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UBS has identified TPR, TJX, and ROST as the most crowded long positions in its Softlines coverage, with TPR, HBI, FL, GIII, and ONON seeing significant increases in crowding scores. Conversely, GAP, AS, KTB, LULU, and M have experienced notable declines in long positions. Currently, no Softlines stocks are exhibiting crowding short momentum, which historically has shown weak performance.
Off-price retailers are significantly outperforming department stores in sales and profitability, capturing 59.5% of total sales and 76.6% of profits, according to UBS. The firm rates TJX Companies and Burlington Stores as Buys, while maintaining Sell ratings on Macy’s, Dillard’s, and Kohl’s due to weaker growth prospects. Despite a valuation premium, UBS expects off-price retailers to continue their strong performance and gain market share.
Off-price retailers are significantly outperforming department stores in both sales and profitability, capturing 59.5% of total sales and 76.6% of profits, according to UBS. The firm maintains Buy ratings for TJX Companies and Burlington Stores, while remaining bearish on department stores like Macy’s and Kohl’s due to weaker growth prospects. Despite higher valuations for off-price stocks, UBS expects their strong fundamentals to sustain this trend.
Big Lots, after a turbulent year marked by financial struggles, has been acquired by Gordon Brothers Retail Partners, ensuring the operation of hundreds of stores. The retailer faces challenges adapting to consumer preferences and competition from giants like Walmart and Dollar General, necessitating a rethinking of its merchandise strategy and digital investments to enhance customer engagement and experience. With the backing of Gordon Brothers, Big Lots has a chance to innovate and redefine its identity in the retail landscape.
Stock futures dipped slightly on Thursday evening, with the Dow down 20 points and the Nasdaq 100 futures falling 0.3%. Despite this, Wall Street is on track for a positive week, led by a 1.56% gain in the Nasdaq Composite. Notable after-hours movers included Gap, which surged 15% after beating earnings estimates, while Intuit fell over 5% despite a strong quarterly report. Texas Pacific Land is set to join the S&P 500 next week as part of index changes.
Stock futures opened slightly higher as Wall Street anticipates a significant earnings week, particularly from Nvidia on Wednesday. The Dow dipped 16 points, while S&P and Nasdaq futures saw minor gains. Concerns over interest rates persist, following comments from Federal Reserve Chair Jerome Powell, as the S&P 500 ended last week down 1.3%.
Ross Stores, Inc.
Companies
| Symbol | ROST |
| Name | Ross Stores, Inc. |
| Currency | USD |
| Sector | Consumer Discretionary |
| IndustryGroup | Consumer Durables & Apparel |
| Industry | Textiles, Apparel & Luxury Goods |
| Market | NASDAQ Global Select |
| Country | United States |
| State | CA |
| City | Dublin |
| Zipcode | 94568-7579 |
| Website | http://www.rossstores.com |
The information provided herein is generated by experimental artificial intelligence and is for informational purposes only.
investor crowding increases in retail stocks according to UBS analysis
13:37 02.04.2025
off-price retailers outperform department stores in sales and profitability trends
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00:05 18.11.2024
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