罗斯百货有限公司（Ross）发布2026财年业绩展望，预计每股收益将在8.61美元至8.77美元之间。该预测数据包含了约0.60美元的每股收益利好，这部分收益源自第二季度确认的《国际紧急经济权力法》（IEEPA）项下关税退款。
值得注意的是，这笔关税退款并非日常经营所得，而是政策调整带来的非经常性收益。公司将这部分款项在第二季度的财务报表中予以确认，从而直接推高了全年每股收益的预测区间。
分析师指出，若剔除这0.60美元的一次性收益影响，罗斯百货的核心经营每股收益预计在8.01美元至8.17美元之间，这一区间更真实地反映了公司主营业务的基本盈利能力。市场投资者对此解读各异，部分人士认为关税退款体现了公司在贸易政策应对上的灵活性与谈判能力，而另一部分则担忧过度依赖此类非经常性项目可能掩盖零售业务的实际增长动能。
罗斯百货的管理层在展望中未对同店销售增长或毛利率趋势做出进一步细化说明，但整体指引仍显示出对2026财年经营状况的审慎乐观态度。
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