智通财经APP获悉，在宏观经济不确定性笼罩的背景下，罗斯百货(ROST.US)于周四上调了年度盈利预 期，看好假日季来临前其折扣服饰及配饰的韧性需求。同时，该公司第三季度销售额也超出预期，这推 动了其股价盘后上涨约3%。 财报显示，罗斯百货第三季度销售额达56亿美元，超过了市场预期的54.2亿美元。当季同店销售额增长 达7%，远超市场预期的3.3%。该公司表示，返校季销售表现优异，强劲势头持续贯穿整个季度。 对于第四季度，公司预计每股收益为1.77至1.85美元，高于此前预估的1.74至1.81美元区间;同时将假日 季同店销售增长预期从原先的2%-3%上调至3%-4%。 在持续通胀和贸易政策波动的环境下，消费者日益倾向于以更低价格购买品牌商品，这使得罗斯百货等 折扣零售商正持续吸引预算敏感的顾客。 "尽管补充营养援助计划(SNAP)福利终止，且关税不确定性加剧对家庭预算构成压力，但核心价值型消 费者的需求依然坚挺，"市场研究机构eMarketer分析师Suzy Davidkhanian表示。 其竞争对手TJX公司(TJX.US)也于周三上调了全年盈利目标，折扣服装及家居用品的强劲需求为其提供 了支撑。 "这类 ...

Ross Stores (ROST) came out with quarterly earnings of $1.58 per share, beating the Zacks Consensus Estimate of $1.4 per share. This compares to earnings of $1.48 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +12.86%. A quarter ago, it was expected that this discount retailer would post earnings of $1.52 per share when it actually produced earnings of $1.56, delivering a surprise of +2.63%.Over the last four quarters, the co ...

Group 1 - Analysts believe that Ross Stores will benefit as consumers face rising prices in other budget areas and opt for lower-priced apparel options [1]

Financial Data and Key Metrics Changes - Total sales for the third quarter grew 10% to $5.6 billion, with comparable store sales increasing by 7% [5][6] - Earnings per share for the third quarter were $1.58, compared to $1.48 in the prior year, with net income of $512 million [6][7] - For the first nine months, earnings per share were $4.61, up from $4.53 in the same period last year, with net earnings of $1.5 billion [7] Business Line Data and Key Metrics Changes - Strongest merchandise areas in the third quarter included cosmetics, shoes, and ladies' apparel [8] - The branded strategy has positively impacted the ladies' business, which comped above the chain average [10] Market Data and Key Metrics Changes - Geographic performance showed broad-based strength, particularly in the Southeast and Midwest regions [8][12] - The company opened 36 new Ross and four dd's DISCOUNTS stores during the third quarter, completing its expansion program for 2025 [9] Company Strategy and Development Direction - The company has fully embedded its branded strategy into its merchandising approach, focusing on delivering high-quality branded bargains [9][10] - The marketing campaigns have been updated to resonate with younger customers, aiming to enhance customer engagement [27][29] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the fourth quarter, raising the comparable store sales forecast to 3-4% and earnings per share guidance for fiscal 2025 to $6.38-$6.46 [13][14] - The company expects tariff-related costs in the fourth quarter to be negligible, indicating improved cost management [14] Other Important Information - The company repurchased 1.7 million shares for an aggregate cost of $262 million, remaining on track to buy back a total of $1.05 billion in shares this year [13] - Total consolidated inventories were up 9% versus last year, with average store inventories up 15% as the company prepared for the holiday season [8] Q&A Session Summary Question: Can you break down the inflection in same-store sales? - Management noted broad-based strength across all major merchandise categories and regions, attributing some improvement to internal initiatives and favorable weather conditions [20][22] Question: What are the major drivers of the improvement in momentum? - Management highlighted the sophistication of the merchandising team and the importance of aligning merchandising, marketing, and store operations for growth [25][26] Question: How are you addressing the marketing changes? - The company is focused on creating a refreshed marketing message to engage both new and lapsed customers, with early positive results [41][42] Question: What is the outlook for the branded strategy? - Management sees continued opportunity for growth in the ladies' business and believes the branded strategy will yield further improvements [48][50] Question: How are you managing tariff-related costs? - The company has successfully mitigated tariff impacts through strategic vendor partnerships and closeout opportunities, expecting negligible costs in the fourth quarter [34][82] Question: What is the status of self-checkout implementation? - Self-checkout has been rolled out to 80 stores, showing positive customer adoption and sales impacts, with plans for further expansion [78] Question: How is the home business performing? - The home business has shown sequential improvement, and management feels well-positioned for the holiday season despite previous weaknesses [112][113]

