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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Matt Boss | JPMorgan | 10 | 0% |
| Aneesha Sherman | Bernstein | 8 | 13% |
| Mark Altschwager | Robert W. Baird | 8 | 0% |
| Mike Binetti | Evercore ISI | 8 | 0% |
| Brooke Roach | Goldman Sachs | 8 | 0% |
| Lorraine Hutchinson | Bank of America | 7 | 29% |
| Chuck Grom | Gordon Haskett | 7 | 14% |
| Marni Shapiro | B. Riley Securities | 7 | 0% |
| Dana Telsey | Telsey Advisory Group | 7 | 0% |
| Alex Straton | Morgan Stanley | 5 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| JPMorgan | 1 | 10 | 0% |
| Citigroup | 2 | 9 | 0% |
| Robert W. Baird | 1 | 8 | 0% |
| Goldman Sachs | 1 |
| 8 |
| 0% |
| Gordon Haskett | 2 | 8 | 13% |
| Evercore ISI | 1 | 8 | 0% |
| Bernstein | 1 | 8 | 13% |
| B. Riley Securities | 1 | 7 | 0% |
Ross Stores delivered a record-breaking Q1 with 17% comparable store sales growth — the highest in its 40-year history — driven by double-digit customer count gains across all demographics and a transaction-led comp. Operating margin expanded 120 basis points to 13.4% on 85bps of merchandise margin improvement and occupancy leverage. Management raised full-year EPS guidance by approximately 6% to $7.50-$7.74, citing broad-based strength across every merchandise category and geography, with the Midwest leading and ladies and cosmetics as standouts. The company sees itself in the early stages of a multi-initiative transformation spanning marketing modernization, brand strategy, and store experience, with the customer acquisition flywheel continuing to accelerate.
Demand | Competitive Dynamics | Margin | Revenue Growth | Pricing | Trade Tariffs | Capex Investment | Supply Chain | |
|---|---|---|---|---|---|---|---|---|
| 2024Q3 | 4 | 6 | 5 | 4 | 1 | 1 | 2 | |
| 2024Q4 | 6 | 7 | 4 | 5 | 1 | 1 | 2 | 1 |
| 2025Q1 | 7 | 2 | 4 | 3 | 2 | 8 | 4 | |
| 2025Q2 | 4 | 3 | 4 | 2 | 4 | 4 | 1 | |
| 2025Q3 | 7 | 8 | 1 | 2 | 3 | 2 | 4 | |
| 2025Q4 | 5 | 8 | 3 | 3 | 2 | 3 | ||
| 2026Q1 | 13 | 8 | 2 | 6 | 1 | 2 | 4 |
| '24Q3 | '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|---|
| Demand | 4 | 6 | 7 | 4 | 7 | 5 | 13 |
| Competitive Dynamics | 6 | 7 | 2 | 3 | 8 | 8 | 8 |
| Margin | 5 | 4 | 4 | 4 | 1 | 3 | 2 |
| Revenue Growth | 5 | 3 | 2 | 2 | 3 | 6 | |
| Pricing | 4 | 1 | 2 | 4 | 3 | 2 | 1 |
| Trade Tariffs | 1 | 1 | 8 | 4 | 2 | ||
| Capex Investment | 1 | 2 | 1 | 4 | 3 | 2 | |
| Supply Chain | 2 | 1 | 4 | 4 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
ROST Ross Stores | 10 | +20.6% | |
| LULU Lululemon Athletica | 6 | +0.8% | |
| TJX TJX Companies | 9 | +9.2% |