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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for Ross Stores (ROST) is 10/10.
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.
Scored from Ross Stores’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $5.91B | -1.8% | $1.79 | -1.6% | 12.4% | 9.9% | $677M |
| FY2025 Q1 | $4.98B | +2.6% | $1.47 | +0.7% | 12.2% | 9.6% | $202M |
| FY2025 Q2 | $5.53B | +4.6% | $1.56 | -1.9% | 11.5% | 9.2% | $467M |
| FY2025 Q3 | $5.60B | +10.4% | $1.58 | +6.8% | 11.6% | 9.1% | $618M |
| FY2025 Q4 | $6.64B | +12.2% | $2.00 | +11.7% | 12.3% | 9.7% | $921M |
| FY2026 Q1 | $6.01B | +20.6% | $2.02 | +37.4% | 13.4% | 10.8% | $627M |
| FY2026 Q2 | $6.26B | +13.3% | $2.67 | +71.2% | 17.6% | 13.6% | $624M |