View ValuationRoss Stores 향후 성장Future 기준 점검 2/6Ross Stores (는) 각각 연간 7.9% 및 6.1% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 9.1% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 36% 로 예상됩니다.핵심 정보7.9%이익 성장률9.09%EPS 성장률Specialty Retail 이익 성장29.2%매출 성장률6.1%향후 자기자본이익률35.98%애널리스트 커버리지Good마지막 업데이트18 May 2026최근 향후 성장 업데이트공시 • Nov 21Ross Stores, Inc. Raises Earnings Guidance for 13 Weeks Ending January 31, 2026 and the Full Year 2025Ross Stores, Inc. raised earnings guidance for 13 Weeks Ending January 31, 2026 and the Full Year 2025. For the year, the company is increasing earnings per share guidance to be in the range of $6.38 to $6.46, which includes approximately $0.16 per share negative impact from tariff-related costs. In addition, and as a reminder, 2024 fourth quarter and full year earnings per share of $1.79 and $6.32, respectively, included an approximate $0.14earnings per share benefit related to the sale of a packaway facility. For the 13 weeks ending January 31, 2026, the company is raising comparable store sales forecast to be up 3% to 4% with earnings per share in the range of $1.77 to $1.85. This updated guidance range reflects approximately $0.03 earnings per share of unfavorable timing of packaway-related expenses that benefited the third quarter.공시 • Aug 22Ross Stores, Inc. Provides Earnings Guidance for the Third and Fourth Quarter and 52 Weeks Ending January 31, 2026Ross Stores, Inc. provided earnings guidance for the third and fourth quarter and 52 weeks ending January 31, 2026. For the third quarter, the company planning comparable store sales growth of up 2% to 3% and earnings per share for the third quarter are projected to be $1.31 to $1.37 versus $1.48 last year. For the fourth quarter, the company planning comparable store sales growth of up 2% to 3% and earnings per share projected to be $1.74 to $1.81 for the fourth quarter compared to $1.79 in 2024. The company earnings per share for the 52 weeks ending January 31, 2026 are now planned to be in the range of $6.08 to $6.21 versus $6.32 last year.공시 • May 23+ 1 more updateRoss Stores, Inc. Provides Earnings Guidance for the Second Quarter Ending August 2, 2025Ross Stores, Inc. provided earnings guidance for the second quarter ending August 2, 2025. For the 13 weeks ending August 2, 2025, comparable store sales are now projected to be flat to up 3% on top of a 4% gain in the second quarter of last year. Earnings per share for the second quarter are now projected to be in the range of $1.40 to $1.55, versus earnings per share of $1.59 for the prior year period ended August 3, 2024. This earnings guidance range includes an approximate $0.11 to $0.16 per share cost impact from announced tariffs. Guidance assumptions for the second quarter of 2025 include the following. Total sales are forecast to increase 2% to 6% versus the prior year. If same-store sales perform in line with forecast, operating margin for the second quarter is projected to be in the 10.7% to 11.4% range, which includes a 90 to 120 basis point negative impact from announced tariffs, mostly in merchandise margin.공시 • Nov 22Ross Stores, Inc. Updates Earnings Guidance for the 13 Weeks and 52 Weeks Ending February 1, 2025Ross Stores, Inc. updated earnings guidance for the 13 weeks and 52 weeks ending February 1, 2025. For the 13 weeks, the company continue to project comparable store sales to increase 2% to 3%. Earnings per share for the fourth quarter are planned to be in the range of $1.57 to $1.64, compared to $1.82 for the 14 weeks ended February 3, 2024. This guidance range includes an unfavorable impact of approximately $0.03 per share primarily from the timing of packaway-related expenses that benefited the third quarter. For the 52 weeks, based on the company’s year-to-date results and fourth quarter forecast, earnings per share now expected to be in the range of $6.10 to $6.17 versus $5.56 last year. As a reminder, both the 2023 fourth quarter and full year results included an approximate $0.20 earnings per share benefit from the 53rd week.공시 • Aug 23Ross Stores, Inc. Provides Earnings Guidance for the Third Quarter, Fourth Quarter and Full Year of 2024Ross Stores, Inc. provided earnings guidance for the third quarter, fourth quarter and full year of 2024. For the quarter, third quarter earnings per share are expected to be in the range of $1.35 to $1.41 versus $1.33 last year. Total sales are forecast to increase 3% to 5% versus the prior year. Net interest income is estimated to be approximately $39 million. For the fourth quarter, earnings per share are expected to be in the range of $1.60 to $1.67 compared to $1.82 in 2023. This updated earnings guidance now reflects additional efficiencies they expect to achieve in the second half of 2024. The company is planning comparable sales growth of 2% to 3% on top of 5% and 7% gains, respectively, in 2023. If the second half performs in line with these projections, earnings per share for the full year 2024 are now forecast to be in the range of $6 to $6.13, up from $5.56 in fiscal 2023.공시 • May 24Ross Stores, Inc. Provides Earnings Guidance for the 13 Weeks Ending August 3, 2024 and 52 Weeks Ending February 1, 2025Ross Stores, Inc. provided earnings guidance for the 13 weeks ending August 3, 2024 and 52 weeks ending February 1, 2025. For the 13 weeks ending August 3, 2024, comparable store sales are projected to increase 2% to 3% on top of a 5% gain in the second quarter of last year. Earnings per share for the second quarter are projected to be in the range of $1.43 to $1.49.Comparable store sales for the 52 weeks ending February 1, 2025 remain unchanged at up 2% to 3%, with earnings per share for the 2024 fiscal year now projected to be in the range of $5.79 to $5.98 versus $5.56 for the 53 weeks ended February 3, 2024.모든 업데이트 보기Recent updatesBoard Change • 6hInsufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 5 highly experienced directors. CEO & Director Jim Conroy was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.공시 • May 08Ross Stores, Inc. to Report Q1, 2027 Results on May 21, 2026Ross Stores, Inc. announced that they will report Q1, 2027 results at 4:00 PM, US Eastern Standard Time on May 21, 2026공시 • Apr 08Ross Stores, Inc., Annual General Meeting, May 20, 2026Ross Stores, Inc., Annual General Meeting, May 20, 2026.공시 • Mar 04+ 2 more updatesRoss Stores, Inc. (NasdaqGS:ROST) announces an Equity Buyback for $2,550 million worth of its shares.Ross Stores, Inc. (NasdaqGS:ROST) announces a share repurchase program. Under the program, the company will repurchase up to $2,550 million worth of its shares. The program will continue through fiscal year 2027.공시 • Feb 18Ross Stores, Inc. to Report Q4, 2026 Results on Mar 03, 2026Ross Stores, Inc. announced that they will report Q4, 2026 results at 4:00 PM, US Eastern Standard Time on Mar 03, 2026공시 • Nov 25Ross Stores, Inc. Announces Board Chair ChangesRoss Stores, Inc. announced that its Board of Directors has approved the following Board Chair succession plan: As previously communicated, Michael Balmuth will step down as Executive Chairman of the Board on January 31, 2026, and will continue to serve as a Senior Advisor to the Company through March 31, 2026. Mr. Balmuth has advised that when he steps down as Executive Chairman, he will also retire from the Board. K. Gunnar Bjorklund, current Board member and Lead Independent Director, has been appointed to succeed Mr. Balmuth as Chairman of the Board, effective February 1, 2026. Gunnar has long served as an independent Board member with deep knowledge of the Company and the off-price retail sector, along with a strong background in shaping consumer-driven business strategies. He has also served as our Board’s Lead Independent Director since 2023. His insights and leadership will continue to be significant assets to the Company and its shareholders.공시 • Nov 21Ross Stores, Inc. Raises Earnings Guidance for 13 Weeks Ending January 31, 2026 and the Full Year 2025Ross Stores, Inc. raised earnings guidance for 13 Weeks Ending January 31, 2026 and the Full Year 2025. For the year, the company is increasing earnings per share guidance to be in the range of $6.38 to $6.46, which includes approximately $0.16 per share negative impact from tariff-related costs. In addition, and as a reminder, 2024 fourth quarter and full year earnings per share of $1.79 and $6.32, respectively, included an approximate $0.14earnings per share benefit related to the sale of a packaway facility. For the 13 weeks ending January 31, 2026, the company is raising comparable store sales forecast to be up 3% to 4% with earnings per share in the range of $1.77 to $1.85. This updated guidance range reflects approximately $0.03 earnings per share of unfavorable timing of packaway-related expenses that benefited the third quarter.공시 • Nov 20Ross Stores, Inc. Declares Regular Quarterly Cash Dividend, Payable on December 31, 2025Ross Stores, Inc. announced that the Company’s Board of Directors declared a regular quarterly cash dividend of $0.405 per common share, payable on December 31, 2025 to stockholders of record as of December 9, 2025.공시 • Nov 07Ross Stores, Inc. to Report Q3, 2026 Results on Nov 20, 2025Ross Stores, Inc. announced that they will report Q3, 2026 results at 4:00 PM, US Eastern Standard Time on Nov 20, 2025공시 • Aug 22Ross Stores, Inc. Provides Earnings Guidance for the Third and Fourth Quarter and 52 Weeks Ending January 31, 2026Ross Stores, Inc. provided earnings guidance for the third and fourth quarter and 52 weeks ending January 31, 2026. For the third quarter, the company planning comparable store sales growth of up 2% to 3% and earnings per share for the third quarter are projected to be $1.31 to $1.37 versus $1.48 last year. For the fourth quarter, the company planning comparable store sales growth of up 2% to 3% and earnings per share projected to be $1.74 to $1.81 for the fourth quarter compared to $1.79 in 2024. The company earnings per share for the 52 weeks ending January 31, 2026 are now planned to be in the range of $6.08 to $6.21 versus $6.32 last year.공시 • Aug 21Ross Stores, Inc. Announces Quarterly Cash Dividend, Payable on September 30, 2025Ross Stores, Inc. announced that the Company’s Board of Directors declared a regular quarterly cash dividend of $0.405 per common share, payable on September 30, 2025 to stockholders of record as of September 9, 2025.