Kohl's Corporation Earnings Recaps
Q3 2025
Nov 26, 2025
Kohl's third quarter 2025 results exceeded expectations, marked by a positive trend in comparable sales and a strategic leadership transition with the appointment of Michael Bender as CEO.
Key takeaways
- Comparable sales improved by 1.7% year-over-year, with October achieving a positive 1% growth driven by a strong digital performance.
- Digital sales increased by 2%, supported by a notable uptick in transactions, particularly among Kohl's Card customers, whose sales surged over 500 basis points from the previous quarter.
- The company is focused on enhancing product offerings and improving customer experiences as part of its strategic 2025 initiatives amidst a challenging economic landscape.