$ROST

Investing.com reports Bernstein highlighted three off-price retailers ahead of Q2 earnings. It expects near-term weakness for TJX but calls it the top fundamental pick. For Ross Stores, it cites better marketing and execution but warns second-half guidance risk versus a high comp base. For Burlington, it notes inventory and an easier comp but flags guidance volatility.

Reuters reports that shoppers using GLP-1 weight-loss drugs are increasingly buying clothes in-store due to sizing changes. Gallup estimates about 11% of Americans use GLP-1s, and ReturnPro surveys of 500 consumers find over two-thirds are more likely to shop in-store. Retailers including Ross Stores, Macy's, and David's Bridal are adjusting store sizes and fitting-room services; Ross cited a 17% rise in Q1 comparable sales.

First Liberty Bank opened its first Galveston County branch at 2724 61st St., aiming to grow organically and via acquisitions, with $880 million in total assets. The report also says Planet Fitness plans a $1.5 million, 21,225 sq ft Galveston facility starting Oct. 1, 2026, targeting Feb. 1, 2027 completion. Main Street Commercial Partners’ La Marque retail project includes Ross, PetSmart, Burlington, HomeGoods and others, with up to $5 million infrastructure reimbursement.

King County prosecutors arraigned six defendants accused of organized retail theft in cases tied to Lululemon, Nordstrom, Target, Safeway, Ross Dress for Less, and Ulta Beauty, according to the King County Prosecuting Attorney’s Office spokesperson. The article cites a Forbes Advisor study ranking Washington highest for retail theft impact and notes felony charges for repeat or higher-value theft.

Investing.com reports Ross Stores (NASDAQ:ROST) options activity rose to 5,805 contracts by 10:01 a.m. ET, with put volume at 5,761 and call volume at 44. The Aug. 21, 2026 $185 put drew 5,745 contracts (open interest 76 as of July 2). ROST shares were down 1.09% at $211.11; three-month volatility rose to 31.73% and skew fell to 1.52.

A LongYield Substack article says Ross Stores (ROST) is benefiting from a reacceleration in its off-price model. It cites May 29 trading at $231.73 and P/E ratios of 32.36 (trailing) and 30.96 (forward) from Yahoo Finance. For Q1 FY2027, it reports comps +17%, EPS $2.02 (+37%), and operating margin +120 bps to 13.4%, with raised FY guidance to $7.50–$7.74 EPS and 6–7% comps.

Ross Stores (ROST) is a $74.8 billion big-cap off-price retailer. The stock is 1.8% below its 52-week high of $237.41 but up 9.2% over three months and 63.5% over 52 weeks, outperforming the XLY ETF. After Q1 2026 results (revenue $6B; adj. EPS $2.02), shares rose 8.1% on May 22. Full-year EPS guidance is $7.50–$7.74. Analysts rate it a “Strong Buy” with a mean $261.19 target.

Burlington Stores reported a quarter that cleared Wall Street estimates, but shares fell nearly 8% to around $300 before partially recovering. Management said higher oil prices and Middle East conflict affect its outlook, and it’s more cautious than in March due to higher gas prices and inflation risk. Analysts’ average 12-month target is about $357; consensus is Moderate Buy.

Five Below (FIVE) reports Q1 results Wednesday after market close. The company previously beat revenue expectations with $1.73B revenue (+24.3% Y/Y). For the upcoming quarter, analysts expect revenue growth of 24.7% Y/Y. The average analyst price target is $263.95 versus a $228.40 share price.

HoldingsChannel reports that National Pension Service increased its Ross Stores (NASDAQ:ROST) stake by 138.4% in Q4, buying 754,816 shares to total 1,300,056 shares worth $234.2M. The article also cites other institutional changes and notes Ross last reported Q1 EPS of $2.02 on $6.01B revenue, and set FY2026 EPS guidance of 7.500–7.740.