Q1 26 EPS
$-0.13
BEAT +41.12%
Est. $-0.22
Q1 26 Revenue
$3.05B
MISS 0.42%
Est. $3.06B
vs S&P Since Q1 26
+73.8%
BEATING MARKET
KSS +101.2% vs S&P +27.4%
Market Reaction
Did KSS Beat Earnings? Q1 2026 Results
Kohl's delivered a first-quarter fiscal 2025 earnings beat that offered some relief to investors watching the struggling department store retailer, as the company posted a diluted loss of $0.13 per share against a consensus estimate of $0.22, a 41.12… Read more Kohl's delivered a first-quarter fiscal 2025 earnings beat that offered some relief to investors watching the struggling department store retailer, as the company posted a diluted loss of $0.13 per share against a consensus estimate of $0.22, a 41.12% positive surprise, even as revenue of $3.05 billion fell just shy of the $3.06 billion estimate and dropped 9.8% year over year. The narrower-than-expected loss was driven primarily by margin discipline and cost containment, with gross margin expanding to 39.9% and SG&A expenses declining 5.2% to $1.16 billion, helping lift operating income to $60 million from $43 million a year ago. Comparable sales fell 3.9%, underscoring persistent traffic headwinds, and the balance sheet showed strain with cash at $153 million and revolver borrowings climbing to $545 million. The company also announced the closure of its Monroe, Ohio e-fulfillment center, a cost-reduction move expected to carry $25 to $30 million in pre-tax charges. Kohl's affirmed its full-year outlook, projecting net sales to decline 5% to 7% and diluted EPS of $0.10 to $0.60.
Key Takeaways
- • Gross margin expansion of 37 basis points driven by category mix benefits and inventory management
- • SG&A expense reduction of 5.2% from lower spending in stores, marketing, and supply chain
- • Credit expense shift from SG&A to Other Revenue
- • Operating income improved to $60 million from $43 million year-over-year
- • Net loss narrowed to ($0.13) per diluted share from ($0.24) in prior year
KSS YoY Financials
Q1 2026 vs Q1 2025, source: SEC Filings
“I am honored to assume the role of Interim CEO at such an important time for our company. Kohl's has a tremendous opportunity to build on our strong foundation of over 1,100 conveniently located stores and a large and loyal customer base.”
— Michael Bender, Q1 2026 Earnings Press Release
KSS Earnings Trends
KSS vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
KSS EPS Trend
Earnings per share: estimate vs actual
KSS Revenue Trend
Quarterly revenue: estimate vs actual
KSS Quarterly Results
5 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q1 27 BEAT | $-0.19 | $-0.13 | +31.54% | $3.17B | +4.61% |
| Q4 26 BEAT FY | $0.84 | $1.07 | +26.66% | $5.17B | +1.99% |
| FY Full Year | $2.16 | $2.38 | +10.19% | $15.53B | +2.97% |
| Q3 26 BEAT | $-0.18 | $0.10 | +155.77% | $3.58B | +6.14% |
| Q2 26 BEAT | $0.30 | $0.56 | +87.98% | $3.55B | +5.27% |
| Q1 26 BEAT | $-0.22 | $-0.13 | +41.12% | $3.05B | -0.42% |