Citable filing context
ROST's research view summarizes recent SEC filing context, starting with management_change from Sep 17, 2026.
| Filed | Item | Context |
|---|---|---|
| Sep 17, 2026 | management_change | Sharon D. Garrett resigned from the board, and Shelley H. Bransten and Christian B. Johnson were appointed as directors. |
| Aug 20, 2026 | earnings | Ross Stores reported Q2 fiscal 2026 EPS of $2.66 on sales of $6.3B and raised its full-year outlook. |
| May 27, 2026 | other | Ross Stores, Inc. reported voting results from its Annual Meeting of Stockholders held on May 20, 2026. |
| Aug 20, 2026 | Guidance: comparable_store_sales_growth | 4.00 to 5.00 |
| Aug 20, 2026 | Guidance: comparable_store_sales_growth | 6.00 to 7.00 |
| Aug 20, 2026 | Guidance: eps | 1.75 to 1.83 |
| Sep 1, 2026 | mda_quarterly | Ross Stores, Inc. reported strong second-quarter fiscal 2026 results, with sales rising 13% to $6.265 billion and comparable store sales increasing 10%, driven by a 7% increase in traffic and a 3% increase in average transaction value. Operating income surged to $1.104 billion, or 17.6% of sales, significantly boosted by a $253 million ($0.60 per share) recovery of previously paid IEEPA tariffs following a favorable Supreme Court ruling. Cost of goods sold as a percentage of sales fell 625 basis points, aided by the tariff recovery and a 110 basis point expansion in merchandise margin, which offset a 15 basis point increase in SG&A expenses driven by higher incentive compensation. The company expanded its footprint to 2,328 stores, opening 47 locations in the quarter, and raised its full-year expansion target to approximately 115 new stores. Ross maintained robust liquidity with $4.3 billion in unrestricted cash and an undrawn $1.3 billion credit facility. Capital allocation included repaying $500 million in maturing senior notes, paying $286.2 million in dividends, and repurchasing $637.5 million of common stock under a new $2.55 billion authorization. Packaway inventory represented 36% of total inventory. |
| Jun 2, 2026 | mda_quarterly | Ross Stores reported strong first-quarter fiscal 2026 results, with sales increasing 21% to $6.01 billion. This growth was primarily driven by a 17% increase in comparable store sales, resulting from an 11% rise in traffic and a 6% increase in average basket size. Operating income grew to $804 million, with the operating margin expanding to 13.4%, supported by an 85-basis-point increase in merchandise margins and a 60-basis-point leverage in occupancy costs. The company plans to open approximately 110 new stores this year, comprising 85 Ross Dress for Less and 25 dd’s DISCOUNTS locations. Liquidity remains robust with $4.1 billion in unrestricted cash and a $1.3 billion revolving credit facility. Capital return initiatives are aggressive, featuring a new $2.55 billion stock repurchase program and a quarterly dividend of $0.4450 per share. Key financial risks include macroeconomic volatility, inflation, and potential tariff increases, though the company has submitted claims for refunds of tariffs paid under the International Emergency Economic Powers Act. Operational focus remains on broad-based merchandising and enhancing the in-store shopping experience to drive customer acquisition and engagement. |
Source: SEC EDGAR filing text and events; period Sep 17, 2026; filed Sep 17, 2026.
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