$ROST Ross Stores Tape Reports
Per Ticker.id: $ROST Ross Stores Tape Reports — 11 podcast mentions across 5 podcasts (30 days), latest 2026-08-26 16:00 UTC.
No, absolutely. I think consumer tastes change. You know, sneakers were the biggest must-have discretionary item. They're simply not that anymore. We'll see when Best Buy reports. Is some of that discretionary purchasing gone to electronics? You know, maybe it has. You know, people change and whoever's winning changes. Walmart has been a fantastic player, for example. They've done amazing in their business. And yet when the report came out, they were down 9% in one day, one of the worst days in Walmart stock's history. Meanwhile, Target, which has been beaten down terribly and actually underperformed for a long time, is doing a much better job this year, and they're up something like 60% this year. And their stock, of course, was up sharply on their results last week. TJX, one of the, one of the big winners consistently year over year over year, came out with a report that wasn't that bad, but their stock went down. Meanwhile, Ross Stores, their big competitor, had over a 10% same-store sales gain and their stock shot up, you know, so, so the consumer is there, they're shopping. There's no doubt retail sales in July were up 5% year over year. The consumer is not sick, but they're choosy. They want value. And for discretionary items, they want innovation. And innovation is not there. They are not buying.
Jerry Storch — Squawk on the Street · 10AM Hour: Nvidia Ahead, Meta Settles, & PCE Comes In Hot 8/26/26 · 2026-08-26Alima Kraft, thanks. When we come back, take a look at what this bond rout might mean for private credit. We'll get to Ross Stores, BJ, NVIDIA, Broadcom, and of course, Bitcoin enjoying its best week in about 3 years. Stay with us.
Carl Quintanilla — Squawk on the Street · 9AM Hour: Stocks and Bessent After the Sell-Off, Oil Prices and the Trump Effect, Walmart Price Target Cut Parade 8/21/26 · 2026-08-21Got some more reassuring prints today in retail. Take a look at Ross Stores at the top of the gainer list premarket, up almost 8% as they raise the guide. BJ Wholesale also raised the guide, although up about 2%. That's a welcome change from both Depot and Walmart, which had difficult prints this week and are both in 24% drawdowns. We'll get the opening bell in a few moments. And don't forget, you can catch us anytime, anywhere. Just listen to and follow the Squawk on the Street Opening Bell podcast.
Carl Quintanilla — Squawk on the Street · 9AM Hour: Stocks and Bessent After the Sell-Off, Oil Prices and the Trump Effect, Walmart Price Target Cut Parade 8/21/26 · 2026-08-21By the way, another winner today is Ross Stores. It's at the top of the market. They came out with really strong results, 10% comps. That was better than expected. That was on top of a more than 60% run-off— run-up in the last year on this stock. It's been a bit of a turnaround. You know, the management's been making changes around assortment and marketing, which appears to work. And then they raised guidance for the next 2 quarters and the second half of the year. So that, you know, looks like a good story when it comes to consumer stock, up 4%.
Sarah Eisen — Squawk on the Street · 9AM Hour: Stocks and Bessent After the Sell-Off, Oil Prices and the Trump Effect, Walmart Price Target Cut Parade 8/21/26 · 2026-08-21Welcome to Seeking Alpha's Wall Street Breakfast, where we cover the top news for investors every morning. It's good to be with you on this Friday, the 21st of August. I'm Julie Morgan. Ross Stores saw an increase in new customers and higher engagement from existing customers. The company delivered another stellar quarter with double-digit growth in comparable store sales and net revenue, and nearly doubled the net income year over year. Better-than-expected results led Ross Stores to raise its guidance for the year and raise the number of new stores expected to open this year to 115. That number includes 90 Ross Dress for Less and 25 Dee Dee's Discount Stores. The results not only beat management's expectations but also exceeded Wall Street's estimates by a comfortable margin, with a 14% increase in total sales to $6.3 billion, which is $140 million better than expected. They also had an unadjusted profit of $2.66 per share, $0.71 above estimates. The results include $253 million in IEPA tariff refunds, benefiting earnings by $0.60 per share. Moreover, comparable store sales increased by 10% on top of a 2% increase last year. Ross is on the biggest movers list this morning. It's up 8% in premarket action. OpenAI's ChatGPT can now read, write, and send messages on Apple Mac. The newly added capacity allows ChatGPT users to search through messages and provide summaries and other information from conversations stored in Apple's Messages app. The new feature is integrated into the ChatGPT desktop app for Mac rather than Apple's built-in ChatGPT extension for Apple Intelligence. Users must opt in through permission settings in both ChatGPT and macOS. OpenAI said the integration requires explicit user consent and does not create an index of all messages. Starbucks continues to reduce its corporate workforce. The company is laying off 104 employees in its store development and design department. Another 120 employees who chose not to relocate from Seattle to a new corporate office in Nashville will also be let go. Since early 2025, Starbucks has eliminated as many as 2,500 corporate positions. If you remember, the new CEO took over in September of 2024 and launched the Back to Starbucks initiative. Since then, shares have gained 13% in value.
