ROST Stock Recent News

The stock market is undergoing a record rally that hasn't happened in decades.

Off-price retailer Ross Stores is reportedly considering raising some prices to offset the effects of new U.S. tariffs.  The company, which owns Ross Dress for Less and dd's Discounts, told USA Today that it is navigating the effects of tariffs, like most companies, according to a report posted Wednesday (Aug. 27).

Retail stocks' earnings season has started, and one theme investors will hear repeatedly is the state of the consumer. The Federal Reserve's campaign to raise interest rates has widened the gap between low- and middle-income consumers and high-income consumers.

ROST beat second-quarter EPS estimates, aided by solid comps and stronger sales trends, though tariffs hit margins; third-quarter outlook signals modest pressure ahead.

Ross Stores remains a high-quality business, but the stock continues to trade at a premium to my fair value estimate. Despite minimal share price decline since my last review, ROST has underperformed the S&P 500 over the same period. Recent Q2 earnings and updated free cash flow figures do not materially change my valuation outlook for the stock.

Ross Stores, Inc. (NASDAQ:ROST ) Q2 2025 Earnings Conference Call August 21, 2025 4:15 PM ET Company Participants Adam M. Orvos - Executive VP & CFO James G.

The Nasdaq shed another -90 points and is the underperformer among major indexes for the past week of trading.

Ross Stores (ROST) came out with quarterly earnings of $1.56 per share, beating the Zacks Consensus Estimate of $1.52 per share. This compares to earnings of $1.59 per share a year ago.

Ross Stores on Thursday topped quarterly profit estimates and reinstated its annual earnings forecast, betting on demand for discounted apparel and accessories as tariffs raise retail prices during the holiday season.

Ross Stores joins TJ Maxx parent in seeing consumers flock to their discounted merchandise.