공시 • Aug 08Ross Stores, Inc. to Report Q2, 2026 Results on Aug 21, 2025Ross Stores, Inc. announced that they will report Q2, 2026 results at 4:00 PM, US Eastern Standard Time on Aug 21, 2025공시 • May 23+ 1 more updateRoss Stores, Inc. Provides Earnings Guidance for the Second Quarter Ending August 2, 2025Ross Stores, Inc. provided earnings guidance for the second quarter ending August 2, 2025. For the 13 weeks ending August 2, 2025, comparable store sales are now projected to be flat to up 3% on top of a 4% gain in the second quarter of last year. Earnings per share for the second quarter are now projected to be in the range of $1.40 to $1.55, versus earnings per share of $1.59 for the prior year period ended August 3, 2024. This earnings guidance range includes an approximate $0.11 to $0.16 per share cost impact from announced tariffs. Guidance assumptions for the second quarter of 2025 include the following. Total sales are forecast to increase 2% to 6% versus the prior year. If same-store sales perform in line with forecast, operating margin for the second quarter is projected to be in the 10.7% to 11.4% range, which includes a 90 to 120 basis point negative impact from announced tariffs, mostly in merchandise margin.공시 • May 22Ross Stores, Inc. Announces Quarterly Cash Dividend, Payable on June 30, 2025Ross Stores, Inc. announced that the Company’s Board of Directors declared a regular quarterly cash dividend of $0.405 per common share, payable on June 30, 2025 to stockholders of record as of June 10, 2025.공시 • May 09Ross Stores, Inc. to Report Q1, 2026 Results on May 22, 2025Ross Stores, Inc. announced that they will report Q1, 2026 results at 4:00 PM, US Eastern Standard Time on May 22, 2025공시 • Apr 09Ross Stores, Inc., Annual General Meeting, May 21, 2025Ross Stores, Inc., Annual General Meeting, May 21, 2025.공시 • Mar 05+ 1 more updateRoss Stores, Inc. Increases Quarterly Cash Dividend, Payable on March 31, 2025The Board of Directors also recently authorized a 10% increase in the Company’s quarterly cash dividend to $0.405 per share. This higher quarterly dividend amount is payable on March 31, 2025 to stockholders of record as of March 18, 2025.공시 • Feb 21+ 1 more updateRoss Stores, Inc. Announces CFO ChangesRoss Stores, Inc. announced that Adam Orvos (60), will retire as Chief Financial Officer, effective September 30, 2025. William Sheehan (56), currently Group Senior Vice President, Finance, has been promoted to Deputy Chief Financial Officer and is expected to succeed Mr. Orvos as Chief Financial Officer on October 1, 2025. Mr. Sheehan has more than 34 years of broad-based financial experience in the retail industry. After 15 years with Lord & Taylor, he joined Ross in February 2006 and has served in roles of increasing responsibility across the Finance organization since that time. Upon becoming Chief Financial Officer, Mr. Sheehan will oversee the accounting, treasury, financial planning, tax, procurement, finance operations, risk management, and investor relations functions, and will report directly to Michael Hartshorn, Group President and Chief Operating Officer.공시 • Feb 19Ross Stores, Inc. to Report Q4, 2025 Results on Mar 04, 2025Ross Stores, Inc. announced that they will report Q4, 2025 results at 4:00 PM, US Eastern Standard Time on Mar 04, 2025공시 • Nov 22Ross Stores, Inc. Updates Earnings Guidance for the 13 Weeks and 52 Weeks Ending February 1, 2025Ross Stores, Inc. updated earnings guidance for the 13 weeks and 52 weeks ending February 1, 2025. For the 13 weeks, the company continue to project comparable store sales to increase 2% to 3%. Earnings per share for the fourth quarter are planned to be in the range of $1.57 to $1.64, compared to $1.82 for the 14 weeks ended February 3, 2024. This guidance range includes an unfavorable impact of approximately $0.03 per share primarily from the timing of packaway-related expenses that benefited the third quarter. For the 52 weeks, based on the company’s year-to-date results and fourth quarter forecast, earnings per share now expected to be in the range of $6.10 to $6.17 versus $5.56 last year. As a reminder, both the 2023 fourth quarter and full year results included an approximate $0.20 earnings per share benefit from the 53rd week.공시 • Nov 21Ross Stores, Inc. Announces Quarterly Dividend, Payable on December 31, 2024Ross Stores, Inc. announced that the Company’s Board of Directors declared a regular quarterly cash dividend of $0.3675 per common share, payable on December 31, 2024 to stockholders of record as of December 10, 2024.공시 • Nov 08Ross Stores, Inc. to Report Q3, 2025 Results on Nov 21, 2024Ross Stores, Inc. announced that they will report Q3, 2025 results at 4:00 PM, US Eastern Standard Time on Nov 21, 2024공시 • Oct 29Ross Stores, Inc. Announces Chief Executive Officer ChangesRoss Stores, Inc. announced that its Board of Directors has appointed James Conroy (54), a seasoned retail CEO, as Chief Executive Officer, succeeding Barbara Rentler effective February 2, 2025. Initially, Mr. Conroy will join the Company on December 2, 2024 as Chief Executive Officer – Elect, when he will also become a member of the Board of Directors, reporting to Executive Chairman Michael Balmuth. Upon becoming CEO, he will report directly to the Company’s full Board of Directors. Mr. Conroy is a talented retail executive with more than 25 years of management, operational, and consulting experience. Most recently since 2012, Mr. Conroy has served as President and Chief Executive Officer of Boot Barn. Prior to joining Boot Barn, Mr. Conroy served in various executive roles at Claire’s Stores, Inc. from 2007 to 2012, including Chief Operating Officer and Interim Co-Chief Executive Officer in 2012 and President from 2009 to 2012. Mr. Conroy’s appointment follows a comprehensive search process launched when Ross announced its long-term CEO succession plan in June 2023. As part of the previously announced succession plan, Barbara Rentler (67), current Chief Executive Officer and Vice Chair, will move to an advisory role as of February 2, 2025, where she will continue to play an important role in the ongoing implementation of merchandising strategies through March 31, 2027.공시 • Sep 13Ross Stores, Inc. Announces Executive ChangesRoss Stores, Inc. announced merchandising leadership changes that the Company believes will strengthen the successful execution of its off-price strategies and drive profitable market share gains over the near and long term. Effective December 1, 2024: Karen Fleming is being promoted to President and Chief Merchandising Officer, Ross Dress for Less, continuing to report directly to Barbara Rentler, Chief Executive Officer. Ms. Fleming is currently President and Chief Merchandising Officer of dd's DISCOUNTS and is responsible for directing all aspects of merchandising at dd's. In her new role, Ms. Fleming will oversee the merchandising responsibilities at Ross Dress for Less. Karen Sykes will become President and Chief Merchandising Officer, dd's DISCOUNTS, also continuing to report directly to Barbara Rentler, Chief Executive Officer. Ms. Sykes will replace Ms. Fleming upon her promotion. Ms. Sykes currently serves as Executive Vice President, Merchandising overseeing Men's and Children's at Ross Dress for Less. In her new role, Ms. Sykes will direct all aspects of merchandising at dd's.Reported Earnings • Aug 23Second quarter 2025 earnings released: EPS: US$1.60 (vs US$1.33 in 2Q 2024)Second quarter 2025 results: EPS: US$1.60 (up from US$1.33 in 2Q 2024). Revenue: US$5.29b (up 7.1% from 2Q 2024). Net income: US$527.1m (up 18% from 2Q 2024). Profit margin: 10.0% (up from 9.0% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 13% per year whereas the company’s share price has increased by 11% per year.공시 • Aug 23Ross Stores, Inc. Provides Earnings Guidance for the Third Quarter, Fourth Quarter and Full Year of 2024Ross Stores, Inc. provided earnings guidance for the third quarter, fourth quarter and full year of 2024. For the quarter, third quarter earnings per share are expected to be in the range of $1.35 to $1.41 versus $1.33 last year. Total sales are forecast to increase 3% to 5% versus the prior year. Net interest income is estimated to be approximately $39 million. For the fourth quarter, earnings per share are expected to be in the range of $1.60 to $1.67 compared to $1.82 in 2023. This updated earnings guidance now reflects additional efficiencies they expect to achieve in the second half of 2024. The company is planning comparable sales growth of 2% to 3% on top of 5% and 7% gains, respectively, in 2023. If the second half performs in line with these projections, earnings per share for the full year 2024 are now forecast to be in the range of $6 to $6.13, up from $5.56 in fiscal 2023.공시 • Aug 22Ross Stores, Inc. Announces Quarterly Dividend, Payable on September 30, 2024Ross Stores, Inc. announced that the Company’s Board of Directors declared a regular quarterly cash dividend of $0.3675 per common share, payable on September 30, 2024 to stockholders of record as of September 10, 2024.공시 • Aug 09Ross Stores, Inc. to Report Q2, 2025 Results on Aug 22, 2024Ross Stores, Inc. announced that they will report Q2, 2025 results at 4:00 PM, US Eastern Standard Time on Aug 22, 2024공시 • Jul 03Ross Stores, Inc.(NasdaqGS:ROST) dropped from Russell 1000 Dynamic IndexRoss Stores, Inc.(NasdaqGS:ROST) dropped from Russell 1000 Dynamic IndexDeclared Dividend • May 27First quarter dividend of US$0.37 announcedShareholders will receive a dividend of US$0.37. Ex-date: 11th June 2024 Payment date: 28th June 2024 Dividend yield will be 1.0%, which is lower than the industry average of 2.5%. Sustainability & Growth Dividend is well covered by both earnings (23% earnings payout ratio) and cash flows (28% cash payout ratio). The dividend has increased by an average of 16% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 29% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • May 24First quarter 2025 earnings released: EPS: US$1.47 (vs US$1.10 in 1Q 2024)First quarter 2025 results: EPS: US$1.47 (up from US$1.10 in 1Q 2024). Revenue: US$4.86b (up 8.1% from 1Q 2024). Net income: US$488.0m (up 32% from 1Q 2024). Profit margin: 10.0% (up from 8.3% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.공시 • May 24Ross Stores, Inc. Provides Earnings Guidance for the 13 Weeks Ending August 3, 2024 and 52 Weeks Ending February 1, 2025Ross Stores, Inc. provided earnings guidance for the 13 weeks ending August 3, 2024 and 52 weeks ending February 1, 2025. For the 13 weeks ending August 3, 2024, comparable store sales are projected to increase 2% to 3% on top of a 5% gain in the second quarter of last year. Earnings per share for the second quarter are projected to be in the range of $1.43 to $1.49.Comparable store sales for the 52 weeks ending February 1, 2025 remain unchanged at up 2% to 3%, with earnings per share for the 2024 fiscal year now projected to be in the range of $5.79 to $5.98 versus $5.56 for the 53 weeks ended February 3, 2024.공시 • May 23Ross Stores, Inc. Announces Quarterly Dividend, Payable on June 28, 2024Ross Stores, Inc. announced that the Company’s Board of Directors declared a regular quarterly cash dividend of $0.3675 per common share, payable on June 28, 2024 to stockholders of record as of June 11, 2024.