Core Viewpoint - Ross Stores, Inc. (ROST) has shown strong performance over the past year, with a 15% increase in share value, benefiting from its value-oriented approach during challenging times for consumer-facing companies [1] Company Performance - The company has gained 15% in share value over the past year, indicating solid performance amidst a difficult environment for many consumer-oriented businesses [1] Consumer Behavior - Ross Stores has capitalized on a shift in consumer behavior, particularly as consumers are increasingly seeking value options [1]

Financial Data and Key Metrics Changes - Total sales for the third quarter grew 10% to $5.6 billion, with comparable store sales increasing by 7% [5][6] - Earnings per share for the third quarter were $1.58 on net income of $512 million, compared to $1.48 per share on net earnings of $489 million in the prior year [6][7] - For the first nine months, earnings per share were $4.61 on net earnings of $1.5 billion, compared to $4.53 per share on net income of $1.5 billion for the same period last year [7] - Operating margin for the third quarter was 11.6%, which was stronger than expected [6][12] Business Line Data and Key Metrics Changes - Strongest merchandise areas in the third quarter included cosmetics, shoes, and ladies' apparel [8] - The branded strategy has positively impacted the ladies' business, which comped above the chain average [10][48] - Average store inventories were up 15% as the company advanced inventory build for the holiday season [8] Market Data and Key Metrics Changes - Broad-based strength was observed across geographic regions, with the Southeast and Midwest performing the best [8][37] - Hispanic stores showed solid comparable sales despite trailing the chain slightly [37] Company Strategy and Development Direction - The company has fully embedded its branded strategy into its merchandising approach, focusing on delivering high-quality branded bargains [9][10] - The company plans to close and/or relocate 10 locations in the fourth quarter, expecting to end the year with 1,903 Ross stores and 360 dd's locations [9] - The company is optimistic about its prospects for the fourth quarter, supported by strong merchandising plans and product assortments [16] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to navigate macro uncertainties and maintain a strong value proposition [11][16] - The company expects tariff-related costs in the fourth quarter to be negligible, with a full-year cost of approximately $0.15 per share [14] - Management highlighted the importance of maintaining a strong value gap against traditional retailers [63] Other Important Information - The company repurchased 1.7 million shares of common stock for an aggregate cost of $262 million, remaining on track to buy back a total of $1.05 billion in shares this year [13] - The company opened 36 new Ross and four dd's DISCOUNTS stores during the third quarter [8] Q&A Session Summary Question: Can you break down the inflection in same-store sales? - Management noted broad-based strength across all major merchandise categories and geographic regions, attributing some improvement to internal initiatives and favorable weather conditions [20][22] Question: What are the major drivers of the improvement in momentum? - Management credited the sophisticated merchandising team and emphasized the importance of marketing and store experience in driving traffic [25][26] Question: How are you addressing the marketing changes? - Management indicated that the refreshed marketing message has improved engagement with both new and lapsed customers, with early metrics showing positive results [41][42] Question: Can you discuss the branded strategy's impact? - Management stated that the branded strategy has significantly improved the ladies' business and expects continued growth opportunities in this area [48][50] Question: What is the outlook for merchandise margins? - Management expects merchandise margins to remain stable over time, with ongoing opportunities for improvement as vendor relationships strengthen [101][104] Question: How is the self-checkout rollout progressing? - Self-checkout is currently in 80 stores, showing lower shrink and high customer adoption, with plans for further rollout next year [78] Question: How did dd's perform compared to Ross? - dd's performance was consistent with Ross, with no significant pressure noted during the quarter [82]

[music] [music] That is the closing bell on Wall Street and now it's market domination overtime. We're giving you full coverage of all the moves to get you up to speed on the action from today's [music] trade. Yahoo Finances Jared Blickery joining us now with the latest market action.Jared, >> thank you Josh. It is a big reversal day. Let's just start with the Dow that was uh down 386 points, 8/10en of 1%.That's not a lot, but in consideration of where we began the day, which was much higher than we closed, ...

