Subtext

Ross Stores, Inc. ROST

SectorConsumer Discretionary
Transcripts58
Date range2009-08-20 – 2025-03-04
Calls charted58

Sentiment timeline

Net Loughran-McDonald sentiment per call (×1000), earliest → latest.

-15-8+0+8+152009 Q22012 Q22014 Q22016 Q22018 Q22020 Q22022 Q22024 Q32009 Q2 · Overall: +9.02009 Q3 · Overall: +10.92010 Q4 · Overall: +13.32011 Q1 · Overall: +2.72011 Q2 · Overall: +4.02011 Q3 · Overall: +3.92011 Q4 · Overall: +10.12012 Q1 · Overall: +4.22012 Q2 · Overall: +1.92012 Q3 · Overall: -1.72012 Q4 · Overall: -4.82013 Q1 · Overall: +2.92013 Q2 · Overall: +7.42013 Q3 · Overall: +1.72013 Q4 · Overall: +2.62014 Q1 · Overall: +4.82014 Q2 · Overall: +7.52014 Q3 · Overall: +2.42014 Q4 · Overall: +5.22015 Q1 · Overall: +7.02015 Q2 · Overall: +4.62015 Q3 · Overall: +5.12015 Q4 · Overall: +5.72016 Q1 · Overall: +2.02016 Q2 · Overall: +7.02016 Q3 · Overall: +7.42016 Q4 · Overall: +0.02017 Q1 · Overall: +0.82017 Q2 · Overall: -2.82017 Q3 · Overall: +4.42017 Q4 · Overall: +3.92018 Q1 · Overall: +3.02018 Q2 · Overall: -1.92018 Q3 · Overall: +0.52018 Q4 · Overall: -4.02019 Q1 · Overall: -0.92019 Q2 · Overall: +4.52019 Q3 · Overall: +6.52019 Q4 · Overall: -3.32020 Q1 · Overall: -8.22020 Q2 · Overall: -4.72020 Q3 · Overall: +2.32020 Q4 · Overall: -3.22021 Q1 · Overall: +7.82021 Q2 · Overall: -3.32021 Q3 · Overall: +5.42021 Q4 · Overall: +3.82022 Q1 · Overall: -3.02022 Q2 · Overall: +0.62022 Q3 · Overall: +5.12022 Q4 · Overall: +5.32023 Q1 · Overall: +4.22023 Q3 · Overall: +7.02023 Q4 · Overall: +8.12024 Q1 · Overall: +10.12024 Q2 · Overall: +5.72024 Q3 · Overall: +6.42024 Q4 · Overall: +6.1
Overall

CEO vs CFO

Average sentiment of each executive's remarks per call. Divergence is a signal.

-29-15+0+15+292009 Q22012 Q22014 Q22016 Q22018 Q22020 Q22022 Q22024 Q32009 Q2 · CEO: +24.62009 Q3 · CEO: +20.22010 Q4 · CEO: +25.62011 Q1 · CEO: +15.32011 Q2 · CEO: +14.52011 Q3 · CEO: +16.82024 Q2 · CEO: +10.52024 Q3 · CEO: +12.02024 Q4 · CEO: +15.52009 Q2 · CFO: +10.62009 Q3 · CFO: +10.02010 Q4 · CFO: +10.72011 Q1 · CFO: -2.12011 Q2 · CFO: +0.02011 Q3 · CFO: +1.82011 Q4 · CFO: -1.62012 Q1 · CFO: +8.82012 Q2 · CFO: +10.02012 Q3 · CFO: -2.32012 Q4 · CFO: -7.32013 Q1 · CFO: +0.02013 Q2 · CFO: +7.22013 Q3 · CFO: +2.22013 Q4 · CFO: +2.42014 Q1 · CFO: +6.12014 Q2 · CFO: +11.02014 Q3 · CFO: +14.72014 Q4 · CFO: +1.32015 Q1 · CFO: +10.72015 Q2 · CFO: +17.92015 Q3 · CFO: +13.32015 Q4 · CFO: +9.42016 Q1 · CFO: +14.22016 Q2 · CFO: +19.52016 Q3 · CFO: +12.72016 Q4 · CFO: +13.32017 Q1 · CFO: -3.22017 Q3 · CFO: +0.92018 Q1 · CFO: +2.32018 Q2 · CFO: -1.62018 Q3 · CFO: +11.72018 Q4 · CFO: +0.02019 Q1 · CFO: +10.02019 Q2 · CFO: +16.62019 Q3 · CFO: +4.72019 Q4 · CFO: +7.72020 Q1 · CFO: -23.12020 Q2 · CFO: -3.32020 Q3 · CFO: +5.52020 Q4 · CFO: +3.82021 Q1 · CFO: +7.32021 Q3 · CFO: +0.02021 Q4 · CFO: -12.32022 Q1 · CFO: -13.32022 Q2 · CFO: -16.52022 Q3 · CFO: -9.52022 Q4 · CFO: +1.42023 Q3 · CFO: +7.72023 Q4 · CFO: +11.12024 Q1 · CFO: +11.82024 Q2 · CFO: +8.72024 Q3 · CFO: +4.22024 Q4 · CFO: +1.9
CEOCFO