공시 • May 11Ross Stores, Inc. to Report Q1, 2025 Results on May 23, 2024Ross Stores, Inc. announced that they will report Q1, 2025 results at 4:00 PM, US Eastern Standard Time on May 23, 2024공시 • Apr 25As You Sow Foundation Files an Exempt Solicitation Statement and Request Vote For its ProposalOn April 24, 2024, As You Sow Foundation filed an exempt solicitation statement and urged the shareholders of Ross Stores, Inc to vote for its proposal requesting the Company measure and publicly disclose all material value chain GHG emissions at the Company’s annual general meeting of shareholders scheduled to be held on May 22, 2024.Recent Insider Transactions • Mar 30Insider recently sold €1.4m worth of stockOn the 27th of March, Brian Morrow sold around 11k shares on-market at roughly €135 per share. This transaction amounted to 15% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €18m more than they bought in the last 12 months.Declared Dividend • Mar 08Fourth quarter dividend of US$0.37 announcedShareholders will receive a dividend of US$0.37. Ex-date: 14th March 2024 Payment date: 29th March 2024 Dividend yield will be 1.0%, which is lower than the industry average of 2.5%. Sustainability & Growth Dividend is well covered by both earnings (24% earnings payout ratio) and cash flows (28% cash payout ratio). The dividend has increased by an average of 16% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 30% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Mar 07Full year 2024 earnings released: EPS: US$5.59 (vs US$4.40 in FY 2023)Full year 2024 results: EPS: US$5.59 (up from US$4.40 in FY 2023). Revenue: US$20.4b (up 9.0% from FY 2023). Net income: US$1.87b (up 24% from FY 2023). Profit margin: 9.2% (up from 8.1% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.공시 • Mar 06+ 2 more updatesRoss Stores Raises Quarterly Cash Dividend, Payable on March 29, 2024The Board of Ross Stores, Inc. authorized a 10% increase in the Company’s quarterly cash dividend to $0.3675 per share. This higher quarterly dividend amount is payable on March 29, 2024 to stockholders of record as of March 15, 2024.공시 • Feb 21Ross Stores, Inc. to Report Q4, 2024 Results on Mar 05, 2024Ross Stores, Inc. announced that they will report Q4, 2024 results at 4:00 PM, US Eastern Standard Time on Mar 05, 2024공시 • Feb 01Ross Stores, Inc. Announces Executive ChangesRoss Stores, Inc. announced that Karen Fleming has been promoted to President and Chief Merchandising Officer, dd’s DISCOUNTS effective April 1, 2024. Ms. Fleming will report directly to Barbara Rentler, the Company’s Chief Executive Officer and be responsible for directing all aspects of merchandising at dd’s DISCOUNTS. Brian Morrow, current President and Chief Merchandising Officer of dd’s will transition to a consultant role upon Ms. Fleming’s promotion. Ms. Fleming, age 57, has most recently been serving as Group Executive Vice President, Merchandising - dd’s DISCOUNTS since September 2023. She joined the Company in 1999 as a Buyer, and then served as Vice President, Divisional Merchandise Manager from 2007 to 2013, Group Vice President, Divisional Merchandise Manager from 2013 to 2015, Senior Vice President, General Merchandise Manager from 2015 to 2018, and Group Senior Vice President, General Merchandise Manager from 2018 to 2022. Ms. Fleming transferred to the Company’s dd’s DISCOUNTS business in 2022, initially as Executive Vice President, Merchandising.Upcoming Dividend • Nov 27Upcoming dividend of US$0.34 per share at 1.0% yieldEligible shareholders must have bought the stock before 04 December 2023. Payment date: 29 December 2023. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of German dividend payers (5.0%). Lower than average of industry peers (2.8%).Reported Earnings • Nov 19Third quarter 2024 earnings released: EPS: US$1.34 (vs US$1.00 in 3Q 2023)Third quarter 2024 results: EPS: US$1.34 (up from US$1.00 in 3Q 2023). Revenue: US$4.92b (up 7.9% from 3Q 2023). Net income: US$447.3m (up 31% from 3Q 2023). Profit margin: 9.1% (up from 7.5% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.공시 • Nov 17+ 1 more updateRoss Stores, Inc. Provides Sales Guidance for the 13 Weeks Ending January 27, 2024; provides Earnings Guidance for the 14 Weeks Ending February 3, 2024 and 53 Weeks Ending February 3, 2024Ross Stores, Inc. provided sales guidance for the 13 weeks ending January 27, 2024, and earnings guidance for the 14 weeks ending February 3, 2024 and 53 weeks ending February 3, 2024. For the 13 weeks ending January 27, 2024, the company projects same-store sales to be up 1% to 2%. For the 14 weeks ending February 3, 2024, are planned to be in the range of $1.56 to $1.62, compared to $1.31 in the prior year. This guidance range includes an approximate $0.02 per share unfavorable impact from the timing of expenses that benefited the third quarter. Based on year-to-date results and fourth quarter forecast, earnings per share for the 53 weeks ending February 3, 2024 are now expected to be in the range of $5.30 to $5.36 versus $4.38 last year. Incorporated in this guidance for the fourth quarter and full year is an estimated benefit to earnings per share of approximately $0.16 from the 53rd week in fiscal 2023.공시 • Nov 03Ross Stores, Inc. to Report Q3, 2024 Results on Nov 16, 2023Ross Stores, Inc. announced that they will report Q3, 2024 results at 4:00 PM, US Eastern Standard Time on Nov 16, 2023공시 • Oct 12Ross Stores, Inc. Appoints Stephen Brinkley as President, Operations, Effective October 30, 2023Ross Stores, Inc. announced that Stephen Brinkley, 50, has been named to the newly-created position of President, Operations with an expected start date of October 30, 2023. In his new role, Mr. Brinkley will report to Michael Hartshorn, Group President and Chief Operating Officer. His responsibilities will include Property Development, Stores, and Supply Chain. The Company’s Finance, Human Resources, Legal, Marketing, Strategy, and Technology organizations will continue to report directly to Mr. Hartshorn. Most recently, Mr. Brinkley served as President of SportChek. Mr. Brinkley is a seasoned executive with more than 25 years of in-depth operational and general management experience, including roles at Save A Lot, Target, and Circuit City.Recent Insider Transactions • Oct 11President & Chief Capability Officer recently sold €2.2m worth of stockOn the 6th of October, Michael Kobayashi sold around 21k shares on-market at roughly €106 per share. This transaction amounted to 23% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €4.8m. Michael has been a net seller over the last 12 months, reducing personal holdings by €3.4m.공시 • Sep 01Ross Stores, Inc. Announces Board Changes, Effective September 1, 2023Ross Stores, Inc. announced that its Board of Directors has approved the following changes to its Board leadership and composition effective September 1, 2023: George P. Orban will step down as Chairman of the Board while continuing to serve as an independent Director. Michael Balmuth, currently Strategic Advisor to the Company, will return to the Executive Chairman of the Board role. K. Gunnar Bjorklund will become Lead Independent Director.Recent Insider Transactions • Aug 28Insider recently sold €2.9m worth of stockOn the 23rd of August, Brian Morrow sold around 26k shares on-market at roughly €112 per share. This transaction amounted to 28% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €8.4m more than they bought in the last 12 months.Upcoming Dividend • Aug 25Upcoming dividend of US$0.34 per share at 1.1% yieldEligible shareholders must have bought the stock before 01 September 2023. Payment date: 29 September 2023. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (2.8%).공시 • Aug 18Ross Stores, Inc. Provides Earnings Guidance for the Third Quarter, Fourth Quarter of 2023, 52 Weeks Ending January 27, 2024 and 53 Weeks Ending February 3, 2024Ross Stores, Inc. provided earnings guidance for the third quarter, fourth quarter of 2023, 52 weeks ending January 27, 2024 and 53 weeks ending February 3, 2024. The company is planning comparable store sales for the third and fourth quarters of 2023 to be up 2% to 3% and up 1% to 2%, respectively. Earnings per share for the third quarter are projected to be $1.16 to $1.21 versus $1.00 last year and $1.58 to $1.64 for the fourth quarter, compared to $1.31 in 2022.Based on these assumptions, same store sales for the 52 weeks ending January 27, 2024 are forecast to be in the range of up 2% to 3%. Based on company's first half results and second half guidance, earnings per share for the 53 weeks ending February 3, 2024 are now planned to be in the range of $5.15 to $5.26 versus $4.38 last year.Reported Earnings • Aug 18Second quarter 2024 earnings released: EPS: US$1.33 (vs US$1.12 in 2Q 2023)Second quarter 2024 results: EPS: US$1.33 (up from US$1.12 in 2Q 2023). Revenue: US$4.93b (up 7.7% from 2Q 2023). Net income: US$446.3m (up 16% from 2Q 2023). Profit margin: 9.0% (up from 8.4% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.공시 • Aug 17Ross Stores, Inc. Declares Regular Quarterly Cash Dividend, Payable on September 29, 2023Ross Stores, Inc. announced that the Company’s Board of Directors declared a regular quarterly cash dividend of $0.335 per common share, payable on September 29, 2023 to stockholders of record as of September 5, 2023.공시 • Aug 04Ross Stores, Inc. to Report Q2, 2024 Results on Aug 17, 2023Ross Stores, Inc. announced that they will report Q2, 2024 results at 4:00 PM, US Eastern Standard Time on Aug 17, 2023Recent Insider Transactions • May 31Vice Chairman & CEO recently sold €2.9m worth of stockOn the 25th of May, Barbara Rentler sold around 30k shares on-market at roughly €95.47 per share. This transaction amounted to 8.2% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Barbara's only on-market trade for the last 12 months.Upcoming Dividend • May 29Upcoming dividend of US$0.34 per share at 1.3% yieldEligible shareholders must have bought the stock before 05 June 2023. Payment date: 30 June 2023. Payout ratio is a comfortable 28% and this is well supported by cash flows. Trailing yield: 1.3%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (2.8%).Reported Earnings • May 19First quarter 2024 earnings released: EPS: US$1.10 (vs US$0.97 in 1Q 2023)First quarter 2024 results: EPS: US$1.10 (up from US$0.97 in 1Q 2023). Revenue: US$4.49b (up 3.7% from 1Q 2023). Net income: US$371.2m (up 9.7% from 1Q 2023). Profit margin: 8.3% (up from 7.8% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.