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Sentiment · FY2026 Q2
| 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 | 11 (0%) |
| Mark Altschwager | Robert W. Baird | 9 (0%) |
| Brooke Roach | Goldman Sachs | 9 (0%) |
| Michael Binetti | Evercore ISI | 9 (0%) |
| Aneesha Sherman | Bernstein | 9 (22%) |
| Dana Telsey | Telsey Advisory Group | 8 (0%) |
| Lorraine Hutchinson | Bank of America | 8 (25%) |
| Chuck Grom | Gordon Haskett | 8 (13%) |
| Marni Shapiro | The Retail Tracker | 8 (0%) |
| Alex Straton | Morgan Stanley | 6 (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 | 11 (0%) |
| Citigroup | 2 | 10 (0%) |
| Bernstein | 1 | 9 (22%) |
| Gordon Haskett | 2 |
| 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% |
| 9 (11%) |
| Evercore ISI | 1 | 9 (0%) |
| Goldman Sachs | 1 | 9 (0%) |
| Robert W. Baird | 1 | 9 (0%) |
| Bank of America | 1 | 8 (25%) |
| $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 |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
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 | 3 | +4.3% | |
| TJX TJX Companies | 9 | +9.2% |