Prepared remarks vs Q&A

Scripted tone vs unscripted answers. The gap is information.

-144-72+0+72+1442009 Q22012 Q22014 Q22016 Q22018 Q22020 Q22022 Q22024 Q32009 Q2 · Prepared remarks: +19.92009 Q3 · Prepared remarks: +19.52010 Q4 · Prepared remarks: +25.12011 Q1 · Prepared remarks: +14.62011 Q2 · Prepared remarks: +13.42011 Q3 · Prepared remarks: +22.22011 Q4 · Prepared remarks: +40.52012 Q1 · Prepared remarks: +3.62012 Q2 · Prepared remarks: +9.72012 Q3 · Prepared remarks: +11.32012 Q4 · Prepared remarks: +27.32013 Q1 · Prepared remarks: +29.02013 Q2 · Prepared remarks: +6.02013 Q3 · Prepared remarks: +3.42013 Q4 · Prepared remarks: +12.92014 Q1 · Prepared remarks: +0.02014 Q2 · Prepared remarks: +0.02014 Q3 · Prepared remarks: -9.62014 Q4 · Prepared remarks: +9.72015 Q1 · Prepared remarks: +27.02015 Q2 · Prepared remarks: +16.42015 Q3 · Prepared remarks: +20.02015 Q4 · Prepared remarks: +22.02016 Q1 · Prepared remarks: +6.92016 Q2 · Prepared remarks: +21.42016 Q3 · Prepared remarks: -4.22016 Q4 · Prepared remarks: +20.92017 Q1 · Prepared remarks: +24.92017 Q2 · Prepared remarks: +125.02017 Q3 · Prepared remarks: +32.82017 Q4 · Prepared remarks: +7.82018 Q1 · Prepared remarks: +28.62018 Q2 · Prepared remarks: +16.92018 Q3 · Prepared remarks: +27.72018 Q4 · Prepared remarks: +18.32019 Q1 · Prepared remarks: +9.62019 Q2 · Prepared remarks: +61.52019 Q3 · Prepared remarks: +17.32019 Q4 · Prepared remarks: +35.32020 Q1 · Prepared remarks: -20.22020 Q2 · Prepared remarks: -3.72020 Q3 · Prepared remarks: -17.92020 Q4 · Prepared remarks: -11.52021 Q1 · Prepared remarks: +15.42021 Q2 · Prepared remarks: +18.12021 Q3 · Prepared remarks: +7.62021 Q4 · Prepared remarks: -9.12022 Q1 · Prepared remarks: +6.12022 Q2 · Prepared remarks: -20.22022 Q3 · Prepared remarks: +12.02022 Q4 · Prepared remarks: +1.82023 Q1 · Prepared remarks: +12.82023 Q3 · Prepared remarks: +38.02023 Q4 · Prepared remarks: +34.62024 Q1 · Prepared remarks: +4.92024 Q2 · Prepared remarks: +18.52024 Q3 · Prepared remarks: +10.52024 Q4 · Prepared remarks: +10.92009 Q2 · Q&A responses: +10.92009 Q3 · Q&A responses: +8.52010 Q4 · Q&A responses: +14.62011 Q1 · Q&A responses: +0.92011 Q2 · Q&A responses: +10.22011 Q3 · Q&A responses: +0.92011 Q4 · Q&A responses: +16.92012 Q1 · Q&A responses: +11.12012 Q2 · Q&A responses: +10.02012 