공시 • May 19Ross Stores, Inc. Provides Earnings Guidance for the 13 Weeks Ending July 29, 2023, 52 Weeks Ending January 27, 2024 and 53 Weeks Ending February 3, 2024Ross Stores, Inc. provided earnings guidance for the 13 weeks ending July 29, 2023, 52 weeks ending January 27, 2024 and 53 weeks ending February 3, 2024. For the 13 weeks ending July 29, 2023, comparable store sales are projected to be relatively flat. Earnings per share for this year’s second quarter are forecast to be $1.07 to $1.14 versus $1.11 for the same period last year.Based on first quarter results and guidance for the second quarter, comparable store sales for the 52 weeks ending January 27, 2024, are still planned to be relatively flat. The company now projects earnings per share for the 53 weeks ending February 3, 2024 to be $4.77 to $4.99 compared to $4.38 for the 52 weeks ended January 28, 2023. This guidance includes an estimated benefit to full year 2023 earnings per share of approximately $0.15 from the 53rd week.공시 • May 18Ross Stores, Inc. Declares Regular Quarterly Cash Dividend, Payable on June 30, 2023Ross Stores, Inc. announced that the Company’s Board of Directors declared a regular quarterly cash dividend of $0.335 per common share, payable on June 30, 2023 to stockholders of record as of June 6, 2023.공시 • May 05Ross Stores, Inc. to Report Q1, 2024 Results on May 18, 2023Ross Stores, Inc. announced that they will report Q1, 2024 results at 4:00 PM, US Eastern Standard Time on May 18, 2023Recent Insider Transactions • Apr 11President & Chief Capability Officer recently sold €1.2m worth of stockOn the 6th of April, Michael Kobayashi sold around 12k shares on-market at roughly €97.07 per share. This transaction amounted to 11% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Michael's only on-market trade for the last 12 months.Recent Insider Transactions • Apr 06Senior VP recently sold €318k worth of stockOn the 31st of March, Jeffrey Burrill sold around 3k shares on-market at roughly €96.39 per share. This transaction amounted to 12% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €394k more than they bought in the last 12 months.Reported Earnings • Mar 01Full year 2023 earnings released: EPS: US$4.40 (vs US$4.90 in FY 2022)Full year 2023 results: EPS: US$4.40 (down from US$4.90 in FY 2022). Revenue: US$18.7b (down 1.2% from FY 2022). Net income: US$1.51b (down 12% from FY 2022). Profit margin: 8.1% (down from 9.1% in FY 2022). Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.공시 • Feb 15Ross Stores, Inc. to Report Q4, 2023 Results on Feb 28, 2023Ross Stores, Inc. announced that they will report Q4, 2023 results at 4:00 PM, US Eastern Standard Time on Feb 28, 2023Upcoming Dividend • Nov 28Upcoming dividend of US$0.31 per shareEligible shareholders must have bought the stock before 05 December 2022. Payment date: 30 December 2022. Payout ratio is a comfortable 29% but the company is paying out more than the cash it is generating. Trailing yield: 1.1%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (4.0%).Valuation Update With 7 Day Price Move • Nov 24Investor sentiment improved over the past weekAfter last week's 20% share price gain to €111, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 11x in the Specialty Retail industry in Europe. Total returns to shareholders of 8.7% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €160 per share.Reported Earnings • Nov 19Third quarter 2023 earnings released: EPS: US$1.00 (vs US$1.10 in 3Q 2022)Third quarter 2023 results: EPS: US$1.00 (down from US$1.10 in 3Q 2022). Revenue: US$4.57b (flat on 3Q 2022). Net income: US$342.0m (down 11% from 3Q 2022). Profit margin: 7.5% (down from 8.4% in 3Q 2022). Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.Board Change • Nov 16High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Outside Director Edward Cannizzaro was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Board Change • Nov 02High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Director Edward Cannizzaro was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Recent Insider Transactions • Jun 11Independent Director recently sold €76k worth of stockOn the 8th of June, Michael Bush sold around 1k shares on-market at roughly €75.86 per share. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.Upcoming Dividend • May 30Upcoming dividend of US$0.31 per shareEligible shareholders must have bought the stock before 06 June 2022. Payment date: 30 June 2022. Payout ratio is a comfortable 26% but the company is paying out more than the cash it is generating. Trailing yield: 1.4%. Lower than top quartile of German dividend payers (4.3%). Lower than average of industry peers (2.9%).Valuation Update With 7 Day Price Move • May 26Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to €72.34, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 10x in the Specialty Retail industry in Europe. Total loss to shareholders of 8.4% over the past three years.Reported Earnings • May 21First quarter 2023 earnings released: EPS: US$0.97 (vs US$1.35 in 1Q 2022)First quarter 2023 results: EPS: US$0.97 (down from US$1.35 in 1Q 2022). Revenue: US$4.33b (down 4.1% from 1Q 2022). Net income: US$338.4m (down 29% from 1Q 2022). Profit margin: 7.8% (down from 11% in 1Q 2022). The decrease in margin was driven by lower revenue. Over the next year, revenue is forecast to grow 3.0%, compared to a 9.8% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has fallen by 6% per year.Upcoming Dividend • Mar 07Upcoming dividend of US$0.31 per shareEligible shareholders must have bought the stock before 14 March 2022. Payment date: 31 March 2022. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of German dividend payers (3.5%). Lower than average of industry peers (2.6%).Reported Earnings • Mar 03Full year 2022 earnings: Revenues and EPS in line with analyst expectationsFull year 2022 results: EPS: US$4.90 (up from US$0.24 in FY 2021). Revenue: US$18.9b (up 51% from FY 2021). Net income: US$1.72b (up US$1.64b from FY 2021). Profit margin: 9.1% (up from 0.7% in FY 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 5.2%, compared to a 18% growth forecast for the retail industry in Germany. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.Upcoming Dividend • Nov 29Upcoming dividend of US$0.28 per shareEligible shareholders must have bought the stock before 06 December 2021. Payment date: 31 December 2021. Trailing yield: 1.0%. Lower than top quartile of German dividend payers (3.3%). Lower than average of industry peers (2.5%).Reported Earnings • Nov 19Third quarter 2022 earnings released: EPS US$1.10 (vs US$0.37 in 3Q 2021)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2022 results: Revenue: US$4.57b (up 22% from 3Q 2021). Net income: US$385.0m (up 194% from 3Q 2021). Profit margin: 8.4% (up from 3.5% in 3Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.Upcoming Dividend • Aug 27Upcoming dividend of US$0.28 per shareEligible shareholders must have bought the stock before 03 September 2021. Payment date: 30 September 2021. Trailing yield: 1.0%. Lower than top quartile of German dividend payers (3.1%). Lower than average of industry peers (2.3%).Reported Earnings • Aug 20Second quarter 2022 earnings released: EPS US$1.39 (vs US$0.063 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: US$4.80b (up 79% from 2Q 2021). Net income: US$494.3m (up US$472.2m from 2Q 2021). Profit margin: 10% (up from 0.8% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 31% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.Executive Departure • Jul 15Executive VP & CFO Travis Marquette has left the companyOn the 14th of July, Travis Marquette's tenure as Executive VP & CFO ended after 1.9 years in the role. As of March 2021, Travis still personally held 71.17k shares (€7.3m worth at the time). Travis is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 5.58 years.이익 및 매출 성장 예측DB:RSO - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수1/31/202927,7732,7912,4393,38861/31/202826,0772,5702,3153,263171/31/202724,5382,3682,1122,985181/31/202622,7512,1452,2083,027N/A11/1/202522,0272,0861,9632,788N/A8/2/202521,4982,0631,6792,474N/A5/3/202521,2562,0821,6072,398N/A2/1/202521,1292,0911,6372,357N/A11/2/202421,2392,1141,6872,423N/A8/3/202421,0932,0721,6262,359N/A5/4/202420,7401,9911,7382,470N/A2/3/202420,3771,8751,7522,514N/A10/28/202319,5691,7122,0062,782N/A7/29/202319,2091,6072,0882,862N/A4/29/202318,8571,5451,8072,519N/A1/28/202318,6961,5121,0351,689N/A10/29/202218,5021,432110708N/A7/30/202218,5111,475-210337N/A4/30/202218,7331,58539570N/A1/29/202218,9161,7231,1811,739N/A10/30/202118,1451,5941,5231,966N/A7/31/202117,3251,3403,0093,419N/A5/1/202115,2058683,6554,057N/A1/30/202112,532851,8412,246N/A10/31/202012,6953042,0502,544N/A8/1/202012,7905437051,261N/A5/2/202014,0859345604N/A2/1/202016,0391,6611,6162,172N/A11/2/201915,7331,646N/A2,028N/A8/3/201915,4341,614N/A2,136N/A5/4/201915,1921,590N/A2,104N/A2/2/201914,9841,587N/A2,067N/A11/3/201814,9441,597N/A1,966N/A8/4/201814,7231,533N/A1,898N/A5/5/201814,4171,460N/A1,633N/A2/3/201814,1351,363N/A1,681N/A10/28/201713,5771,213N/A1,695N/A7/29/201713,3351,183N/A1,577N/A4/29/201713,0841,148N/A1,611N/A1/28/201712,8671,118N/A1,559N/A10/29/201612,6071,081N/A1,593N/A7/30/201612,3031,052N/A1,515N/A4/30/201612,0911,029N/A1,381N/A1/30/201611,9401,021N/A1,326N/A10/31/201511,7221,005N/A1,153N/A8/1/201511,538982N/A1,221N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: RSO 의 연간 예상 수익 증가율(7.9%)이 saving rate(1.9%)보다 높습니다.수익 vs 시장: RSO 의 연간 수익(7.9%)이 German 시장(16.9%)보다 느리게 성장할 것으로 예상됩니다.고성장 수익: RSO 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: RSO 의 수익(연간 6.1%)이 German 시장(연간 6.8%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: RSO 의 수익(연간 6.1%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: RSO의 자본 수익률은 3년 후 36%로 높을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YRetail 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/20 06:46종가2026/05/20 00:00수익2026/01/31연간 수익2026/01/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Ross Stores, Inc.는 41명의 분석가가 다루고 있습니다. 이 중 18명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Mark AltschwagerBairdRobert DrbulBarclaysAdrienne Yih-TennantBarclays38명의 분석가 더 보기
공시 • Nov 21Ross Stores, Inc. Raises Earnings Guidance for 13 Weeks Ending January 31, 2026 and the Full Year 2025Ross Stores, Inc. raised earnings guidance for 13 Weeks Ending January 31, 2026 and the Full Year 2025. For the year, the company is increasing earnings per share guidance to be in the range of $6.38 to $6.46, which includes approximately $0.16 per share negative impact from tariff-related costs. In addition, and as a reminder, 2024 fourth quarter and full year earnings per share of $1.79 and $6.32, respectively, included an approximate $0.14earnings per share benefit related to the sale of a packaway facility. For the 13 weeks ending January 31, 2026, the company is raising comparable store sales forecast to be up 3% to 4% with earnings per share in the range of $1.77 to $1.85. This updated guidance range reflects approximately $0.03 earnings per share of unfavorable timing of packaway-related expenses that benefited the third quarter.
