Ross Stores, Inc., together with its subsidiaries, operates off-price retail apparel and home fashion stores under the Ross Dress for Less and dd's DISCOUNTS brand names in the United States. Its stores primarily offer apparel, accessories, footwear, and home fashions. The company's Ross Dress for Less stores sell its products at department and specialty stores to middle income households; and dd's DISCOUNTS stores sell its products at department and discount stores for households with moderate income. Ross Stores, Inc. was incorporated in 1957 and is headquartered in Dublin, California.

Ross Stores, Inc.

The TJX Companies, Inc. TJX continues to reinforce its position as a key value retailer by delivering a strong proposition that blends brand, fashion, quality and price across the global markets. TJX drives its expansion by increasing its store base in existing and new markets, leveraging its global scale and off-price model to offer fresh, branded merchandise at unmatched value.
On its lastearnings call management highlighted a long-term potential for opening more than 1,800 additional stores across the company’s existing countries and Spain. It further cited that it views TJX’s joint venture in Mexico and investment in the Middle East as having higher growth potential. The company is quite confident that there remains ample quality merchandise to aid its store-expansion targets.
As of the end of second-quarter fiscal 2026 (Aug. 2, 2025), The TJX Companies operated 5,134 stores, increasing the count by 13 new stores and total square footage by 0.3% from the prior quarter. Management notified that it is on track to reach a target of more than 130 net new stores. Simultaneously, TJX views relocations as a major growth opportunity and is making strong progress in relocating stores to sites that provide better shopping environments. Management intends to remodel nearly 500 stores this fiscal year.
Management remains confident of achieving about 3% net unit growth in the next few years. Flexibility across buying, store formats, systems and supply chain helps the company efficiently merchandise stores with a dynamic mix of curated products across diverse price points.
TJX’s Competition in the Store Expansion
Ross Stores, Inc. ROST and Burlington Stores, Inc. BURL are the companies competing with TJX.
Ross Stores has been consistent with the execution of its store expansion plans over the years. In first-quarter fiscal 2025, the company opened 16 Ross Dress for Less and three dd’s DISCOUNTS stores in 14 different states. It has a goal of adding 90 stores in fiscal 2025, including 80 Ross and 10 dd’s DISCOUNTS stores. Ross Stores’ total store count was 2,205 stores as of May 23, 2025. In the long term, Ross Stores expects to expand “Ross Dress for Less” to 2,900 stores and dd’s DISCOUNTS to 700 stores. This represents a 20% increase in potential store growth targets, bringing it to 3,600 stores.
Burlington executes its store-expansion strategy well, with 30 openings, four relocations and three closures in the second quarter of fiscal 2025, resulting in 23 net new stores and a fleet of 1,138 locations at quarter-end. Burlington remains on track for 100 net new stores in fiscal 2025. Combined with the rollout of “Stores 2.0” layouts that enhance conversion and average basket size, the productivity potential of both new and remodeled stores is significant. This engine of unit growth and comp contribution underscores Burlington’s multi-year runway for expansion.
TJX’s Price Performance, Valuation and Estimates
Shares of The TJX Companies have gained 16.6% year to date compared with the industry’s growth of 5.6%.
Image Source: Zacks Investment Research
From a valuation standpoint, TJX trades at a forward price-to-earnings ratio of 29.06X compared with the industry’s average of 31X.
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for TJX’s fiscal 2026 and fiscal 2027 earnings implies year-over-year growth of 7% and 10.3%, respectively. The company’s EPS estimate for fiscal 2026 and fiscal 2027 has moved north in the past 30 days.
Image Source: Zacks Investment Research
TJX stock currently carries a Zacks Rank #3 (Hold).
You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

TJX Eyes 1,800+ Store Openings: A Long Runway for Growth Ahead?

In early trading on Tuesday, shares of Atlassian topped the list of the day's best performing components of the Nasdaq 100 index, trading up 3.3%. Year to date, Atlassian has lost about 26.7% of its value.
And the worst performing Nasdaq 100 component thus far on the day is Ross Stores, trading down 1.5%. Ross Stores is lower by about 1.6% looking at the year to date performance.
Two other components making moves today are Old Dominion Freight Line, trading down 1.3%, and Advanced Micro Devices, trading up 1.8% on the day.
VIDEO: Nasdaq 100 Movers: ROST, TEAM
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Nasdaq 100 Movers: ROST, TEAM

