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Ross Stores — Aug 21, 2025 release

Fiscal 2026 second-quarter results · 8-K Item 2.02 · Exhibit 99.1 · 0000745732-25-000047
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Comparable store sales growth
“up 2% to 3%”
Period
Q3 FY2025
Measure
Company-defined measure
Source
Prose
All guidance in this release · 11
Stock buyback for FY2025
“$1.05 billion”
Comparable store sales growth for Q3 FY2025
“up 2% to 3%”
Comparable store sales growth for Q4 FY2025
“up 2% to 3%”
Earnings per share for Q3 FY2025
“$1.31 to $1.37”
Earnings Per Share for Q4 FY2025
“$1.74 to $1.81”
Cost impact from announced tariffs (per share) for Q3 FY2025
“$0.07 to $0.08”
Cost impact from announced tariffs (per share) for Q4 FY2025
“$0.04 to $0.06”
Earnings per share for FY2026
“$6.08 to $6.21”
Earnings Per Share for FY2025
“$6.08 to $6.21”
Trade Policy/Tariff Impact on EPS for FY2025
“approximately $0.22 to $0.25 per share”
Impact from announced trade policies (per sh… for FY2025
“approximately $0.22 to $0.25”
Exhibit 99.1 · the passage around this item
… earlier in the release
However, given the uncertainty associated with the macroeconomic environment, we will maintain a somewhat cautious approach to planning our business for the balance of the year.” Mr. Conroy continued, “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.” Mr. 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.” Mr. Conroy concluded, “We expect the current uncertainty in the macro and geopolitical environments to persist through the remainder of the year. In addition, we anticipate pricing across retail will move higher as we progress through the year, which will le
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other guidance in this release
Text is the filed exhibit, verbatim.