Q3 · Q&A responses: +4.02012 Q4 · Q&A responses: +3.72013 Q1 · Q&A responses: +8.02013 Q2 · Q&A responses: +12.72013 Q3 · Q&A responses: +10.02013 Q4 · Q&A responses: +12.12014 Q1 · Q&A responses: +13.12014 Q2 · Q&A responses: +19.42014 Q3 · Q&A responses: +10.02014 Q4 · Q&A responses: +13.32015 Q1 · Q&A responses: +12.82015 Q2 · Q&A responses: +11.82015 Q3 · Q&A responses: +10.52015 Q4 · Q&A responses: +9.92016 Q1 · Q&A responses: +9.82016 Q2 · Q&A responses: +12.42016 Q3 · Q&A responses: +13.22016 Q4 · Q&A responses: +6.22017 Q1 · Q&A responses: +3.12017 Q2 · Q&A responses: +7.32017 Q3 · Q&A responses: +6.72017 Q4 · Q&A responses: +10.82018 Q1 · Q&A responses: +7.02018 Q2 · Q&A responses: +0.82018 Q3 · Q&A responses: +4.92018 Q4 · Q&A responses: -4.32019 Q1 · Q&A responses: +7.22019 Q2 · Q&A responses: +10.52019 Q3 · Q&A responses: +12.12019 Q4 · Q&A responses: -1.82020 Q1 · Q&A responses: -9.22020 Q2 · Q&A responses: -0.72020 Q3 · Q&A responses: +8.52020 Q4 · Q&A responses: +5.82021 Q1 · Q&A responses: +11.32021 Q2 · Q&A responses: +2.52021 Q3 · Q&A responses: +7.52021 Q4 · Q&A responses: +9.62022 Q1 · Q&A responses: -0.42022 Q2 · Q&A responses: +7.12022 Q3 · Q&A responses: +9.32022 Q4 · Q&A responses: +11.42023 Q1 · Q&A responses: +9.92023 Q3 · Q&A responses: +10.22023 Q4 · Q&A responses: +16.22024 Q1 · Q&A responses: +17.72024 Q2 · Q&A responses: +9.22024 Q3 · Q&A responses: +11.82024 Q4 · Q&A responses: +10.9
Prepared remarksQ&A responses

Tone vs forward expectations

Management tone next to Wall Street's forward-looking numbers (glopardo): the 12-month forward EPS estimate and the forward P/E per call.

Forward EPS estimate

$1.80$4.34$6.872009 Q22012 Q22014 Q22016 Q22018 Q22020 Q22022 Q22024 Q32014 Q1: $2.152014 Q2: $2.212014 Q3: $2.292014 Q4: $2.362015 Q1: $2.472015 Q2: $2.562015 Q3: $2.632015 Q4: $2.732016 Q1: $2.782016 Q2: $2.842016 Q3: $2.962016 Q4: $3.102017 Q1: $3.202017 Q2: $3.272017 Q3: $3.422017 Q4: $3.562018 Q1: $4.132018 Q2: $4.252018 Q3: $4.412018 Q4: $4.482019 Q1: $4.592019 Q2: $4.712019 Q3: $4.802019 Q4: $4.972020 Q1: $4.822020 Q2: $2.332020 Q3: $3.122020 Q4: $4.272021 Q1: $4.232021 Q2: $4.742021 Q3: $5.112021 Q4: $5.322022 Q1: $5.152022 Q2: $4.762022 Q3: $4.472022 Q4: $4.952023 Q1: $5.122023 Q3: $5.552023 Q4: $5.782024 Q1: $6.032024 Q2: $6.252024 Q3: $6.52

