And with a market capitalization of $30 billion, few apparel retailers reach consumers with bargain-bin prices quite like Ross Stores (NASDAQ: ROST). The investment thesis that Ross Stores is a top destination for bargain hunters isn't broken -- the company's results in the second quarter were largely due to macroeconomic factors. This is because the lack of economic stimulus in the most recent quarter coupled with a higher inflation rate resulted in reduced disposable income and consumer spending.