Looking at the universe of stocks we cover at Dividend Channel, on 9/9/25, Ross Stores Inc (Symbol: ROST), H World Group Ltd (Symbol: HTHT), and Ameren Corp (Symbol: AEE) will all trade ex-dividend for their respective upcoming dividends. Ross Stores Inc will pay its quarterly dividend of $0.405 on 9/30/25, H World Group Ltd will pay its semi-annual dividend of $0.81 on 9/26/25, and Ameren Corp will pay its quarterly dividend of $0.71 on 9/30/25. As a percentage of ROST's recent stock price of $152.81, this dividend works out to approximately 0.27%, so look for shares of Ross Stores Inc to trade 0.27% lower — all else being equal — when ROST shares open for trading on 9/9/25. Similarly, investors should look for HTHT to open 2.23% lower in price and for AEE to open 0.70% lower, all else being equal.
Below are dividend history charts for ROST, HTHT, and AEE, showing historical dividends prior to the most recent ones declared.
Ross Stores Inc (Symbol: ROST):
H World Group Ltd (Symbol: HTHT):
Ameren Corp (Symbol: AEE):
In general, dividends are not always predictable, following the ups and downs of company profits over time. Therefore, a good first due diligence step in forming an expectation of annual yield going forward, is looking at the history above, for a sense of stability over time. This can help in judging whether the most recent dividends from these companies are likely to continue. If they do continue, the current estimated yields on annualized basis would be 1.06% for Ross Stores Inc, 4.45% for H World Group Ltd, and 2.82% for Ameren Corp.
Free Report: Top 8%+ Dividends (paid monthly)
In Friday trading, Ross Stores Inc shares are currently up about 1.4%, H World Group Ltd shares are off about 0.7%, and Ameren Corp shares are up about 1% on the day.
Click here to learn which 25 S.A.F.E. dividend stocks should be on your radar screen »
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Ex-Dividend Reminder: Ross Stores, H World Group and Ameren Corp

The following are the top rated Consumer Discretionary stocks according to Validea's P/E/Growth Investor model based on the published strategy of Peter Lynch. This strategy looks for stocks trading at a reasonable price relative to earnings growth that also possess strong balance sheets.
ROSS STORES INC (ROST) is a large-cap growth stock in the Retail (Apparel) industry. The rating according to our strategy based on Peter Lynch is 91% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Ross Stores, Inc. is engaged in operating two brands of off-price retail apparel and home fashion stores-Ross Dress for Less (Ross) and dds DISCOUNTS. Ross is the off-price apparel and home fashion chain in the United States, with approximately 1,831 locations in 43 states, the District of Columbia, and Guam. Ross offers in-season, name brand and designer apparel, accessories, footwear, and home fashions for the entire family at savings of 20% to 60% off department and specialty store regular prices every day. Ross target customers are primarily from middle-income households. It also operates approximately 355 dds DISCOUNTS stores in 22 states. dds DISCOUNTS features more moderately-priced in- season, name brand apparel, accessories, footwear, and home fashions for the entire family at savings of 20% to 70% off moderate department and discount store regular prices every day. It operates a total of approximately 2,186 stores.
The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.
Detailed Analysis of ROSS STORES INC
STRIDE INC (LRN) is a mid-cap growth stock in the Schools industry. The rating according to our strategy based on Peter Lynch is 91% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Stride, Inc. is a technology company providing an educational platform to deliver online learning to students throughout the U.S. It provides a range of services including K-12 education, career learning, professional skills training, and talent development. Its platform hosts products and services to attract, enroll, educate, track progress, and support students. These products and services, spanning curriculum, systems, instruction, and support services, are designed to help learners of all ages reach their full potential through inspired teaching and personalized learning. Its platform addresses two markets in the K-12 space: General Education and Career Learning. Products and services for the General Education market are focused on core subjects for kindergarten through twelfth grade students to help build a common foundation of knowledge. Career Learning products and services are focused on developing skills to enter and succeed in careers in high-growth and in-demand industries.
The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.
Detailed Analysis of STRIDE INC
RALPH LAUREN CORP (RL) is a large-cap growth stock in the Retail (Apparel) industry. The rating according to our strategy based on Peter Lynch is 87% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Ralph Lauren Corporation is engaged in the design, marketing, and distribution of luxury lifestyle products, including apparel, footwear and accessories, home, fragrances and hospitality. Its segments include North America, Europe, and Asia. Its brands include Ralph Lauren, Ralph Lauren Collection, Ralph Lauren Purple Label, Polo Ralph Lauren, Lauren Ralph Lauren, Polo Ralph Lauren Children, and Chaps, among others. Its products include apparel and footwear and accessories for men, women, and children, as well as fragrance and home collections, together with its hospitality portfolio. Its range of footwear and accessories include casual shoes, dress shoes, boots, sneakers, sandals, eyewear, watches, scarves, hats and others. Its range of home products includes bed and bath lines, lighting, dining, floor coverings, giftware and more. Its hospitality collection is comprised of its restaurants, including The Polo Bar in New York City, RL Restaurant located in Chicago, and others.
The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.
Detailed Analysis of RALPH LAUREN CORP
BRIGHT HORIZONS FAMILY SOLUTIONS INC (BFAM) is a mid-cap growth stock in the Personal Services industry. The rating according to our strategy based on Peter Lynch is 87% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Bright Horizons Family Solutions Inc. is a provider of early education and childcare, back-up care, and workforce education services. It partners with employers to support workforces by providing services that help working families and employees thrive personally and professionally. Its segments include full service center-based child care, back-up care, and educational advisory services. The full service center-based child care segment includes the traditional center-based early education and child care, preschool, and elementary education. Its back-up care segment consists of center-based back-up child care, in-home care for children and seniors, school-age programs, pet care, self-sourced reimbursed care, and Sittercity, an online marketplace for families and caregivers. Its educational advisory services segment consists of tuition assistance and student loan repayment program management, workforce education, related educational advising, and college admissions counseling services.
The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.
Detailed Analysis of BRIGHT HORIZONS FAMILY SOLUTIONS INC
GREEN BRICK PARTNERS INC (GRBK) is a mid-cap value stock in the Construction Services industry. The rating according to our strategy based on Peter Lynch is 74% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Green Brick Partners, Inc. is a diversified homebuilding and land development company. The Company is engaged in all aspects of the homebuilding process, including land acquisition and development, entitlements, design, construction, title and mortgage services, marketing and sales and the creation of brand images at its residential neighborhoods and master planned communities. The Company operates through three segments: Builder operations Central, Builder operations Southeast, and Land Development. The Builder operations Central segment represents operations by its builders in Texas. The Builder operations Southeast segment represents operations by its builders in Georgia and Florida. The Land Development segment acquires land for the development of residential lots that are transferred to its controlled builders or sold to third party homebuilders. Its homebuilding projects include single family homes, townhomes, condos, luxury homes, and patio homes.
The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.
Detailed Analysis of GREEN BRICK PARTNERS INC
About Peter Lynch: Perhaps the greatest mutual fund manager of all-time, Lynch guided Fidelity Investment's Magellan Fund to a 29.2 percent average annual return from 1977 until his retirement in 1990, almost doubling the S&P 500's 15.8 percent yearly return over that time. Lynch's common sense approach and quick wit made him one of the most quoted investors on Wall Street. ("Go for a business that any idiot can run -- because sooner or later, any idiot probably is going to run it," is one of his many pearls of wisdom.) Lynch's bestseller One Up on Wall Street is something of a "stocks for the everyman/everywoman", breaking his approach down into easy-to-understand concepts.
About Validea: Validea is aninvestment researchservice that follows the published strategies of investment legends. Validea offers both stock analysis and model portfolios based on gurus who have outperformed the market over the long-term, including Warren Buffett, Benjamin Graham, Peter Lynch and Martin Zweig. For more information about Validea, click here
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Validea's Top Consumer Discretionary Stocks Based On Peter Lynch - 9/4/2025

