Ross Stores

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Ticker: ROST

ROST

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Aktien Stammtisch

@Aktien_Stammtisch

4Semana·

Ross Stores Q2’25 Earnings Highlights

$ROST (-0,13 %)

🔹 Revenue: $5.53B (Est. $5.54B) 🔴; +5% YoY

🔹 EPS: $1.56 (Est. $1.53) 🟢; -2% YoY (includes ~$0.11/sh tariff hit)

🔹 Comparable Store Sales: UP +2% YoY

Guidance:

🔹 Q3’26 EPS: $1.31–$1.37 (Est. $1.47) 🔴

🔹 Q4’26 EPS: $1.74–$1.81 vs $1.79 LY

🔹 FY25 EPS: $6.08–$6.21 vs $6.32 LY (includes ~$0.22–$0.25 tariff hit; FY24 included $0.14 one-time gain)

🔹 Comps: +2%–3% expected in 2H’25

Other Metrics:

🔹 Net Income: $508M; DOWN -4% YoY

🔹 Operating Margin: 11.5%; DOWN -95 bps YoY

Shareholder Returns:

🔹 Share Repurchases: 1.9M shares for $262M in Q2

🔹 On track to buy back ~$1.05B in stock during FY25 under $2.1B program

CEO Commentary:

🔸 “Sales in May were strong, softened in June, then rebounded sharply in July—helped by back-to-school.”

🔸 “Earnings exceeded the high end of guidance due to lower tariff costs, though margins remain pressured.”

🔸 “Macro and geopolitical uncertainty persists, but rising retail prices should drive consumers to seek value this Fall.”

🔸 “We remain focused on delivering branded merchandise at compelling price points to reinforce our value proposition and capture share.”

Smudo

@Smudeo

3Lun·

Have a nice vacation, Beer challenge, Memories

Hello Getquins,

As always, I'm starting my summer a little early with a vacation. This time it's not Asia but surprisingly :-) the USA.

As it's my first vacation in this country (otherwise only on business) I'm taking advantage of other opportunities, not just the company and hotel.

$ROST (-0,13 %) The shares of the company are very strong here and were not known to me as a share, the turnover, profit and share price in the past are very lucrative.

My investment $PEP (+0,03 %) I hardly see here except for sweets like Lay Chips but $KO (-0,58 %) is the leading beverage here.

I have $TSLA (-1,58 %) and am surprised at the company empire, the South African is doing (almost) everything right. His company Space X (now also rockets), the Boring Company opposite and batteries under construction for houses, companies and cities are a large portfolio.

They build like mad here, whether streets $CAT (+3,87 %)

$DE (+1,37 %) or entire residential areas with several hundred houses.

The integration of South Americans has been properly implemented here, you can see them working in construction, with the cleaning crew or as handymen in the trades. Whether this will work in Europe with state support is questionable, but it's a different topic.

Almost 90% of people here have $AAPL (-0,25 %) iphone, $F (+1,12 %) pickups or $GM (+1,23 %) a few European ones can also be seen here $VOW (-2,09 %)
$BMW (+0,36 %)

The bar culture, restaurants and dinners are very popular.

$BOM

Of course there is a huge $WMT (-0,61 %) and next to it the $CVS (+0,27 %)

Best regards and hope you had Easter or soon Whitsun vacation.

So long

Smudo

+ 6

9 Comentarios

Dividendenopi👴@Dividendenopi

3Lun

Have a nice vacation and drink a cold Bud $ABI on us

•

Ver todas las 7 respuestas adicionales

Aktien Stammtisch

@Aktien_Stammtisch

6Lun·

Ross Stores Q4'24 Earnings Highlights:

$ROST (-0,13 %)

🔹 Adj. EPS: $1.79 (Est. $1.65) 🟢

🔹 Revenue: $5.91B (Est. $5.94B) 🔴; +3% YoY

🔹 Comparable Sales: +3% YoY

FY25 Guidance:

🔹 Adj. EPS: $5.95 to $6.55 (Est. $6.72) 🔴

🔹 Same-Store Sales: -1% to +2% YoY

🔹 Revenue: Not provided

Q1'25 Outlook:

