Kohl's Corporation (KSS)
Kohl's Corporation (KSS) Q3 2026 Earnings Call Transcript
Kohl's Corporation ( KSS ) Q3 2026 Earnings Call November 25, 2025 9:00 AM EST Company Participants Trevor Novotny John Schlifske Michael Bender - Interim CEO & Director Jill Timm - Chief Financial Officer Conference Call Participants Charles Grom - Gordon Haskett Research Advisors Paul Lejuez - Citigroup Inc. Exchange Research Mark Altschwager - Robert W. Baird & Co. Incorporated, Research Division Robert Drbul - BTIG, LLC, Research Division Oliver Chen - TD Cowen, Research Division Dana Telsey - Telsey Advisory Group LLC Presentation Operator Good morning, and welcome to the Kohl's Corporation Third Quarter 2025 Earnings Conference Call.
Kohl's: The Turnaround Continues To Impress
Kohl's shares surged over 30% after strong earnings, reflecting progress in its turnaround and resilient consumer trends. KSS improved gross margins and inventory management, but declining same-store sales and high leverage remain structural challenges. Free cash flow generation has exceeded expectations, and guidance for 2025 is more optimistic, though debt reduction remains a priority over buybacks.
Retail Giant Catapulted Higher on Surprise Earnings Beat-and-Raise
Kohl's Corp (NYSE:KSS) stock is 29% higher to trade at $20.20, after the company posted a surprise third-quarter profit.
Kohl's Q3 Earnings Beat Estimates, Fiscal 2025 Guidance Raised
KSS tops third-quarter estimates and boosts its 2025 guidance, highlighting stronger margins and a firmer full-year outlook.
Kohl's shares soar after Q3 earnings beat, raises full-year guidance
Kohl's Corporation (NYSE:KSS) shares surged more than 32% Tuesday after the retailer reported a third-quarter earnings beat and raised its full-year guidance, buoyed by stronger-than-expected sales. For the quarter ended September 30, net sales fell 2.8% year-on-year to $3.4 billion, slightly above analysts' estimate of $3.33 billion.
Kohl's (KSS) Reports Q3 Earnings: What Key Metrics Have to Say
Although the revenue and EPS for Kohl's (KSS) give a sense of how its business performed in the quarter ended October 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Kohl's (KSS) Surpasses Q3 Earnings and Revenue Estimates
Kohl's (KSS) came out with quarterly earnings of $0.1 per share, beating the Zacks Consensus Estimate of a loss of $0.19 per share. This compares to earnings of $0.2 per share a year ago.
Kohl's Stock Soars 26%. This Is What's Driving the Gains.
The company raised its guidance for the fiscal year.
Kohl's Turnaround Plan Includes More Bling, Broader Sizing—and a New CEO
Kohl's new CEO is on a charm offensive, pursuing shoppers with private labels and jewelry.
Kohl's names Michael Bender permanent CEO following leadership scandal: ‘Problems are so deep'
Bender, appointed interim chief in May after Kohl's fired former CEO Ashley Buchanan, will have to reverse several quarters of declining sales.
Kohl's names new CEO Michael Bender
CNCB's Courtney Reagan joins 'Money Movers' with breaking details on leadership changes at Kohl's.
Kohl's names Michael Bender as permanent CEO after a turbulent year and sales declines
Kohl's named Michael Bender its permanent CEO. Bender is the third CEO the department store has had in three years, and the move comes after the company fire ex-CEO Ashley Buchanan only a few months into his tenure.
