Inferra AI / Company / KSS
KOHLS Corp
KSS · Consumer Discretionary
Last earnings Aug 26, 2026
Key results
EPSquarter
$1.35
Gross margin increased 28 basis points Diluted earnings per share ( EPS ) of $1.35 and adjusted
SEC original ↗KOHLS Corp — Earnings release (8-K exhibit)EX-99Aug 27, 2025
Revenuequarter
39.9%
Gross margin as a percentage of net sales was 39.9%, an increase of 28 basis points.
SEC original ↗KOHLS Corp — Earnings release (8-K exhibit)EX-99Aug 27, 2025
Operating incomequarter
$279 million
Operating income was $279 million compared to $166 million in the prior year.
SEC original ↗KOHLS Corp — Earnings release (8-K exhibit)EX-99Aug 27, 2025
As a percentage of total revenue, operating income was 7.9%, an increase of 343 basis points year-over-year.
SEC original ↗KOHLS Corp — Earnings release (8-K exhibit)EX-99Aug 27, 2025
Adjusted operating incomequarter
$161 million
Adjusted operating income was $161 million compared to $166 million in the prior year.
SEC original ↗KOHLS Corp — Earnings release (8-K exhibit)EX-99Aug 27, 2025
As a percentage of total revenue, adjusted operating income was 4.6%.
SEC original ↗KOHLS Corp — Earnings release (8-K exhibit)EX-99Aug 27, 2025
Net incomequarter
$153 million
(a) Net income was $153 million, or $1.35 per diluted share, and adjusted net income of $64 million, or $0.56 per adjusted diluted share.
SEC original ↗KOHLS Corp — Earnings release (8-K exhibit)EX-99Aug 27, 2025
Adjusted net incomequarter
$64 million
(a) Net income was $153 million, or $1.35 per diluted share, and adjusted net income of $64 million, or $0.56 per adjusted diluted share.
SEC original ↗KOHLS Corp — Earnings release (8-K exhibit)EX-99Aug 27, 2025
This compares to net income of $66 million, or $0.59 per diluted share, in the prior year.
SEC original ↗KOHLS Corp — Earnings release (8-K exhibit)EX-99Aug 27, 2025
Selling, general, and administrativequarter
$1,199 million
Selling, general, and administrative 1,199 1,250 2,363 2,478
SEC original ↗KOHLS Corp — Earnings release (8-K exhibit)EX-99Aug 27, 2025
AI analysis
Q2 FY2025 · reported Aug 27, 2025
Based on: Earnings release + Q2 FY2025 deck + parent 8-K + 10-Q — transcript not held
Headline figures
| Metric | Q2 FY2025 | Prior qtr | Year ago |
|---|---|---|---|
| EPS | $1.35 | — | — |
| Revenue | 39.9% | — | — |
| Operating income | $279 million | — | $166 million |
| Adjusted operating income | $161 million | — | $166 million |
| Net income | $153 million | — | — |
| Adjusted net income | $64 million | — | — |
| Selling, general, and administrative | $1,199 million | — | — |
Guidance · company-stated
Direction: Raised
“Net sales decreased 5.1% and comparable sales decreased 4.2% Gross margin increased 28 basis points Diluted earnings per share ( EPS ) of $1.35 and adjusted diluted EPS of $0.56 (a) Raises full year 2025 financial outlook Michael Bender, Kohl s Interim Chief Executive Officer, said Kohl s second quarter performance is a testament to the progress we are making against our 2025 initiatives.”
Classified from the release's primary full-year outlook statement.
Capital allocation
Current portion of long-term debt was reduced by $353 million through repayment of the 4.25% notes due July 2025 at maturity.
