罗斯百货发布最新财报，营收净利双增，股价年初至今上涨5.05%

Group 1: Company Performance - The company reported Q4 FY2025 revenue of $5.601 billion, a year-over-year increase of 10.4%, and a net profit of $512 million, up 4.7% year-over-year [1] - The company raised its annual earnings forecast in November 2025, adjusting the EPS range from $6.08-$6.21 to $6.38-$6.46, and increased same-store sales growth expectations from 2%-3% to 3%-4% for Q4 [1] Group 2: Industry Policy and Environment - The discount retail sector continues to attract budget-sensitive consumers amid inflation and trade policy fluctuations, with core value demand remaining strong despite challenges like the termination of SNAP benefits and increased tariff uncertainties [2] - Competitor TJX also raised its earnings targets, indicating resilience in the industry [2] - Future focus areas include consumer spending trends, changes in tariff costs (with an estimated negative impact of about $0.16 on EPS for FY2025), and intensified competition in the hard discount segment [2] Group 3: Stock Performance - The stock has shown a volatile upward trend, with a price of $189.23 on February 5, 2026, reflecting a 5.05% increase year-to-date and a 28.34% increase over the past 52 weeks [3] - Trading volume reached $655 million on February 2, 2026, a 68.92% increase from the previous day, indicating active participation from investors [3] - Future observations will include potential adjustments in institutional ratings following the earnings report, with target prices concentrated between $183 and $200 [3] Group 4: Future Development - Notable risks include a reduction in store count from 2,291 to 2,273, which may pose operational efficiency challenges, and a 9% year-over-year increase in inventory that could pressure turnover [4] - Positive catalysts include successful supply chain optimization, the possibility of exceeding holiday season sales expectations, and the continued advantages of the discount model in the macroeconomic environment [4]