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Sentiment · FY2026 Q1
What companies say about each other on earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“We've seen good examples of Walmart distribution centers coming in, Ross distribution centers, Delhaize, which is the owner of Food Lion in our part of the world, is building a nice distribution center as well.”
MLM cites Ross Stores building new distribution centers as part of warehouse demand, implying continued Ross logistics expansion.
“package deal with Ross Dress for Less in which we signed six leases that were completed within 30 days from approval to execution.”
Kimco signed a six-lease package deal with Ross Dress for Less (Ross Stores), signaling active store-expansion demand from the off-price retailer.
“we're seeing a Walmart distribution center come in there, and we're seeing Microsoft come in, and we're seeing Ross distribution centers, all in and around Greensboro”
Ross Stores distribution centers under construction around Greensboro contribute to Martin Marietta's nonresidential aggregates demand.
“We were able to take advantage of some Rite Aid bankruptcy deal that helped shore up the pipeline for this year.”
Ross is sourcing dd's DISCOUNTS real estate from the Rite Aid bankruptcy, a read-through on Rite Aid's store closures freeing retail locations.
“the analytics provided by Meta Platform and you go through TikTok”
Ross cites Meta's platform analytics as evidence of improved marketing engagement, positioning Meta as a marketing channel it actively uses.
“During the quarter, we did acquire a number of stores in the Rite Aid bankruptcy deal, mostly in our core West Coast markets.”
Ross acquired store locations out of Rite Aid's bankruptcy on the West Coast, a read-through on Rite Aid's fleet liquidation that strengthens Ross's 2026 pipeline and dd's growth.
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Matt Boss | JPMorgan | 10 (0%) |
| Mark Altschwager | Robert W. Baird | 8 (0%) |
| Brooke Roach | Goldman Sachs | 8 (0%) |
| Mike Binetti | Evercore ISI | 8 (0%) |
| Aneesha Sherman | Bernstein | 8 (13%) |
| Dana Telsey | Telsey Advisory Group | 7 (0%) |
| Lorraine Hutchinson | Bank of America | 7 (29%) |
| Chuck Grom | Gordon Haskett | 7 (14%) |
| Marni Shapiro | B. Riley Securities | 7 (0%) |
| Alex Straton | Morgan Stanley | 5 (0%) |
| Firm | Analysts | Questions (Challenge)Percentage 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 closed FY2025 with Q4 comps surging +9% and EPS of $2.00, up 11.7%, driven by customer count growth without incremental marketing investment. Operating margin expanded 95 basis points excluding a prior-year facility sale benefit. Management introduced FY2026 EPS guidance of $7.02-$7.36 with 3-4% comp growth, while store expansion accelerated to 110 locations.
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 | 3 | +4.3% | |
| TJX TJX Companies | 9 | +9.2% |