Ross Stores (ROST) Earns $180 Target Amid Accelerating Card Spending Data

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On February 23, Bernstein raised its terms people for Ross Stores, Inc. (NASDAQ:ROST) to $180 from $170 portion maintaining a Market Perform standing arsenic portion of a fourth-quarter preview for off-price retailers. The steadfast cited precise beardown vacation trends crossed the segment, supported by real-time information showing affirmative and accelerating ft postulation arsenic good arsenic robust paper spending passim the quarter.

During the 3rd 4th of 2025, Ross Stores, Inc. (NASDAQ:ROST) reported full income maturation of 10% to $5.6 billion, with comparable store income expanding 7%. Operating borderline reached 11.6% contempt a $0.05 per stock headwind from tariff-related costs. Earnings per stock were $1.58, up from $1.48 successful the anterior year. For the archetypal 9 months, net per stock totaled $4.61 connected income of $16.1 billion, with comparable store income rising 3% twelvemonth implicit year. Inventory levels accrued 9% wide and 15% per store to enactment anticipated vacation demand. The institution opened 36 caller Ross locations and 4 DD’s Discounts stores during the quarter, completing the 2025 enlargement with 90 caller stores. For the 4th quarter, Ross expects comparable income maturation of 3%–4% and net per stock of $1.77–$1.85, with minimal tariff-related costs and an estimated full-year tariff interaction of astir $0.15 per share. Strong postulation trends, disciplined outgo management, and continued portion maturation reenforce Ross’s resilience wrong value-focused retail and enactment a constructive concern outlook.

Ross Stores, Inc. (NASDAQ:ROST) operates the Ross Dress for Less chain, offering branded apparel and location fashions astatine discounted prices done a high-volume, opportunistic purchasing model. Founded successful 1950 and headquartered successful Dublin, California, the institution leverages inventory flexibility and outgo subject to thrust accordant profitability.

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