Zacks Investment Research·Jun 30, 2026
Kohl's Juniors Sales Jump 10%: Is So. Becoming a Growth Engine?Kohl's juniors sales rise 10% in Q1, led by So., as proprietary brands gain traction despite softer company-wide comparable sales.
Kohl's Corporation(KSS)Earnings, Financials & Key Ratios
KSS•NYSE
$16.76
7.1× P/E·Price updated Jul 7, 2026
AboutKohl's Corporation operates as a retail company in the United States. It offers branded apparel, footwear, accessories, beauty, and home products through its stores and website. The company provides its products primarily under the brand names of Apt. 9, Croft & Barrow, Jumping Beans, SO, and Sonoma Goods for Life, as well as Food Network, LC Lauren Conrad, Nine West, and Simply Vera Vera Wang. As of March 21, 2022, it operated approximately 1,100 Kohl's stores and a website www.Kohls.com. Kohl's Corporation was founded in 1988 and is headquartered in Menomonee Falls, Wisconsin.Show more
- Revenue$15.53B-4.3%
- EBITDA$1.21B-3.4%
- Net Income$272M+149.5%
- EPS (Diluted)2.37+144.3%
- Gross Margin40.57%+0.3%
- EBITDA Margin7.79%+1.0%
- Operating Margin3.28%+4.7%
- Net Margin1.75%+160.7%
- ROE6.93%+144.6%
KSS Price & Volume
Kohl's Corporation (KSS) stock price & volume — 10-year historical chart
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Persistent Revenue Erosion Challenges Structural Margin Stability
Investment Thesis • Updated 2026Q1
VerdictNegative
Growth:Contracting
Profitability:Strained
Financial:Vulnerable
Cash Flow:Mixed
Primary Risk:Structural margin compression
Key Thesis Takeaways
- Kohl's faces a challenging fundamental outlook characterized by a decade of persistent top-line contraction, with revenue declining by 2.0% in 2026Q1 alone.
- The company's reliance on aggressive promotional activity to clear inventory, evidenced by gross margin volatility ranging from 35.7% to 43.3%, suggests a structural inability to maintain pricing power in a competitive retail landscape.
- Investors should remain cautious as the firm's high fixed-cost structure and elevated debt-to-equity ratio of 1.62 limit operational flexibility during non-holiday periods.
Verdict Logic
the company's inability to generate consistent profitability outside of the fourth quarter, highlighted by a net loss of $14.0 million in 2026Q1, suggests that the current business model remains fundamentally challenged.
KSS Growth Metrics
Kohl's Corporation (KSS) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years-2.1%
5 Years-0.54%
3 Years-4.98%
TTM-3.8%
Profit CAGR
10 Years-8.66%
5 Years-
3 Years-
TTM124.79%
EPS CAGR
10 Years-3.71%
5 Years-
3 Years-
TTM119.23%
Return on Capital
10 Years7.76%
5 Years6.38%
3 Years5.27%
Last Year4.8%
KSS Recent Earnings
Kohl's Corporation (KSS) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 10/12 qtrs (83%)●Beat Revenue 8/12 qtrs (67%)
Q2 2026Latest
May 28, 2026Metric
Actual
Est
EPS
$0.13+27.8%
$0.18
Rev
$3.0B+0.3%
$3.0B
Q2 2026
Mar 10, 2026Metric
Actual
Est
EPS
$1.07+24.4%
$0.86
Rev
$5.0B-0.9%
$5.0B
Q4 2025
Nov 25, 2025Metric
Actual
Est
EPS
$0.10+176.9%
$0.13
Rev
$3.6B+7.6%
$3.3B
Q3 2025
Aug 27, 2025Metric
Actual
Est
EPS
$0.56+69.7%
$0.33
Rev
$3.5B+3.8%
$3.4B
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | May 28, 2026 | $0.13vs $0.18+27.8% | $3.0Bvs $3.0B+0.3% |
| Q2 2026 | Mar 10, 2026 | $1.07vs $0.86+24.4% | $5.0Bvs $5.0B-0.9% |
| Q4 2025 | Nov 25, 2025 | $0.10vs $0.13+176.9% | $3.6Bvs $3.3B+7.6% |
| Q3 2025 | Aug 27, 2025 | $0.56vs $0.33+69.7% | $3.5Bvs $3.4B+3.8% |
Based on last 12 quarters of dataView full earnings history →
Latest KSS News
Recent stock market news and headlines for Kohl's Corporation (KSS)
CNBC·Jun 27, 2026
How Kohl's lost its way — and is trying to become relevant againKohl's went from a household name to a plunging stock as it lost relevancy and its core customer. Now, the company is trying to turn itself around and return to a position of growth by leaning into the business strategies that originally worked, according to CEO Michael Bender.
Zacks Investment Research·Jun 23, 2026
TJX vs. KSS: Which Retail Stock Has Stronger Growth Prospects?TJX and KSS highlight contrasting retail strategies as shifting consumer spending reshapes growth and competition.
Zacks Investment Research·Jun 23, 2026
Can Kohl's Accelerate Gross Margin Growth Through Proprietary Brands?Kohl's proprietary brands lift comps 6% in Q1 and help expand gross margin, but higher digital shipping costs offset much of the profitability boost.
Zacks Investment Research·Jun 19, 2026
Kohl's Gains 38.8% in 3 Months: How Should Investors Play KSS?Kohl's rally, proprietary-brand gains, digital investments and tighter cost controls lift investor confidence despite demand risks.
Peers Comparison
Key metrics vs top competitors for Kohl's Corporation (KSS)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $16.76 | $1.88B | 7.07 | -4.28% | 1.75% | 6.93% | 2.91% | |
| $23.13 | $6.08B | 9.97 | -1.67% | 2.94% | 14.44% | — | |
| $521.45 | $8.14B | 14.31 | -0.41% | 9.95% | 33.85% | — | |
| $42.69 | $2.2B | 10.31 | 6.58% | 16.85% | 47.36% | — | |
| $316.12 | $19.9B | 33.24 | 8.76% | 5.24% | 37.72% | — | |
| $154.11 | $170.57B | 31.58 | 7.12% | 9.4% | 59.66% | — |
Compare KSS vs Peers
Kohl's Corporation (KSS) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
KSS SEC Filings & Documents
Kohl's Corporation (KSS) SEC filings — annual & quarterly reports (10-K, 10-Q)
8-K Announcements
6Material company update
May 28, 2026·SEC
Material company update
May 21, 2026·SEC
Material company update
May 20, 2026·SEC
10-K Annual Reports
210-Q Quarterly Reports
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KSS Frequently Asked Questions
Kohl's Corporation (KSS) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
What is Kohl's Corporation's revenue?
Kohl's Corporation (KSS) reported $15.46B in revenue for fiscal year 2025. This represents a 547% increase from $2.39B in 1996.
How fast is Kohl's Corporation growing?
Kohl's Corporation (KSS) saw revenue decline by 4.3% over the past year.
Is KSS profitable?
Yes, Kohl's Corporation (KSS) is profitable, generating $272.0M in net income for fiscal year 2025 (1.8% net margin).
Dividend & Returns
Does KSS pay dividends?
Yes, Kohl's Corporation (KSS) pays a dividend with a yield of 2.91%. This makes it attractive for income-focused investors.
What is KSS's return on equity?
Kohl's Corporation (KSS) has a return on equity (ROE) of 6.9%. This is below average, suggesting room for improvement.
What is Kohl's Corporation's free cash flow?
Kohl's Corporation (KSS) generated $1.21B in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.