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20:15
Aug 20 ◎

ROST FY2026 Q2 Watch

Ross Stores, Inc. (ROST) FY2026 Q2 Earnings Call

ROST ▾

Bill Sheehan

Management raised full-year earnings and sales guidance due to strong momentum in Q2, broad-based strength across categories and geographies, and early success of growth initiatives, despite harder comparisons.

"we are raising our outlook for both the third and fourth quarters."

ROST WATCH

HIGH

20:15
May 21 ◎

ROST FY2026 Q1 Watch

Ross Stores, Inc. (ROST) FY2026 Q1 Earnings Call

TJX ROST ▾

Jim Conroy

Ross is seeing abundant closeout inventory in the market, partly from cancellations by mainstream retailers and other off-pricers, giving it a supply advantage. — This suggests Ross is taking market share in the off-price channel and the supply environment is favorable, potentially pressuring competitors like TJX.

"We have seen some cancellations in the market, some from mainstream retail, and some from other off-pricers that we are able to pick up."

TJX WATCH

Jim Conroy

Management raised full-year guidance and expressed confidence in the durability of growth driven by customer acquisition and operational improvements.

"we believe we are still in the early stages with many of our initiatives and see opportunities to drive continued growth in sales going forward."

ROST WATCH

HIGH

21:15
Mar 03 ◎

ROST FY2025 Q4 Watch

Ross Stores, Inc. (ROST) FY2025 Q4 Earnings Call

ROST ▾

Jim Conroy

Management is highly optimistic, guiding for strong Q1 comps and continued momentum, citing broad-based strength and successful initiatives.

"we are projecting comparable store sales for the 13 weeks ending May 2, 2026 to be up 7% to 8%"

ROST WATCH

HIGH

21:15
Nov 20 ◎

ROST FY2025 Q3 Watch

Ross Stores, Inc. (ROST) FY2025 Q3 Earnings Call

ROST ▾

Jim Conroy

Management is optimistic, raising Q4 comp guidance to 3-4% and citing strong momentum. They believe the branded strategy, marketing refresh, and improved store experience are driving sustainable improvement.

"We feel very good about the health and levels of our inventory and are well-positioned to deliver a broad assortment of values this holiday selling season."

ROST WATCH

HIGH

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