Looking at the sectors faring best as of midday Tuesday, shares of Energy companies are outperforming other sectors, losing just 0.1%. Within that group, APA Corp (Symbol: APA) and EQT Corp (Symbol: EQT) are two large stocks leading the way, showing a gain of 2.4% and 1.3%, respectively. Among energy ETFs, one ETF following the sector is the Energy Select Sector SPDR ETF (Symbol: XLE), which is flat on the day on the day, and up 7.23% year-to-date. APA Corp, meanwhile, is up 6.24% year-to-date, and EQT Corp is up 14.91% year-to-date. Combined, APA and EQT make up approximately 2.8% of the underlying holdings of XLE.
The next best performing sector is the Services sector, losing just 0.3%. Among large Services stocks, Ulta Beauty Inc (Symbol: ULTA) and Ross Stores Inc (Symbol: ROST) are the most notable, showing a gain of 7.8% and 2.7%, respectively. One ETF closely tracking Services stocks is the iShares U.S. Consumer Services ETF (IYC), which is down 0.6% in midday trading, and up 7.21% on a year-to-date basis. Ulta Beauty Inc, meanwhile, is up 22.07% year-to-date, and Ross Stores Inc is up 0.45% year-to-date. Combined, ULTA and ROST make up approximately 1.1% of the underlying holdings of IYC.
Comparing these stocks and ETFs on a trailing twelve month basis, below is a relative stock price performance chart, with each of the symbols shown in a different color as labeled in the legend at the bottom:
Here's a snapshot of how the S&P 500 components within the various sectors are faring in afternoon trading on Tuesday. As you can see, none of the sectors are up on the day, while nine sectors are down.
Technology & Communications
-1.3%
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Tuesday Sector Leaders: Energy, Services

