Added to YB: 2026-08-25
Pitch date: 2026-08-21
ROST [bullish]
Ross Stores, Inc.
+1.45%
current return
Author Info
No bio for this author
Company Info
Ross 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 brands in the United States.
Market Cap
$76.7B
Pitch Price
$238.07
Price Target
N/A
Dividend
0.74%
EV/EBITDA
15.72
P/E
28.91
EV/Sales
3.15
Sector
Specialty Retail
Category
growth
$ROST: The Quarter Strengthened the Thesis — The 2-yr stack Comp Is Accelerating
ROST: Q2 comp +10% (transaction-driven), monthly cadence accelerating w/ July strongest & August encouraging. Guides Q3 +6-7%, Q4 +4-5% (~13-14% 2-yr stacks), likely conservative. Merch margin +110bps (3rd straight quarter). Dual customer + vendor flywheels via new marketing driving broad-based new/lapsed customers. 2026 openings raised to 115 stores, ~5% unit growth. Thesis: normalized comp algo shifting higher from 3-4% to 5-6%. Preferred over FIVE due to durability vs trend-cycle risk.
Read full article (4 min)