Ross Stores, Inc. (NASDAQ:ROST) will release earnings results for its third quarter, after the closing bell on Thursday.Analysts expect the Dublin, California-based company to report quarterly earnings at $1.42 per share, down from $1.48 per share in the year-ago period. The consensus estimate for Ross Stores' quarterly revenue is $5.41 billion, compared to $5.07 billion a year earlier, according to data from Benzinga Pro.On Aug. 21, Ross Stores reported better-than-expected second-quarter EPS results.Ross ...

Core Points - Ross Stores, Inc. announced a quarterly cash dividend of $0.405 per common share, payable on December 31, 2025, to stockholders of record as of December 9, 2025 [1][8] - The company reported fiscal 2024 revenues of $21.1 billion and operates 1,909 Ross Dress for Less locations and 364 dd's DISCOUNTS stores across the United States [2][8] Company Overview - Ross Stores, Inc. is a member of the S&P 500, Fortune 500, and Nasdaq 100, headquartered in Dublin, California [2] - The company offers first-quality, in-season, name brand and designer apparel, accessories, footwear, and home fashions at savings of 20% to 60% off regular prices [2] - dd's DISCOUNTS stores feature a more moderately-priced assortment with savings of 20% to 70% off regular prices [2] Upcoming Events - Ross Stores plans to release its third quarter 2025 earnings results on November 20, 2025, at approximately 4:00 p.m. Eastern time, with a conference call scheduled for 4:15 p.m. Eastern time [6]

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Core Viewpoint - Ross Stores, Inc. is expected to report year-over-year revenue growth for Q3 fiscal 2025, with projected revenues of $5.41 billion, reflecting a 6.7% increase from the previous year [1]. Revenue and Earnings Estimates - The consensus estimate for earnings per share (EPS) is $1.40, which represents a decline of 5.4% from $1.48 in the same quarter last year [1]. - The company has a trailing four-quarter earnings surprise average of 5.1%, with a 2.6% surprise in the last reported quarter [2]. Factors Influencing Q3 Results - Broad-based strength across merchandise categories and solid customer response are expected to support performance [3]. - The off-price retail model is anticipated to attract value-focused shoppers, while a micro-merchandising strategy enhances inventory allocation [4]. - The company expects comparable sales growth of 2-3% for Q3, with a projected 2.9% growth [5]. Economic and Geopolitical Considerations - Ross Stores is cautious about ongoing macroeconomic and geopolitical uncertainties, which may impact consumer spending and profitability [6][7]. - The company anticipates a decline in EPS to $1.31-$1.37, with tariff impacts contributing approximately seven to eight cents to this decline [7]. Earnings Prediction Model - The Zacks model indicates a potential earnings beat for Ross Stores, supported by a positive Earnings ESP of +3.41% and a Zacks Rank of 3 [8]. Stock Performance and Valuation - Ross Stores is trading at a forward price-to-earnings ratio of 24.10X, lower than the industry average of 29.88X [9]. - The stock has gained 10.1% over the past three months, contrasting with a 1.6% decline in the industry [9].

Core Viewpoint - Wall Street anticipates a year-over-year decline in earnings for Ross Stores despite higher revenues, with a focus on how actual results will compare to estimates [1][2]. Earnings Expectations - Ross Stores is expected to report quarterly earnings of $1.40 per share, reflecting a year-over-year decrease of 5.4% [3]. - Revenue projections stand at $5.41 billion, indicating a 6.7% increase from the previous year [3]. Estimate Revisions - The consensus EPS estimate has been revised 0.11% higher in the last 30 days, indicating a slight bullish sentiment among analysts [4]. - The Most Accurate Estimate for Ross Stores is higher than the Zacks Consensus Estimate, resulting in an Earnings ESP of +3.41% [12]. Earnings Surprise Prediction - The Zacks Earnings ESP model suggests that a positive Earnings ESP reading is a strong predictor of an earnings beat, especially when combined with a Zacks Rank of 1, 2, or 3 [10]. - Ross Stores currently holds a Zacks Rank of 3, indicating a likelihood of beating the consensus EPS estimate [12]. Historical Performance - In the last reported quarter, Ross Stores exceeded the expected earnings of $1.52 per share, achieving actual earnings of $1.56, resulting in a surprise of +2.63% [13]. - The company has successfully beaten consensus EPS estimates in the last four quarters [14]. Industry Comparison - Target, a competitor in the discount retail sector, is expected to report earnings of $1.76 per share, reflecting a year-over-year decline of 4.9% [18]. - Target's revenue is projected at $25.36 billion, down 1.2% from the previous year, with a negative Earnings ESP of -3.07% and a Zacks Rank of 4 [19].

