ROST
FY2026 Q1 · Calendar Q2 2026
Ross Stores, Inc.
Ross Stores delivered its strongest quarter in 40 years, with comparable store sales surging 17% on transaction volume growth across all demographic groups. The company raised full-year FY2026 guidance to sales growth of 6-7% and EPS of $7.50-$7.74, reflecting confidence that marketing-driven customer acquisition and inventory mix improvements can sustain momentum. Operating margin expanded 120 bps to 13.4%, and management announced a new Arizona distribution center to further reduce freight costs. The stock reacted strongly (+8.1%) but drifted -2.5% subsequently, suggesting the market questions whether this comp rate is sustainable. Ross delivered its strongest comp in 40 years, with broad-based customer acquisition across all demographic segments. Both EPS ($2.02 vs. $1.73) and revenue ($6.01B vs. $5.64B) beat consensus meaningfully, and management raised full-year guidance. The…
EPS surprise+16.8%
Market move+8.1%
