RO

Ross Stores, Inc. stock research

Aug 2, 2025

FY2025 Q2

Ross Stores (ROST) Gross Margin — Quarter Ended Aug 2, 2025

Revenue increased compared to both the prior quarter and the same quarter last year, while gross profit was higher than the prior quarter but flat versus the year-ago period. Cost of revenue rose in both comparisons, resulting in a gross margin that weakened slightly from the prior quarter and the same quarter last year.

Gross margin takeaway

Quarter ended Aug 2, 2025 · FY2025 Q2

Revenue increased compared to both the prior quarter and the same quarter last year, while gross profit was higher than the prior quarter but flat versus the year-ago period. Cost of revenue rose in both comparisons, resulting in a gross margin that weakened slightly from the prior quarter and the same quarter last year.

  • The gross margin declined from the prior quarter and the year-ago quarter, as the increase in cost of revenue outpaced the growth in revenue. The relationship between revenue and cost of revenue was the primary observable factor in the margin change.
  • Compared to the immediately preceding quarter, revenue was higher but gross margin was lower. Compared to the same quarter one year earlier, revenue was higher while gross margin was lower.

Gross margin snapshot

The selected quarter's reported revenue, gross profit, direct costs, and margin comparisons.

Gross margin

27.6%

Gross profit

$1.5B

Revenue

$5.5B

Cost of revenue

$4.0B

Quarter-over-quarter change

-0.5 pts

Year-over-year change

-0.7 pts

Quarterly gross margin trend

A four-quarter view of the revenue and direct-cost bridge behind gross margin.

PeriodRevenueGross profitCost of revenueGross margin
Nov 2, 2024$5.1B$1.4B$3.6B28.3%
Feb 1, 2025$5.9B$1.6B$4.3B26.5%
May 3, 2025$5.0B$1.4B$3.6B28.2%
Aug 2, 2025$5.5B$1.5B$4.0B27.6%

Quarterly comparisons

Compare the selected margin with the preceding quarter and the same fiscal quarter one year earlier.

Previous-quarter change

May 3, 2025

-0.5 pts

Year-over-year change

Aug 3, 2024

-0.7 pts

What the margin says

Filing-constrained interpretation of margin direction, comparisons, and what to monitor next.

The gross margin declined from the prior quarter and the year-ago quarter, as the increase in cost of revenue outpaced the growth in revenue. The relationship between revenue and cost of revenue was the primary observable factor in the margin change.

Compared to the immediately preceding quarter, revenue was higher but gross margin was lower. Compared to the same quarter one year earlier, revenue was higher while gross margin was lower.

Monitor the trend in cost of revenue relative to revenue, as its growth rate has exceeded revenue growth in both comparisons.