Ross Stores (ROST)
NASDAQConsumer DiscretionaryApparel RetailSnapshot 2026-07-08
$214.67+1.57%
Close 2026-07-07 · 1-day change
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Track ROST free→Ross Stores grows earnings steadily with EPS guidance raised to $7.50-$7.74 for fiscal 2026. Comparable store sales are expected to increase 7% to 8%, showing strong sales growth. The company maintains dividends, increasing per share payouts to about $0.45. Recent earnings beats and positive consumer trends support durable growth.
Consumer slowdown fears and legal challenges could hurt sales and brand reputation. The stock trades at a high price-to-earnings ratio near 30, well above peers at 13.6, risking valuation pressure. Guidance is soft, and momentum has weakened, which may limit upside.
The market prices Ross about 28% above our fair value near $168, reflecting about 15% revenue growth expected by analysts. Our fair value is 36% below the Street median, indicating the market may be too optimistic on growth and valuation.
Breaks if: comparable store sales growth falls below 5% next quarter
Management is focused on increasing comparable store sales.
Standing thesis, reviewed periodically — not a price target or advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Newly stated in 2025-Q4. Management forecasts a 7% to 8% increase in comparable store sales for the quarter ending May 2, 2026. This indicates a focus on driving sales growth. As this is a new forecast, the actual performance will need to be evaluated in future quarters.
“For the 13 weeks ending May 2, 2026, comparable store sales are forecasted to increase 7% to 8%.”
Breaks if: dividend per share falls below $0.40 next quarter
The company aims to maintain its dividend per share.
Stated in 3 of last 3 quarters. Dividend per share increased from $0.405 in 2025-Q3 to $0.445 in 2026-Q1, showing a commitment to maintaining and slightly increasing dividends. The trajectory is delivering on this priority.
“Dividend per share was $0.445.”
“Dividend per share was $0.405.”
“Dividend per share was $0.405.”
Breaks if: EPS guidance mid falls below $6.40 for fiscal 2026
Management aims to increase earnings per share guidance for fiscal 2026.
Stated in 3 of last 3 quarters. EPS guidance for fiscal 2026 increased from $6.08-$6.21 in 2025-Q3 to $7.50-$7.74 in 2026-Q1, indicating a positive trajectory. Management is delivering on this priority with consistent upward revisions.
“EPS for fiscal 2026 is now projected to be in the range of $7.50 to $7.74.”
“Fiscal 2026 earnings per share are projected to be in the range of $7.02 to $7.36.”
“Earnings per share for fiscal 2026 are now planned to be in the range of $6.08 to $6.21.”
Breaks if: PE TTM rises above 35 without earnings growth acceleration