Stock analysis posts tagged "tariffs" from Openbook.

Strip the USD 0.60 tariff refund out of Ross Stores' Q2 and the beat becomes ordinary. The 10% traffic-led comp is the part that actually recurs.

The record first half trade numbers did not test the tariff regime. The largest duties of 2026 took effect after the measurement window closed, and roughly a third of the growth was price, not goods.