NYSE$KSS
Kohl's Corp · Q4 2025 earnings
Q4 2025 earnings · · Before market open · Investor relations
Briefing
Kohl's reported lower quarterly sales but improved profitability with higher operating income and net income compared to the prior year period.
Kohl's generated $5.17B in Q4 revenue, down year-over-year as comparable sales declined, but improved margins and expense discipline drove stronger operating income and net income.
- Total revenue reached 5173000000 while net sales declined year-over-year.
- Net income improved to 125000000 compared to 48000000 in the prior year quarter.
- Operating income increased significantly to 212000000 reflecting improved cost management.
- Gross margin expanded slightly to 33.1% from 32.9% in the prior year.
Headline financials
Revenue & EPS history
Kohl's · Revenue · Quarterly
$5.17B
Forward guidance
Kohl's expects modest sales performance in fiscal 2026 with continued operational focus and disciplined margin management.
Tailwinds
- Comparable sales expected between down 2% and flat.
- Adjusted operating margin expected between 2.8% and 3.4%.
- Adjusted diluted EPS expected between 1.00 and 1.60.
- Capital expenditures planned between 350000000 and 400000000.
- Dividend maintained with quarterly payment of 0.125 per share.
Headwinds
- Sales expected to remain pressured with flat to negative comparable sales outlook.
- Operating margin guidance remains relatively modest.
- Retail environment remains challenging with cautious consumer demand.
- Continued need for operational restructuring and process modernization.
- Performance improvements depend on execution of turnaround initiatives.
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 19 quarterly earnings reports · overlaid with Q4 2025
-1.2%
Avg return
Earnings day
-2.2%
Avg return
5 days after
-1.9%
Avg return
30 days after
46%
31 / 68 earnings
Positive
+41.9%
Q3 2025
Best reaction
-24.1%
Q4 2024
Worst reaction
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q1 2026 | — | — | — | |
| Q4 2025 | -1.7% | -10.9% | -7.4% | |
| Q3 2025 | +41.9% | +56.3% | +37.3% | |
| Q2 2025 | +24.3% | +15.5% | +24.5% | |
| Q1 2025 | -1.6% | +3.3% | +4.2% | |
| Q4 2024 | -24.1% | -33.1% | -43.2% | |
| Q3 2024 | -19.6% | -18.4% | -19.0% | |
| Q2 2024 | +0.9% | -1.1% | +6.6% | |
| Q1 2024 | -17.8% | -17.5% | -15.6% | |
| Q4 2023 | -7.0% | -8.8% | -12.9% | |
| Q3 2023 | -6.8% | -6.9% | +11.3% | |
| Q2 2023 | -0.3% | +0.2% | -20.0% | |
| Q1 2023 | +2.1% | +3.9% | +11.3% | |
| Q4 2022 | -0.7% | -2.6% | -16.0% | |
| Q3 2022 | +4.0% | +8.2% | -12.9% | |
| Q2 2022 | -12.0% | -15.1% | -15.3% | |
| Q1 2022 | -9.1% | -16.1% | -6.7% | |
| Q4 2021 | +6.1% | +5.7% | +8.7% | |
| Q3 2021 | +0.9% | -0.5% | -15.3% | |
| Q2 2021 | +10.4% | +16.1% | +2.7% | |
| Q1 2021 | -10.3% | -8.6% | -16.2% | |
| Q4 2020 | +1.1% | -2.5% | +2.3% | |
| Q3 2020 | +9.7% | +8.6% | +49.0% | |
| Q2 2020 | -16.5% | -19.4% | -0.8% | |
| Q1 2020 | -11.3% | -7.1% | +24.1% | |
| Q4 2019 | -5.0% | -9.9% | -69.5% | |
| Q3 2019 | -19.1% | -19.5% | -13.6% | |
| Q2 2019 | -2.4% | -6.3% | +1.2% | |
| Q1 2019 | -15.1% | -18.7% | -25.5% | |
| Q4 2018 | +5.3% | +2.0% | +10.5% | |
| Q3 2018 | -6.6% | -10.1% | -15.5% | |
| Q2 2018 | +0.2% | +2.5% | -2.4% | |
| Q1 2018 | -4.9% | -0.3% | +18.1% | |
| Q4 2017 | +0.6% | +1.1% | -0.9% | |
| Q3 2017 | +5.5% | +3.5% | +22.0% | |
| Q2 2017 | -7.8% | -9.1% | +0.2% | |
| Q1 2017 | -9.5% | -8.7% | -6.1% | |
| Q4 2016 | +2.9% | +2.0% | -10.5% | |
| Q3 2016 | +16.5% | +15.7% | +25.8% | |
| Q2 2016 | +18.1% | +21.1% | +12.7% | |
| Q1 2016 | -7.6% | — | — | |
| Q4 2015 | +3.0% | — | — | |
| Q3 2015 | -0.7% | — | — | |
| Q2 2015 | -9.7% | — | — | |
| Q1 2015 | -11.2% | — | — | |
| Q4 2014 | +4.1% | — | — | |
| Q3 2014 | -1.4% | — | — | |
| Q2 2014 | +3.2% | — | — | |
| Q1 2014 | -1.4% | — | — | |
| Q4 2013 | +3.2% | — | — | |
| Q3 2013 | -7.4% | — | — | |
| Q2 2013 | +2.8% | — | — | |
| Q1 2013 | +3.8% | — | — | |
| Q4 2012 | -0.9% | — | — | |
| Q3 2012 | -4.9% | — | — | |
| Q2 2012 | -2.0% | — | — | |
| Q1 2012 | -5.3% | — | — | |
| Q4 2011 | -0.8% | — | — | |
| Q3 2011 | -1.4% | — | — | |
| Q2 2011 | -0.5% | — | — | |
| Q1 2010 | -6.0% | — | — | |
| Q1 2011 | +3.6% | — | — | |
| Q4 2010 | +2.3% | — | — | |
| Q4 2008 | +2.3% | — | — | |
| Q3 2010 | +0.6% | — | — | |
| Q3 2009 | +0.6% | — | — | |
| Q4 2009 | +2.9% | — | — | |
| Q2 2010 | +2.9% | — | — | |
| Q2 2009 | +2.9% | — | — |
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