Kohl's is trading at a record discount to tangible book value, with deep value metrics and a 20-25% free cash flow yield. Bearish positioning in the stock is at historic highs and borrow rates are spiking. Any positive operating news could trigger a powerful short squeeze. While stock trading and business risks remain, if the U.S. consumer economy holds and a new catalyst emerges, KSS could rebound sharply toward an initial $15-20 share target.
KSS's fiscal first-quarter results reflect a net sales dip of 4.1% and a comparable sales decline of 3.9%. Management maintains fiscal 2025 guidance.
Kohl's Corporation (NYSE:KSS ) Q1 2025 Earnings Conference Call May 29, 2025 9:00 AM ET Company Participants Trevor Novotny - Senior Manager, IR Michael Bender - Interim CEO Jill Timm - CFO Conference Call Participants Mark Altschwager - Baird Dana Telsey - Telsey Advisory Group Jacquelyn Wang - Evercore ISI Tracy Kogan - Citi Blake Anderson - Jefferies Chuck Grom - Gordon Haskett Brooke Roach - Goldman Sachs Operator Good morning. My name is Audra, and I will be your conference operator today.
The headline numbers for Kohl's (KSS) give insight into how the company performed in the quarter ended April 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Kohl's (KSS) came out with a quarterly loss of $0.13 per share versus the Zacks Consensus Estimate of a loss of $0.22. This compares to loss of $0.24 per share a year ago.
Stocks and bond are telling different stories
Get a deeper insight into the potential performance of Kohl's (KSS) for the quarter ended April 2025 by going beyond Wall Street's top -and-bottom-line estimates and examining the estimates for some of its key metrics.
KSS is expected to report lower Q1 revenues and a loss due to sluggish home sales and ongoing macroeconomic headwinds.
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.
Investors looking for ways to find stocks that are set to beat quarterly earnings estimates should check out the Zacks Earnings ESP.
Albeit still weak, Kohl's Corporation reported surprisingly resistant preliminary Q1 results in a weak consumer environment. Kohl's long-term outlook is still burdened by a secular decline in department store traffic. The company's omnichannel transition hasn't been successful. Kohl's assortments include weak brands. The firing of Kohl's new CEO after less than four months adds to operational uncertainty.
Shares of Kohl's Corporation (NYSE: KSS) were up nearly 10% on Thursday after the company fired CEO Ashley Buchanan after just four months on the job, appointing Chairman Michael Bender as interim chief executive officer effective immediately.