🔹 Adj. EPS: $1.33 to $1.47 (Est. $1.54) 🔴

🔹 Comparable Sales: -3% to Flat

Additional Updates:

🔹 Dividend Increase: 10% hike to $0.405/share

🔹 Share Repurchase: 7.3M shares repurchased for $1.05B in FY24

🔹 Cash Position: Ended Q4 with $4.7B in cash

Aktien Stammtisch

@Aktien_Stammtisch

9Lun·

$ROST (-0,13 %) | Ross Stores Q3 Earnings Highlights:

🔹 Adjusted EPS: $1.48 (Est. $1.40) 🟢; UP +11% YoY

🔹 Revenue: $5.07B (Est. $5.15B) 😑; UP +3% YoY

🔹 Comparable Store Sales: +1% YoY

Q4 Guidance:

🔹 Revenue: $5.97B (Est. $5.97B) 🟡

🔹 Adjusted EPS: $1.57-$1.64 (Est. $1.67) 🔴

🔹 Comps: +2% to +3%

FY24 Guidance:

🔹 EPS: $6.10-$6.17 (Est. $6.00-$6.13) 🟢; UP +10-11% YoY

Key Metrics:

🔹 Operating Margin: 11.9% (Est. 11.1%) 🟢; UP from 11.2% last year

🔹 Merchandise Inventory: $2.86B; UP +9% YoY

Business Highlights:

🔸 Cost savings from lower freight, incentive, and distribution expenses supported margins.

🔸 Hurricanes and unseasonably warm weather impacted sales performance.

Capital Allocation:

🔹 Share Repurchases: 1.8M shares for $262M in Q3; on track for $1.05B in FY24 repurchases under the $2.1B two-year program.

🔹 Quarterly Dividend: $0.34 per share.

Management Commentary:

🔸 CEO Barbara Rentler:

"Sales slowed from earlier 2024 gains due to high costs pressuring discretionary spending and execution challenges in merchandising."

🔸 "Margins exceeded expectations, reflecting operational efficiencies."

Aktien Stammtisch

@Aktien_Stammtisch

10Lun·

Earnings next week | all eyes on $NVDA (+3,5 %) 👀

2 Comentarios

10Lun

Wallmart, Nvidia, Target for me.

•

Hennington Research

@HennRes

1Año·

The upcoming week summarized:

Monday

Publication of the quarterly reports of GitLab ($GTLB (-0,35 %) )
Speech by Philadelphia Fed President Tom Harker

Tuesday

Release of factory orders (January) and the ISM Services PMI (February)
Super Tuesday pre-elections in 16 states
Quarterly reports from CrowdStrike ($CRWD (+10,14 %) ), Target Corp ($TGT (+0,66 %) ), Ross Stores ($ROST (-0,13 %) ) and Nordstrom ($JWN )

Wednesday

Release of the ADP Employment Report (February)
Statements from Fed Chair Jerome Powell before the House of Representatives
Publication of wholesale inventories (January), job vacancies (January) and the Federal Reserve Beige Book
Speeches from San Francisco Fed President Mary C. Daly and Minneapolis Fed President Neel Kashkari
Quarterly reports from Campbell Soup ($CPB (+2,47 %) ) and Abercrombie & Fitch ($ANF (+5,4 %) )

Thursday

Statements by Fed Chair Jerome Powell before the Senate
State of the Union Speech
Publication of initial applications for unemployment benefits (March 2), productivity (revisions to the fourth quarter) and the trade balance
Speech by Cleveland Fed President Loretta Mester
Quarterly reports from Broadcom ($AVGO (-0,25 %) ), Costco Wholesale Corp ($COST (-0,75 %) ), Kroger Company ($KR (-1,16 %) ), Marvell Technology ($MRVL (+4,49 %) ) and Victoria's Secret ($VSCO (+2,14 %) )

Friday

Release of the USlabor market report (February)
Speech by New York Fed President John C. Williams

4 Comentarios

Hennington Research@HennRes

1Año

The picture shows the UNO City & Financial District, in Vienna. This is one of the 4 locations of the UN around the world (New York, Geneva, Nairobi & Vienna)

•

Hennington Research

@HennRes

1Año·

Outlook for next week.