Event summary
Kohl s Reports Second Quarter Fiscal 2025 Financial Results MENOMONEE
Based on: Earnings release + Q2 FY2025 deck + parent 8-K + 10-Q — transcript not held
Guidance & outlook
Direction: Raised
Revenue: “Net sales decreased 5.1% and comparable sales decreased 4.2% Gross margin increased 28 basis points Diluted earnings per share ( EPS ) of $1.35 and adjusted diluted EPS of $0.56 (a) Raises full year 2025 financial outlook Michael Bender, Kohl s Interim Chief Executive Officer, said Kohl s second quarter performance is a testament to the progress we are making against our 2025 initiatives.”
Revenue — Raised (“increased”)
“Net sales decreased 5.1% and comparable sales decreased 4.2% Gross margin increased 28 basis points Diluted earnings per share ( EPS ) of $1.35 and adjusted diluted EPS of $0.56 (a) Raises full year 2025 financial outlook Michael Bender, Kohl s Interim Chief Executive Officer, said Kohl s second quarter performance is a testament to the progress we are making against our 2025 initiatives.”
Classified from the release's primary full-year outlook statement.
Capital allocation
Current portion of long-term debt was reduced by $353 million through repayment of the 4.25% notes due July 2025 at maturity.
SEC original ↗KOHLS Corp — Earnings release (8-K exhibit)EX-99Aug 27, 2025
Borrowings under revolving credit facility were $75 million, a decrease of $335 million year-over-year.
SEC original ↗KOHLS Corp — Earnings release (8-K exhibit)EX-99Aug 27, 2025
Long-term debt increased $347 million through issuance of $360 million of 10.000% senior secured notes due 2030.
SEC original ↗KOHLS Corp — Earnings release (8-K exhibit)EX-99Aug 27, 2025
Long-term debt increased $347 million due to issuance of $360 million of 10.000% senior secured notes due 2030.
SEC original ↗KOHLS Corp — Earnings release (8-K exhibit)EX-99Aug 27, 2025
2025 Financial and Capital Allocation Outlook For the full year 2025, the Company currently expects the following, excluding the impact of items not representative of our core operating performance: Net sales: A decrease of (5%) to a decrease of (6%) Comparable sales: A decrease of (4%) to a decrease of (5%) Adjusted operating margin: In the range of 2.5% to 2.7% (a) Adjusted diluted EPS: In the range of $0.50 to $0.80 (a) Capital Expenditures: Approximately $400 million Dividend: On August 12, 2025, Kohl s Board of Directors declared a quarterly cash dividend on the Company s common stock of $0.125 per share.
SEC original ↗KOHLS Corp — Earnings release (8-K exhibit)EX-99Aug 27, 2025
The dividend is payable September 24, 2025 to shareholders of record at the close of business on September 10, 2025.
SEC original ↗KOHLS Corp — Earnings release (8-K exhibit)EX-99Aug 27, 2025
Strategy & priorities
Net sales decreased 5.1% and comparable sales decreased 4.2% Gross margin increased 28 basis points Diluted earnings per share ( EPS ) of $1.35 and adjusted diluted EPS of $0.56 (a) Raises full year 2025 financial outlook Michael Bender, Kohl s Interim Chief Executive Officer, said Kohl s second quarter performance is a testament to the progress we are making against our 2025 initiatives.
SEC original ↗KOHLS Corp — Earnings release (8-K exhibit)EX-99Aug 27, 2025
While it is clear that these initiatives are beginning to resonate with our customers, our team remains focused on delivering progressive improvement throughout the remainder of the year against a challenging economic backdrop.
SEC original ↗KOHLS Corp — Earnings release (8-K exhibit)EX-99Aug 27, 2025
Kohl s is uniquely positioned to deliver against its long-term strategy and its purpose to take care of families realest moments.
SEC original ↗KOHLS Corp — Earnings release (8-K exhibit)EX-99Aug 27, 2025
Forward-looking statements include, but are not limited to, statements regarding our 2025 areas of focus and future initiatives, the information under 2025 Outlook, comments about Kohl's adequacy of capital resources, and statements regarding the impact of macroeconomic events and our response to such events, including tariffs.
