Ross Stores — Nov 20, 2025 release
Fiscal 2026 third-quarter results · 8-K Item 2.02 · Exhibit 99.1 · 0000745732-25-000055
Showing in the filing
Tariff-Related Cost Impact on EPS
“approximately $0.16 per share negative impact”
Period
FY2025
Measure
GAAP-tied
Source
Guidance table
All guidance in this release · 7
Stock buyback for FY2025
“$1.05 billion in common stock”
Comparable store sales forecast for FY2026
“up 3% to 4%”
Comparable Store Sales for Q4 FY2025
“up 3% to 4%”
Earnings Per Share for Q4 FY2025
“$1.77 to $1.85”
Tariff-related costs for Q4 FY2026
“negligible”
Earnings per share for fiscal 2025 for FY2025
“$6.38 to $6.46”
Tariff-Related Cost Impact on EPS for FY2025
“approximately $0.16 per share negative impact”
Exhibit 99.1 · the passage around this item
… earlier in the release
In addition, we now expect tariff-related costs to be negligible in the fourth quarter.” Mr. Conroy continued, “Based on our year-to-date results and updated fourth quarter forecast, we are increasing our earnings per share guidance for fiscal 2025 to be in the range of $6.38 to $6.46, which includes approximately $0.16 per share negative impact from tariff-related costs. In addition, and as a reminder, 2024 fourth quarter and full year earnings per share of $1.79 and $6.32, respectively, included an approximate $0.14 earnings per share benefit related to the sale of a packaway facility.” Mr. Conroy concluded, “We are optimistic about our prospects for the holiday season, driven by our ongoing focus on delivering quality, branded merchandise at exceptional value. This approach continues to gain strong traction with the consumer, particularly in an environment of rising prices across mainstream retail. Additionally, the store and supply chain teams are well-positioned for the holiday season, and our new marketing campaigns have continued to build excitement. We believe that this multi-faceted approach will help us continue our positive momentum and enable us to capture additional market share.” 2 The Company will host a conference call on Thursday, November 20, 2025 at 4:15 p.m. Eastern time to provide additional details concerning its third quarter results and management’s outlook for the remainder of the year. A real-time audio webcast of the conference call will be available in the Investors section of the Company’s web
later in the release …
the item shown at left
other guidance in this release
Text is the filed exhibit, verbatim.