Ross Stores Inc. $ROST, a major discount retailer, revised its annual earnings expectations downward citing escalating tariff-related uncertainties. Over half of the retailer’s inventory is sourced from China, making the company highly sensitive to shifting trade policies between the United States and key Asian partners. The company’s leadership, including CEO James Conroy, emphasized reduced visibility for the second half of the fiscal year, referencing a multitude of unpredictable variables affecting future performance.