I maintain a hold rating on Ross Stores due to persistent consumer weakness and new tariff headwinds impacting margins and earnings visibility. Despite a solid Q1'25 and strong April sales cadence, management's withdrawal of FY25 guidance signals ongoing uncertainty in demand and profitability. ROST's heavy reliance on Chinese imports exposes it to significant tariff risks, with mitigation strategies unlikely to offset near-term margin pressures.
A new economic regime is hitting the stock market's future like never before. With the developing trade tariffs rolled out by President Trump recently, economists and analysts are now scrambling to find a path forward when it comes to growth and activity, not to mention margins and earnings for companies exposed to the new costs that will come about from tariffs in the coming months and quarters.
Investors with an interest in Retail - Discount Stores stocks have likely encountered both Dollar General (DG) and Ross Stores (ROST). But which of these two stocks is more attractive to value investors?
![]() RSO 2 months ago | Other | €0.36 Per Share |
![]() RSO 5 months ago | Other | €0.32 Per Share |
![]() RSO 8 months ago | Other | €0.32 Per Share |
![]() RSO 11 months ago | Other | €0.32 Per Share |
![]() RSO 14 Mar 2024 | Other | €0.32 Per Share |
20 Aug 2025 (78 Days) Date | | - Cons. EPS | - EPS |
22 May 2025 Date | | - Cons. EPS | - EPS |
21 May 2025 Date | | - Cons. EPS | - EPS |
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14 Nov 2024 Date | | - Cons. EPS | - EPS |
![]() RSO 2 months ago | Other | €0.36 Per Share |
![]() RSO 5 months ago | Other | €0.32 Per Share |
![]() RSO 8 months ago | Other | €0.32 Per Share |
![]() RSO 11 months ago | Other | €0.32 Per Share |
![]() RSO 14 Mar 2024 | Other | €0.32 Per Share |
20 Aug 2025 (78 Days) Date | | - Cons. EPS | - EPS |
22 May 2025 Date | | - Cons. EPS | - EPS |
21 May 2025 Date | | - Cons. EPS | - EPS |
3 Mar 2025 Date | | - Cons. EPS | - EPS |
14 Nov 2024 Date | | - Cons. EPS | - EPS |
Apparel - Retail Industry | Consumer Cyclical Sector | Mr. James G. Conroy CEO | XMUN Exchange | US7782961038 ISIN |
US Country | 107,000 Employees | - Last Dividend | 12 Jun 2015 Last Split | 9 Jul 1986 IPO Date |
Ross Stores, Inc., operates as a prominent player in the off-price retail sector in the United States, leveraging its subsidiaries to offer a wide array of apparel and home fashion products under two key brand names: Ross Dress for Less and dd's DISCOUNTS. Targeting primarily middle-income households through its Ross Dress for Less outlets, and households with moderate income via dd's DISCOUNTS stores, the company presents an attractive assortment of products including apparel, accessories, footwear, and home fashions. With its inception in 1957 and headquartered in Dublin, California, Ross Stores, Inc. has carved a respectable position in the retail market by offering department and specialty store products at substantial discounts, catering to a broad spectrum of consumer demographics.
Ross Stores, Inc. provides a diversified range of products and services across its retail outlets, focusing on affordability and accessibility for its varied customer base. These offerings include:
Through its Ross Dress for Less and dd's DISCOUNTS stores, Ross Stores, Inc. is dedicated to providing quality products at discount prices, serving the needs of middle to moderate income households across the United States.