ROST Ross Stores (ROST) Q4 FY26 earnings call
Ross Stores delivered a strong Q4 FY26, exceeding expectations with robust sales and earnings, fueled by broad-based strength across merchandise categories and geographies, and effective marketing. Management is optimistic about continued momentum into FY26, supported by accelerated store expansion plans and increased shareholder returns. The company is focused on sustaining customer engagement and operational efficiencies, despite anticipating some near-term margin pressures in the first quarter.
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ROST operating KPIs by quarter
| KPI | Jan 2025 Q4 FY25 | Apr 2025 Q1 FY26 | Jul 2025 Q2 FY26 | Oct 2025 Q3 FY26 | This call Jan 2026 Q4 FY26 | Apr 2026 Q1 FY27 | Change vs prior quarter |
|---|---|---|---|---|---|---|---|
| Stores | 2,186Inclusive of 12 closures, we ended the year with 2,186 stores including 1,831 Ross Dress for Less and 355 dd's DISCOUNTS locations.Source: earnings call transcript | — | — | — | 2,267Inclusive of 9 closures, we ended the year with 2,267 stores, consisting of 1,904 Ross Dress for Less and 363 dd's DISCOUNTS locations.Source: earnings call transcript | — | — |
| Stores Ross Dress for Less | 1,831Inclusive of 12 closures, we ended the year with 2,186 stores including 1,831 Ross Dress for Less and 355 dd's DISCOUNTS locations.Source: earnings call transcript | — | — | — | 1,904Inclusive of 9 closures, we ended the year with 2,267 stores, consisting of 1,904 Ross Dress for Less and 363 dd's DISCOUNTS locations.Source: earnings call transcript | — | — |
| Stores dd's DISCOUNTS | 355Inclusive of 12 closures, we ended the year with 2,186 stores including 1,831 Ross Dress for Less and 355 dd's DISCOUNTS locations.Source: earnings call transcript | — | — | — | 363Inclusive of 9 closures, we ended the year with 2,267 stores, consisting of 1,904 Ross Dress for Less and 363 dd's DISCOUNTS locations.Source: earnings call transcript | — | — |
| New stores opened Ross Dress for Less | — | 16We opened 16 new Ross and 3 dd's DISCOUNT locations in the first quarter.Source: earnings call transcript | 28In Q2, we opened 28 new Ross and 3 dd's DISCOUNTS locations.Source: earnings call transcript | 36During the third quarter, we opened 36 new Ross and 4 dd's DISCOUNTS stores.Source: earnings call transcript | — | 13We expanded into new and existing markets and opened 13 new Ross and 4 dd's DISCOUNTS locations in the first quarter.Source: earnings call transcript | — |
| New stores opened dd's DISCOUNTS | — | 3We opened 16 new Ross and 3 dd's DISCOUNT locations in the first quarter.Source: earnings call transcript | 3In Q2, we opened 28 new Ross and 3 dd's DISCOUNTS locations.Source: earnings call transcript | 4During the third quarter, we opened 36 new Ross and 4 dd's DISCOUNTS stores.Source: earnings call transcript | — | 4We expanded into new and existing markets and opened 13 new Ross and 4 dd's DISCOUNTS locations in the first quarter.Source: earnings call transcript | — |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.