Citable filing context
ROST's research view summarizes recent SEC filing context, starting with other from May 27, 2026.
| Filed | Item | Context |
|---|---|---|
| May 27, 2026 | other | Ross Stores, Inc. reported voting results from its Annual Meeting of Stockholders held on May 20, 2026. |
| May 21, 2026 | earnings | Ross Stores reported Q1 fiscal 2026 sales of $6.0 billion (up 21%) and EPS of $2.02 (up 37%). |
| Mar 3, 2026 | earnings | Ross Stores reported Q4 EPS of $2.00 and record fiscal 2025 sales of $22.8 billion. |
| May 21, 2026 | Guidance: comparable_store_sales | 6.00 to 7.00 |
| May 21, 2026 | Guidance: eps | 1.85 to 1.93 |
| May 21, 2026 | Guidance: eps | 7.50 to 7.74 |
| 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. |
| Mar 31, 2026 | business | Ross Stores, Inc. operates two off-price retail brands: Ross Dress for Less and dd’s DISCOUNTS. As of January 31, 2026, the company manages 2,267 locations, with Ross targeting middle-income households and dd’s DISCOUNTS serving lower-to-moderate income consumers. The company sells first-quality, brand-name apparel, footwear, and home fashions at discounts ranging from 20% to 70% relative to department and specialty stores. A primary competitive advantage is the company's opportunistic purchasing strategy, which combines "upfront" and "close-out" buys with "packaway" inventory—merchandise stored in warehouses for strategic release to ensure a consistent flow of prestige brands. Ross maintains low operating costs through a self-service store design, centralized merchandising, and highly automated distribution centers. The business model leverages a "treasure-hunt" shopping experience to drive customer traffic. While the off-price sector is generally resilient, the company faces intense competition from online retailers, warehouse stores, and other off-price chains. Financial performance is subject to seasonality, with peak sales occurring during the second half of the fiscal year during the back-to-school and holiday periods. |
Source: SEC EDGAR filing text and events; period May 27, 2026; filed May 27, 2026.
ROST company research is available with Aerarium Pro (CAD $10/mo). The five showcase tickers (TSLA, NVDA, AAPL, AMZN, PLTR) and the macro dashboard stay free. Already a subscriber? Sign in to pick up where you left off.