Ross Stores, Inc. (NASDAQ: ROST ) operates off-price retail apparel and home fashion stores under the Ross Dress for Less and dd's DISCOUNTS brand names. The company is just shy of 2000 retail locations spanning across 40I have a masters degree in Analytics from Northwestern University and a bachelors degree in Accounting. I have worked in the investment arena for over 10 years starting as an analyst and working my way up to a management role. Dividend investing is a personal hobby and I look forward to sha ...

Ross Stores (ROST) is looking like an interesting pick from a technical perspective, as the company reached a key level of support. Recently, ROST crossed above the 20-day moving average, suggesting a short-term bullish trend.The 20-day simple moving average is a popular trading tool. It provides a look back at a stock's price over a 20-day period, and is beneficial to short-term traders since it smooths out price fluctuations and provides more trend reversal signals than longer-term moving averages.Similar ...

For the quarter ended July 2024, Ross Stores (ROST) reported revenue of $5.29 billion, up 7.2% over the same period last year. EPS came in at $1.59, compared to $1.32 in the year-ago quarter.The reported revenue represents a surprise of +0.73% over the Zacks Consensus Estimate of $5.25 billion. With the consensus EPS estimate being $1.49, the EPS surprise was +6.71%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expecta ...

财务表现 - 公司销售额在三个月和六个月期间分别增长7.1%和7.6%[71,75] - 可比店铺销售额在三个月和六个月期间分别增长4%和3%[72] - 成本费用占销售额比例下降,其中分销成本下降70个基点,采购成本下降55个基点[80,81] - 销售、一般及管理费用占销售额比例下降55和60个基点,主要由于销售额增加和激励薪酬费用下降[82] - 净利润率在三个月和六个月期间分别为10.0%和10.0%,同比分别提高1个百分点和1.3个百分点[73,85] - 每股摊薄收益在三个月和六个月期间分别增长18%和24%[86] 现金流和资本支出 - 公司经营活动产生的现金流量净额为9.61亿美元[89] - 公司账款杠杆率为89%，较上年同期的94%有所下降[90] - 公司预计2024财年资本支出约为7.8亿美元，主要用于供应链投资、信息技术系统和新店开设等[94] 股东回报 - 公司在2024年3月批准了新的2年期2.1亿美元股票回购计划，并在本期回购了370万股[97] - 公司2024年8月21日宣布派发每股0.3675美元的季度现金股利[98] 财务状况 - 公司2024年8月3日的现金及等价物余额为47亿美元，同时还有13亿美元的未使用信用额度[100] 风险管理 - 公司面临的主要风险包括宏观经济环境、消费者偏好变化、供应链中断、网络安全事件等[104,105] - 公司利率风险较小,利率变动对其财务状况和经营成果影响不大[107,108] - 公司持续关注市场环境变化,并采取相应措施应对各种风险[103,106] 其他 - 公司计划在本年度新开约90家门店[74] - 利息收入净额在三个月和六个月期间分别增加610万美元和2070万美元,主要由于利率上升和现金余额增加[83] - 公司税率在三个月和六个月期间分别为25%和24%[84]

Ross Stores (NASDAQ:ROST) just reported results for the second quarter of 2024.Ross Stores reported earnings per share of $1.59. This was above the analyst estimate for EPS of $1.50.The company reported revenue of $5.29 billion.This was 0.72% better than the analyst estimate for revenue of $5.25 billion.InvestorPlace Earnings is a project that leverages data from TradeSmith to automate coverage of quarterly earnings reports. InvestorPlace Earnings distills key takeaways including earnings per share and reve ...

