Kohl's Q2 Earnings Beat Shifts Focus to Holiday Execution and Margins
Kohl's Q2 earnings beat and raised outlook lift the setup, but holiday execution and sales stabilization must prove gains can outlast tariff-refund benefits.
KSS - Kohl's Corporation
Price:
--
--
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CONSENSUS:
Hold
DETAILS
|
PRICE TARGET:
$15.40
DETAILS
HIGH:
$20.00
LOW:
$9.00
MEDIAN:
$15.00
CONSENSUS:
$15.40
DOWNSIDE:
13.53%
Stock News
Kohl's Stock Is Up 15.6% in 3 Months: Is the Rebound Sustainable?
Kohl's 15.6% three-month rally is backed by a Q2 earnings beat, merchandising gains and stronger liquidity, but falling comparable sales test the rebound.
Is Kohl's Stock a Buy as Value Meets a Still-Fragile Sales Recovery?
Kohl's low valuation, higher earnings outlook and stronger liquidity support the buy case, but negative comparable sales and estimate cuts cloud the recovery.
The Kohl's Recesson
Half of Americans live paycheck to paycheck. Low-end retailer Kohl's (NYSE: KSS | KSS Price Prediction) announced good earnings.
Kohl's Corporation (KSS) Q2 2027 Earnings Call Transcript
Kohl's Corporation (KSS) Q2 2027 Earnings Call Transcript
TJX Just Dropped 11% in a Month. Is It Time to Sell?
TJX beat estimates, raised guidance, and expanded margins, yet the stock shed 11% in a month while its closest rival surged 34% year to date. The split between what the business delivered and what investors did next tells a complicated story about where the risk actually sits.
Kohl's: The Best Deal In The Retail Sector
Kohl's (KSS) stands out as a value opportunity amid a nervous, high-flying market. Recent Q2 results showed moderating sales declines and prompted a full-year outlook raise. KSS shares remain down ~15% year-to-date, presenting an attractive entry point.
Retail's Big Q2 Beats Came From Washington, Not the Consumer
Any Q2 retail EPS comparison that ignores tariff refunds is measuring the refund, not the business.
KSS Q2 Earnings Beat Estimates on Margin Gains, Outlook Raised
KSS posts second-quarter adjusted EPS of $1.28, more than doubling year over year, as gross margin expands and fiscal 2026 earnings guidance is increased.
Kohl's Sales Dip As Consumers Prioritize Essentials
Kohl's sales continue to slip as its shoppers continue to face household budgetary pressures. The department store chain reported quarterly earnings Wednesday (Aug. 26) showing a 0.9% decrease in both net and comparable sales, marking the 18th straight quarter in which Kohl's has seen revenues decline.
Kohl's Q2 Review: Tariff Refunds Fuel Buybacks
Kohl's remains a deep value play, with shares up 25% over the past year despite ongoing sales challenges and volatile trading. Adjusted for one-time tariff refunds, Q2 EPS and gross margins were flat, with same-store sales down 0.9% and inventory tightly managed. KSS's focus on proprietary brands and expense control supports margins, while elevated leverage (3.6x) and a bloated store count remain concerns.
Kohl's Q2 Earnings Call Highlights
Kohl's NYSE: KSS reported a 0.9% decline in comparable sales during its second quarter of fiscal 2026, an improvement from earlier trends, as the retailer highlighted gains in proprietary brands, Kohl's Card sales, home, toys and digital. The company also raised its full-year outlook after receiving approximately $150 million in tariff refunds.
Kohl's raises profit forecast after tariff refunds, cost cuts lift earnings
Kohl's Corporation (NYSE:KSS) raised its full-year profit forecast on Wednesday after second-quarter earnings crushed Wall Street estimates, helped by roughly $150 million in tariff refunds and a sharp jump in gross margin. The retailer posted adjusted earnings of $1.28 per share, more than double the 57-cent estimate analysts had projected, while revenue of $3.515 billion also topped forecasts of $3.345 billion.
