Core Insights - Ross Stores, Inc. is preparing to announce its third-quarter results, with an expected profit of $1.38 per share, reflecting a 6.8% decrease from the previous year's $1.48 per share [2] - For the full fiscal year 2025, analysts project an EPS of $6.19, down 2.1% from $6.32 in 2024, but anticipate a rebound in fiscal 2026 with a 10% year-over-year increase to $6.81 per share [3] - The stock has gained 8.6% over the past 52 weeks, underperforming compared to the S&P 500 Index's 16.9% and the Consumer Discretionary Select Sector SPDR Fund's 18.7% returns [4] Financial Performance - In Q2, Ross Stores reported a 4.6% year-over-year increase in topline revenue to $5.5 billion, aligning closely with market expectations, while EPS dropped 1.9% year-over-year to $1.56, exceeding consensus estimates by 2.6% [5] - The company’s performance may face challenges in upcoming quarters due to high tariffs imposed on textiles and garments from Asian countries [6] Analyst Sentiment - Analysts maintain a "Moderate Buy" consensus rating for Ross Stores, with 14 "Strong Buys" and six "Holds" among 20 analysts, and a mean price target of $163.75 indicating a potential upside of 4.5% from current levels [7]

Company Overview - Ross Stores, Inc. is based in Dublin, California, and operates home fashion and off-price retail apparel stores, with a market cap of $49.4 billion [1] - The company offers a variety of products including apparel, accessories, footwear, and home fashion items through its outlets in the United States [1][2] Stock Performance - Ross Stores' stock touched a 52-week high of $158.69 on December 9, 2024, and is currently trading 4.5% below that peak [3] - Over the past three months, ROST stock has gained 5.4%, underperforming the S&P 500 Index's 8.3% surge during the same period [3] - Year-to-date, ROST stock has seen a marginal 20 basis points uptick in 2025 and 69 basis points gains over the past 52 weeks, significantly lagging behind SPX's 10.4% gains year-to-date and 20.1% surge over the past year [4] Recent Financial Results - Following the release of mixed Q2 results on August 21, Ross Stores' stock prices gained 1.1% [5] - The company's topline for the quarter increased 4.6% year-over-year to $5.5 billion, aligning closely with market expectations [5] - Earnings per share (EPS) for the quarter dropped 1.9% year-over-year to $1.56, but surpassed consensus estimates by 2.6% [5] Competitive Landscape - Ross Stores has significantly underperformed compared to its peer, TJX Companies, Inc., which saw 16.6% gains year-to-date and 21.8% surge over the past 52 weeks [6] - The company's performance may be adversely affected in the coming quarters due to high tariffs imposed on Asian countries that manufacture and export textiles and garments to the US [6]