What Ross Stores's latest 10-Q says: 5 signals
Ross Stores filed its latest 10-Q with the SEC on Sep 1, 2026. It discusses capex increase, data investment and inflation impact.
Public (ROST)Retail10,000+ employeesrossstores.comLinkedIn
- Filed
- Sep 1, 2026
- Filings
- 2
- Signals
- 16
10-Q · latest 10
What Ross Stores's 10-Q filings say
- SEC EDGAR
10-Q
Filed · 5 signals
Ross Stores projects $1.1B in FY2026 CapEx, including major IT systems investments.
The company is funding significant upgrades to its information technology systems as part of a broader capital plan to support long-term growth.
$1.1B
Projected fiscal 2026 capital expenditures
Ross Stores commits $1.1B in FY2026 CapEx for new stores, supply chain, and IT systems.
$1.1B
Projected capital expenditures for fiscal 2026
information technology systemssupply chain
Ross Stores investing in new distribution centers to manage growth and complex supply chain.
The company is making strategic investments in its supply chain, including constructing new distribution centers, to support long-term growth and manage its unique 'packaway' inventory model.
Ross Stores explicitly identifies that continued inflation and increased costs of consumer necessities pose a significant threat to customer spending behavior and its own operational costs.
- SEC EDGAR
10-Q
Filed · 11 signals
Ross Stores projects $1.1 billion in capital expenditures for fiscal 2026.
$1.1B
Projected capital expenditures for fiscal 2026
Ross Stores projects $1.1B in CapEx for fiscal 2026 for new stores, supply chain, and IT systems.
$1.1B
Projected capital expenditures for fiscal 2026
information technology systems
Ross is building new distribution centers to support long-term growth.
As part of its $1.1B capital plan, Ross is proactively investing in supply chain infrastructure to handle increased volume and support its store expansion strategy.
Ross Stores filed a new employment agreement for Karen Fleming, signaling a change in a key operational leadership role (President and Chief Merchandising Officer).
Rising incentive compensation costs are impacting Ross's margins.
The company reported that higher incentive compensation expense increased both SG&A and buying costs, indicating significant pressure to attract, retain, and motivate its workforce.
0.25%
Basis point increase in SG&A and buying costs due to higher incentive compensation
Ross lowers costs with improved margins and reduced distribution expenses.
The company successfully improved its merchandise margin by 85 basis points and saw declines in distribution and domestic freight costs of 15 and 10 basis points, respectively.
0.85%
Increase in merchandise margin
Showing 10 of 16 filing signals. The Signal API returns all of them.
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Ross Stores earnings headlines
From earnings call transcripts (Signal API type earnings-transcripts).
| Call date | What the company said |
|---|---|
| Raised full-year sales and earnings guidance due to strong business momentum.The company significantly increased its Q4 and full-year 2025 guidance, signaling strong financial health and confidence in continued growth, which supports budget for new investments. | |
| New CEO driving 'fresh eyes' strategy, amplifying marketing and storesNew CEO Jim Conroy, an outsider, is focused on modernizing the company by elevating the marketing and store operations teams to work in unison with merchandising. This leadership change is a prime opportunity for vendors to introduce new solutions aligned with his vision for growth and a refreshed customer approach. | |
| Launching new marketing campaigns with new agency to attract younger customersThe company has hired a new agency and is rolling out 'refreshed' and 'contemporized' marketing campaigns to create cut-through and more aggressively target younger customers. This indicates budget and openness to new marketing technologies, analytics, and digital engagement platforms. | |
| Increased marketing spend to contemporize brand and attract younger customers.The company has increased its marketing expense to launch refreshed campaigns and creative, successfully driving store traffic and customer engagement. This indicates a growing budget and willingness to invest in marketing technology, analytics, and agency partners. | |
| Planning next new distribution center in 2-3 years to support growth.After opening a new distribution center this year, the company has a long-term plan to open another in the next 2-3 years. This signals a multi-year commitment to investing in supply chain capacity and infrastructure. | |
| New marketing campaigns are successfully attracting new and lapsed customers.Leadership believes its refreshed marketing strategy is bringing new customers into its stores and re-engaging past shoppers. This focus on customer acquisition creates opportunities for vendors in CRM, customer analytics, and targeted marketing. |
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One POST /v1/companies/enrich call with rossstores.com returns Ross Stores 10-Q signals (sec-10q), each with its source. Or ask Claude through MCP.
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curl -X POST https://signals.autobound.ai/v1/companies/enrich \
-H "X-API-KEY: $AUTOBOUND_API_KEY" \
-H "Content-Type: application/json" \
-d '{"domain":"rossstores.com","signal_types":["sec-10q"],"limit":20}'Same industry
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Source. Quarterly reports (Form 10-Q) filed with the SEC. Every card links to the filing on EDGAR.
Method. Insights are extracted from the filing text and grouped by category. Numbers are quoted from the filing.
Data as of .