A new name on the board of a $72.6 billion off-price retailer is worth logging now, because board additions usually precede strategy shifts. Johnson's Form 3 means every future buy or sell he makes at Ross Stores lands on the public tape.
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Microsoft's former retail industry chief now has a seat at the table of a $72.6 billion off-price retailer that has largely sat out the AI and e-commerce arms race. Her Form 3 is the first signal that Ross Stores wants digital and AI expertise in the boardroom.
- 2ROSTRoss Stores$0.45/sh$143M
- 3WDCWestern Digital$0.15/sh$54.1M
- 4EBCEastern Bankshares$0.15/sh$34.3M
- 5MZTIMarzetti$1.00/sh$27.3M
H World Group tops today's dividend payments with $267.5 million heading to shareholders, or 87 cents a share, arriving September 22. Ross Stores is next with $142.7 million.
Strip out the roughly $253 million in IEEPA tariff refunds ($0.60 per share) and Ross still beat, with comparable store sales up 10% on customer traffic. Management raised full-year EPS guidance to $8.61 to $8.77 and lifted its 2026 store opening plan to 115 locations.
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