Ross Stores, Inc. (ROST) emerges as an attractive value opportunity in the Retail - Discount Stores industry, trading at a forward 12-month price-to-earnings ratio of 22.8, below the industry average of 31.71x and the Retail-Wholesale average of 25.77x. The stock is undervalued compared with its industry peers, offering compelling value to investors looking for exposure to the Retail-Wholesale sector. Furthermore, ROST’s VGM Score of B underscores its appeal as a potential investment.Image Source: Zacks Inv ...

销售额与增长率 - 公司第三季度销售额为50.71亿美元，同比增长3.0%[77] - 公司第三季度可比门店销售额增长1%[77] - 公司前九个月销售额为152.17亿美元，同比增长6.0%[77] - 公司前九个月可比门店销售额增长3%[77] 成本与费用占比 - 公司第三季度销售成本占销售额的71.7%，同比下降70个基点[85] - 公司第三季度销售、一般及行政费用占销售额的16.4%，同比下降5个基点[89] - 公司前九个月销售成本占销售额的71.7%，同比下降90个基点[86] - 公司前九个月销售、一般及行政费用占销售额的16.1%，同比下降40个基点[89] 净收入占比 - 公司第三季度净收入占销售额的9.6%，同比增长50个基点[94] - 公司前九个月净收入占销售额的9.9%，同比增长110个基点[95] 稀释每股收益 - 2024年11月2日结束的三个月期间，稀释每股收益为1.48美元，相比2023年10月28日结束的三个月期间的1.33美元有所增加[96] - 2024年11月2日结束的九个月期间，稀释每股收益为4.53美元，相比2023年10月28日结束的九个月期间的3.74美元有所增加[96] - 2024年11月2日结束的三个月期间，稀释每股收益增加0.15美元，主要由于净收益增长9%和加权平均稀释股份减少2%[97] - 2024年11月2日结束的九个月期间，稀释每股收益增加0.79美元，主要由于净收益增长19%和加权平均稀释股份减少2%[97] 现金流 - 2024年11月2日结束的九个月期间，经营活动提供的净现金为15亿美元，相比2023年10月28日结束的九个月期间的16亿美元有所减少[100] - 2024年11月2日结束的九个月期间，投资活动使用的净现金为5.141亿美元，相比2023年10月28日结束的九个月期间的5.405亿美元有所减少[106] - 2024年11月2日结束的九个月期间，融资活动使用的净现金为15亿美元，相比2023年10月28日结束的九个月期间的11亿美元有所增加[109] 财务比率与库存 - 2024年11月2日结束的九个月期间，应付账款杠杆率为82%，相比2023年10月28日结束的九个月期间的87%有所下降[103] - 2024年11月2日结束的九个月期间，packaway库存占库存总额的38%，相比2023年结束时的40%有所下降[105] 资本支出 - 2024年资本支出预计约为7.6亿美元，用于新店开设、现有店铺改善、供应链投资、信息技术系统升级等[108]

I wrote about Ross Stores (NASDAQ: ROST ) previously ( 17 Sept 2024 ) with a hold rating, as I no longer believed the valuation was attractive. Despite the positive outlook for SSS growth to accelerate, I am retaining my hold ratingI am an individual investor that is now fully focus on managing my own capital that I have saved up over the years. My investing background spreads across a wide spectrum as I believe there are merits to each approach, for instance: Fundamental investing [Bottoms-up etc.], Techni ...