공시 • Aug 22Ross Stores, Inc. Provides Earnings Guidance for the Third and Fourth Quarter and 52 Weeks Ending January 31, 2026Ross Stores, Inc. provided earnings guidance for the third and fourth quarter and 52 weeks ending January 31, 2026. For the third quarter, the company planning comparable store sales growth of up 2% to 3% and earnings per share for the third quarter are projected to be $1.31 to $1.37 versus $1.48 last year. For the fourth quarter, the company planning comparable store sales growth of up 2% to 3% and earnings per share projected to be $1.74 to $1.81 for the fourth quarter compared to $1.79 in 2024. The company earnings per share for the 52 weeks ending January 31, 2026 are now planned to be in the range of $6.08 to $6.21 versus $6.32 last year.
공시 • May 23+ 1 more updateRoss Stores, Inc. Provides Earnings Guidance for the Second Quarter Ending August 2, 2025Ross Stores, Inc. provided earnings guidance for the second quarter ending August 2, 2025. For the 13 weeks ending August 2, 2025, comparable store sales are now projected to be flat to up 3% on top of a 4% gain in the second quarter of last year. Earnings per share for the second quarter are now projected to be in the range of $1.40 to $1.55, versus earnings per share of $1.59 for the prior year period ended August 3, 2024. This earnings guidance range includes an approximate $0.11 to $0.16 per share cost impact from announced tariffs. Guidance assumptions for the second quarter of 2025 include the following. Total sales are forecast to increase 2% to 6% versus the prior year. If same-store sales perform in line with forecast, operating margin for the second quarter is projected to be in the 10.7% to 11.4% range, which includes a 90 to 120 basis point negative impact from announced tariffs, mostly in merchandise margin.
공시 • Nov 22Ross Stores, Inc. Updates Earnings Guidance for the 13 Weeks and 52 Weeks Ending February 1, 2025Ross Stores, Inc. updated earnings guidance for the 13 weeks and 52 weeks ending February 1, 2025. For the 13 weeks, the company continue to project comparable store sales to increase 2% to 3%. Earnings per share for the fourth quarter are planned to be in the range of $1.57 to $1.64, compared to $1.82 for the 14 weeks ended February 3, 2024. This guidance range includes an unfavorable impact of approximately $0.03 per share primarily from the timing of packaway-related expenses that benefited the third quarter. For the 52 weeks, based on the company’s year-to-date results and fourth quarter forecast, earnings per share now expected to be in the range of $6.10 to $6.17 versus $5.56 last year. As a reminder, both the 2023 fourth quarter and full year results included an approximate $0.20 earnings per share benefit from the 53rd week.
공시 • Aug 23Ross Stores, Inc. Provides Earnings Guidance for the Third Quarter, Fourth Quarter and Full Year of 2024Ross Stores, Inc. provided earnings guidance for the third quarter, fourth quarter and full year of 2024. For the quarter, third quarter earnings per share are expected to be in the range of $1.35 to $1.41 versus $1.33 last year. Total sales are forecast to increase 3% to 5% versus the prior year. Net interest income is estimated to be approximately $39 million. For the fourth quarter, earnings per share are expected to be in the range of $1.60 to $1.67 compared to $1.82 in 2023. This updated earnings guidance now reflects additional efficiencies they expect to achieve in the second half of 2024. The company is planning comparable sales growth of 2% to 3% on top of 5% and 7% gains, respectively, in 2023. If the second half performs in line with these projections, earnings per share for the full year 2024 are now forecast to be in the range of $6 to $6.13, up from $5.56 in fiscal 2023.
공시 • May 24Ross Stores, Inc. Provides Earnings Guidance for the 13 Weeks Ending August 3, 2024 and 52 Weeks Ending February 1, 2025Ross Stores, Inc. provided earnings guidance for the 13 weeks ending August 3, 2024 and 52 weeks ending February 1, 2025. For the 13 weeks ending August 3, 2024, comparable store sales are projected to increase 2% to 3% on top of a 5% gain in the second quarter of last year. Earnings per share for the second quarter are projected to be in the range of $1.43 to $1.49.Comparable store sales for the 52 weeks ending February 1, 2025 remain unchanged at up 2% to 3%, with earnings per share for the 2024 fiscal year now projected to be in the range of $5.79 to $5.98 versus $5.56 for the 53 weeks ended February 3, 2024.
Board Change • 6hInsufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 5 highly experienced directors. CEO & Director Jim Conroy was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
공시 • May 08Ross Stores, Inc. to Report Q1, 2027 Results on May 21, 2026Ross Stores, Inc. announced that they will report Q1, 2027 results at 4:00 PM, US Eastern Standard Time on May 21, 2026
공시 • Apr 08Ross Stores, Inc., Annual General Meeting, May 20, 2026Ross Stores, Inc., Annual General Meeting, May 20, 2026.
공시 • Mar 04+ 2 more updatesRoss Stores, Inc. (NasdaqGS:ROST) announces an Equity Buyback for $2,550 million worth of its shares.Ross Stores, Inc. (NasdaqGS:ROST) announces a share repurchase program. Under the program, the company will repurchase up to $2,550 million worth of its shares. The program will continue through fiscal year 2027.
공시 • Feb 18Ross Stores, Inc. to Report Q4, 2026 Results on Mar 03, 2026Ross Stores, Inc. announced that they will report Q4, 2026 results at 4:00 PM, US Eastern Standard Time on Mar 03, 2026
공시 • Nov 25Ross Stores, Inc. Announces Board Chair ChangesRoss Stores, Inc. announced that its Board of Directors has approved the following Board Chair succession plan: As previously communicated, Michael Balmuth will step down as Executive Chairman of the Board on January 31, 2026, and will continue to serve as a Senior Advisor to the Company through March 31, 2026. Mr. Balmuth has advised that when he steps down as Executive Chairman, he will also retire from the Board. K. Gunnar Bjorklund, current Board member and Lead Independent Director, has been appointed to succeed Mr. Balmuth as Chairman of the Board, effective February 1, 2026. Gunnar has long served as an independent Board member with deep knowledge of the Company and the off-price retail sector, along with a strong background in shaping consumer-driven business strategies. He has also served as our Board’s Lead Independent Director since 2023. His insights and leadership will continue to be significant assets to the Company and its shareholders.
공시 • Nov 21Ross Stores, Inc. Raises Earnings Guidance for 13 Weeks Ending January 31, 2026 and the Full Year 2025Ross Stores, Inc. raised earnings guidance for 13 Weeks Ending January 31, 2026 and the Full Year 2025. For the year, the company is increasing earnings per share guidance to be in the range of $6.38 to $6.46, which includes approximately $0.16 per share negative impact from tariff-related costs. In addition, and as a reminder, 2024 fourth quarter and full year earnings per share of $1.79 and $6.32, respectively, included an approximate $0.14earnings per share benefit related to the sale of a packaway facility. For the 13 weeks ending January 31, 2026, the company is raising comparable store sales forecast to be up 3% to 4% with earnings per share in the range of $1.77 to $1.85. This updated guidance range reflects approximately $0.03 earnings per share of unfavorable timing of packaway-related expenses that benefited the third quarter.
공시 • Nov 20Ross Stores, Inc. Declares Regular Quarterly Cash Dividend, Payable on December 31, 2025Ross Stores, Inc. announced that the Company’s Board of Directors declared a regular quarterly cash dividend of $0.405 per common share, payable on December 31, 2025 to stockholders of record as of December 9, 2025.