Financial Data and Key Metrics Changes - Total sales for the third quarter grew 10% to $5.6 billion, with comparable store sales increasing by 7% [5][6] - Earnings per share for the third quarter were $1.58 on net income of $512 million, compared to $1.48 per share on net earnings of $489 million in the prior year [6][7] - For the first nine months, earnings per share were $4.61 on net earnings of $1.5 billion, compared to $4.53 per share on net income of $1.5 billion for the same period last year [7] - Operating margin for the third quarter was 11.6%, which was stronger than expected [6][12] Business Line Data and Key Metrics Changes - Strongest merchandise areas in the third quarter included cosmetics, shoes, and ladies' apparel [8] - The branded strategy has positively impacted the ladies' business, which comped above the chain average [10][48] - Average store inventories were up 15% as the company advanced inventory build for the holiday season [8] Market Data and Key Metrics Changes - Broad-based strength was observed across geographic regions, with the Southeast and Midwest performing the best [8][37] - Hispanic stores showed solid comparable sales despite trailing the chain slightly [37] Company Strategy and Development Direction - The company has fully embedded its branded strategy into its merchandising approach, focusing on delivering high-quality branded bargains [9][10] - The company plans to close and/or relocate 10 locations in the fourth quarter, expecting to end the year with 1,903 Ross stores and 360 dd's locations [9] - The company is optimistic about its prospects for the fourth quarter, supported by strong merchandising plans and product assortments [16] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to navigate macro uncertainties and maintain a strong value proposition [11][16] - The company expects tariff-related costs in the fourth quarter to be negligible, with a full-year cost of approximately $0.15 per share [14] - Management highlighted the importance of maintaining a strong value gap against traditional retailers [63] Other Important Information - The company repurchased 1.7 million shares of common stock for an aggregate cost of $262 million, remaining on track to buy back a total of $1.05 billion in shares this year [13] - The company opened 36 new Ross and four dd's DISCOUNTS stores during the third quarter [8] Q&A Session Summary Question: Can you break down the inflection in same-store sales? - Management noted broad-based strength across all major merchandise categories and geographic regions, attributing some improvement to internal initiatives and favorable weather conditions [20][22] Question: What are the major drivers of the improvement in momentum? - Management credited the sophisticated merchandising team and emphasized the importance of marketing and store experience in driving traffic [25][26] Question: How are you addressing the marketing changes? - Management indicated that the refreshed marketing message has improved engagement with both new and lapsed customers, with early metrics showing positive results [41][42] Question: Can you discuss the branded strategy's impact? - Management stated that the branded strategy has significantly improved the ladies' business and expects continued growth opportunities in this area [48][50] Question: What is the outlook for merchandise margins? - Management expects merchandise margins to remain stable over time, with ongoing opportunities for improvement as vendor relationships strengthen [101][104] Question: How is the self-checkout rollout progressing? - Self-checkout is currently in 80 stores, showing lower shrink and high customer adoption, with plans for further rollout next year [78] Question: How did dd's perform compared to Ross? - dd's performance was consistent with Ross, with no significant pressure noted during the quarter [82]