Julie Morgan — Wall Street Breakfast · Ross finds value in value · 2026-08-21You know, Walmart and TJX, which are the acknowledged the two best have been the worst. And it's really rather interesting to see the best trade not nearly as well. Like, Ross Stores has a fantastic CEO. I don't know if anyone remembers, remembers him from when he was at Boot Barn, Jim Conroy. But holy cow, is he good. And he has moved that stock up. Now, Ross Stores is a— not— I felt wasn't that great. I think getting in line at Ross stores a year ago, 2 years ago in San Francisco because it was— there was so much stealing. So there was like guards who would check you for when you bought $8 underwear. But Jim Conroy's come in there and he's just crushed it. In the meantime, TJX, which is doing so well as a company, people don't like. So there's a lot of front seat, back seat. Lowe's better than Home Depot. Target better than Walmart. Ross better than TJX. Almost a changing of the guard except for the fact that the guard isn't as good, right?
Jim Cramer — Squawk on the Street · 9AM Hour: Memory Chips Rally, Anthropic's AI Boost, Trump's Message on Iran War and Gas Prices 8/17/26 · 2026-08-17Hello, today is Sunday, August 16th, and I'm your host, Kim Ka. Wall Street gets a series of fresh reads on the health of the US consumer this week with Walmart, Target, and Home Depot reporting earnings. Home Depot kicks off the retail reports Tuesday, giving investors a look at demand for home improvement as consumers continue to contend with elevated elevated borrowing costs and a sluggish housing market. Target follows Wednesday with investors watching for signs of strength in discretionary spending and an update on the retailer's outlook for the second half of the year. And Walmart is the main event Thursday. Investors will be looking for the retail giant's latest read on consumer spending as well as the impact of tariffs on pricing. The company has topped earnings estimates in 15 of the past 16 quarters. Oppenheimer recently downgraded Walmart to perform from outperform warning that U.S. comparable sales could fall short of expectations. Analyst Rupesh Parekh expects comps of about 3%, below the Street figure of 3.8%. "We expect strong grocery momentum to continue in a more difficult backdrop lately and are modeling a moderation for both the general merchandise and health and wellness categories," he said. Here's how the rest of the earnings calendar shapes up: Baidu reports Tuesday. Analog Devices , Lowe's, and Estée Lauder weigh in on Wednesday. and Alibaba, Deere, and Ross Stores report Thursday. Looking to the economy, the minutes of the last Fed meeting where the FOMC held rates with 3 dissents are due Wednesday. Wells Fargo economists say they expect the minutes to reflect that members are willing to be patient for now when it comes to further progress on inflation, but the bar is low for future rate hikes if inflation does not slow further. Next month's employment and inflation data will go a long way toward deciding the September FOMC meeting. but the path is clearly there for policymakers to once again leave the Fed funds rate unchanged, they added. In the news this weekend, Anthropic is forecasting its 2028 revenue to reach roughly $190 to $200 billion, a figure that will help determine its IPO valuation when the AI startup makes its much-anticipated public debut, Reuters reported. Multiple reference points, including cloud infrastructure firm Cloudflare, enterprise software company Palantir, and newly public SpaceX are under consideration as valuation comps.
Kim Ka — Wall Street Breakfast · Retail earnings put consumers in the spotlight · 2026-08-16Yes, a lot of retail, retail companies. So let's go through it. We'll start with on Tuesday you have Home Depot. That's a big one, right? You get to Wednesday, Estée Lauder, Target, Lowe's, TJX, and then we end off on Thursday with Walmart and Ross Stores too. So a big week for retail earnings next week.
Lisa Matera — Bloomberg Intelligence · Bloomberg Money: 'Gold Has Been in Bull Market for 25 Years' · 2026-08-15