Zacks Investment Research·6 days ago
4 Must-Buy Retail Stocks as Lower Gas Prices Boost Consumer ConfidenceLower gas prices lift confidence in June, putting Five Below, Casey's, Ross Stores and Dollar Tree in focus as shoppers stay selective.
Ross Stores, Inc.(ROST)Earnings, Financials & Key Ratios
ROST•NASDAQ
$214.67
32.5× P/E·Price updated Jul 7, 2026
AboutRoss Stores, Inc., together with its subsidiaries, operates off-price retail apparel and home fashion stores under the Ross Dress for Less and dd's DISCOUNTS brand names. Its stores primarily offer apparel, accessories, footwear, and home fashions. The company's Ross Dress for Less stores sell its products at department and specialty stores primarily to middle income households; and dd's DISCOUNTS stores sell its products at department and discount stores for households with moderate income. As of July 5, 2022, it operated approximately 1,950 stores under the Ross Dress for Less and dd's DISCOUNTS name in 40 states, the District of Columbia, and Guam. Ross Stores, Inc. was incorporated in 1957 and is headquartered in Dublin, California.Show more
- Revenue$22.75B+7.7%
- EBITDA$3.58B+18.2%
- Net Income$2.15B+2.6%
- EPS (Diluted)6.61+4.6%
- Gross Margin27.95%+0.6%
- EBITDA Margin15.75%+9.8%
- Operating Margin11.9%-2.8%
- Net Margin9.43%-4.7%
- ROE36.68%-8.9%
ROST Price & Volume
Ross Stores, Inc. (ROST) stock price & volume — 10-year historical chart
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Off-Price Retail Growth Drives Sustained Margin Expansion
Investment Thesis • Updated 2026Q1
VerdictPositive
Growth:Accelerating
Profitability:Strong
Financial:Healthy
Cash Flow:Robust
Primary Risk:Geographic concentration and shrinkage
Key Thesis Takeaways
- Ross Stores demonstrates a compelling value-oriented growth trajectory, evidenced by a 20.6% revenue increase in 2026Q1 and consistent operational scaling.
- While the company maintains a robust balance sheet with a declining debt-to-equity ratio of 0.75, investors should monitor rising SG&A expenses of $975.9 million which may pressure long-term profitability.
- The firm's disciplined capital allocation, highlighted by $452.9 million in quarterly share repurchases, supports a favorable outlook despite inherent cyclicality in inventory management.
Verdict Logic
the company's ability to maintain a 10.8% net margin while simultaneously reducing total debt to $4.7 billion suggests a resilient business model capable of navigating retail volatility.
ROST Growth Metrics
Ross Stores, Inc. (ROST) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years6.66%
5 Years12.67%
3 Years6.76%
TTM11.86%
Profit CAGR
10 Years7.71%
5 Years90.55%
3 Years12.36%
TTM11.23%
EPS CAGR
10 Years10.17%
5 Years94.09%
3 Years14.7%
TTM13.11%
Return on Capital
10 Years32.7%
5 Years24.16%
3 Years24.81%
Last Year25.83%
ROST Recent Earnings
Ross Stores, Inc. (ROST) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 12/12 qtrs (100%)●Beat Revenue 8/12 qtrs (67%)
Q2 2026Latest
May 21, 2026Metric
Actual
Est
EPS
$2.02+16.8%
$1.73
Rev
$6.0B+6.5%
$5.6B
Q2 2026
Mar 3, 2026Metric
Actual
Est
EPS
$2.00+5.3%
$1.90
Rev
$6.6B+3.4%
$6.4B
Q4 2025
Nov 20, 2025Metric
Actual
Est
EPS
$1.58+11.3%
$1.42
Rev
$5.6B+3.4%
$5.4B
Q3 2025
Aug 21, 2025Metric
Actual
Est
EPS
$1.56+2.0%
$1.53
Rev
$5.5B-0.3%
$5.5B
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | May 21, 2026 | $2.02vs $1.73+16.8% | $6.0Bvs $5.6B+6.5% |
| Q2 2026 | Mar 3, 2026 | $2.00vs $1.90+5.3% | $6.6Bvs $6.4B+3.4% |
| Q4 2025 | Nov 20, 2025 | $1.58vs $1.42+11.3% | $5.6Bvs $5.4B+3.4% |
| Q3 2025 | Aug 21, 2025 | $1.56vs $1.53+2.0% | $5.5Bvs $5.5B-0.3% |
Based on last 12 quarters of dataView full earnings history →
Latest ROST News
Recent stock market news and headlines for Ross Stores, Inc. (ROST)
Zacks Investment Research·Jun 26, 2026
Is Ross Stores (ROST) Outperforming Other Retail-Wholesale Stocks This Year?Here is how Ross Stores (ROST) and Next PLC (NXGPY) have performed compared to their sector so far this year.
