Ross Stores Aktie News

I maintain a hold rating on Ross Stores due to persistent consumer weakness and new tariff headwinds impacting margins and earnings visibility. Despite a solid Q1'25 and strong April sales cadence, management's withdrawal of FY25 guidance signals ongoing uncertainty in demand and profitability. ROST's heavy reliance on Chinese imports exposes it to significant tariff risks, with mitigation stra...

A new economic regime is hitting the stock market's future like never before. With the developing trade tariffs rolled out by President Trump recently, economists and analysts are now scrambling to find a path forward when it comes to growth and activity, not to mention margins and earnings for companies exposed to the new costs that will come about from tariffs in the coming months and quarters.

Major U.S. equities indexes lost ground on the final day of the trading week as President Donald Trump reverted to a tougher tone on trade policy, taking aim at Apple (AAPL) and the European Union in a pair of early morning social media posts.

Initiating Ross Stores with a 'Buy' rating and $160 fair value, despite flat Q1 SSS and weak near-term guidance. Tariffs and weak consumer confidence are near-term headwinds, but Ross's off-price model and store expansion support long-term growth. Ross's generous capital allocation—strong free cash flow, dividends, and buybacks—reinforces shareholder value.

Ross Stores, Inc. (NASDAQ:ROST ) Q1 2025 Earnings Conference Call May 21, 2025 4:15 PM ET Company Participants James Conroy - Chief Executive Officer Adam Orvos - Executive Vice President and Chief Financial Officer Michael Hartshorn - Group President and Chief Operating Officer Conference Call Participants Matthew Boss - JPMorgan Lorraine Hutchinson - Bank of America Mark Altschwager - Baird T...

Executives at Ross Stores and Deckers say they will not provide full-year guidance

The discount department store chain said it was off to a slow start in the first quarter, and withdrew its full-year outlook as tariffs are expected to drag on earnings.

Discount store operator Ross Stores on Thursday withdrew its fiscal 2025 forecasts and said tariffs could take a toll on its profitability this year, sending its shares down 8% in extended trading.