The following are the top rated Consumer Discretionary stocks according to Validea's P/E/Growth Investor model based on the published strategy of Peter Lynch. This strategy looks for stocks trading at a reasonable price relative to earnings growth that also possess strong balance sheets.
ROSS STORES INC (ROST) is a large-cap growth stock in the Retail (Apparel) industry. The rating according to our strategy based on Peter Lynch is 91% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Ross Stores, Inc. is engaged in operating two brands of off-price retail apparel and home fashion stores-Ross Dress for Less (Ross) and dds DISCOUNTS. Ross is the off-price apparel and home fashion chain in the United States, with approximately 1,831 locations in 43 states, the District of Columbia, and Guam. Ross offers in-season, name brand and designer apparel, accessories, footwear, and home fashions for the entire family at savings of 20% to 60% off department and specialty store regular prices every day. Ross target customers are primarily from middle-income households. It also operates approximately 355 dds DISCOUNTS stores in 22 states. dds DISCOUNTS features more moderately-priced in- season, name brand apparel, accessories, footwear, and home fashions for the entire family at savings of 20% to 70% off moderate department and discount store regular prices every day. It operates a total of approximately 2,186 stores.
The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.
Detailed Analysis of ROSS STORES INC
LEAR CORP (LEA) is a mid-cap value stock in the Auto & Truck Parts industry. The rating according to our strategy based on Peter Lynch is 91% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Lear Corporation is a global automotive technology company. The Company's segments include Seating and E-Systems. The Company's Seating segment consists of the design, development, engineering and manufacture of complete seat systems and key seat components. Its key seat component product offerings include seat trim covers; surface materials such as leather and fabric; seat mechanisms; seat foam; headrests; and thermal comfort systems such as seat heating, ventilation, active cooling, pneumatic lumbar and massage products. Its E-Systems segment consists of the design, development, engineering and manufacture of complete electrical distribution and connection systems; high-voltage power distribution products, including battery disconnect units (BDUs); and low-voltage power distribution products and electronic controllers. These capabilities enable it to provide its customers with customizable solutions with optimized designs for both low-voltage and high-voltage vehicle architectures.
The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.
Detailed Analysis of LEAR CORP
UNIVERSAL TECHNICAL INSTITUTE, INC. (UTI) is a small-cap growth stock in the Schools industry. The rating according to our strategy based on Peter Lynch is 74% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Universal Technical Institute, Inc. is a workforce solutions provider of transportation, skilled trades and healthcare education programs. Its segments include Universal Technical Institute (UTI) and Concorde Career Colleges (Concorde). UTI segment operates 16 campuses located in nine states and offers a range of degree and non-degree transportation and skilled trades technical training programs under brands, such as Universal Technical Institute, Motorcycle Mechanics Institute and Marine Mechanics Institute, NASCAR Technical Institute, and MIAT College of Technology. UTI also offers manufacturer specific advanced training programs, including student-paid electives, at its campuses and manufacturer or dealer-sponsored training at certain campuses and dedicated training centers. Concorde segment operates 17 campuses located in eight states and online, offering degree, non-degree, and continuing education programs in the allied health, dental, nursing, patient care and diagnostic fields.
The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.
Detailed Analysis of UNIVERSAL TECHNICAL INSTITUTE, INC.
APTIV PLC (APTV) is a large-cap growth stock in the Auto & Truck Parts industry. The rating according to our strategy based on Peter Lynch is 72% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Aptiv PLC is a global technology company that develops connected solutions enabling a more sustainable future of mobility. The Company delivers end-to-end mobility solutions enabling its customers transition to more electrified, software-defined vehicles. The Companys segments include Signal and Power Solutions and Advanced Safety and User Experience. The Signal and Power Solutions segment includes complete electrical architecture and component products. The Advanced Safety and User Experience segment includes vehicle technology and services in advanced safety, user experience and smart vehicle compute and software, as well as cloud-native software platforms, autonomous driving technologies and DevOps tools. It designs and manufactures vehicle components and provides electrical, electronic and active safety technology solutions to the global automotive and commercial vehicle markets. It operates manufacturing facilities and technical centers utilizing a regional service model.
The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.
Detailed Analysis of APTIV PLC
KONTOOR BRANDS INC (KTB) is a mid-cap growth stock in the Apparel/Accessories industry. The rating according to our strategy based on Peter Lynch is 72% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Kontoor Brands, Inc. is a global lifestyle apparel company. The Company designs, manufactures, procures, sells and licenses apparel, footwear and accessories. Its lifestyle, outdoor and workwear brands include Wrangler, Lee, and Helly Hansen. The Wrangler brand offers multiple sub-brands, collections and product lines within the Wrangler brand to target specific consumer demographics and consumer end-users, including 20X, Aura from the Women at Wrangler, Cowboy Cut, Premium Patch, Riggs Workwear, Rock 47, Rustler, Wrangler Retro, Wrangler Rugged Wear and Wrangler All Terrain Gear. The Lee segment offers denim, apparel, footwear and accessories for adults and children. The Lee brand offers multiple sub-brands, collections and product lines, including Lee101, Riders, Storm Rider, Lee MVP and Lee X. The Helly Hansen brand is an outdoor and workwear brand. Helly Hansen offers sub-brands, including Helly Hansen Sport and Helly Hansen Workwear.
The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.
Detailed Analysis of KONTOOR BRANDS INC
About Peter Lynch: Perhaps the greatest mutual fund manager of all-time, Lynch guided Fidelity Investment's Magellan Fund to a 29.2 percent average annual return from 1977 until his retirement in 1990, almost doubling the S&P 500's 15.8 percent yearly return over that time. Lynch's common sense approach and quick wit made him one of the most quoted investors on Wall Street. ("Go for a business that any idiot can run -- because sooner or later, any idiot probably is going to run it," is one of his many pearls of wisdom.) Lynch's bestseller One Up on Wall Street is something of a "stocks for the everyman/everywoman", breaking his approach down into easy-to-understand concepts.
About Validea: Validea is aninvestment researchservice that follows the published strategies of investment legends. Validea offers both stock analysis and model portfolios based on gurus who have outperformed the market over the long-term, including Warren Buffett, Benjamin Graham, Peter Lynch and Martin Zweig. For more information about Validea, click here
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Validea's Top Consumer Discretionary Stocks Based On Peter Lynch - 8/28/2025

