Compare Ross Stores, Inc. (ROST) vs ThredUp Inc (TDUP) Price & Performance

Ross Stores (ROST) trades at $248.48, down 2.49% on the day, with a bullish technical outlook supported by moving averages and strong support near $247. The company reported robust earnings beats in recent quarters, with Q2 2026 results expected on August 20, 2026. Revenue grew to $21.13B in 2025, and net income reached $2.09B, reflecting a 9.74% margin. Expansion continues with 47 new stores opened in mid-2026, signaling growth momentum.

ROST offers solid growth potential with high ROE of 38.98% and analyst consensus favoring a buy rating (63.83% of 47 analysts), targeting $259.00. Risks include elevated P/E of 35.17 and sensitivity to consumer spending shifts. The stock's proximity to its 52-week high suggests cautious optimism, but execution on store expansions and margin maintenance are key for sustained upside.

ThredUp (TDUP) trades at $3.08, down 4.64% amid a bearish technical signal. The company reported Q2 2026 revenue growth of 16.9% to $90.8 million but missed EPS estimates and cut full-year revenue guidance, triggering a sharp stock decline. Despite a high gross margin of 79.52%, the firm remains unprofitable with a net income margin of -6.65%. Analyst consensus is positive with 57% buy ratings, but recent news highlights shareholder investigations and promotional headwinds.

The outlook is clouded by near-term execution risks and persistent losses, though long-term potential exists if the company can leverage its asset-light model and AI tools to achieve profitability. Key risks include competitive pressures, macroeconomic sensitivity, and the need to improve cost management. Investors should weigh analyst optimism against the company's challenging path to sustained earnings.