The broad-based strength and raised guidance suggest continued upward momentum. Watch for any tariff or consumer spending headwinds, but the strong start to FY2026 reinforces the off-price model's resilience. Consider adding to positions on any pullback.
Price Chart
Executive Summary
Ross Stores reported a massive Q1 beat with sales up 21% YoY to $6.01B (comps +17%), EPS of $2.02 (37% YoY growth, well above guidance of $1.60-$1.67), and raised full-year EPS guidance to $7.50-$7.74 (from $7.02-$7.36) with comp guidance doubled to 6-7%. The strong momentum and bullish outlook signal robust consumer demand and operational excellence.
Key Financial Metrics
Key Facts
- Q1 FY2026 sales $6.01B, up 21% YoY, comparable store sales +17%
- EPS $2.02 vs guidance midpoint $1.635 (23.5% beat)
- Operating margin 13.4% vs plan of 11.8%-12.1%
- FY2026 EPS guidance raised to $7.50-$7.74 from $7.02-$7.36
- FY2026 comp store sales guidance raised to 6%-7% from 3%-4%
- Repurchased 1.5M shares for $319M during Q1
Financial Impact
Massive beat: EPS 37% higher YoY, revenue 21% higher YoY; FY guidance increased by ~7% at midpoint
Risk Factors
- Tariff increases or supply chain disruptions impacting cost of goods
- Consumer spending slowdown from macroeconomic pressures
- Inability to sustain high single-digit comp growth
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0000745732-26-000025 |
| Document: 0000745732-26-000025-index-headers.html | 0000745732-26-000025 |
| Document: 0000745732-26-000025-index.html | 0000745732-26-000025 |
| Document: 0000745732-26-000025.txt | 0000745732-26-000025 |
| 8-K Data (Synthetic) | 0000745732-26-000025 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 15, 2026 17d ago | Insider Cluster | $226.26 $232.51 | ▲ +2.76% | ▲ +0.64% | $228.54 (+1.01%) |
Aug 20, 2026 6w ago | Press Release | $239.04 $228.55 | ▼ −4.39% | ▼ −4.86% | $228.54 (−4.39%) |
Aug 19, 2026 6w ago | Press Release | $228.99 $229.87 | ▲ +0.38% | ▼ −0.73% | $228.54 (−0.20%) |
Jul 30, 2026 9w ago | Court Ruling | $252.57 $254.31 | ▲ +0.69% | ▼ −2.93% | $228.54 (−9.51%) |
Jul 17, 2026 11w ago | Court Ruling | $233.46 $232.39 | ▼ −0.46% | ▲ +0.23% | $228.54 (−2.11%) |
Jun 21, 2026 14w ago | Institutional Cluster | $236.97 $213.26 | ▼ −10.01% | ▼ −7.94% | $228.54 (−3.56%) |
May 21, 2026 19w ago | 8-K | $234.85 $223.92 | ▼ −4.65% | ▼ −6.31% | $228.54 (−2.69%) |
Mar 24, 2026 27w ago | Insider Cluster | $215.25 $216.54 | ▼ −0.60% | ▼ −1.02% | $228.54 (−6.18%) |
Mar 24, 2026 27w ago | Insider Cluster | $215.25 $216.54 | ▼ −0.60% | ▼ −1.02% | $228.54 (−6.18%) |
Mar 24, 2026 27w ago | Insider Cluster | $215.25 $216.54 | ▲ +0.60% | ▲ +1.02% | $228.54 (+6.18%) |
US Market Status
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