Core Insights - The U.S. stock market experienced significant volatility on November 20, 2025, with major indexes initially rallying due to Nvidia's strong earnings but ultimately closing lower amid concerns about AI valuations and Federal Reserve interest rate policies [1][2][3] Market Performance - Major U.S. stock indexes reversed course after opening with gains, with the Nasdaq Composite falling 2.2% to 22,078.05, the S&P 500 down 1.6% to 6,538.76, and the Dow Jones Industrial Average dropping 0.8% to 45,752.26, reflecting a 1,115-point swing during the day [2][3] - For the week, the S&P 500, Dow, and Nasdaq are down 2.9%, 3%, and 3.6% respectively, indicating ongoing market pressure [3] Earnings Reports - Nvidia reported impressive Q3 fiscal year 2026 earnings with EPS of $1.30 and record revenue of $57 billion, exceeding analyst expectations, but its stock closed down 3.2% after an initial 5% jump [4] - Walmart's shares rose 6.5% following better-than-expected Q3 results and an increased fiscal 2026 outlook, reporting adjusted EPS of $0.62 on revenue of $179.5 billion [5] - Other companies like Lowe's, Dycom Industries, and TJX also reported strong earnings, with Lowe's shares jumping 4% and Dycom's shares surging 9.8% [6] Market Sentiment and Future Outlook - The market's skepticism about AI valuations is evident, with tech companies like AMD, Micron, and Oracle experiencing declines between 6.6% and 10.9% [7] - Investors are closely monitoring economic data and the Federal Reserve's interest rate decisions, with recent employment data suggesting stronger-than-expected job growth [7] - Analysts caution that while November has historically been strong for the market, valuations remain stretched, and 2026 may present challenges for investors [8]

Jarring swings keep rocking Wall Street, and U.S. stocks erased a big morning gain to drop on Thursday as the market remains skittish following weeks of doubts and erratic moves.After initially soaring toward what seemed like its best day since May, with an early surge of 1.9%, the S&P 500 erased all of it and fell 1.6%. The Dow Jones Industrial Average dropped 386 points, or 0.8%, and the Nasdaq composite sank 2.2%.In Canada, the main S&P/TSX composite index fell more than 370 points, weighed down by loss ...

Economic Indicators - US September average hourly earnings remained unchanged from August at +3.8% year-over-year, stronger than expectations of +3.7% [1] - US September nonfarm payrolls rose by +119,000, beating expectations of +51,000, indicating a stronger labor market [1] - US October existing home sales rose by +1.2% month-over-month to an 8-month high of 4.10 million, exceeding expectations of 4.08 million [7] Labor Market Insights - US weekly initial unemployment claims fell by -8,000 to 220,000, better than expectations of 227,000, suggesting a stronger labor market [2] - However, weekly continuing claims rose to 1.974 million, the highest in four years, indicating challenges for the unemployed in securing new jobs [2] Stock Market Movements - Stock indexes initially rallied after Nvidia's strong revenue forecast, which alleviated valuation concerns in the AI sector [4] - However, US stock indexes later sold off sharply, with the S&P 500 hitting a 2.25-month low and the Dow Jones posting a 5-week low [5] - Nvidia reported Q3 revenue of $57.01 billion, above the consensus of $55.19 billion, but still closed down more than -3% [16] Federal Reserve Outlook - Hawkish comments from Fed officials indicated concerns about inflation and the risks of lowering interest rates, dampening expectations for further rate cuts [8] - The probability of a rate cut at the December FOMC meeting increased to 35% from 25% [3][11] Corporate Earnings - Q3 earnings for S&P 500 companies rose by +14.6%, significantly exceeding expectations of +7.2% year-over-year, with 82% of companies reporting better-than-expected results [12] - Bath & Body Works reported Q3 net sales of $1.59 billion, below the consensus of $1.63 billion, leading to a more than -24% drop in stock price [19] - Jacobs Solutions reported Q3 revenue of $3.15 billion, slightly below the consensus of $3.16 billion, resulting in a more than -10% decline in stock price [20] Sector Performance - Semiconductor and AI-infrastructure stocks experienced significant sell-offs, with Micron Technology down more than -10% [17] - Cryptocurrency-exposed stocks also retreated, with Galaxy Digital Holdings down more than -9% following a drop in Bitcoin prices [18]

