Ross Stores benefits from the same off-price tailwinds as TJX with a more concentrated low-income customer base, which is showing increased trade-down behavior from full-price retail. dd's Discounts banner accelerates extreme-value growth. Margin recovery from supply chain normalization continues. Less geographically diversified than TJX is the main relative caveat.
Thesis reviewed May 29, 2026
Ross Stores Inc. is headquartered in United States, which is currently showing elevated risk signals.
πΊπΈUnited States82EXITView United States risk detail βπConsumer22NEUTRAL| Ticker | Company | Score | Gap | Signal Ξ | Action |
|---|---|---|---|---|---|
| JD | JD.com Inc | 27 | +13% | β2% | EARLY |
| NIO | NIO Inc | 27 | -10% | β2% | AVOID |
| LI | Li Auto Inc | 27 | +7% | β2% | NEUTRAL |
| BTI | British American Tobacco PLC | 27 | +14% | β2% | EARLY |
| DEO | Diageo PLC | 27 | +8% | β2% | NEUTRAL |
| RACE | Ferrari NV | 27 | +17% | β2% | EARLY |
| TM | Toyota Motor Corporation | 27 | +12% | β2% | EARLY |
Investors who hold ROST may also have indirect exposure through these country funds.
Ross Q1 comp sales beat on low-income customer trade-down
dd's Discounts expands into Northeast markets
Estimates Β· Yahoo Finance Β· Not audited figures
| Politician | Party | Type | Amount | Trade Date | Return |
|---|---|---|---|---|---|
| John JamesMI | R | Sell | $1kβ$15k | Aug 28, 24 | +56.7% |
| John JamesMI | R | Buy | $1kβ$15k | Nov 10, 23 | +56.6% |
| John JamesMI | R | Sell | $1kβ$15k | Aug 13, 24 | +56.6% |