Forward P/E

10.1026.9943.882009 Q22012 Q22014 Q22016 Q22018 Q22020 Q22022 Q22024 Q32014 Q1: 16.902014 Q2: 15.412014 Q3: 16.482014 Q4: 19.222015 Q1: 21.442015 Q2: 19.292015 Q3: 18.892015 Q4: 20.132016 Q1: 20.882016 Q2: 19.102016 Q3: 20.732016 Q4: 21.732017 Q1: 21.122017 Q2: 18.672017 Q3: 17.942017 Q4: 21.602018 Q1: 18.672018 Q2: 19.952018 Q3: 22.002018 Q4: 17.502019 Q1: 19.742019 Q2: 21.942019 Q3: 22.652019 Q4: 22.822020 Q1: 12.432020 Q2: 41.552020 Q3: 30.742020 Q4: 26.542021 Q1: 29.232021 Q2: 25.112021 Q3: 22.112021 Q4: 20.442022 Q1: 17.732022 Q2: 15.962022 Q3: 20.012022 Q4: 23.722023 Q1: 19.992023 Q3: 21.062023 Q4: 23.832024 Q1: 24.382024 Q2: 23.782024 Q3: 23.11

Divergence watch ⚑

Quarters where tone and the forward EPS estimate moved opposite ways.

  • 2014 Q3 tone ↓ -5.0 fwd EPS ↑ +0.08 Tone cooled even as the forward EPS estimate rose.
  • 2015 Q2 tone ↓ -2.4 fwd EPS ↑ +0.10 Tone cooled even as the forward EPS estimate rose.
  • 2016 Q1 tone ↓ -3.7 fwd EPS ↑ +0.05 Tone cooled even as the forward EPS estimate rose.
  • 2016 Q4 tone ↓ -7.4 fwd EPS ↑ +0.15 Tone cooled even as the forward EPS estimate rose.
  • 2017 Q2 tone ↓ -3.6 fwd EPS ↑ +0.08 Tone cooled even as the forward EPS estimate rose.
  • 2018 Q2 tone ↓ -4.9 fwd EPS ↑ +0.11 Tone cooled even as the forward EPS estimate rose.
  • 2018 Q4 tone ↓ -4.5 fwd EPS ↑ +0.08 Tone cooled even as the forward EPS estimate rose.
  • 2019 Q4 tone ↓ -9.8 fwd EPS ↑ +0.17 Tone cooled even as the forward EPS estimate rose.
  • 2020 Q2 tone ↑ +3.5 fwd EPS ↓ -2.50 Tone rose while the forward EPS estimate was cut.
  • 2020 Q4 tone ↓ -5.5 fwd EPS ↑ +1.15 Tone cooled even as the forward EPS estimate rose.
  • 2021 Q2 tone ↓ -11.1 fwd EPS ↑ +0.51 Tone cooled even as the forward EPS estimate rose.
  • 2022 Q2 tone ↑ +3.6 fwd EPS ↓ -0.39 Tone rose while the forward EPS estimate was cut.
  • 2022 Q3 tone ↑ +4.5 fwd EPS ↓ -0.29 Tone rose while the forward EPS estimate was cut.
  • 2024 Q2 tone ↓ -4.4 fwd EPS ↑ +0.22 Tone cooled even as the forward EPS estimate rose.

Recent transcripts

CallDateSentiment ×1000Fwd EPSFwd P/E
2024 Q42025-03-04+6.1——View →
2024 Q32024-11-21+6.4$6.5223.1View →
2024 Q22024-08-22+5.7$6.2523.8View →
2024 Q12024-05-22+10.1$6.0324.4View →
2023 Q42024-03-04+8.1$5.7823.8View →
2023 Q32023-11-15+7.0$5.5521.1View →
2023 Q12023-05-17+4.2$5.1220.0View →
2022 Q42023-02-27+5.3$4.9523.7View →