Ross Stores F1Q26 Earnings Review

Ross Stores reported a major 1Q26 beat with +17% comp growth and raised full-year guidance, reflecting successful execution of its strategic marketing and merchandising playbook.

Key Takeaways

• 1.ROST reported a significant 1Q beat with comp growth of +17%, far exceeding expectations, driven by increased transactions and broad-based consumer strength.
• 2.The company is successfully executing a 'multi-pillar strategic playbook' across marketing, merchandising, and operations, which is fueling market share gains.
• 3.Competitive strength is rising as ROST is reportedly getting 'first calls' from vendors and accessing premium brands, improving marketplace availability.

Table of Contents

• Key Data
• GS Forecast
• GS Factor Profile
• Ratios & Valuation
• Growth & Margins (%)
• Industry metrics
• Price Performance
• Income Statement ($ mn)
• Balance Sheet ($ mn)
• Cash Flow ($ mn)
• What happened
• Estimates, valuation and key risks
• Disclosure Appendix
• Price target and rating history chart(s)
• Target price history table(s)
• Regulatory disclosures

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