Kohl's Corporation (KSS) Q4 2026 Earnings Call Transcript
Although the revenue and EPS for Kohl's (KSS) give a sense of how its business performed in the quarter ended January 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Kohls Corp ( NYSE:KSS), the latest retailer to step into the earnings confessional, is up 12% to trade at $16.10, reversing premarket losses.
Kohl's (KSS) came out with quarterly earnings of $1.07 per share, beating the Zacks Consensus Estimate of $0.85 per share. This compares to earnings of $0.95 per share a year ago.
The disappointing earnings report comes just one quarter after the stock had enjoyed a record rally after upbeat results.
Kohl's forecast its annual sales below Wall Street estimates on Tuesday, as budget-conscious shoppers pull back spending on higher-margin items, including apparel and homegoods, at its department stores.
Kohl's Corporation has shown operational improvements and raised guidance, but I remain cautious due to persistent economic uncertainty and recent geopolitical risks. Recent quarters saw double-beat earnings, improved comparable sales, and expanding gross margins, yet top and bottom lines remain down year-over-year. KSS stock offers an attractive valuation with a P/E of 12.29x and a 3% dividend yield, both below sector averages and supported by strong free cash flow.
Kohls Corp (NYSE:KSS) stock tapped a 12-month high of $25.22 on Dec. 1, but cratered since then, now off 24% in 2026.
Get a deeper insight into the potential performance of Kohl's (KSS) for the quarter ended January 2026 by going beyond Wall Street's top-and-bottom-line estimates and examining the estimates for some of its key metrics.
KSS heads into Q4 earnings with sales and profit expected to fall as cautious shoppers and promotions weigh, though traffic gains and proprietary brands offer some support.
Kohl's (KSS) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Kohl's reported -1.7% comparable store sales in Q3 2025, which was its best result since 2021. It also updated its guidance to -2.5% to -3% comps for the full year, better than initial expectations for -4% to -6% comps. The better-than-expected sales help its operating margins by reducing SG&A as a percentage of revenue.