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    Jessica Taylor • Deutsche Bank

    Jessica Taylor's questions to Ross Stores Inc (ROST) leadership

    Jessica Taylor's questions to Ross Stores Inc (ROST) leadership • Q1 2025

    Question

    Jessica Taylor, on for Krisztina Katai, followed up on the health of the consumer, asking if management has observed any changes in customer spending behavior over the last quarter or six months.

    Answer

    Executive James Conroy stated that there have been no glaringly different changes in customer behavior. He noted a possible, but not obvious, slight shift toward more functional versus discretionary items. Overall, the data did not support a hypothesis of a major behavioral shift compared to recent periods.

    Ask Fintool Equity Research AI

    Jessica Taylor's questions to Ross Stores Inc (ROST) leadership • Q1 2025

    Question

    Jessica Taylor from Deutsche Bank followed up on the health of the consumer, asking if there have been any noticeable changes in customer spending behavior, such as a shift between functional and discretionary items, over the last six months.

    Answer

    Executive James Conroy responded that there have not been any glaringly different changes in customer behavior. He mentioned there might be a slight shift toward more functional items, but it was not obvious enough in the data to be a significant trend.

    Ask Fintool Equity Research AI