Below is Validea's guru fundamental report for ROSS STORES INC (ROST). Of the 22 guru strategies we follow, ROST rates highest using our P/E/Growth Investor model based on the published strategy of Peter Lynch. This strategy looks for stocks trading at a reasonable price relative to earnings growth that also possess strong balance sheets.
ROSS STORES INC (ROST) is a large-cap growth stock in the Retail (Apparel) industry. The rating using this strategy is 93% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.
Detailed Analysis of ROSS STORES INC
More Information on Peter Lynch
About Peter Lynch: Perhaps the greatest mutual fund manager of all-time, Lynch guided Fidelity Investment's Magellan Fund to a 29.2 percent average annual return from 1977 until his retirement in 1990, almost doubling the S&P 500's 15.8 percent yearly return over that time. Lynch's common sense approach and quick wit made him one of the most quoted investors on Wall Street. ("Go for a business that any idiot can run -- because sooner or later, any idiot probably is going to run it," is one of his many pearls of wisdom.) Lynch's bestseller One Up on Wall Street is something of a "stocks for the everyman/everywoman", breaking his approach down into easy-to-understand concepts.
Additional Research Links
About Validea: Validea is aninvestment researchservice that follows the published strategies of investment legends. Validea offers both stock analysis and model portfolios based on gurus who have outperformed the market over the long-term, including Warren Buffett, Benjamin Graham, Peter Lynch and Martin Zweig. For more information about Validea, click here
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Peter Lynch Detailed Fundamental Analysis - ROST

Shares of Ubiquiti Inc. (UI) soared 30.6% after the company reported fourth-quarter fiscal 2025 earnings of $3.54 per share, beating the Zacks Consensus Estimate of $1.94 per share.
Ross Stores, Inc.’s (ROST) shares gained 1.1% after the company reported second-quarter fiscal 2025 earnings of $1.56 per share, surpassing the Zacks Consensus Estimate of $1.52 per share.
Shares of Zoom Communications Inc. (ZM) surged 12.7% after the company reported second-quarter 2025 earnings of $1.53 per share, outpacing the Zacks Consensus Estimate of $1.37 per share.
Intuit Inc.’s (INTU) shares declined 5% after the company projected its first-quarter revenue growth that missed analysts’ expectations, citing sluggish results from its Mailchimp marketing business.
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Ross Stores, Inc. (ROST) : Free Stock Analysis Report
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Company News for Aug 25, 2025

