Consumer ExposureRoss Stores is grappling with specific challenges, such as a GM-dilutive strategy and exposure to low-income consumers, which may be affecting its performance.
Industry PositionRoss Stores continues to underperform compared to its peers and remains the least preferred off-price retailer according to the analyst.
Performance DivergenceRecent analysis suggests deeper issues for Ross Stores that could explain its performance divergence from peers, such as less effective product assortment and customer capture.