durchschnitt der Unternehmen ähnlicher Größe auf dem Markt US ($USD14.81M).
Entschädigung vs. Einkommen: Unzureichende Daten, um die Vergütung von Jim mit der Unternehmensleistung zu vergleichen.
Geschäftsführer
Jim Conroy (55 yo)
1.3yrs
Amtszeit
US$17,406,705
Vergütung
Mr. James G. Conroy, also known as Jim, is Chief Executive Officer of Ross Stores, Inc. from February 2, 2025 and also serves as Director since joining on December 02, 2024. Mr. Conroy had been the Chief E...
Führungsteam
| Name | Position | Amtszeit | Vergütung | Eigentümerschaft |
|---|---|---|---|---|
| CEO & Director | 1.3yrs | US$17.41m | 0.070% $ 47.6m | |
| Group President | 6.8yrs | US$11.24m | 0.036% $ 24.6m | |
| Executive VP & CFO | less than a year | US$3.96m | 0.0097% $ 6.6m | |
| President & Chief Merchandising Officer - Ross Dress for Less | 2.1yrs | US$5.88m | 0.028% $ 19.4m | |
| Group Senior VP | 12.3yrs | keine Daten | 0.011% $ 7.4m | |
| Group Vice President of Investor & Media Relations | no data | keine Daten | keine Daten | |
| Group Senior VP | no data | keine Daten | keine Daten | |
| Senior Group Executive Vice President of Stores & Loss Prevention | 23.8yrs | keine Daten | keine Daten | |
| President of Operations | 2.6yrs | US$7.71m | 0.020% $ 13.7m | |
| President & Chief Merchandising Officer of dd's DISCOUNTS | 1.4yrs | keine Daten | 0.032% $ 22.2m |
2.3yrs
Durchschnittliche Betriebszugehörigkeit
56.5yo
Durchschnittliches Alter
Erfahrenes Management: ROSTDas Führungsteam des Unternehmens gilt als erfahren (2.3 Jahre durchschnittliche Betriebszugehörigkeit).
Vorstandsmitglieder
| Name | Position | Amtszeit | Vergütung | Eigentümerschaft |
|---|---|---|---|---|
| CEO & Director | 1.4yrs | US$17.41m | 0.070% $ 47.6m | |
| Group President | 5.2yrs | US$11.24m | 0.036% $ 24.6m | |
| Independent Director | 25.3yrs | US$317.01k | 0.011% $ 7.2m | |
| Independent Director | 44.3yrs | US$280.01k | 1.79% $ 1.2b | |
| Independent Director | 26.3yrs | US$300.01k | 0.067% $ 45.8m | |
| Independent Chairman of the Board | 23.3yrs | US$320.01k | 0.013% $ 8.6m | |
| Independent Director | 11.3yrs | US$340.01k | 0.0068% $ 4.7m | |
| Independent Director | 6.2yrs | US$295.01k | 0.0015% $ 1.0m | |
| Independent Director | 5.2yrs | US$307.51k | 0.0025% $ 1.7m | |
| Independent Director | 3.6yrs | US$312.51k | 0.0015% $ 1.0m |
8.8yrs
Durchschnittliche Betriebszugehörigkeit
63yo
Durchschnittliches Alter
Erfahrener Vorstand: ROSTDie Vorstandsmitglieder gelten als erfahren (8.8 Jahre durchschnittliche Amtszeit).
Unternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/05/14 08:31 |
| Aktienkurs zum Tagesende | 2026/05/14 00:00 |
| Gewinne | 2026/01/31 |
| Jährliche Einnahmen | 2026/01/31 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
|
|
| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
|
* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.
Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
Metriken für Industrie und Sektor
Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.
Analysten-Quellen
Ross Stores, Inc. wird von 41 Analysten beobachtet. 17 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| Mark Altschwager | Baird |
| Robert Drbul | Barclays |
| Adrienne Yih-Tennant | Barclays |