$KSS

Stocks rose slightly on mixed US economic news. Crude oil prices fell over 8% this week on easing Middle East tensions. S&P 500 Q2 earnings growth is tracking at 32%, driven by AI spending. Summit Therapeutics (SMMT) and Semtech (SMTC) gained over 8% on positive earnings. Kohl's (KSS) and Intuit (INTU) fell over 4% on weak forecasts.

Kohl's (KSS) reported $3.3B revenue with a <1% sales decline, EPS of $1.34, and raised guidance. McDonald's (MCD) and Walmart (WMT) also show signs of low-income consumer stress. Rising diesel prices and Strait of Hormuz blockade impact freight and agricultural costs, squeezing consumers further.

Kohl's Corp (KSS) reported a 0.9% decline in Q2 comparable sales, with Sephora sales down 4% and women's business down 1.5%. Macroeconomic pressures and inventory constraints were noted. Gross margin increased slightly, while credit revenue declined. The company expects flat to down 2% sales in the back half, with investments in inventory and pricing. EPS guidance was raised by $0.80, including $0.65 from tariff refunds. Free cash flow is projected at $600 million, with plans for $100 million in

Kohl's Corp (KSS) reported a 124.6% EPS surprise at $1.28, but shares fell ~7% premarket due to a revenue miss and concerns over tariff-refund quality. Gross margin improved to 43.0% from 39.9%, but $100M of this came from tariff refunds. Management raised full-year EPS guidance to $1.80–$2.40, including $0.65/share from refunds. Marketplace sales grew 88% in Q2, and proprietary brands showed strength. The stock trades at $18.08 with a 2.8% dividend yield and a P/E of 7.5x.

Abercrombie & Fitch (ANF) rose 37% after beating Q2 estimates and raising its full-year outlook. Intuit (INTU) fell 4% due to disappointing FY2027 guidance. Meta (META) gained 3% after settling a case with state attorneys general. Zoom (ZM) dropped 7% after its Q3 forecast missed expectations. Kohl's (KSS) increased 2% after raising its full-year outlook. J.M. Smucker (SJM) climbed 3% on strong Q1 results. SolarEdge (SEDG) jumped 8% following a UBS upgrade. Semtech (SMTC) rose over 8% after beat

Four retailers (Walmart, Lowe's, Home Depot, Abercrombie & Fitch, Williams-Sonoma, Kohl's, Bath & Body Works) reported Q2 earnings beats, partly due to Supreme Court tariff refunds. Abercrombie & Fitch (ANF) reported $1.27B in sales, $4.17 EPS, with $100M from refunds. Williams-Sonoma (WSM) showed strong comp sales growth. Kohl's (KSS) and Bath & Body Works (BBWI) also beat estimates. Consumer data shows defensive spending trends.

Kohl's (KSS) raised its full-year profit forecast after Q2 earnings beat estimates, driven by $150M in tariff refunds and higher gross margins. Adjusted EPS was $1.28 vs. $0.57 estimate, revenue was $3.515B vs. $3.345B estimate. Net sales fell 0.9% YoY, but gross margin rose 305 bps. The company now expects full-year EPS of $1.80-$2.40, up from prior $1-$1.60 range, and raised sales guidance. Kohl's shares rose 0.6% post-earnings.

Kohl's Corp. (KSS) reported fiscal Q2 profit of $151M, or $1.28 per share, beating analyst estimates. Revenue was $3.52B, matching forecasts. The company expects full-year earnings of $1.80 to $2.40 per share, according to Zacks Investment Research.

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.

Intuit (INTU) fell 11% on lower fiscal 2027 revenue guidance. Zoom (ZM) dropped 7% after weak Q3 earnings guidance. Kohl's (KSS) declined 5% despite higher full-year guidance. J.M. Smucker (SJM) rose 5.6% on strong Q1 results. SolarEdge (SEDG) gained 7% after a UBS upgrade. Semtech (SMTC) jumped 5% on Q2 earnings beat. Box (BOX) rose 2% on Q2 revenue beat. Boston Scientific (BSX) fell 3% due to a cybersecurity incident. SAP (SAP) dropped 4% after a UBS downgrade.