공시 • Nov 07Ross Stores, Inc. to Report Q3, 2026 Results on Nov 20, 2025Ross Stores, Inc. announced that they will report Q3, 2026 results at 4:00 PM, US Eastern Standard Time on Nov 20, 2025
공시 • Aug 22Ross Stores, Inc. Provides Earnings Guidance for the Third and Fourth Quarter and 52 Weeks Ending January 31, 2026Ross Stores, Inc. provided earnings guidance for the third and fourth quarter and 52 weeks ending January 31, 2026. For the third quarter, the company planning comparable store sales growth of up 2% to 3% and earnings per share for the third quarter are projected to be $1.31 to $1.37 versus $1.48 last year. For the fourth quarter, the company planning comparable store sales growth of up 2% to 3% and earnings per share projected to be $1.74 to $1.81 for the fourth quarter compared to $1.79 in 2024. The company earnings per share for the 52 weeks ending January 31, 2026 are now planned to be in the range of $6.08 to $6.21 versus $6.32 last year.
공시 • Aug 21Ross Stores, Inc. Announces Quarterly Cash Dividend, Payable on September 30, 2025Ross Stores, Inc. announced that the Company’s Board of Directors declared a regular quarterly cash dividend of $0.405 per common share, payable on September 30, 2025 to stockholders of record as of September 9, 2025.
공시 • Aug 08Ross Stores, Inc. to Report Q2, 2026 Results on Aug 21, 2025Ross Stores, Inc. announced that they will report Q2, 2026 results at 4:00 PM, US Eastern Standard Time on Aug 21, 2025
공시 • May 23+ 1 more updateRoss Stores, Inc. Provides Earnings Guidance for the Second Quarter Ending August 2, 2025Ross Stores, Inc. provided earnings guidance for the second quarter ending August 2, 2025. For the 13 weeks ending August 2, 2025, comparable store sales are now projected to be flat to up 3% on top of a 4% gain in the second quarter of last year. Earnings per share for the second quarter are now projected to be in the range of $1.40 to $1.55, versus earnings per share of $1.59 for the prior year period ended August 3, 2024. This earnings guidance range includes an approximate $0.11 to $0.16 per share cost impact from announced tariffs. Guidance assumptions for the second quarter of 2025 include the following. Total sales are forecast to increase 2% to 6% versus the prior year. If same-store sales perform in line with forecast, operating margin for the second quarter is projected to be in the 10.7% to 11.4% range, which includes a 90 to 120 basis point negative impact from announced tariffs, mostly in merchandise margin.
공시 • May 22Ross Stores, Inc. Announces Quarterly Cash Dividend, Payable on June 30, 2025Ross Stores, Inc. announced that the Company’s Board of Directors declared a regular quarterly cash dividend of $0.405 per common share, payable on June 30, 2025 to stockholders of record as of June 10, 2025.
공시 • May 09Ross Stores, Inc. to Report Q1, 2026 Results on May 22, 2025Ross Stores, Inc. announced that they will report Q1, 2026 results at 4:00 PM, US Eastern Standard Time on May 22, 2025
공시 • Apr 09Ross Stores, Inc., Annual General Meeting, May 21, 2025Ross Stores, Inc., Annual General Meeting, May 21, 2025.
공시 • Mar 05+ 1 more updateRoss Stores, Inc. Increases Quarterly Cash Dividend, Payable on March 31, 2025The Board of Directors also recently authorized a 10% increase in the Company’s quarterly cash dividend to $0.405 per share. This higher quarterly dividend amount is payable on March 31, 2025 to stockholders of record as of March 18, 2025.
공시 • Feb 21+ 1 more updateRoss Stores, Inc. Announces CFO ChangesRoss Stores, Inc. announced that Adam Orvos (60), will retire as Chief Financial Officer, effective September 30, 2025. William Sheehan (56), currently Group Senior Vice President, Finance, has been promoted to Deputy Chief Financial Officer and is expected to succeed Mr. Orvos as Chief Financial Officer on October 1, 2025. Mr. Sheehan has more than 34 years of broad-based financial experience in the retail industry. After 15 years with Lord & Taylor, he joined Ross in February 2006 and has served in roles of increasing responsibility across the Finance organization since that time. Upon becoming Chief Financial Officer, Mr. Sheehan will oversee the accounting, treasury, financial planning, tax, procurement, finance operations, risk management, and investor relations functions, and will report directly to Michael Hartshorn, Group President and Chief Operating Officer.
공시 • Feb 19Ross Stores, Inc. to Report Q4, 2025 Results on Mar 04, 2025Ross Stores, Inc. announced that they will report Q4, 2025 results at 4:00 PM, US Eastern Standard Time on Mar 04, 2025
공시 • Nov 22Ross Stores, Inc. Updates Earnings Guidance for the 13 Weeks and 52 Weeks Ending February 1, 2025Ross Stores, Inc. updated earnings guidance for the 13 weeks and 52 weeks ending February 1, 2025. For the 13 weeks, the company continue to project comparable store sales to increase 2% to 3%. Earnings per share for the fourth quarter are planned to be in the range of $1.57 to $1.64, compared to $1.82 for the 14 weeks ended February 3, 2024. This guidance range includes an unfavorable impact of approximately $0.03 per share primarily from the timing of packaway-related expenses that benefited the third quarter. For the 52 weeks, based on the company’s year-to-date results and fourth quarter forecast, earnings per share now expected to be in the range of $6.10 to $6.17 versus $5.56 last year. As a reminder, both the 2023 fourth quarter and full year results included an approximate $0.20 earnings per share benefit from the 53rd week.
공시 • Nov 21Ross Stores, Inc. Announces Quarterly Dividend, Payable on December 31, 2024Ross Stores, Inc. announced that the Company’s Board of Directors declared a regular quarterly cash dividend of $0.3675 per common share, payable on December 31, 2024 to stockholders of record as of December 10, 2024.
공시 • Nov 08Ross Stores, Inc. to Report Q3, 2025 Results on Nov 21, 2024Ross Stores, Inc. announced that they will report Q3, 2025 results at 4:00 PM, US Eastern Standard Time on Nov 21, 2024
공시 • Oct 29Ross Stores, Inc. Announces Chief Executive Officer ChangesRoss Stores, Inc. announced that its Board of Directors has appointed James Conroy (54), a seasoned retail CEO, as Chief Executive Officer, succeeding Barbara Rentler effective February 2, 2025. Initially, Mr. Conroy will join the Company on December 2, 2024 as Chief Executive Officer – Elect, when he will also become a member of the Board of Directors, reporting to Executive Chairman Michael Balmuth. Upon becoming CEO, he will report directly to the Company’s full Board of Directors. Mr. Conroy is a talented retail executive with more than 25 years of management, operational, and consulting experience. Most recently since 2012, Mr. Conroy has served as President and Chief Executive Officer of Boot Barn. Prior to joining Boot Barn, Mr. Conroy served in various executive roles at Claire’s Stores, Inc. from 2007 to 2012, including Chief Operating Officer and Interim Co-Chief Executive Officer in 2012 and President from 2009 to 2012. Mr. Conroy’s appointment follows a comprehensive search process launched when Ross announced its long-term CEO succession plan in June 2023. As part of the previously announced succession plan, Barbara Rentler (67), current Chief Executive Officer and Vice Chair, will move to an advisory role as of February 2, 2025, where she will continue to play an important role in the ongoing implementation of merchandising strategies through March 31, 2027.
공시 • Sep 13Ross Stores, Inc. Announces Executive ChangesRoss Stores, Inc. announced merchandising leadership changes that the Company believes will strengthen the successful execution of its off-price strategies and drive profitable market share gains over the near and long term. Effective December 1, 2024: Karen Fleming is being promoted to President and Chief Merchandising Officer, Ross Dress for Less, continuing to report directly to Barbara Rentler, Chief Executive Officer. Ms. Fleming is currently President and Chief Merchandising Officer of dd's DISCOUNTS and is responsible for directing all aspects of merchandising at dd's. In her new role, Ms. Fleming will oversee the merchandising responsibilities at Ross Dress for Less. Karen Sykes will become President and Chief Merchandising Officer, dd's DISCOUNTS, also continuing to report directly to Barbara Rentler, Chief Executive Officer. Ms. Sykes will replace Ms. Fleming upon her promotion. Ms. Sykes currently serves as Executive Vice President, Merchandising overseeing Men's and Children's at Ross Dress for Less. In her new role, Ms. Sykes will direct all aspects of merchandising at dd's.
Reported Earnings • Aug 23Second quarter 2025 earnings released: EPS: US$1.60 (vs US$1.33 in 2Q 2024)Second quarter 2025 results: EPS: US$1.60 (up from US$1.33 in 2Q 2024). Revenue: US$5.29b (up 7.1% from 2Q 2024). Net income: US$527.1m (up 18% from 2Q 2024). Profit margin: 10.0% (up from 9.0% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 13% per year whereas the company’s share price has increased by 11% per year.
공시 • Aug 23Ross Stores, Inc. Provides Earnings Guidance for the Third Quarter, Fourth Quarter and Full Year of 2024Ross Stores, Inc. provided earnings guidance for the third quarter, fourth quarter and full year of 2024. For the quarter, third quarter earnings per share are expected to be in the range of $1.35 to $1.41 versus $1.33 last year. Total sales are forecast to increase 3% to 5% versus the prior year. Net interest income is estimated to be approximately $39 million. For the fourth quarter, earnings per share are expected to be in the range of $1.60 to $1.67 compared to $1.82 in 2023. This updated earnings guidance now reflects additional efficiencies they expect to achieve in the second half of 2024. The company is planning comparable sales growth of 2% to 3% on top of 5% and 7% gains, respectively, in 2023. If the second half performs in line with these projections, earnings per share for the full year 2024 are now forecast to be in the range of $6 to $6.13, up from $5.56 in fiscal 2023.
공시 • Aug 22Ross Stores, Inc. Announces Quarterly Dividend, Payable on September 30, 2024Ross Stores, Inc. announced that the Company’s Board of Directors declared a regular quarterly cash dividend of $0.3675 per common share, payable on September 30, 2024 to stockholders of record as of September 10, 2024.