Financial Data and Key Metrics Changes - Total sales for Q3 2025 grew 10% to $5.6 billion, with comparable store sales increasing 7% [3][4] - Earnings per share for the quarter were $1.58 on net income of $512 million, compared to $1.48 per share on net earnings of $489 million in the prior year [4] - For the first nine months, earnings per share were $4.61 on net earnings of $1.5 billion, compared to $4.53 per share on net income of $1.5 billion for the same period last year [4] - Operating margin for the quarter was 11.6%, which was stronger than expected [4][10] Business Line Data and Key Metrics Changes - Strongest merchandise areas in Q3 included cosmetics, shoes, and ladies' apparel [5] - The branded strategy has positively impacted the ladies' business, which comped above the chain average [8][48] Market Data and Key Metrics Changes - Broad-based strength was observed across geographic regions, with the Southeast and Midwest performing the best [5][19] - Hispanic stores showed solid comps despite trailing the chain slightly [37] Company Strategy and Development Direction - The company has fully embedded its branded strategy into its merchandising approach, focusing on delivering high-quality branded bargains [6][8] - Plans to close and/or relocate 10 locations in Q4, expecting to end the year with 1,903 Ross stores and 360 dd's locations [6] - The company aims to maintain a strong value proposition relative to traditional retailers while mitigating impacts on merchandise margins [9] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the fourth quarter, raising comparable store sales forecast to 3-4% and earnings per share guidance for fiscal 2025 to $6.38-$6.46 [11][12] - The company expects tariff-related costs in Q4 to be negligible, with a full-year cost of approximately $0.15 per share [12] - Management acknowledged macro uncertainties but credited the team for executing well and navigating through challenges [20] Other Important Information - The company repurchased 1.7 million shares for an aggregate cost of $262 million, remaining on track to buy back a total of $1.05 billion in shares this year [11] - Total consolidated inventories were up 9% versus last year, with average store inventories up 15% [5] Q&A Session Summary Question: Can you break down the inflection in same-store sales? - Management noted broad-based strength across all major merchandise categories and geographic regions, attributing some improvement to internal initiatives and favorable weather conditions [19][20] Question: What are the major drivers of the improvement in momentum? - Management highlighted the sophistication of the merchandising team and the effectiveness of marketing and store teams in driving traffic and improving the in-store experience [24][25] Question: How is the branded strategy impacting the business? - The branded strategy has significantly improved the ladies' business, which has shown sequential improvement and is expected to continue driving growth [48][49] Question: What is the outlook for tariff costs? - Management expects tariff-related costs to be negligible in Q4 and has successfully mitigated impacts throughout the year [32][85] Question: How is the store experience being enhanced? - The company is refreshing stores to provide a modern look and feel, with positive customer feedback so far [60] Question: Are there plans for a loyalty program? - Currently, there is no active loyalty program, but the company has a decent email database and is exploring future marketing initiatives [122]

Core Viewpoint - Ross Stores has raised its annual profit forecast, indicating confidence in strong demand for discounted apparel and accessories ahead of the holiday season despite macroeconomic uncertainties [1] Company Summary - The company is betting on resilient consumer demand for its products, which include discounted apparel and accessories [1] Industry Summary - The announcement comes in the context of looming macroeconomic uncertainties, suggesting that the retail sector may be experiencing shifts in consumer behavior as the holiday season approaches [1]

Core Insights - The off-price retailer has raised its guidance due to a 7% increase in same-store sales, surpassing Wall Street's expectation of 3.9% growth [1] Company Performance - Same-store sales rose by 7%, indicating strong consumer demand and effective sales strategies [1] - The company's revised guidance reflects confidence in continued sales growth and operational performance [1]

Ross Stores, Inc. (NASDAQ:ROST) shares climbed after the company released its third-quarter earnings report after Thursday's closing bell, beating estimates on the top and bottom lines. Here's a look at the details in the report. ROST stock is moving. Watch the price action here.The Details: Ross Stores reported quarterly earnings of $1.58 per share, which beat the analyst estimate of $1.41.Quarterly revenue came in at $5.6 billion, which beat the analyst consensus estimate of $5.42 billion.Read Next: Nvidi ...

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