ROST ROSS STORES, INC.
Price Chart
Executive Summary
Ross Stores reported a massive Q1 beat with sales up 21% YoY to $6.01B (comps +17%), EPS of $2.02 (37% YoY growth, well above guidance of $1.60-$1.67), and raised full-year EPS guidance to $7.50-$7.74 (from $7.02-$7.36) with comp guidance doubled to 6-7%. The strong momentum and bullish outlook signal robust consumer demand and operational excellence.
Actionable Insight
The broad-based strength and raised guidance suggest continued upward momentum. Watch for any tariff or consumer spending headwinds, but the strong start to FY2026 reinforces the off-price model's resilience. Consider adding to positions on any pullback.
Key Facts
- Q1 FY2026 sales $6.01B, up 21% YoY, comparable store sales +17%
- EPS $2.02 vs guidance midpoint $1.635 (23.5% beat)
- Operating margin 13.4% vs plan of 11.8%-12.1%
- FY2026 EPS guidance raised to $7.50-$7.74 from $7.02-$7.36
- FY2026 comp store sales guidance raised to 6%-7% from 3%-4%
- Repurchased 1.5M shares for $319M during Q1
Financial Impact
Massive beat: EPS 37% higher YoY, revenue 21% higher YoY; FY guidance increased by ~7% at midpoint
Risk Factors
- Tariff increases or supply chain disruptions impacting cost of goods
- Consumer spending slowdown from macroeconomic pressures
- Inability to sustain high single-digit comp growth
Market Snapshot
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0000745732-26-000025 |
| Document: 0000745732-26-000025-index-headers.html | 0000745732-26-000025 |
| Document: 0000745732-26-000025-index.html | 0000745732-26-000025 |
| Document: 0000745732-26-000025.txt | 0000745732-26-000025 |
| 8-K Data (Synthetic) | 0000745732-26-000025 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
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May 21, 2026
19d ago
|
8-K
| $234.85 $223.92 | ▼ −4.65% | ▼ −6.31% | $231.24 (−1.54%) |
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Mar 24, 2026
11w ago
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Insider Cluster
| $215.25 $216.54 | ▼ −0.60% | ▼ −1.02% | $231.24 (−7.43%) |
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Mar 24, 2026
11w ago
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Insider Cluster
| $215.25 $216.54 | ▼ −0.60% | ▼ −1.02% | $231.24 (−7.43%) |
|
Mar 24, 2026
11w ago
|
Insider Cluster
| $215.25 $216.54 | ▲ +0.60% | ▲ +1.02% | $231.24 (+7.43%) |
|
Mar 10, 2026
13w ago
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Insider Cluster
| $212.85 $208.74 | ▼ −1.93% | ▼ −1.03% | $231.24 (+8.64%) |
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Jan 27, 2026
19w ago
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Court Ruling
| $187.58 awaiting T+5 | awaiting T+5 | — | $231.24 (+23.27%) |
US Market Status
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