Kohl's Corporation Earnings Recaps
Q2 2027
Aug 28, 2026
Kohl’s shares rose modestly by 2.7% following Q2 results that showed steady but unspectacular progress in key sales categories and operational discipline, with no clear catalyst to drive a stronger market response.
Key takeaways
- Comparable sales trends improved slightly, led by a 1% sales increase among Kohl’s Card customers.
- Proprietary brands grew by 3%, supported by enhanced assortment and a 6% rise in inventory depth.
- The Home segment advanced 1%, driven mainly by decor and small electrics benefiting from expanded SKU counts and new national brands.
- Kids category was flat overall, with strong double-digit toy sales and successful rollout of FLX private label products.
- Management reaffirmed cautious outlook given macroeconomic pressures, emphasizing inventory and expense management discipline.
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.