The S&P 500 Index ($SPX) (SPY) today is up by +0.36%, the Dow Jones Industrials Index ($DOWI) (DIA) is up by +0.65%, and the Nasdaq 100 Index ($IUXX) (QQQ) is up by +0.20%. September E-mini S&P futures (ESU25) are up +0.40%, and September E-mini Nasdaq futures (NQU25) are up +0.25%.
Stock indexes are moving higher today after five consecutive sessions of declines. Short covering and position squaring are lifting stocks ahead of a speech later this morning from Fed Chair Powell at the Fed’s annual symposium at Jackson Hole, Wyoming. The markets are waiting to see if Mr. Powell stays cautious on inflation or tilts toward supporting a softer labor market.
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Stocks may come under pressure today if Fed Chair Powell takes a hawkish tilt and expresses caution about cutting interest rates. Several Fed policymakers this week expressed concerns about inflation, with Cleveland Fed President Beth Hammack saying she’d oppose a Fed rate cut “if the meeting were tomorrow,” and Kansas City President Jeffrey Schmid and Chicago Fed President Goolsbee both said inflation remains too high. Solid US economic data and hawkish Fed commentary over the past week have reduced the chances of a 25 bp Fed rate cut at next month’s FOMC meeting to 71% from 93% last Thursday before the July PPI report.
Comments today from Boston Fed President Susan Collins were slightly hawkish when she said, US economic growth is slowing, but overall economic fundamentals are solid as she sees upside risks to inflation and downside risks on labor. She added that Fed policy is modestly restrictive, which is appropriate.
On the geopolitical front, US Vice President Vance said negotiations over ending Russia’s war in Ukraine are focused on security guarantees for Ukraine and territory Russia wants to control, including Ukrainian territory that it currently isn’t occupying, as the US tries to broker a peace deal between the two countries. The US is working to set up a meeting between Presidents Putin and Zelensky, and if that meeting goes well, President Trump said he’ll look to follow up with a trilateral summit with the leaders.
Regarding tariffs, President Trump widened steel and aluminum tariffs to include more than 400 consumer items that contain the metals, such as motorcycles, auto parts, furniture components, and tableware. The change went into effect on Monday and did not exclude goods already in transit. Last Friday, Mr. Trump said, “I’ll be setting tariffs next week and the week after on steel and on, I would say chips – chips and semiconductors, we’ll be setting sometime next week, week after.” Mr. Trump last week said he planned a 100% tariff on semiconductors but would exempt companies that move chip manufacturing to the US. Mr. Trump also mentioned 200% or 300% tariffs on chips.
In other recent tariff news, Mr. Trump last Tuesday extended the tariff truce with China for another 90 days until November. On August 6, Mr. Trump announced that he will double tariffs on US imports from India to 50% from the current 25% tariff, due to India’s purchases of Russian oil. On August 5, Mr. Trump said that US tariffs on pharmaceutical imports would be announced “within the next week or so.” According to Bloomberg Economics, the average US tariff will rise to 15.2% if rates are implemented as announced, up from 13.3% earlier, and significantly higher than the 2.3% in 2024 before the tariffs were announced.
Federal funds futures prices are discounting the chances for a -25 bp rate cut at 71% at the September 16-17 FOMC meeting, down from 93% last Thursday. The markets are discounting the chances at 50% for a second -25 bp rate cut at the following meeting on October 28-29.
Earnings reports indicate that S&P 500 earnings for Q2 are on track to rise +9.1% y/y, much better than the pre-season expectations of +2.8% y/y and the most in four years, according to Bloomberg Intelligence. With over 93% of S&P 500 firms having reported Q2 earnings, about 83% of companies exceeded profit estimates.
Overseas stock markets today are higher. The Euro Stoxx 50 is up +0.29%. China’s Shanghai Composite climbed to a new 10-year high and closed up +1.45%. Japan’s Nikkei Stock 225 recovered from a 1.5-week low and closed up +0.05%.
Interest Rates
September 10-year T-notes (ZNU5) today are up +4 ticks, and the 10-year T-note yield is down -2.2 bp to 4.306%. Sep T-notes are moving higher on short covering and position squaring ahead of comments later today from Fed Chair Powell at the Fed’s annual symposium in Jackson Hole, Wyoming. Gains in T-notes are limited by hawkish comments from Boston Fed President Susan Collins, who said modestly restrictive Fed policy is appropriate.
European government bond yields today are mixed. The 10-year German bund yield is down -0.9 bp to 2.748%. The 10-year UK gilt yield climbed to a 2.75-month high of 4.759% and is up +0.9 bp to 4.739%.
German Q2 GDP was revised lower to -0.3% q/q and -0.2% y/y from the previously reported -0.1% q/q and unchanged y/y.
Swaps are discounting the chances at 2% for a -25 bp rate cut by the ECB at the September 11 policy meeting.
US Stock Movers
Strength in chipmakers is supporting gains in the broader market. ON Semiconductor (ON), Intel (INTC), Texas Instruments (TXN), GlobalFoundries (GFS), Analog Devices (ADI), ASML Holding NV (ASML), and NXP Semiconductors NV (NXPI) are up more than +1%.
Ubiquiti (UI) is up more than +19% after reporting Q4 revenue of $759.2 million, well above the consensus of $621 million.
Zoom Communications (ZM) is up more than +6% after reporting Q2 revenue of $1.22 billion, better than the consensus of $1.20 billion, and raising its 2026 revenue forecast to $4.83 billion-$4.84 billion from a previous estimate of $4.80 billion-$4.81 billion, stronger than the consensus of $4.81 billion.
Ross Stores (ROST) is up more than +3% to lead gainers in the S&P 500 after reporting Q2 EPS of $1.56, above the consensus of $1.53. Chairman Wang sold 5 million shares in an overnight registered block trade between $116 and $118 per share.
PDD Holdings (PDD) is up more than +3% to lead gainers in the Nasdaq 100 on bullish optimism for Chinese stocks after the Shanghai Composite rallied to a new 10-year high today.
Esab Corp (ESAB) is up more than +2% after Loop Capital Markets upgraded the stock to buy from hold with a price target of $140.
Qxo Inc (QXO) is up more than +1% after Benchmark Company LLC initiated coverage on the stock with a recommendation of buy and a price target of $50..
Ulta Beauty (ULTA) is up more than +1% after Barclays upgraded the stock to overweight from equal weight with a price target of $589.
Intuit (INTU) is down more than -7% to lead losers in the S&P 500 and Nasdaq 100 after forecasting 2026 adjusted operating income of $8.61 billion-$8.69 billion, the midpoint below the consensus of $8.67 billion.
Workday (WDAY) is down more than -6% after reporting an unexpected -$5 million loss in Q2 professional services adjusted gross profit versus expectations of a $9.5 million profit.
Nvidia (NVDA) is down -0.60% to lead losers in the Dow Jones Industrials after reports the company has instructed component makers, including Samsung and Amkor, to stop production related to H20 AI chips for China.
Paramount Skydance (PSKY) is down more than -1% after Guggenheim Securities downgraded the stock to neutral from buy.
Earnings Reports(8/22/2025)
BJ’s Wholesale Club Holdings Inc (BJ), Buckle Inc/The (BKE), New Fortress Energy Inc (NFE), Ubiquiti Inc (UI).
On the date of publication, Rich Asplund did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Stocks Higher Ahead of Fed Chair Powell’s Comments

