Ross Stores, Inc.

Informe acción NasdaqGS:ROST

Capitalización de mercado: US$68.4b

Ross Stores Resultados de beneficios anteriores

Pasado controles de criterios 4/6

Ross Stores ha aumentado sus beneficios a una tasa media anual de 11.6%, mientras que los beneficios de la industria de Specialty Retail han experimentado un descenso de 3.9% anual. Los ingresos han ido creciendo a una tasa media de 6.1% al año. La rentabilidad financiera de Ross Stores es de 36.7%, y sus márgenes netos son de 9.7%.

Información clave

11.61%

Tasa de crecimiento de los beneficios

13.62%

Tasa de crecimiento del BPA

Crecimiento de la industria Specialty Retail 26.64%
Tasa de crecimiento de los ingresos6.13%
Rentabilidad financiera36.73%
Margen neto9.74%
Última actualización de beneficios02 May 2026

Actualizaciones de resultados anteriores recientes

Recent updates

Seeking Alpha Jun 24

Ross Stores Is Changing The Retail Growth Playbook

Summary Ross Stores delivered a standout Q1 2026, with total sales up 21% and EPS growth of 37%. ROST’s broad-based growth is driven by strong customer acquisition across demographics, including younger shoppers, defying prior concerns. Operating margins improved by 120 basis points YoY to 13.4%, signaling enhanced profitability and effective execution. Management raised guidance for Q2 2026, projecting 6–7% comp sales growth and EPS of $1.85–$1.93, reflecting continued momentum. Read the full article on Seeking Alpha
Actualización de narrativa Jun 23

ROST: Record Comps And Store Expansion May Support Future Balanced Returns

Ross Stores' analyst price targets have moved higher into a $256 to $290 range as analysts point to stronger than expected Q1 comp growth of 17%, broad based customer traffic gains, and confidence that the company's updated fiscal 2026 outlook still leaves room for upside execution. Analyst Commentary Recent research on Ross Stores clusters around a constructive view on execution, traffic driven comp trends, and the updated fiscal 2026 outlook, with some analysts highlighting valuation and expectations risk as areas to watch.
Actualización de narrativa Jun 04

ROST: Record Comps And Execution Gains May Support Future Balanced Returns

Ross Stores' fair value estimate has been raised from $229.81 to $256.18, as analysts point to strong Q1 comp sales, broad-based customer growth, and improved margin assumptions reflected in higher Street price targets across multiple firms. Analyst Commentary Recent Street research around Ross Stores has been broadly constructive, with multiple firms lifting price targets after what they describe as a strong Q1 print and a higher fiscal 2026 outlook.
Artículo de análisis May 24

Ross Stores, Inc. Just Beat EPS By 17%: Here's What Analysts Think Will Happen Next

Ross Stores, Inc. ( NASDAQ:ROST ) just released its quarterly report and things are looking bullish. Ross Stores beat...
Nueva narrativa May 17

Aggressive Store Expansion And Capital Spending Will Pressure Margins Over The Next Decade

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?
Nueva narrativa 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?
Actualización de narrativa 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.
Actualización de narrativa 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.
Actualización de narrativa 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.
Actualización de narrativa 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.
Actualización de narrativa 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.
Actualización de narrativa 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.
Actualización de narrativa 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.
Actualización de narrativa 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.
Actualización de narrativa 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.
Actualización de narrativa 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.
Actualización de narrativa 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.
Actualización de narrativa 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.
Actualización de narrativa 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.
Actualización de narrativa 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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
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Nueva narrativa 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 Alpha

Desglose de ingresos y gastos

Cómo gana y gasta dinero Ross Stores. Basado en los últimos beneficios reportados, en base a los últimos doce meses (LTM).


Historial de beneficios e ingresos

NasdaqGS:ROST Ingresos, gastos y beneficios (USD Millions)
FechaIngresosBeneficiosGastos G+AGastos de I+D
02 May 2623,7762,3164,8790
31 Jan 2622,7512,1454,7010
01 Nov 2522,0272,0864,2280
02 Aug 2521,4982,0634,1120
03 May 2521,2562,0824,0410
01 Feb 2521,1292,0914,3300
02 Nov 2421,2392,1145,2710
03 Aug 2421,0932,0724,9310
04 May 2420,7401,9914,5880
03 Feb 2420,3771,8754,2470
28 Oct 2319,5691,7124,0220
29 Jul 2319,2091,6073,9040
29 Apr 2318,8571,5453,7640
28 Jan 2318,6961,5123,6870
29 Oct 2218,5021,4323,4270
30 Jul 2218,5111,4753,4590
30 Apr 2218,7331,5853,5100
29 Jan 2218,9161,7233,7560
30 Oct 2118,1451,5943,4110
31 Jul 2117,3251,3403,5630
01 May 2115,2058683,3640
30 Jan 2112,532853,3450
31 Oct 2012,6953043,2290
01 Aug 2012,7905432,9550
02 May 2014,0859343,0280
01 Feb 2016,0391,6613,1710
02 Nov 1915,7331,6462,9010
03 Aug 1915,4341,6142,8580
04 May 1915,1921,5902,8200
02 Feb 1914,9841,5872,7860
03 Nov 1814,9441,5972,7260
04 Aug 1814,7231,5332,6820
05 May 1814,4171,4602,6260
03 Feb 1814,1351,3632,5760
28 Oct 1713,5771,2132,4890
29 Jul 1713,3351,1832,4620
29 Apr 1713,0841,1482,4340
28 Jan 1712,8671,1182,3960
29 Oct 1612,6071,0812,3210
30 Jul 1612,3031,0522,2740
30 Apr 1612,0911,0292,2400
30 Jan 1611,9401,0212,2120
31 Oct 1511,7221,0052,1700
01 Aug 1511,5389822,1370

Ingresos de calidad: ROST tiene ganancias de alta calidad.

Margen de beneficios creciente: Los actuales márgenes de beneficio(9.7%) de ROST son inferiores a los del año pasado (9.8%).


Análisis del flujo de caja libre vs. Beneficios


Análisis del crecimiento de los beneficios en el pasado

Tendencia de beneficios: Los beneficios de ROST han crecido un 11.6% al año en los últimos 5 años.

Acelerando crecimiento: El crecimiento de los beneficios de ROST en el último año (11.2%) está por debajo de su media de 5 años (11.6% al año).

Beneficios vs. Industria: El crecimiento de los beneficios de ROST en el último año (11.2%) superó al de la industria Specialty Retail 0.2%.


Rentabilidad financiera

Alta ROE: La rentabilidad financiera (36.7%) de ROST se considera alta.


Rentabilidad económica


Rendimiento del capital invertido


Descubre empresas con buenos resultados en el pasado

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/06/28 18:43
Precio de las acciones al final del día2026/06/26 00:00
Beneficios2026/05/02
Ingresos anuales2026/01/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también contamos con guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Ross Stores, Inc. está cubierta por 42 analistas. 18 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Mark AltschwagerBaird
Robert DrbulBarclays
Adrienne Yih-TennantBarclays