Monday

Mizuho Financial Group ($MFG (+0,91 %) ), XP Inc. ($XP (+1,42 %) ), Sun Life Financial (SLF), Tyson Foods ($TSN (+0,66 %) ) and AECOM ($ACM (+4,65 %) ) present their quarterly reports are presented.
Publication of the New York Fed Consumer Inflation Expectations (October).

Tuesday

The Home Depot ($HD (+0,28 %) ), Sumitomo Mitsui Financial Group ($8316 (+0,39 %) ), Mitsubishi Financial Group ($8306 (+0,81 %) ), Nu Holdings ($NU (+0,44 %) ), Sea Limited ($SE (+2,21 %) ) and Tencent Music Entertainment Group ($TME (-3,14 %) ) report their quarterly results.
Publication of the NFIB Small Business Optimism Index (October) and the Consumer Price Index (CPI) (October).

Wednesday

Cisco Systems ($CSCO (+1,52 %) ), TJX Companies ($TJX (+0,22 %) ), Palo Alto Networks ($PANW (+1,4 %) ), Target ($TGT (+0,66 %) ), JD.com ($JD. (+0 %) ), XPeng ($XPEV (-1,37 %) ), Catalent ($CTLT ) and Tetra Tech ($TTEK (+1,97 %) ) present their quarterly figures.
Publication of the Producer Price Index
(PPI) (October), the New York Fed Empire State Manufacturing Index (November), the Business Inventories (September) and the Retail Sales (October).

Thursday

Walmart ($WMT (-0,61 %) ), Alibaba Group ($BABA (-1,99 %) ), Applied Materials Inc. ($AMAT (+6,64 %) ), NetEase Inc. ($NTES (-3,71 %) ), Ross Stores ($ROST (-0,13 %) ), Warner Music Group ($WMG (+2,03 %) ), NICE Ltd. ($NICE (-0,03 %) ), Bath & Body Works ($BBWI (+2,01 %) ), The Gap Inc. ($GPS (+0,62 %) ), Macy's ($M (+1,43 %) ) and Spire Inc. ($SR (+1,97 %) ) present their quarterly reports.
Publication of the Industrial Production (October) and the National Association of Home Builders Housing Market Index (November).

Friday

BJ's Wholesale Club ($BJ (-1,19 %) ), Atkore Inc. ($ATKR (+1,52 %) ) and Spectrum Brands Holdings ($SPB (+3,36 %) ) present their quarterly figures.
Deadline for funding of the US government.
Publication of the Housing Starts (October).

1 Comentario

Felix@Investor_in_Jogginghose

1Año

Will Home Depot miss expectations?

••

Market News

@MarketNewsUpdate

3Año·

𝗴𝗲𝘁𝗾𝘂𝗶𝗻 𝗗𝗮𝗶𝗹𝘆 𝗦𝘂𝗺𝗺𝗮𝗿𝘆 𝟮𝟬.𝟬𝟱.𝟮𝟬𝟮𝟮

Hello getquin,

Mercedes sold for 135 million? Of course only 𝐞𝐢𝐧 rare car! Switzerland signs deal with Pfizer for drug Paxlovid and Asia cuts interest rates. Have a great Friday and a great weekend!

𝗗𝗲𝘂𝘁𝘀𝗰𝗵𝗹𝗮𝗻𝗱🇩🇪:

1. 1955𝘦𝘳 𝘔𝘦𝘳𝘤𝘦𝘥𝘦𝘴 𝘻𝘶 𝘙𝘦𝘬𝘰𝘳𝘥𝘱𝘳𝘦𝘪𝘴 𝘷𝘦𝘳𝘬𝘢𝘶𝘧𝘵

A rare Mercedes-Benz $MBG (+1,28 %) race car was sold earlier this month for $143 million (135 million euros). This is the most expensive car sale ever, surpassing the previous record, which was less than $100 million. The 1955 Mercedes-Benz 300 SLR Uhlenhaut Coupe was sold at a secret and highly unusual auction at the Mercedes-Benz Museum in Stuttgart, Germany.