Ross Stores, Inc. ROST reported second-quarter fiscal 2025 results with earnings beating the Zacks Consensus Estimate, though sales fell slightly short. Net sales rose compared with the prior year, but earnings per share declined.
Ross Stores, the leading off-price apparel retailer, delivered earnings of $1.56 per share, beating the Zacks Consensus Estimate of $1.52. The bottom line declined 1.9% from $1.59 in the second quarter of fiscal 2024. The fiscal second-quarter EPS included an 11-cent per share negative impact from tariff-related costs.
Total sales of $5,529 million rose 5% year over year, but marginally missed the Zacks Consensus Estimate of $5,533 million. The comparable store sales (comps) improved 2%. The company noted that sales trends improved sequentially from the fiscal first quarter, reflecting broad-based strength. Nearly all major merchandise categories posted positive momentum, while most regions across the business also delivered stronger results, signaling a healthier demand environment as the quarter progressed. We expected comps growth of 1.2% in the second quarter of fiscal 2025.
Ross Stores, Inc. Price, Consensus and EPS Surprise
In the fiscal second-quarter, cosmetics emerged as the top-performing merchandise category, while the Southeast and Midwest led by region. Comps at dd’s DISCOUNTS were solid and outpaced Ross, though monthly trends between the two banners tracked closely. Notably, both chains benefited from gains in traffic and basket size, exiting the quarter with encouraging momentum.
This Zacks Rank #3 (Hold) company’s shares have gained 6% in the past three months, outpacing the industry's 3.2% growth.
Image Source: Zacks Investment Research
Insight Into ROST’s Q2 Performance
The cost of goods sold (“COGS”) was $4 billion, up 5.5% year over year. As a percentage of sales, COGS was 72.4%, marking a year-over-year increase of 70 basis points (bps). Our model predicted COGS to increase 5.7% year over year and expand 80 bps to 72.5%, as a percentage of sales, in the fiscal second quarter.
Distribution costs rose 55 bps, largely reflecting the opening of a new distribution center in the fiscal second quarter and higher tariff-related processing expenses. Merchandise margin contracted 30 bps, due to tariff impacts, while occupancy increased 10 bps. These pressures were partially offset by efficiencies, including a 15-bps decrease in domestic freight and 10-bps lower buying costs. SG&A expenses deleveraged 25 bps, with CEO transition costs contributing to the increase.
The company’s operating income of $638.3 million declined 3.2% year over year. The operating margin of 11.5% was down 95 bps year over year, due to tariff-related costs. Our model predicted a 4.4% year-over-year decline in operating income, with a 110-bps operating margin contraction to 11.4% in the fiscal second quarter.
Sneak Peek Into ROST’s Other Financials
Ross Stores ended the fiscal second quarter with cash and cash equivalents of $3.8 billion, after funding business growth and capital requirements. The company has a long-term debt of $1.02 billion and a total shareholders’ equity of $5.7 billion.
In the fiscal second quarter, Ross Stores repurchased 1.9 million shares for $262 million under its two-year $2.1 billion authorization announced in March 2024. The company is on track to buy back a total of $1.05 billion worth of shares in fiscal 2025.
ROST’s Store Update
In second-quarter fiscal 2025, the company opened 28 new Ross and 3 dd’s DISCOUNTS stores. These openings highlight ROST’s growth across both new and existing markets, including several locations in the New York Metro area and its first three stores in Puerto Rico. As of Aug. 2, 2025, ROST had 2,233 stores, including 1,873 stores in 44 states, the District of Columbia, Guam and Puerto Rico, and 360 dd’s DISCOUNTS stores in 22 states.
For the third quarter of fiscal 2025, the company expects to open 40 stores, including 36 Ross and 4 dd's locations. For fiscal 2025, the company remains on track to open approximately 90 new stores, including about 80 Ross and 10 dd’s DISCOUNTS locations. These do not reflect the company’s plans to close or relocate 10-15 older stores.