Core Viewpoint - Ross Stores has underperformed compared to the S&P 500, raising questions about investment timing and strategy for potential investors [1] Group 1: Company Performance - Ross Stores has posted a return of 12% since May 2025, significantly lower than the S&P 500's 19.5% increase [1] - The company operates 2,233 locations and has achieved an average store growth of 4.1% annually over the last two years, outpacing the broader consumer retail sector [2] - Same-store sales have grown by an average of 3.1% per year, indicating healthy demand for the retailer [4] Group 2: Growth Potential - The opening of new stores suggests that Ross Stores is investing for growth, driven by demand exceeding supply in certain areas [3] - Despite a solid same-store sales performance, the company's long-term revenue growth has been disappointing, with an annualized growth rate of 5.7% over the last six years, which is below the consumer retail sector average [5] Group 3: Investment Considerations - Ross Stores' shares are currently trading at a forward P/E of 24.3, prompting discussions on whether it is a good time to invest [6]

Core Viewpoint - Ross Stores, Inc. is a prominent off-price retailer in the U.S., facing both growth opportunities and margin pressures in a competitive market [1][3]. Company Overview - Ross Stores operates two main chains: Ross Dress for Less and dd's DISCOUNTS, focusing on discounted brand-name products [1]. - The company has expanded to over 2,000 locations and has a market capitalization of $52.76 billion [2]. Financial Performance - In Q2 of fiscal 2025, Ross Stores reported a 4.6% year-over-year increase in sales to $5.53 billion, aligning with analyst expectations [5]. - Comparable store sales rose by 2% year-over-year, although EPS declined by 1.9% to $1.56, still surpassing the consensus estimate of $1.52 [5]. Market Position - Over the past 52 weeks, Ross Stores' stock has increased by 14%, but it has underperformed compared to the S&P 500 Index, which gained 17.5% [3][4]. - The stock reached a 52-week high of $165.07 on November 5 but has since decreased by 1.7% [3]. Future Guidance - The company anticipates a decline in EPS for Q3, projecting a range of $1.31 - $1.37 compared to $1.48 in the same quarter last year [6]. - For Q4, EPS is expected to be between $1.74 - $1.81, slightly lower than the previous year's $1.79 [6].

Core Insights - The article compares Dollar General (DG) and Ross Stores (ROST) to determine which stock is more undervalued for investors interested in retail discount stores [1] Group 1: Zacks Rank and Earnings Estimates - Dollar General has a Zacks Rank of 2 (Buy), indicating a more favorable earnings estimate revision activity compared to Ross Stores, which has a Zacks Rank of 3 (Hold) [3] - The improving analyst outlook for Dollar General suggests a stronger potential for earnings growth [3] Group 2: Valuation Metrics - Dollar General has a forward P/E ratio of 16.26, significantly lower than Ross Stores' forward P/E of 26.20, indicating that DG may be undervalued [5] - The PEG ratio for Dollar General is 2.10, while Ross Stores has a PEG ratio of 3.12, further suggesting that DG is a better value option [5] - Dollar General's P/B ratio is 2.74, compared to Ross Stores' P/B of 9.2, reinforcing the notion that DG is more attractively priced [6] Group 3: Value Grades - Based on various fundamental metrics, Dollar General has earned a Value grade of A, while Ross Stores has a Value grade of C, indicating a stronger value proposition for DG [6]

Core Viewpoint - Bank of America Securities maintains a "Buy" rating on Burlington Stores, TJX Companies, and Ross Stores, expecting these retailers to outperform their cautious low single-digit same-store sales growth guidance, potentially achieving mid to high single-digit growth [1] Retail Sector Analysis - The retail sector is facing challenges such as tariffs and variable weather patterns, yet Bank of America Securities believes the overall fundamentals of the sector remain strong [1] - Each company employs different strategies to sustain growth amidst these challenges [1]