Upcoming Dividend • Jun 01
Upcoming dividend of US$0.45 per share Eligible shareholders must have bought the stock before 08 June 2026. Payment date: 30 June 2026. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of Italian dividend payers (4.7%). Lower than average of industry peers (3.4%). Reported Earnings • May 22
First quarter 2027 earnings released: EPS: US$2.04 (vs US$1.48 in 1Q 2026) First quarter 2027 results: EPS: US$2.04 (up from US$1.48 in 1Q 2026). Revenue: US$6.01b (up 21% from 1Q 2026). Net income: US$650.0m (up 36% from 1Q 2026). Profit margin: 11% (up from 9.6% in 1Q 2026). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Specialty Retail industry in Europe. Buy Or Sell Opportunity • May 22
Now 26% overvalued after recent price rise Over the last 90 days, the stock has risen 18% to €200. The fair value is estimated to be €159, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.4% over the last 3 years. Earnings per share has grown by 13%. For the next 3 years, revenue is forecast to grow by 6.3% per annum. Earnings are also forecast to grow by 7.6% per annum over the same time period. Tillkännagivande • May 22
Ross Stores, Inc. announces Quarterly dividend, payable on June 30, 2026 Ross Stores, Inc. announced Quarterly dividend of USD 0.4450 per share payable on June 30, 2026, ex-date on June 09, 2026 and record date on June 09, 2026. Tillkännagivande • May 08
Ross Stores, Inc. to Report Q1, 2027 Results on May 21, 2026 Ross Stores, Inc. announced that they will report Q1, 2027 results at 4:00 PM, US Eastern Standard Time on May 21, 2026 New Risk • Apr 28
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Italian stocks, typically moving 6.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (6.6% average weekly change). Significant insider selling over the past 3 months (€4.8m sold). Tillkännagivande • Apr 08
Ross Stores, Inc., Annual General Meeting, May 20, 2026 Ross Stores, Inc., Annual General Meeting, May 20, 2026. Recent Insider Transactions • Mar 29
Insider recently sold €1.3m worth of stock On the 24th of March, Karen Fleming sold around 7k shares on-market at roughly €184 per share. This transaction amounted to 7.1% 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 €12m more than they bought in the last 12 months. Declared Dividend • Mar 08
Dividend of US$0.45 announced Shareholders will receive a dividend of US$0.45. Ex-date: 12th March 2026 Payment date: 31st March 2026 Dividend yield will be 0.6%, which is lower than the industry average of 2.5%. Payout Ratios Payout ratio: 24%. Cash payout ratio: 26%. Reported Earnings • Mar 06
Full year 2026 earnings released: EPS: US$6.66 (vs US$6.36 in FY 2025) Full year 2026 results: EPS: US$6.66 (up from US$6.36 in FY 2025). Revenue: US$22.8b (up 7.7% from FY 2025). Net income: US$2.15b (up 2.6% from FY 2025). Profit margin: 9.4% (in line with FY 2025). Like-for-like sales growth: 5.0% vs FY 2025 Revenue is forecast to grow 5.9% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Specialty Retail industry in Italy. Board Change • Mar 06
Insufficient new directors There 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. Tillkännagivande • Feb 18
Ross Stores, Inc. to Report Q4, 2026 Results on Mar 03, 2026 Ross Stores, Inc. announced that they will report Q4, 2026 results at 4:00 PM, US Eastern Standard Time on Mar 03, 2026 Tillkännagivande • Nov 25
Ross Stores, Inc. Announces Board Chair Changes Ross 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. Declared Dividend • Nov 24
Dividend of US$0.41 announced Shareholders will receive a dividend of US$0.41. Ex-date: 8th December 2025 Payment date: 31st December 2025 Dividend yield will be 0.7%, which is lower than the industry average of 2.5%. Sustainability & Growth Dividend is well covered by both earnings (25% earnings payout ratio) and cash flows (27% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 26% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Reported Earnings • Nov 21
Third quarter 2026 earnings released: EPS: US$1.59 (vs US$1.49 in 3Q 2025) Third quarter 2026 results: EPS: US$1.59 (up from US$1.49 in 3Q 2025). Revenue: US$5.60b (up 10% from 3Q 2025). Net income: US$511.9m (up 4.7% from 3Q 2025). Profit margin: 9.1% (in line with 3Q 2025). Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Specialty Retail industry in Italy. Tillkännagivande • Nov 21
Ross Stores, Inc. Raises Earnings Guidance for 13 Weeks Ending January 31, 2026 and the Full Year 2025 Ross 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. Tillkännagivande • Nov 20
Ross Stores, Inc. Declares Regular Quarterly Cash Dividend, Payable on December 31, 2025 Ross 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. Tillkännagivande • Nov 07
Ross Stores, Inc. to Report Q3, 2026 Results on Nov 20, 2025 Ross Stores, Inc. announced that they will report Q3, 2026 results at 4:00 PM, US Eastern Standard Time on Nov 20, 2025 Recent Insider Transactions • Oct 01
CEO & Director recently sold €4.9m worth of stock On the 24th of September, James Conroy sold around 39k shares on-market at roughly €124 per share. This transaction amounted to 20% 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 James' only on-market trade for the last 12 months. Declared Dividend • Aug 25
Dividend of US$0.41 announced Shareholders will receive a dividend of US$0.41. Ex-date: 8th September 2025 Payment date: 30th September 2025 Dividend yield will be 0.9%, 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 (32% cash payout ratio). The dividend has increased by an average of 15% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 25% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Reported Earnings • Aug 23
Second quarter 2026 earnings released: EPS: US$1.57 (vs US$1.60 in 2Q 2025) Second quarter 2026 results: EPS: US$1.57 (down from US$1.60 in 2Q 2025). Revenue: US$5.53b (up 4.6% from 2Q 2025). Net income: US$508.0m (down 3.6% from 2Q 2025). Profit margin: 9.2% (in line with 2Q 2025). Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 24% growth forecast for the Specialty Retail industry in Italy. Tillkännagivande • Aug 22
Ross Stores, Inc. Provides Earnings Guidance for the Third and Fourth Quarter and 52 Weeks Ending January 31, 2026 Ross 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. Tillkännagivande • Aug 21
Ross Stores, Inc. Announces Quarterly Cash Dividend, Payable on September 30, 2025 Ross 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. Tillkännagivande • Aug 08
Ross Stores, Inc. to Report Q2, 2026 Results on Aug 21, 2025 Ross Stores, Inc. announced that they will report Q2, 2026 results at 4:00 PM, US Eastern Standard Time on Aug 21, 2025 Tillkännagivande • May 22
Ross Stores, Inc. Announces Quarterly Cash Dividend, Payable on June 30, 2025 Ross 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. Tillkännagivande • May 09
Ross Stores, Inc. to Report Q1, 2026 Results on May 22, 2025 Ross Stores, Inc. announced that they will report Q1, 2026 results at 4:00 PM, US Eastern Standard Time on May 22, 2025 