Kohl's: Fiscal Q2 Earnings Snapshot

Kohl's (KSS) stock fell 6% despite raising guidance and reporting a $150M tariff refund. Revenue was $3.52B, beating estimates, but net sales declined 0.9%. Peers like Ross Stores (ROST) and TJX (TJX) showed stronger comparable sales growth. Kohl's raised its full-year 2026 outlook and restarted share buybacks.

Kohl's (KSS) reported Q2 CY2026 sales of $3.52 billion, flat year-over-year and in line with estimates. Its GAAP profit of $1.28 per share exceeded analyst expectations. The company has seen a 4.6% annual sales decline over the past three years, with analysts projecting flat revenue for the next 12 months.

Kohl's reported Q2 sales of $3.32B, missing estimates of $3.35B. Shares fell 5% premarket. The company raised its annual profit forecast to $1.80-$2.40 per share, citing $150M in tariff refunds. Retail sales declines and consumer caution impacted results, affecting discretionary spending on items like apparel and home goods.

Kohl's (KSS) stock fell 6.7% premarket after reporting Q2 2026 results with net and comparable sales down 0.9% YoY. EPS was $1.28, and guidance was raised. Analysts remain bearish, with JP Morgan, Morgan Stanley, and Bank of America holding negative ratings. Leadership changes and weak consumer spending also weighed on the stock.

KOHLS Corp (KSS) filed an SEC Form 8-K — Results of Operations and Financial Condition.

Kohl's Corp (KSS) appointed Arianne Parisi as Chief Customer Officer. The stock is 3.8% overvalued with a GF Value of $17.04. Dividend yield is 2.83% but growth has declined 37% in 3 years. Insiders sold $1.6M in shares. GF Score is 69/100, with strengths in momentum and valuation but weaknesses in growth and financial strength.