Zacks Investment Research·Jun 25, 2026
Ross Stores Jumps 80% in a Year: How to Play the Stock?ROST stock surges nearly 80% in a year as strong traffic, merchandising gains and store expansion bolster sales momentum and its growth outlook.
Seeking Alpha·Jun 24, 2026
Ross Stores Is Changing The Retail Growth PlaybookRoss Stores delivered a standout Q1 2026, with total sales up 21% and EPS growth of 37%. ROST's broad-based growth is driven by strong customer acquisition across demographics, including younger shoppers, defying prior concerns. Operating margins improved by 120 basis points YoY to 13.4%, signaling enhanced profitability and effective execution.
Zacks Investment Research·Jun 22, 2026
5 High ROE Stocks to Buy as Markets Recover After Fed-Induced Sell-OffROST, TEL, BBVA, GL and SCHW stand out as high-ROE, cash-rich stocks as markets rebound from the Fed-driven sell-off.
Peers Comparison
Key metrics vs top competitors for Ross Stores, Inc. (ROST)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $214.67 | $69.43B | 32.48 | 7.67% | 9.43% | 36.68% | 0.76% | |
| $154.11 | $170.57B | 31.58 | 7.12% | 9.4% | 59.66% | — | |
| $316.12 | $19.9B | 33.24 | 8.76% | 5.24% | 37.72% | — | |
| $68.03 | $4.11B | 17.49 | 16.62% | 9.13% | 13.49% | — | |
| $16.76 | $1.88B | 7.07 | -4.28% | 1.76% | 6.83% | — | |
| $23.13 | $6.08B | 9.97 | -1.67% | 2.94% | 14.44% | — |
Compare ROST vs Peers
Ross Stores, Inc. (ROST) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
ROST SEC Filings & Documents
Ross Stores, Inc. (ROST) SEC filings — annual & quarterly reports (10-K, 10-Q)
8-K Announcements
6Material company update
May 27, 2026·SEC
Material company update
May 21, 2026·SEC
Material company update
Mar 3, 2026·SEC
10-K Annual Reports
210-Q Quarterly Reports
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ROST Frequently Asked Questions
Ross Stores, Inc. (ROST) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
What is Ross Stores, Inc.'s revenue?
Ross Stores, Inc. (ROST) reported $23.78B in revenue for fiscal year 2025. This represents a 1307% increase from $1.69B in 1996.
How fast is Ross Stores, Inc. growing?
Ross Stores, Inc. (ROST) grew revenue by 7.7% over the past year. This is steady growth.
Is ROST profitable?
Yes, Ross Stores, Inc. (ROST) is profitable, generating $2.32B in net income for fiscal year 2025 (9.4% net margin).
Dividend & Returns
Does ROST pay dividends?
Yes, Ross Stores, Inc. (ROST) pays a dividend with a yield of 0.76%. This makes it attractive for income-focused investors.
What is ROST's return on equity?
Ross Stores, Inc. (ROST) has a return on equity (ROE) of 36.7%. This is excellent, indicating efficient use of shareholder capital.
What is Ross Stores, Inc.'s free cash flow?
Ross Stores, Inc. (ROST) generated $2.63B in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.