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The median of 6 price targets is $205[FMP target], stock is $226, -9.2% vs the analyst consensus median. Q4 FY25 EPS $2.00 vs $1.90 estimate: beat (+5.3%)[FMP earnings]. Stock move on D+1: +8.0%.
B — FMP rating [FMP ratings]. Form 4: unavailable[FMP Form 4].
Quick AnswerRoss Stores, Inc. (ROST) Q1 consensus: revenue $5.6B[FMP est], EPS $1.65[FMP est]. 8 consecutive quarters of beat[FMP earnings].
Q4 FY25 EPS $2.00 vs $1.90 estimate: beat (+5.3%)[FMP]. Stock move on D+1: +8.0%[FMP D+1].
Watchlist
Comp Sales Guidance Q4
comp_sales_guidance_q4
Ross Stores expects comparable store sales to increase 3% to 4% in the fourth quarter of fiscal 2026.
"As a result, for the thirteen weeks ending January 31, 2026, we are raising our comparable store sales forecast to be up 3% to 4% with earnings per share in the range of $1.77 to $1.85."
- Bill Sheehan, Executive Vice President and Chief Financial Officer - Q3 FY25 Earnings Call - November 20, 2025
Fy25 Eps Guidance
fy25_eps_guidance
Ross Stores is increasing its earnings per share guidance for fiscal 2025 to be in the range of $6.38 to $6.46.
"Based on our year-to-date results, and updated fourth quarter forecast, we are increasing our earnings per share guidance for fiscal 2025 to be in the range of $6.38 to $6.46."
- Bill Sheehan, Executive Vice President and Chief Financial Officer - Q3 FY25 Earnings Call - November 20, 2025
Tariff Impact Negligible Q4
tariff_impact_negligible_q4
Ross Stores now forecasts the fourth quarter impact to be negligible, leading to a full-year cost of approximately $0.15 per share.
"As for tariffs, we now forecast the fourth quarter impact to be negligible, leading to a full-year cost of approximately $0.15 per share."
- Bill Sheehan, Executive Vice President and Chief Financial Officer - Q3 FY25 Earnings Call - November 20, 2025
Inventory Levels Healthy
inventory_levels_healthy
We feel very good about the health and levels of our inventory, and are well positioned to deliver a broad assortment of values this holiday selling season.
"We feel very good about the health and levels of our inventory, and are well positioned to deliver a broad assortment of values this holiday selling season."
- Jim Conroy, Chief Executive Officer - Q3 FY25 Earnings Call - November 20, 2025
Branded Strategy Ladies Business
branded_strategy_ladies_business
Ross Stores' branded strategy has particularly helped the ladies' business, which further accelerated this quarter and comped above the chain average.
"This strategy has particularly helped the ladies' business, which further accelerated this quarter and comped above the chain average."
- Jim Conroy, Chief Executive Officer - Q3 FY25 Earnings Call - November 20, 2025
Stock Expert AI - Methodology
Historical V1 earnings-model score (archived, May 9, 2026) — not the current MoonshotScore. Current MoonshotScore: ROST stock page
multi-pillar methodology. Revenue Growth and Cash Runway strong. Gross Margin weak.
How is it calculated? ->6 investor frameworks. 2 bullish (Ken Griffin, Buffett), 2 bearish (Klarman, Munger), 2 neutral (Ray Dalio, Jim Simons).
How is it calculated? ->Quality business, but price is high.
How is it calculated? ->Past Performance
Q4 FY25 (November 20, 2025) EPS $2.00 vs $1.90 estimate: beat (+5.3%)[FMP]. Stock move on D+1: +8.0%[FMP D+1].
Q4 FY25 EPS $2.00 vs $1.90 estimate: beat (+5.3%)[FMP]. Stock move on D+1: +8.0%[FMP].
No RPO/backlog concentration disclosed in Q3 earnings call.
Q3 CapEx $200.9M[FMP cashflow]. Q3 op margin 12.3%[FMP op margin] - this level in Q4 is sensitive to CapEx revision risk.
Not advice - a structural framework for earnings night. Decision discipline is yours.
Market Outlook
You read it in 5 minutes. When the numbers come out on Thursday evening - you know what you're looking at.
Data arrives at night. The framework is ready now.
Data arrives on Thursday evening. The framework is ready on this page: Q1 EPS threshold $1.65[FMP], CapEx threshold "below $200.9M". Two anchors, three scenarios.
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Stock Expert AI is free today — no credit card. Council 7-lens analysis + MoonshotScore multi-pillar + Insider tracker + Technical levels - all in one platform, for every stock.
Educational tool, not investment advice. Past performance does not guarantee future results.
Calendar
DATA GAP: Events not in the FMP /stable/calendar feed - Investor day, analyst day, product launches, regulatory dates. These require company IR page scraping or manual calendar entry.
This Ross Stores, Inc. (ROST) Q1 FY26 earnings preview covers the analyst consensus, key catalysts, and what to watch on the earnings call.
Ross Stores, Inc. (ROST): Consensus EPS, revenue guidance, segment growth rates, and the tone of management commentary — the full breakdown with sources is on this page.
Ross Stores, Inc. (ROST): Figures are sourced from Financial Modeling Prep (FMP) fundamentals and consensus data plus official earnings-call transcripts; derived metrics are labeled with their source next to each figure.
Ross Stores, Inc. (ROST): No. This page is educational research, not investment advice. It summarizes analyst consensus and company data; consult a licensed financial advisor before making any investment decision.