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Ross Stores (ROST) investor relations material
Ross Stores Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2026 earnings summary21 Aug, 2025
Executive summary
Q2 2025 sales rose 5% year-over-year to $5.5 billion, driven by new store openings, a 2% increase in comparable store sales, and strong July back-to-school performance.
Net income for Q2 was $508 million, with EPS of $1.56, including a $0.11 per share negative impact from tariffs; both figures down from last year.
31 new stores opened in Q2, including the first in Puerto Rico and New York Metro Area, with a full-year plan for about 90 new locations.
Inventory levels increased 5% year-over-year, with packaway merchandise at 38% of total inventories.
Both traffic and basket size contributed to sales growth, with sequential improvement across merchandise categories and regions.
Financial highlights
Q2 total sales were $5.5–$5.53 billion, up 5% year-over-year; comparable store sales increased 2%.
Q2 net income was $508 million, EPS $1.56, both down from $527 million and $1.59 last year.
First six months: sales $10.5–$10.51 billion, net income $987 million, EPS $3.03–$3.30, all slightly below prior year.
Operating margin for Q2 was 11.5%, down 95 bps year-over-year, mainly due to tariffs.
Tariff-related costs negatively impacted EPS by $0.11 for both the quarter and six months.
Outlook and guidance
Comparable store sales growth of 2–3% planned for Q3 and Q4 2025.
Q3 EPS guidance: $1.31–$1.37 (vs. $1.48 prior year); Q4: $1.74–$1.81 (vs. $1.79 prior year).
Full-year EPS forecast: $6.08–$6.21 (vs. $6.32 prior year), with $0.22–$0.25 per share tariff impact.
About 90 new stores planned for 2025; capital expenditures projected at $800 million.
Q3 operating margin expected at 10.1–10.5%, including 50–60 bps tariff impact.
Q2 tariff costs vs. expectations?
Q2 sales trend and July rebound drivers
Factors impacting FY25 EPS guidance decline
Detail tariff impact on Q3 operating margin?
Initial performance of Puerto Rico stores?
What drove ladies business comp improvement?
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Next Ross Stores earnings date
Q3 202620 Nov, 2025
Next Ross Stores earnings date
Q3 202620 Nov, 2025
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Frequently asked questions
Dress for Less
Ross Stores, Inc. is an American company operating a chain of discount retail department stores across the US. The company does business under the brand name “Ross Dress for Less”, and operates over 1,400 stores across the country. Ross Stores also operates a secondary chain of department stores called DD’s Discount. The company is headquartered in Dublin, California, and its shares are traded on the Nasdaq.
Restructuring and Expansion
Ross Stores can trace its roots back to 1950 when Morris Ross opened the first Ross Department Store in San Bruno, California. Morris Ross sold his store in 1958 to focus on other ventures, and In 1982, a group of investors, including Mervin Morris, founder of the Mervyns chain, recognized the potential in Ross's unique approach. They restructured the company and expanded its scope, emphasizing a broader range of merchandise, including men's and women's apparel, home decor, and accessories. The reimagined Ross Stores emphasized a no-frills shopping experience, offering significant discounts on designer and brand-name goods. By the early 21st century, Ross Stores had become one of the largest off-price retailers in the United States, operating hundreds of Ross Dress for Less stores across the country.
A Typical department Store
The merchandise sold at Ross Store’s retail locations is relatively similar to what is offered at other comparable department stores such as Kohl’s, Target, and other similar retailers. The store's inventory primarily consists of apparel, accessories, footwear, and home furnishings. In the apparel section, customers can find clothing for women, men, and children, encompassing a variety of styles from casual wear to business attire. This includes a selection of designer and brand-name items, often at discounted prices compared to traditional retail stores. Footwear in Ross Stores caters to all age groups, featuring a mix of everyday shoes, athletic footwear, and dress shoes. The accessory department includes a range of items such as handbags, wallets, belts, and jewelry, offering customers options to complement their attire. For home furnishings, Ross provides an assortment of products like bedding, kitchenware, small furniture, and decorative items.
DD’s Discount
DD's Discounts, a retail chain operated by Ross Stores, Inc., offers a similar approach to its parent company but with a focus on lower-priced items. Primarily targeting moderate-income households, DD's Discounts features a wide array of merchandise including apparel, footwear, home decor, and accessories, often at prices lower than those found at Ross Dress for Less. This includes a mix of closeouts, manufacturer buybacks, and overruns.
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