Ross Stores, Inc.
ROST
Jodie read · what matters now
Revenue increased 20.6% versus the comparable filing period.
The story is only the start. Jodie keeps watching the filing evidence, the companies connected to ROST, and whether its market group begins moving.
Latest filing assessment · baseline
Fundamentals strengthened in the latest filing
10-Q filed 2026-06-02 against the comparable filing from 2025-06-11.
What improved
- Revenue increased 20.6% versus the comparable filing period.
- Operating margin improved 1.2 percentage points.
- Net income increased 35.6% versus the comparable filing period.
What weakened
No thresholded deterioration was identified.
Filing receipts
“Operating income as a percentage of sales for the three month period ended May 2, 2026 increased by approximately 120 basis points compared to the three month period ended May 3, 2025, primarily driven by the decrease in cost of goods sold as a percentage of sales period-over-period, partially offset by the increase in SG&A as a percentage of sales period-over-period.”
“Cost of goods sold as a percentage of sales for the three month period ended May 2, 2026 decreased by approximately 145 basis points compared to the three month period ended May 3, 2025, primarily due to an 85 basis point increase in merchandise margin.”
“SG&A as a percentage of sales for the three month period ended May 2, 2026 increased by approximately 25 basis points compared to the three month period ended May 3, 2025, primarily due to higher incentive compensation expense.”
Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.
Who this business touches
The relationships behind ROST
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depended on by
Filing peers
Companies whose filings use similar operating language.
You can see the shape of the network here. Pro opens 4 more links, the original filing receipts, and alerts when connected names begin moving. See Pro →
What is moving around it
Live connections
ROST is currently a Participant in the organic co-movement group Rental & Building Services. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 1 filing-linked name are in the relationship map; none is currently confirmed as moving with the group.
Theme membership history
No durable theme membership has been observed for this name yet.