공시 • Aug 09Ross Stores, Inc. to Report Q2, 2025 Results on Aug 22, 2024Ross Stores, Inc. announced that they will report Q2, 2025 results at 4:00 PM, US Eastern Standard Time on Aug 22, 2024
공시 • Jul 03Ross Stores, Inc.(NasdaqGS:ROST) dropped from Russell 1000 Dynamic IndexRoss Stores, Inc.(NasdaqGS:ROST) dropped from Russell 1000 Dynamic Index
Declared Dividend • May 27First quarter dividend of US$0.37 announcedShareholders will receive a dividend of US$0.37. Ex-date: 11th June 2024 Payment date: 28th June 2024 Dividend yield will be 1.0%, which is lower than the industry average of 2.5%. Sustainability & Growth Dividend is well covered by both earnings (23% earnings payout ratio) and cash flows (28% cash payout ratio). The dividend has increased by an average of 16% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 29% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • May 24First quarter 2025 earnings released: EPS: US$1.47 (vs US$1.10 in 1Q 2024)First quarter 2025 results: EPS: US$1.47 (up from US$1.10 in 1Q 2024). Revenue: US$4.86b (up 8.1% from 1Q 2024). Net income: US$488.0m (up 32% from 1Q 2024). Profit margin: 10.0% (up from 8.3% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
공시 • May 24Ross Stores, Inc. Provides Earnings Guidance for the 13 Weeks Ending August 3, 2024 and 52 Weeks Ending February 1, 2025Ross Stores, Inc. provided earnings guidance for the 13 weeks ending August 3, 2024 and 52 weeks ending February 1, 2025. For the 13 weeks ending August 3, 2024, comparable store sales are projected to increase 2% to 3% on top of a 5% gain in the second quarter of last year. Earnings per share for the second quarter are projected to be in the range of $1.43 to $1.49.Comparable store sales for the 52 weeks ending February 1, 2025 remain unchanged at up 2% to 3%, with earnings per share for the 2024 fiscal year now projected to be in the range of $5.79 to $5.98 versus $5.56 for the 53 weeks ended February 3, 2024.
공시 • May 23Ross Stores, Inc. Announces Quarterly Dividend, Payable on June 28, 2024Ross Stores, Inc. announced that the Company’s Board of Directors declared a regular quarterly cash dividend of $0.3675 per common share, payable on June 28, 2024 to stockholders of record as of June 11, 2024.
공시 • May 11Ross Stores, Inc. to Report Q1, 2025 Results on May 23, 2024Ross Stores, Inc. announced that they will report Q1, 2025 results at 4:00 PM, US Eastern Standard Time on May 23, 2024
공시 • Apr 25As You Sow Foundation Files an Exempt Solicitation Statement and Request Vote For its ProposalOn April 24, 2024, As You Sow Foundation filed an exempt solicitation statement and urged the shareholders of Ross Stores, Inc to vote for its proposal requesting the Company measure and publicly disclose all material value chain GHG emissions at the Company’s annual general meeting of shareholders scheduled to be held on May 22, 2024.
Recent Insider Transactions • Mar 30Insider recently sold €1.4m worth of stockOn the 27th of March, Brian Morrow sold around 11k shares on-market at roughly €135 per share. This transaction amounted to 15% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €18m more than they bought in the last 12 months.
Declared Dividend • Mar 08Fourth quarter dividend of US$0.37 announcedShareholders will receive a dividend of US$0.37. Ex-date: 14th March 2024 Payment date: 29th March 2024 Dividend yield will be 1.0%, which is lower than the industry average of 2.5%. Sustainability & Growth Dividend is well covered by both earnings (24% earnings payout ratio) and cash flows (28% cash payout ratio). The dividend has increased by an average of 16% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 30% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Mar 07Full year 2024 earnings released: EPS: US$5.59 (vs US$4.40 in FY 2023)Full year 2024 results: EPS: US$5.59 (up from US$4.40 in FY 2023). Revenue: US$20.4b (up 9.0% from FY 2023). Net income: US$1.87b (up 24% from FY 2023). Profit margin: 9.2% (up from 8.1% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
공시 • Mar 06+ 2 more updatesRoss Stores Raises Quarterly Cash Dividend, Payable on March 29, 2024The Board of Ross Stores, Inc. authorized a 10% increase in the Company’s quarterly cash dividend to $0.3675 per share. This higher quarterly dividend amount is payable on March 29, 2024 to stockholders of record as of March 15, 2024.
공시 • Feb 21Ross Stores, Inc. to Report Q4, 2024 Results on Mar 05, 2024Ross Stores, Inc. announced that they will report Q4, 2024 results at 4:00 PM, US Eastern Standard Time on Mar 05, 2024
공시 • Feb 01Ross Stores, Inc. Announces Executive ChangesRoss Stores, Inc. announced that Karen Fleming has been promoted to President and Chief Merchandising Officer, dd’s DISCOUNTS effective April 1, 2024. Ms. Fleming will report directly to Barbara Rentler, the Company’s Chief Executive Officer and be responsible for directing all aspects of merchandising at dd’s DISCOUNTS. Brian Morrow, current President and Chief Merchandising Officer of dd’s will transition to a consultant role upon Ms. Fleming’s promotion. Ms. Fleming, age 57, has most recently been serving as Group Executive Vice President, Merchandising - dd’s DISCOUNTS since September 2023. She joined the Company in 1999 as a Buyer, and then served as Vice President, Divisional Merchandise Manager from 2007 to 2013, Group Vice President, Divisional Merchandise Manager from 2013 to 2015, Senior Vice President, General Merchandise Manager from 2015 to 2018, and Group Senior Vice President, General Merchandise Manager from 2018 to 2022. Ms. Fleming transferred to the Company’s dd’s DISCOUNTS business in 2022, initially as Executive Vice President, Merchandising.
Upcoming Dividend • Nov 27Upcoming dividend of US$0.34 per share at 1.0% yieldEligible shareholders must have bought the stock before 04 December 2023. Payment date: 29 December 2023. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of German dividend payers (5.0%). Lower than average of industry peers (2.8%).
Reported Earnings • Nov 19Third quarter 2024 earnings released: EPS: US$1.34 (vs US$1.00 in 3Q 2023)Third quarter 2024 results: EPS: US$1.34 (up from US$1.00 in 3Q 2023). Revenue: US$4.92b (up 7.9% from 3Q 2023). Net income: US$447.3m (up 31% from 3Q 2023). Profit margin: 9.1% (up from 7.5% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
공시 • Nov 17+ 1 more updateRoss Stores, Inc. Provides Sales Guidance for the 13 Weeks Ending January 27, 2024; provides Earnings Guidance for the 14 Weeks Ending February 3, 2024 and 53 Weeks Ending February 3, 2024Ross Stores, Inc. provided sales guidance for the 13 weeks ending January 27, 2024, and earnings guidance for the 14 weeks ending February 3, 2024 and 53 weeks ending February 3, 2024. For the 13 weeks ending January 27, 2024, the company projects same-store sales to be up 1% to 2%. For the 14 weeks ending February 3, 2024, are planned to be in the range of $1.56 to $1.62, compared to $1.31 in the prior year. This guidance range includes an approximate $0.02 per share unfavorable impact from the timing of expenses that benefited the third quarter. Based on year-to-date results and fourth quarter forecast, earnings per share for the 53 weeks ending February 3, 2024 are now expected to be in the range of $5.30 to $5.36 versus $4.38 last year. Incorporated in this guidance for the fourth quarter and full year is an estimated benefit to earnings per share of approximately $0.16 from the 53rd week in fiscal 2023.
공시 • Nov 03Ross Stores, Inc. to Report Q3, 2024 Results on Nov 16, 2023Ross Stores, Inc. announced that they will report Q3, 2024 results at 4:00 PM, US Eastern Standard Time on Nov 16, 2023
공시 • Oct 12Ross Stores, Inc. Appoints Stephen Brinkley as President, Operations, Effective October 30, 2023Ross Stores, Inc. announced that Stephen Brinkley, 50, has been named to the newly-created position of President, Operations with an expected start date of October 30, 2023. In his new role, Mr. Brinkley will report to Michael Hartshorn, Group President and Chief Operating Officer. His responsibilities will include Property Development, Stores, and Supply Chain. The Company’s Finance, Human Resources, Legal, Marketing, Strategy, and Technology organizations will continue to report directly to Mr. Hartshorn. Most recently, Mr. Brinkley served as President of SportChek. Mr. Brinkley is a seasoned executive with more than 25 years of in-depth operational and general management experience, including roles at Save A Lot, Target, and Circuit City.
Recent Insider Transactions • Oct 11President & Chief Capability Officer recently sold €2.2m worth of stockOn the 6th of October, Michael Kobayashi sold around 21k shares on-market at roughly €106 per share. This transaction amounted to 23% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €4.8m. Michael has been a net seller over the last 12 months, reducing personal holdings by €3.4m.
공시 • Sep 01Ross Stores, Inc. Announces Board Changes, Effective September 1, 2023Ross Stores, Inc. announced that its Board of Directors has approved the following changes to its Board leadership and composition effective September 1, 2023: George P. Orban will step down as Chairman of the Board while continuing to serve as an independent Director. Michael Balmuth, currently Strategic Advisor to the Company, will return to the Executive Chairman of the Board role. K. Gunnar Bjorklund will become Lead Independent Director.
Recent Insider Transactions • Aug 28Insider recently sold €2.9m worth of stockOn the 23rd of August, Brian Morrow sold around 26k shares on-market at roughly €112 per share. This transaction amounted to 28% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €8.4m more than they bought in the last 12 months.
Upcoming Dividend • Aug 25Upcoming dividend of US$0.34 per share at 1.1% yieldEligible shareholders must have bought the stock before 01 September 2023. Payment date: 29 September 2023. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (2.8%).