财务数据和关键指标变化 - 第二季度销售额增长7%至53亿美元,同店销售增长4% [6] - 第二季度每股收益为1.59美元,较去年同期的1.32美元增长21% [7][8] - 前6个月每股收益为3.05美元,较去年同期的2.41美元增长27% [8] - 前6个月销售额增长7%至101亿美元 [9] - 第二季度营业利润率为12.5%,较去年同期的11.3%提升115个基点 [13] 各条业务线数据和关键指标变化 - 化妆品和儿童用品是最强劲的商品类别 [9] - 地理表现广泛,加州表现优于全国平均水平,佛罗里达和德克萨斯略低于平均水平 [74] - 与Ross同样,dd's DISCOUNTS的表现也有所改善,因为顾客对其提供的更强劲的价值和时尚产品有积极反应 [9] 各个市场数据和关键指标变化 - 加州市场表现优于全国平均水平,佛罗里达和德克萨斯略低于平均水平 [74] - 德克萨斯州部分表现较弱,部分原因是贝尔特风暴的影响 [74] 公司战略和发展方向及行业竞争 - 公司将继续专注于提供更强劲的价值产品,以吸引价格敏感的客户 [25][61][63] - 公司正在扩大供应商基础,与更多品牌合作以提供更优质的产品组合 [68][70] - 公司计划今年开设约90家新店,包括75家Ross和15家dd's [11] - 公司认为目前的库存环境仍然有利,可以获得更多优质品牌产品 [68][70] 管理层对经营环境和未来前景的评论 - 公司认为低收入和中等收入客户仍面临必需品价格高企的压力,影响其可支配支出 [16] - 公司对下半年的销售增长持谨慎态度,计划第三季度和第四季度同店销售增长2%-3% [17] - 公司将继续专注于提供更强劲的价值产品,以应对不确定的宏观环境 [21] 其他重要信息 - 第二季度末总库存同比增长8%,平均店铺库存同比增长3% [10] - 第二季度回购了180万股普通股,全年计划回购10.5亿美元 [15] - 公司正在投资自动化等措施提高仓储和门店的生产效率 [52][53] - 公司预计第三季度和全年的营业利润率将有所下降,主要受到毛利率下降的影响 [19][56] 问答环节重要的提问和回答 问题1 **Matthew Boss 提问** 询问公司在第二季度的业务趋势以及提升价值和品牌的举措 [23] **Michael Hartshorn 回答** 第二季度中期的同店销售表现最佳,公司将继续推进提升价值的策略 [24][25] 问题2 **Chuck Grom 提问** 询问第二季度各个品类的表现情况 [30] **Michael Hartshorn 回答** 化妆品和儿童用品表现最佳,家居用品与整体平均水平持平,鞋类略有下滑 [31] 问题3 **Paul Lejuez 提问** 询问客户行为变化情况 [37][41] **Michael Hartshorn 回答** 公司第二季度的表现有所改善,但整体行业报告显示客户正在更加注重价值 [39][42]

Ross Stores (ROST) came out with quarterly earnings of $1.59 per share, beating the Zacks Consensus Estimate of $1.49 per share. This compares to earnings of $1.32 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 6.71%. A quarter ago, it was expected that this discount retailer would post earnings of $1.34 per share when it actually produced earnings of $1.46, delivering a surprise of 8.96%.Over the last four quarters, the comp ...

财务业绩 - 第二季度销售和盈利超出预期,因为公司的优惠产品受到客户欢迎[6] - 第二季度营业利润率同比增加115个基点至12.5%,主要受益于销售增长和分销及激励成本下降[6] - 第二季度每股收益为1.59美元,同比增长20.5%[4] - 第二季度销售额增长7%至53亿美元,同比增长4%[4] - 上半年每股收益为3.05美元,同比增长26.6%[5] - 上半年销售额增长7.5%至101亿美元,同比增长3%[5] 股东回报 - 公司计划在2024财年回购10.5亿美元的普通股[7] - 公司上半年回购普通股5.25亿美元,派发股息2.46亿美元[31] 财务指引 - 预计第三季度每股收益为1.35美元至1.41美元,第四季度为1.60美元至1.67美元[9] - 预计2024财年全年每股收益将在6.00美元至6.13美元之间,高于上年的5.56美元[10] 业务策略 - 公司将继续专注于为客户提供最优质的品牌折扣商品,以获得持续的市场份额增长[11] 现金流和资本支出 - 公司上半年净收益为10.15亿美元，同比增长24.2%[29] - 公司上半年经营活动产生的现金流为9.61亿美元[29] - 公司上半年资本支出为3.34亿美元，同比减少8.2%[30] - 公司上半年现金及现金等价物余额为47.33亿美元[32] - 公司上半年支付的所得税净额为3.73亿美元[34] 其他财务指标 - 公司上半年股票激励费用为7,847万美元[29] - 公司上半年商品存货增加2.98亿美元[29] - 公司上半年其他流动负债减少1.98亿美元[29] - 公司上半年经营租赁资产和负债净增加696.2万美元[29]

Ross Stores, Inc. ROST is expected to release earnings results for its second quarter, after the closing bell on Thursday, Aug. 22.Analysts expect the Dublin, California-based company to report quarterly earnings at $1.5 per share, up from $1.32 per share in the year-ago period. Ross Stores is projected to post revenue of $5.25 billion, according to data from Benzinga Pro.On Aug. 21, Ross Stores said its Board of Directors declared a regular quarterly cash dividend of 36.75 cents per common share.With the r ...

In its upcoming report, Ross Stores (ROST) is predicted by Wall Street analysts to post quarterly earnings of $1.49 per share, reflecting an increase of 12.9% compared to the same period last year. Revenues are forecasted to be $5.25 billion, representing a year-over-year increase of 6.3%.Over the past 30 days, the consensus EPS estimate for the quarter has been adjusted upward by 0.1% to its current level. This demonstrates the covering analysts' collective reassessment of their initial projections during ...