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Aug 02, 2025
Ross Stores Q2 2025 Earnings Report
Ross Stores delivered Q2 results with solid revenue growth and earnings slightly above guidance despite tariff headwinds.
Key Takeaways
Ross Stores reported a 5% increase in revenue and EPS of $1.56 for Q2 2025, with improved July sales and modestly better-than-expected earnings.
Revenue rose to $5.53B, up from $5.29B in Q2 2024
EPS was $1.56, with a $0.11 negative impact from tariffs
Net income totaled $508M, slightly below the prior year
Sales rebounded strongly in July, driven by back-to-school trends
Revenue by Geographic Location
Forward Guidance
Ross Stores expects moderate growth for the second half of FY25, with cautious planning due to ongoing macroeconomic uncertainty.
Positive Outlook
- Comparable store sales growth forecasted at 2% to 3% for Q3 and Q4
- Q3 EPS guidance of $1.31 to $1.37
- Q4 EPS guidance of $1.74 to $1.81
- Full-year EPS forecasted between $6.08 to $6.21
- Continued focus on value proposition and market share growth
Challenges Ahead
- Tariff impact expected to reduce Q3 EPS by $0.07 to $0.08
- Tariff impact expected to reduce Q4 EPS by $0.04 to $0.06
- FY25 EPS includes $0.22 to $0.25 drag from trade policies
- Operating margin declined 95 bps YoY in Q2
- Macroeconomic and geopolitical uncertainty may affect consumer behavior
Historical Earnings Impact
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Avg. Return Before/After Earnings
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