Ross Stores, Inc. (NASDAQ:ROST) shares climbed after the company released its third-quarter earnings report after Thursday's closing bell, beating estimates on the top and bottom lines. Here's a look at the details in the report. ROST stock is moving. Watch the price action here.The Details: Ross Stores reported quarterly earnings of $1.58 per share, which beat the analyst estimate of $1.41.Quarterly revenue came in at $5.6 billion, which beat the analyst consensus estimate of $5.42 billion.Read Next: Nvidi ...

Core Insights - Bath & Body Works, Inc. experienced a significant decline in share price, dropping over 23% intra-day after revising its full-year sales growth forecast and reporting weaker-than-expected third-quarter results [1] - The company reported earnings of $0.35 per share, missing the analyst estimate of $0.40, and revenue of $1.6 billion, which fell short of expectations of $1.63 billion [1] Financial Performance - For the fourth quarter of fiscal 2025, Bath & Body Works anticipates a high-single-digit decline in net sales compared to last year's $2.79 billion, with an EPS guidance of at least $1.70, significantly below the $2.18 consensus [3] - The company revised its full-year 2025 guidance to reflect a low-single-digit decline in net sales, down from a previous forecast of 1.5% to 2.7% growth, with adjusted EPS now projected at $2.87, far below the consensus estimate of $3.42 [4] Strategic Initiatives - Bath & Body Works introduced its "Consumer First Formula," a multi-year transformation strategy focused on four pillars: product innovation, brand relevance through storytelling, expanding customer reach across various channels, and enhancing operational efficiency [2] - The company aims to achieve $250 million in cost savings over two years, with more than half expected to be realized by 2026 [2]

Core Viewpoint - Bath & Body Works, Inc. is experiencing a decline in stock value due to weak quarterly performance and lowered guidance, amid challenges such as sluggish holiday demand and product misfires [1][2]. Financial Performance - The company reported third-quarter adjusted earnings per share of 35 cents, missing the expected 40 cents [1]. - Full-year outlook has been revised to reflect low-single-digit sales declines, with adjusted EPS now projected at least $2.87, down from the previous range of $3.35–$3.60 and below the consensus estimate of $3.44 [4]. Analyst Insights - Bank of America Securities analyst Lorraine Hutchinson maintains a Buy rating but has reduced the price target from $40 to $32, citing product misfires and macroeconomic challenges [2][5]. - Hutchinson anticipates that the fourth quarter will likely represent the lowest point for sales trends, with expectations for a turnaround beginning to emerge by 2026 as strategic changes take effect [3][5]. Market Reaction - Following the announcement, BBWI shares fell by 25.50% to $15.68 [7].

Group 1 - The article discusses the author's personal experiences and challenges in trading Jack in the Box Inc. (JACK) stock, indicating it has been an unsuccessful investment attempt [1] - The author has been involved in the logistics sector for nearly two decades and has a decade of experience in stock investing and macroeconomic analysis, focusing on ASEAN and NYSE/NASDAQ stocks [1] - The author diversified their portfolio by investing in various sectors, including banking, telecommunications, logistics, and hotels, and has holdings in both the Philippine and US markets [1] Group 2 - The author began trading in the US market in 2020 and has been using analyses from Seeking Alpha to compare with their own research in the Philippine market [1] - The article highlights the author's transition from using a relative's trading account to opening their own account, which increased their awareness of the US market [1] - The author emphasizes the importance of portfolio diversification, moving beyond traditional savings in banks and properties to include stock investments [1]