공시 • Aug 18Ross Stores, Inc. Provides Earnings Guidance for the Third Quarter, Fourth Quarter of 2023, 52 Weeks Ending January 27, 2024 and 53 Weeks Ending February 3, 2024Ross Stores, Inc. provided earnings guidance for the third quarter, fourth quarter of 2023, 52 weeks ending January 27, 2024 and 53 weeks ending February 3, 2024. The company is planning comparable store sales for the third and fourth quarters of 2023 to be up 2% to 3% and up 1% to 2%, respectively. Earnings per share for the third quarter are projected to be $1.16 to $1.21 versus $1.00 last year and $1.58 to $1.64 for the fourth quarter, compared to $1.31 in 2022.Based on these assumptions, same store sales for the 52 weeks ending January 27, 2024 are forecast to be in the range of up 2% to 3%. Based on company's first half results and second half guidance, earnings per share for the 53 weeks ending February 3, 2024 are now planned to be in the range of $5.15 to $5.26 versus $4.38 last year.
Reported Earnings • Aug 18Second quarter 2024 earnings released: EPS: US$1.33 (vs US$1.12 in 2Q 2023)Second quarter 2024 results: EPS: US$1.33 (up from US$1.12 in 2Q 2023). Revenue: US$4.93b (up 7.7% from 2Q 2023). Net income: US$446.3m (up 16% from 2Q 2023). Profit margin: 9.0% (up from 8.4% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
공시 • Aug 17Ross Stores, Inc. Declares Regular Quarterly Cash Dividend, Payable on September 29, 2023Ross Stores, Inc. announced that the Company’s Board of Directors declared a regular quarterly cash dividend of $0.335 per common share, payable on September 29, 2023 to stockholders of record as of September 5, 2023.
공시 • Aug 04Ross Stores, Inc. to Report Q2, 2024 Results on Aug 17, 2023Ross Stores, Inc. announced that they will report Q2, 2024 results at 4:00 PM, US Eastern Standard Time on Aug 17, 2023
Recent Insider Transactions • May 31Vice Chairman & CEO recently sold €2.9m worth of stockOn the 25th of May, Barbara Rentler sold around 30k shares on-market at roughly €95.47 per share. This transaction amounted to 8.2% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Barbara's only on-market trade for the last 12 months.
Upcoming Dividend • May 29Upcoming dividend of US$0.34 per share at 1.3% yieldEligible shareholders must have bought the stock before 05 June 2023. Payment date: 30 June 2023. Payout ratio is a comfortable 28% and this is well supported by cash flows. Trailing yield: 1.3%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (2.8%).
Reported Earnings • May 19First quarter 2024 earnings released: EPS: US$1.10 (vs US$0.97 in 1Q 2023)First quarter 2024 results: EPS: US$1.10 (up from US$0.97 in 1Q 2023). Revenue: US$4.49b (up 3.7% from 1Q 2023). Net income: US$371.2m (up 9.7% from 1Q 2023). Profit margin: 8.3% (up from 7.8% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
공시 • May 19Ross Stores, Inc. Provides Earnings Guidance for the 13 Weeks Ending July 29, 2023, 52 Weeks Ending January 27, 2024 and 53 Weeks Ending February 3, 2024Ross Stores, Inc. provided earnings guidance for the 13 weeks ending July 29, 2023, 52 weeks ending January 27, 2024 and 53 weeks ending February 3, 2024. For the 13 weeks ending July 29, 2023, comparable store sales are projected to be relatively flat. Earnings per share for this year’s second quarter are forecast to be $1.07 to $1.14 versus $1.11 for the same period last year.Based on first quarter results and guidance for the second quarter, comparable store sales for the 52 weeks ending January 27, 2024, are still planned to be relatively flat. The company now projects earnings per share for the 53 weeks ending February 3, 2024 to be $4.77 to $4.99 compared to $4.38 for the 52 weeks ended January 28, 2023. This guidance includes an estimated benefit to full year 2023 earnings per share of approximately $0.15 from the 53rd week.
공시 • May 18Ross Stores, Inc. Declares Regular Quarterly Cash Dividend, Payable on June 30, 2023Ross Stores, Inc. announced that the Company’s Board of Directors declared a regular quarterly cash dividend of $0.335 per common share, payable on June 30, 2023 to stockholders of record as of June 6, 2023.
공시 • May 05Ross Stores, Inc. to Report Q1, 2024 Results on May 18, 2023Ross Stores, Inc. announced that they will report Q1, 2024 results at 4:00 PM, US Eastern Standard Time on May 18, 2023
Recent Insider Transactions • Apr 11President & Chief Capability Officer recently sold €1.2m worth of stockOn the 6th of April, Michael Kobayashi sold around 12k shares on-market at roughly €97.07 per share. This transaction amounted to 11% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Michael's only on-market trade for the last 12 months.
Recent Insider Transactions • Apr 06Senior VP recently sold €318k worth of stockOn the 31st of March, Jeffrey Burrill sold around 3k shares on-market at roughly €96.39 per share. This transaction amounted to 12% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €394k more than they bought in the last 12 months.
Reported Earnings • Mar 01Full year 2023 earnings released: EPS: US$4.40 (vs US$4.90 in FY 2022)Full year 2023 results: EPS: US$4.40 (down from US$4.90 in FY 2022). Revenue: US$18.7b (down 1.2% from FY 2022). Net income: US$1.51b (down 12% from FY 2022). Profit margin: 8.1% (down from 9.1% in FY 2022). Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
공시 • Feb 15Ross Stores, Inc. to Report Q4, 2023 Results on Feb 28, 2023Ross Stores, Inc. announced that they will report Q4, 2023 results at 4:00 PM, US Eastern Standard Time on Feb 28, 2023
Upcoming Dividend • Nov 28Upcoming dividend of US$0.31 per shareEligible shareholders must have bought the stock before 05 December 2022. Payment date: 30 December 2022. Payout ratio is a comfortable 29% but the company is paying out more than the cash it is generating. Trailing yield: 1.1%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (4.0%).
Valuation Update With 7 Day Price Move • Nov 24Investor sentiment improved over the past weekAfter last week's 20% share price gain to €111, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 11x in the Specialty Retail industry in Europe. Total returns to shareholders of 8.7% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €160 per share.
Reported Earnings • Nov 19Third quarter 2023 earnings released: EPS: US$1.00 (vs US$1.10 in 3Q 2022)Third quarter 2023 results: EPS: US$1.00 (down from US$1.10 in 3Q 2022). Revenue: US$4.57b (flat on 3Q 2022). Net income: US$342.0m (down 11% from 3Q 2022). Profit margin: 7.5% (down from 8.4% in 3Q 2022). Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
Board Change • Nov 16High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Outside Director Edward Cannizzaro was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Board Change • Nov 02High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Director Edward Cannizzaro was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Recent Insider Transactions • Jun 11Independent Director recently sold €76k worth of stockOn the 8th of June, Michael Bush sold around 1k shares on-market at roughly €75.86 per share. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.
Upcoming Dividend • May 30Upcoming dividend of US$0.31 per shareEligible shareholders must have bought the stock before 06 June 2022. Payment date: 30 June 2022. Payout ratio is a comfortable 26% but the company is paying out more than the cash it is generating. Trailing yield: 1.4%. Lower than top quartile of German dividend payers (4.3%). Lower than average of industry peers (2.9%).
Valuation Update With 7 Day Price Move • May 26Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to €72.34, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 10x in the Specialty Retail industry in Europe. Total loss to shareholders of 8.4% over the past three years.
Reported Earnings • May 21First quarter 2023 earnings released: EPS: US$0.97 (vs US$1.35 in 1Q 2022)First quarter 2023 results: EPS: US$0.97 (down from US$1.35 in 1Q 2022). Revenue: US$4.33b (down 4.1% from 1Q 2022). Net income: US$338.4m (down 29% from 1Q 2022). Profit margin: 7.8% (down from 11% in 1Q 2022). The decrease in margin was driven by lower revenue. Over the next year, revenue is forecast to grow 3.0%, compared to a 9.8% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has fallen by 6% per year.
Upcoming Dividend • Mar 07Upcoming dividend of US$0.31 per shareEligible shareholders must have bought the stock before 14 March 2022. Payment date: 31 March 2022. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of German dividend payers (3.5%). Lower than average of industry peers (2.6%).
Reported Earnings • Mar 03Full year 2022 earnings: Revenues and EPS in line with analyst expectationsFull year 2022 results: EPS: US$4.90 (up from US$0.24 in FY 2021). Revenue: US$18.9b (up 51% from FY 2021). Net income: US$1.72b (up US$1.64b from FY 2021). Profit margin: 9.1% (up from 0.7% in FY 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 5.2%, compared to a 18% growth forecast for the retail industry in Germany. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
Upcoming Dividend • Nov 29Upcoming dividend of US$0.28 per shareEligible shareholders must have bought the stock before 06 December 2021. Payment date: 31 December 2021. Trailing yield: 1.0%. Lower than top quartile of German dividend payers (3.3%). Lower than average of industry peers (2.5%).
Reported Earnings • Nov 19Third quarter 2022 earnings released: EPS US$1.10 (vs US$0.37 in 3Q 2021)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2022 results: Revenue: US$4.57b (up 22% from 3Q 2021). Net income: US$385.0m (up 194% from 3Q 2021). Profit margin: 8.4% (up from 3.5% in 3Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.
Upcoming Dividend • Aug 27Upcoming dividend of US$0.28 per shareEligible shareholders must have bought the stock before 03 September 2021. Payment date: 30 September 2021. Trailing yield: 1.0%. Lower than top quartile of German dividend payers (3.1%). Lower than average of industry peers (2.3%).
Reported Earnings • Aug 20Second quarter 2022 earnings released: EPS US$1.39 (vs US$0.063 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: US$4.80b (up 79% from 2Q 2021). Net income: US$494.3m (up US$472.2m from 2Q 2021). Profit margin: 10% (up from 0.8% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 31% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.
Executive Departure • Jul 15Executive VP & CFO Travis Marquette has left the companyOn the 14th of July, Travis Marquette's tenure as Executive VP & CFO ended after 1.9 years in the role. As of March 2021, Travis still personally held 71.17k shares (€7.3m worth at the time). Travis is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 5.58 years.