Key Stats for Ross Stock
- Price change for Ross stock: 4%
- $ROST Share Price as of Mar. 4: $211
- 52-Week High: $217
- $ROST Stock Price Target: $229
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What Happened?
Ross Stores (ROST) stock is jumping after the off-price retailer posted a strong Q4 that beat expectations on both the top and bottom lines.
- Earnings came in at $2.00 per share, well above the $1.90 estimate and ahead of the company’s own guidance of $1.77–$1.85.
- Excluding a one-time gain from a packaway facility sale in the prior year, EPS grew 21%.
- Total sales hit $6.64 billion, up 12% year-over-year and above the $6.4 billion estimate.
- Comparable store sales grew 9%, driven mainly by more customer transactions rather than higher prices — a healthy sign.
CEO Jim Conroy credited three things for the strong results: better merchandise assortments, new marketing campaigns that drove higher customer engagement, and in-store improvements that made the shopping experience cleaner and faster.
Every major merchandise category posted positive growth. Shoes and cosmetics led the way, and even the home category — which faced heavy tariff pressure earlier in the year — made a meaningful comeback.
The guidance was also encouraging.
For Q1, Ross guided comparable store sales up 7–8%, with total sales growth of 10–12%.
Full-year 2026 guidance calls for 3–4% comp growth and EPS of $7.02–$7.36, up from $6.61 in 2025.
Ross Stores stock also got a boost from its capital return plans. The board approved a new $2.55 billion share repurchase program — a 21% increase over the prior plan — and raised the quarterly dividend by 10%.
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What the Market Is Telling Us About Ross Stock
Ross Stores stock had already gained about 20% over the past three months heading into earnings, and today’s results give investors more reason to stay bullish.
The off-price retail model is working.
When consumers feel stretched, they trade down — and Ross is positioned to capture that shift from department stores and mainstream retail.
Management noted that customer growth was broad-based across income levels and age groups, including younger shoppers aged 18–34.
The company also plans to open 110 new stores in 2026, including an acceleration of its dd’s DISCOUNTS banner to 25 openings from just 10 in last year.
New store productivity has been strong, giving management confidence to push the expansion forward.
Ross Stores stock looks like a well-run compounder hitting its stride at the right moment.
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Disclaimer:
Please note that the articles on TIKR are not intended to serve as investment or financial advice from TIKR or our content team, nor are they recommendations to buy or sell any stocks. We create our content based on TIKR Terminal’s investment data and analysts’ estimates. Our analysis might not include recent company news or important updates. TIKR has no position in any stocks mentioned. Thank you for reading, and happy investing!