🟩 $MBG (+1,28 %) Mercedes AG (🔼+10.32%)

Click here to go to the car: https://cnb.cx/3G3xEhQ

𝗘𝘂𝗿𝗼𝗽𝗮🌍:

2. 𝘋𝘪𝘦 𝘚𝘤𝘩𝘸𝘦𝘪𝘻 𝘬𝘢𝘶𝘧𝘵 𝘥𝘢𝘴 𝘢𝘯𝘵𝘪𝘷𝘪𝘳𝘢𝘭𝘦 𝘔𝘦𝘥𝘪𝘬𝘢𝘮𝘦𝘯𝘵 𝘗𝘢𝘹𝘭𝘰𝘷𝘪𝘥 𝘷𝘰𝘯 𝘗𝘧𝘪𝘻𝘦𝘳

Switzerland has signed an agreement to purchase Pfizer's antiviral drug paxlovide $PFE (+0,59 %) for the treatment of covid-19. The contract for the European country covers 12,000 packs, with the first treatments for certain high-risk patients starting this month.

🟩 $PFE (+0,59 %) Pfizer Inc (🔼+3.57%)

The details of the deal are available here: https://reut.rs/3NwvBpn

𝗔𝘀𝗶𝗲𝗻🌏:

3rd 𝘎𝘳öß𝘵𝘦 𝘡𝘪𝘯𝘴𝘴𝘦𝘯𝘬𝘶𝘯𝘨 𝘴𝘦𝘪𝘵 2019 𝘊𝘩𝘪𝘯𝘢

In Germany, rising construction rates are making real estate loans more expensive, but in China, the opposite is true. Beijing's central bank brought good cheer to global markets with its interest rate decision on Friday. It cut the interest rate on five-year loans by a more-than-expected 15 basis points to 4.45 percent, the biggest cut since 2019. The rate applies to mortgages in China's second-largest economy and is intended to help the country's flagging real estate sector.

🟩 $CHIR Global X MSCI China Real Estate ETF (🔼+0.33%)

Construction boom in China? https://bit.ly/3aecKRw

𝗦𝘁𝗼𝗰𝗸𝘀 𝗼𝗳 𝘁𝗵𝗲 𝗱𝗮𝘆:

🟩 TOP, $PANW (+1,4 %) Palo Alto Networks (🔼+10.19%).

🟥 FLOP, $ROST (-0,13 %) Ross Stores Inc (🔽-21.58%)

🟩 Most searched, $AAPL (-0,25 %) Apple Inc (🔼+0.80%)

🟩 Most traded, $AAPL (-0,25 %) Apple Inc (🔼+0.80%)

🟩 S&P500 (🔼+0.26%)

🟩 DAX 13,866.66 (🔼+1.19%)

🟥 $BTC (+1,96 %) Bitcoin ₿, $29,756.30 (🔽-1.71%)

Time: 16:45 CEST

Did you know that banks in the US could print their own money until 1908?

Market News 🌍🌐

@MarketNewsUpdateINT

3Año·

𝗴𝗲𝘁𝗾𝘂𝗶𝗻 𝗗𝗮𝗶𝗹𝘆 𝗦𝘂𝗺𝗺𝗮𝗿𝘆 𝟮𝟬.𝟬𝟱.𝟮𝟬𝟮𝟮

Hello getquin!

More green today, and it’s the weekend, so I guess that’s a reason to smile :) (even if you can't afford a $143 million car...)

𝗚𝗲𝗿𝗺𝗮𝗻𝘆🇩🇪:

1. 1955 Mercedes sold at a record price

An ultra-rare Mercedes-Benz $MBG (+1,28 %) race car sold for $143 million (135 million euros) earlier this month. This is the most expensive car sale of all time, smashing the previous record which was less than 100 million dollars. The 1955 Mercedes-Benz 300 SLR Uhlenhaut Coupe was sold at a secretive and highly unusual auction at the Mercedes-Benz Museum in Stuttgart, Germany.

🟩 $MBG (+1,28 %) Mercedes AG (🔼+0.32%)

ARTICLE: https://cnb.cx/3G3xEhQ

𝗘𝘂𝗿𝗼𝗽𝗲 🌍:

2. Switzerland buys Pfizer antiviral Paxlovid

Switzerland has signed a contract to buy Pfizer’s $PFE (+0,59 %) anti-viral drug, Paxlovid, to treat Covid-19. The European country’s contract is for 12,000 packages, with first treatments for certain at-risk patients starting this month.

