Ross Stores GAAP EPS of $1.56 beats by $0.02, revenue of $5.53B misses by $10M

* Ross Stores press release [https://seekingalpha.com/pr/20207358-ross-stores-announces-quarterly-dividend] (NASDAQ:ROST [https://seekingalpha.com/symbol/ROST]): Q2 GAAP EPS of $1.56 beats by $0.02.
* Revenue of $5.53B (+4.5% Y/Y) misses by $10M.
*
Jim Conroy, Chief Executive Officer, said, “For both the third and fourth quarters, we are planning comparable store sales growth of up 2% to 3%. If the second half of 2025 performs in line with these sales projections, earnings per share for the third quarter are projected to be $1.31 to $1.37 versus $1.48 last year, and $1.74 to $1.81 for the fourth quarter compared to $1.79 in 2024. These guidance ranges include an approximate $0.07 to $0.08 and $0.04 to $0.06 per share cost impact from the announced tariffs for the third and fourth quarters, respectively.”

Conroy added, “Based on our first half results and second half guidance, earnings per share for the 52 weeks ending January 31, 2026 are now planned to be in the range of $6.08 to $6.21 versus $6.32 last year. For fiscal 2025, we anticipate approximately $0.22 to $0.25 per share impact from announced trade policies. As a reminder, last year’s fourth quarter and full year’s results included a one-time benefit to earnings, equivalent to approximately $0.14 per share, related to the sale of a packaway facility.”

* Shares +3.63% AH.

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* Ross Stores: Tariffs Add Another Huge Layer Of Uncertainty [https://seekingalpha.com/article/4790085-ross-stores-stock-persistent-consumer-weakness-new-tariff-headwinds]
* How are things going for U.S. retail? Highlights from the C-Suite [https://seekingalpha.com/news/4487836-how-are-things-going-for-u-s-retail-highlights-from-the-c-suite]
* Ross Stores Q2 2025 Earnings Preview [https://seekingalpha.com/news/4487536-ross-stores-q2-2025-earnings-preview]
* Seeking Alpha’s Quant Rating on Ross Stores [https://seekingalpha.com/symbol/ROST/ratings/quant-ratings]