What ROST Expects for Q3 & FY25
Looking ahead, Ross Stores expects to offset most of the tariff impact, although modest pressure is anticipated in the third quarter of fiscal 2025, with greater mitigation projected in the fourth quarter. With retail prices moving higher across the industry, the company remains focused on preserving its value proposition relative to traditional retailers while balancing opportunities to protect merchandise margins. Its top priority continues to be offering high-quality branded products at exceptional value and management believes the off-price sector is well-positioned to benefit from ongoing supply-chain and retail disruptions.
For the third and fourth quarters of fiscal 2025, the company anticipates comps growth of 2-3% each. The company expects earnings of $1.31-$1.37 for the fiscal third quarter, down from $1.48 in the prior-year period, with the guidance factoring in an estimated 7-8 cents per share negative impact from tariffs. For the fiscal fourth quarter, the company anticipates EPS of $1.74-$1.81 compared with $1.79 reported in the year-ago quarter. The fiscal fourth-quarter guidance includes an impact of 4-6 cents per share from tariffs.
For the fiscal third quarter, the company expects total sales to improve 5-7% year over year. It expects operating margin to be 10.1-10.5% for the fiscal third quarter, including a negative impact of 50-60 bps from tariff-related costs. The operating margin guidance also includes an unfavorable timing of packaway-related costs and continued deleverage from the opening of a new distribution center in the quarter.
The company anticipates net interest income of $27 million for the fiscal third quarter, with a tax rate of 25%. ROST expects shares outstanding to be 323 million at the end of third-quarter fiscal 2025.
Given that the company performs in line with its third and fourth quarter projections, management expects fiscal 2025 EPS to be $6.08-$6.21 compared with $6.32 reported in fiscal 2024. The company expects fiscal 2025 EPS to include about 22-25 cents of negative impact from the ongoing tariff headwinds.
Key Picks
Some better-ranked stocks in the same space are Levi Strauss & Co. LEVI, Williams-Sonoma Inc. WSM and Torrid Holdings CURV.
Levi Strauss designs and markets jeans, casual wear and related accessories for men, women and children. It sports a Zacks Rank #1 (Strong Buy) at present. You can see the complete list of today’s Zacks #1 Rank stocks here.
The Zacks Consensus Estimate for Levi Strauss’ current fiscal year’s earnings implies growth of 4% from the year-ago actuals. LEVI delivered a trailing four-quarter earnings surprise of 25.9%, on average.
Williams-Sonoma is a multi-channel specialty retailer of premium quality home products. It carries a Zacks Rank of 2 (Buy) at present.
The Zacks Consensus Estimate for Williams-Sonoma’s current financial year’s earnings implies a decline of 3% from the year-ago actual, while sales indicate a 0.1% increase. The company delivered a trailing four-quarter earnings surprise of 8.8%, on average.
Torrid Holdings is a direct-to-consumer brand of apparel, intimates and accessories principally in North America. It currently has a Zacks Rank of 2.
The Zacks Consensus Estimate for Torrid Holdings’ current fiscal year’s sales and earnings implies declines of 5.6% and 6.7%, respectively, from the year-ago actuals. CURV delivered a trailing four-quarter negative earnings surprise of 10.5%, on average.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Periodand min./max. price, $	Price change, %		Volatility, %		Volume, $
Periodand min./max. price, $	ROST	Industry	ROST	Industry	Volume, $
Yesterday 148.4 - 150.6	1.55	8.57	14.86	0.93	173.93M
Week 148.4 - 153.5	1.08	5.74	2.38	5.55	1.10B
Month 144.1 - 153.5	5.10	10.92	6.83	10.49	6.81B
3 Months 124.5 - 153.5	8.06	15.31	11.67	18.83	17.77B
6 Months 122.4 - 155.6	12.73	24.97	15.58	29.62	33.99B
Year 122.4 - 158.7	1.13	27.13	25.82	40.66	55.05B
3 years 81.2 - 163.3	65.69	94.19	42.74	82.71	122.04B
5 years 69.2 - 163.3	63.57	93.77	70.35	108.95	192.48B
All time 1.5 - 163.3	6,863.02	80.55	—	—	173.71B

Ross Stores, Inc.

Price and volatility history

Risk ratios