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Advan Hits: Ross Stores (ROST) & TJX Companies (TJX)

Advan Hits: Ross Stores (ROST) & TJX Companies (TJX)

One minute
Notable Hit 1: On Thursday May 22, 2025 Ross Stores, Inc. (ROST) posted revenues of $4.98BN surpassing the analysts estimates by 0.8% and in the same direction of Advan’s implied sales (0.4%). Advan’s data showed a 0.9% increase YoY in overall foot traffic across all Ross Stores locations in Q1 2025; the company’s revenue increased 2.5% YoY. Advan’s foot traffic data has a correlation of 0.97 on a YoY basis with ROST’s top-line revenue over the last 17 quarters.
Lowe’s and Home Depot – Waiting for housing to turn

Lowe’s and Home Depot – Waiting for housing to turn

4 minutes
Lowe’s and Home Depot reported relatively stable results in what is a downbeat housing and home improvement market, as is shown by industry traffic in the chart below. Of note, both benefited from a pull-forward of larger ticket durable goods (appliances) ahead of any price increases resulting from tariffs; the other big-ticket categories like flooring, kitchen, and bath remain in a slump. Commercial building was the strongest end-market as demonstrated by Home Depot Supply (HDS) outperformance.

Battlefin - Discovery Day New York

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