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Get filing alertsRoss adds 81 stores, names new CEO Conroy, but tariffs compress margins 20 bps in fiscal 2025
Filed March 31, 2026 · Period ending January 31, 2026 · Compared to 10-K Apr 1, 2025 · ~2 min read
Key Changes
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Tariff-related costs reduced merchandise margin by 20 basis points in fiscal 2025, with full-year earnings impact of ~$0.16/share. Supreme Court ruling in Feb 2026 invalidated certain 2025 tariffs; company evaluating potential refunds but timing uncertain.
MD&A: Tariff Impact; Notes: Tariff Litigation verify on EDGAR → -
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James Conroy appointed CEO (joined Dec 2024 from Boot Barn Holdings); William Sheehan promoted to CFO in Oct 2025 after 19 years with Ross. Executive Chairman Michael Balmuth no longer listed as officer.
Business: Executive Officers verify on EDGAR → -
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Company expanded to 2,267 stores (+81 net), entering Puerto Rico and New York Metro for first time. Plans 110 new stores in fiscal 2026, including 25 dd's DISCOUNTS locations (vs. only 10 in fiscal 2025), signaling growth reacceleration for smaller banner.
Business: Store Count; MD&A: Expansion verify on EDGAR →
2 more material changes behind this preview — plus the full narrative summary, section-by-section diffs against the prior filing, and verbatim quotes with EDGAR citations.
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Source-verified from EDGAR · Narrative written by AI · Jun 3, 2026 · How we verify