公司经营策略 - 公司旨在通过提供价值和寻宝式购物环境吸引顾客并推动销售[1] - 公司在Ross Dress for Less和dd's Discounts门店通过提供合适价值的商品来快速周转货物这些门店主要专注于服装和家居用品[1] 销售业绩 - 公司在截至11月2日的季度同店销售额增长1%在截至11月2日的九个月内增长3%[2] - 公司对本季度销售增长放缓感到失望但由于较高的营业利润率以及激励、货运和配送成本较低盈利好于预期[3] - 公司将销售增长放缓归因于必需品的高成本、飓风天气和反常温暖天气对顾客可自由支配支出的持续压力[3] 业务执行与展望 - 公司认为在一些商品营销举措上本应执行得更好存在一些业务执行问题[4] - 公司预计在截至2025年2月1日的季度同店销售额将增长2% - 3%[4] - 公司在假日季重要的业务如礼品或化妆品是公司的优势业务[5]

Several analysts expressed views on Ross Stores, Inc. ROST third-quarter results reported on Thursday.The company reported EPS of $1.48, exceeding the consensus of $1.40, while sales of $5.07 billion missed the street view of $5.15 billion.Ross Stores expects fourth-quarter EPS of $1.57 – $1.64 versus consensus of $1.67 and FY25 EPS of $6.10 – $6.17 compared to the street view of $6.14.BofA Securities analyst Lorraine Hutchinson reiterated a Buy rating on the stock with a price target of $180.The analyst wr ...

Ross Stores ROST reported better-than-expected third-quarter EPS results on Thursday.Ross Stores reported quarterly earnings of $1.48 per share which beat the analyst consensus estimate of $1.40 per share. The company reported quarterly sales of $5.07 billion which missed the analyst consensus estimate of $5.15 billion.Barbara Rentler, Chief Executive Officer, commented, “We are disappointed with our third quarter sales results as business slowed from the solid gains we reported in the first half of 2024. A ...

U.S. stocks traded mostly higher midway through trading, with the Dow Jones index gaining by more than 250 points on Friday.The Dow traded up 0.59% to 44,128.84 while the NASDAQ rose 0.08% to 18,986.80. The S&P 500 also rose, gaining, 0.28% to 5,965.15.Check This Out: Top 3 Materials Stocks That Could Blast Off In NovemberLeading and Lagging SectorsConsumer staples shares rose by 1.5% on Friday.In trading on Friday, communication services shares fell by 0.6%.Top HeadlineRoss Stores ROST reported better-than ...

Ross Stores, Inc. (ROST) reported results for the third quarter of 2024, wherein the bottom line surpassed the Zacks Consensus Estimates, while the top line missed the same. Net sales and earnings increased from the year-ago period.The company faced challenges as its low-to-moderate-income customers grappled with persistently high living costs, limiting discretionary spending. Additionally, Hurricanes Helene and Milton, and unseasonably warm temperatures, negatively impacted comparable sales (comps). Despit ...

公司财报相关 - 公司周四收盘后公布第三季度销售额为50.7亿美元利润为4.888亿美元分析师此前预估利润为4.598亿美元销售额为51.4亿美元略高[2] 销售情况相关 - 公司CEO称对第三季度销售结果失望业务较2024年上半年的强劲增长有所放缓公司顾客仍面临生活必需品成本居高不下的情况这影响了他们的可支配支出[3] - 公司同店销售额较去年同期增长1%低于分析师预期的2.2%公司表示早秋异常温暖的天气和美国南部的飓风也对本季度的销售产生了负面影响[3] - 公司预计第四季度同店销售额将增长2% - 3%[4] 人事变动相关 - 上个月公司宣布Boot Barn的CEO James Conroy将在现任CEO Barbara Rentler于2025年2月2日退休后接任公司CEO Rentler将在2027年3月前担任顾问角色Boot Barn表示首席数字官John Hazen将担任临时CEO直至确定Conroy的永久接任者[5] 股价相关 - 周五上午公司股价上涨4.7%至149.63美元[6]

Shares of Gap Inc (NYSE:GAP) and Ross Stores Inc (NASDAQ:ROST) are both making outsized moves, after the retail companies posted their quarterly results.Gap stock was last seen 8.2% higher at $23.84, after the retail name hiked its annual guidance for the third time in 2024. The company now expects fiscal 2024 sales to rise between 1.5% and 2%, well above analysts' 0.4% growth expectations. And while hurricanes and unseasonably warm weather dented sales, Gap beat third-quarter earnings per share and revenue ...