🟩 $PFE (+0,59 %) Pfizer Inc (🔼+3.57%)

ARTICLE: https://reut.rs/3NwvBpn

𝗔𝘀𝗶𝗮🌏:

3. Largest rate decrease since 2019

In Germany, rising construction interest rates are making real estate loans more expensive, but in China, the opposite is true. With its interest rate decision on Friday, the Chinese central bank (PBOC), it dropped the interest rate on five-year loans (LPR) by a larger-than-expected 15 basis points to 4.45 percent, the largest reduction since 2019, aiming to help the country's faltering real estate sector.

🟩 $CHIR Global X MSCI China Real Estate ETF (🔼+0.33%)

ARTICLE: https://bit.ly/3aecKRw

𝗦𝘁𝗼𝗰𝗸𝘀 𝗼𝗳 𝘁𝗵𝗲 𝗱𝗮𝘆🔔:

🟩 TOP, $PANW (+1,4 %) Palo Alto Networks (🔼+10.19%)

🟥 FLOP, $ROST (-0,13 %) Ross Stores Inc (🔽-21.58%)

🟩 Most searched, $AAPL (-0,25 %) Apple Inc (🔼+0.80%)

🟩 Most traded, $AAPL (-0,25 %) Apple Inc (🔼+0.80%)

🟩 S&P500 (🔼+0.26%)

🟩 DAX 13.866,66 (🔼+1.19%)

🟥 $BTC (+1,96 %) Bitcoin ₿, $29,756.30 (🔽-1.71%)

Time: 16:45 CEST

Did you know that banks in the USA could print their own money until 1908?

Market News

@MarketNewsUpdate

3Año·

𝗠𝗮𝗿𝗸𝗲𝘁 𝗡𝗲𝘄𝘀 🗞️

𝗪𝗼𝗿𝗹𝗱 𝗼𝗳 𝗧𝗮𝗻𝗸𝘀 / 𝗘𝘃𝗲𝗿𝗴𝗿𝗮𝗻𝗱𝗲 𝘀𝗰𝗵𝘄𝗮𝗻𝗸𝘁 / 𝗦𝗽𝗶𝗲𝗹𝗲𝗻 𝗶𝗻 𝗱𝗲𝗿 𝗦𝗮𝗻𝗱𝗯𝗼𝘅

𝗘𝘅-𝗗𝗮𝘁𝗲𝘀 📅

As of today, among others, BlackRock ($BLK), Cigna Corporation ($CI (-0,97 %)) and Ross Stores ($ROST (-0,13 %)) are trading ex-dividend.

𝗤𝘂𝗮𝗿𝘁𝗮𝗹𝘀𝘇𝗮𝗵𝗹𝗲𝗻 📈

Today, among others, mongoDB ($MDB (+0,67 %)), GitLab ($GTLB (-0,35 %) ) and Coupa Software ($COUP) present their figures.

𝗠𝗮𝗿𝗸𝗲𝘁𝘀 🏛️

Defense Industry - In times of Corona when the global economy has contracted, defense corporations remain positive and are seeing growing sales. In 2020, the top 100 corporations reported rising sales for the sixth consecutive year. Forty-one of these companies are from the U.S. and had sales of $285 billion in 2020. This puts the U.S. at the top of the defense industry, followed by China and the UK.

Evergrande ($3333) - A payment of $82.5 million is due today after a 30-day extension. The real estate group already acknowledged that there may not be enough funds to service this liability.

Chinese real estate company Sunshine 100 China Holdings is also under pressure and had to let a $170 million payment lapse yesterday.

𝗖𝗿𝘆𝗽𝘁𝗼 💎

Virtual land in the metaverse dominated NFT sales last week. Demand for digital land surpassed all other items as well as art and other collections. More than $300 million in NFT sales were generated last week, with nearly a quarter of that coming from digital land in The Sandbox ($S (+0 %)AND) Metaverse.

Valores en tendencia

Principales creadores de la semana

<contenedor>Datos LSX</contenedor> · Datos financieros de FactSet