Compared to Estimates, Kohl's (KSS) Q2 Earnings: A Look at Key Metrics
Although the revenue and EPS for Kohl's (KSS) give a sense of how its business performed in the quarter ended July 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Wednesday's First Moves: ZM, KSS & WSM Fall After Earnings
Diane King Hall turns to stocks sliding after earnings. In the retail space, she points to a dip in comp.
Kohl's Falls 6% Despite Raised Guidance and a $150M Tariff Refund, Ross and TJX Hold Flat
Kohl's (NYSE:KSS | KSS Price Prediction) is delivering a strong-on-paper quarter Wednesday.
Kohl's (KSS) Q2 Earnings Beat Estimates
Kohl's (KSS) came out with quarterly earnings of $1.28 per share, beating the Zacks Consensus Estimate of $0.55 per share. This compares to earnings of $0.56 per share a year ago.
Kohl's Profit, Sales Fall Despite Tariff Refund Boost
Kohl's recorded lower profit and sales in the second quarter, but raised its outlook thanks to a boost from tariff refunds.
Kohl's Sees Improved Same-Store Sales Trends. Why the Stock Is Falling After Earnings.
Kohl's hikes it fiscal-year outlook as its CEO touts the company's ‘ongoing progress against our initiatives.'
Department store chain Kohl's misses quarterly sales estimates amid cautious spending
Kohl's missed Wall Street estimates for second-quarter sales on Wednesday, as cautious consumer spending on discretionary items offset gains from the high-end department chain's turnaround push, sending its shares down about 5% before the bell.
Price Targets
Kohl's price target raised to $18 from $17 at Telsey Advisory
$18.00
(was $18.18)
Telsey Advisory
Kohl's price target raised to $20 from $19 at Baird
$20.00
(was $17.95)
Mark Altschwager
·
Robert W. Baird
Kohl's resumed with an Underweight at Morgan Stanley
$15.00
(was $17.50)
Morgan Stanley
Kohl's price target raised to $9 from $8 at UBS
$9.00
(was $14.85)
UBS
Kohl's price target raised to $8 from $7 at UBS
$8.00
(was $13.79)
UBS
Kohl's price target lowered to $15 from $22 at Jefferies
$15.00
(was $13.79)
Jefferies
Kohl's assumed with a Hold at Jefferies
$22.00
(was $20.48)
Jefferies
Kohl's price target raised to $24 from $22 at Baird
$24.00
(was $22.95)
Robert W. Baird
Kohl's price target raised to $24 from $20 at Jefferies
$24.00
(was $23.88)
Jefferies
Kohl's price target raised to $22 from $17 at Baird
$22.00
(was $22.42)
Mark Altschwager
·
Robert W. Baird
Kohl's price target raised to $15 from $11 at Goldman Sachs
$15.00
(was $22.42)
Brooke Roach
·
Goldman Sachs
Kohl's price target raised to $21 from $13 at Evercore ISI
$21.00
(was $22.42)
Michael Binetti
·
Evercore ISI
Kohl's price target raised to $20 from $17 at Jefferies
$20.00
(was $22.42)
Jefferies
Kohl's upgraded to Buy at Gordon Haskett on turnaround progress
$25.00
(was $21.16)
Gordon Haskett Capital Corporation
Kohl's price target raised to $9 from $5 at Morgan Stanley
$9.00
(was $17.80)
Morgan Stanley
Kohl's price target raised to $15 from $9 at Baird
$15.00
(was $15.37)
Robert W. Baird
Kohl's price target raised to $13 from $8 at Evercore ISI
$13.00
(was $16.17)
Michael Binetti
·
Evercore ISI
Kohl's price target lowered to $11 from $18 at Baird
$11.00
(was $9.15)
Mark Altschwager
·
Robert W. Baird
Kohl's price target lowered to $8 from $10 at Morgan Stanley
$8.00
(was $8.66)
Alex Straton
·
Morgan Stanley
Wall Street's Most Accurate Analysts Spotlight On 3 Consumer Stocks With Over 5% Dividend Yield
$19.00
(was $19.84)
Matthew Boss
·
J.P. Morgan