SEC original ↗KOHLS Corp — Presentation / slide deck (8-K exhibit)EX-99Aug 27, 2025
2 Table of Contents 2025 Areas of Focus 6 Q2 2025 Results 10 2025 Outlook 15 3 Kohl s second quarter performance is a testament to the progress we are making against our 2025 initiatives.
SEC original ↗KOHLS Corp — Presentation / slide deck (8-K exhibit)EX-99Aug 27, 2025
Risks & headwinds
Gain on legal settlement was $129 million from a credit card interchange fee lawsuit settlement.
SEC original ↗KOHLS Corp — Earnings release (8-K exhibit)EX-99Aug 27, 2025
Such statements are subject to certain risks and uncertainties, which could cause the Company s actual results to differ materially from those anticipated by the forward-looking statements.
SEC original ↗KOHLS Corp — Earnings release (8-K exhibit)EX-99Aug 27, 2025
These risks and uncertainties include, but are not limited to, risks described more fully in Item 1A in the Company s Annual Report on Form 10-K and Item 1A of Part II of the Company s Quarterly Report on Form 10-Q for the first quarter of fiscal 2025, which are expressly incorporated herein by reference, and other factors as may periodically be described in the Company s filings with the SEC.
SEC original ↗KOHLS Corp — Earnings release (8-K exhibit)EX-99Aug 27, 2025
Forward-looking statements include, but are not limited to, statements regarding our 2025 areas of focus and future initiatives, the information under 2025 Outlook, comments about Kohl's adequacy of capital resources, and statements regarding the impact of macroeconomic events and our response to such events, including tariffs.
SEC original ↗KOHLS Corp — Presentation / slide deck (8-K exhibit)EX-99Aug 27, 2025
Such statements are subject to certain risks and uncertainties, which could cause the Company's actual results to differ materially from those anticipated by the forward-looking statements.
SEC original ↗KOHLS Corp — Presentation / slide deck (8-K exhibit)EX-99Aug 27, 2025
These risks and uncertainties include, but are not limited to, risks described more fully in Item 1A in the Company s Annual Report on Form 10-K and Item 1A of Part II of the Company s Quarterly Report on Form 10-Q for the first quarter of fiscal 2025, which are expressly incorporated herein by reference and other factors as may periodically be described in the Company s filings with the SEC.
SEC original ↗KOHLS Corp — Presentation / slide deck (8-K exhibit)EX-99Aug 27, 2025
Earnings deck slides
0 decks with slide viewKOHLS Corp — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
KOHLS Corp — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
KOHLS Corp — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
KOHLS Corp — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Competitors
Competitors & peers
Same GICS sector — classification peers, not declared competitors
Filings
30 documents- Q2 2026
- 10-QKSS
Sep 3, 2026
- 8-KKSS
Aug 31, 2026
- 8-KKSS
Aug 26, 2026
- 8-KKSS
Aug 25, 2026
- 8-KKSS
Aug 18, 2026
- 8-KKSS
Jul 29, 2026
- 8-KKSS
Jul 1, 2026
- Q1 2026
- 8-KKSS
Jun 15, 2026
- 10-QKSS
Jun 4, 2026
- 8-KKSS
May 28, 2026
- 8-KKSS
May 21, 2026
- 8-KKSS
May 20, 2026
- Q4 2025
- 10-KKSS
Mar 19, 2026
- 8-KKSS
Mar 10, 2026
- 8-KKSS
Mar 4, 2026
- 8-KKSS
Feb 25, 2026
- 8-KKSS
Jan 28, 2026
- Q3 2025
- 10-QKSS
Dec 3, 2025
- 8-KKSS
Nov 25, 2025
- 8-KKSS
Nov 24, 2025
- 8-KKSS
Nov 12, 2025
- Q2 2025
- 10-QKSS
Sep 4, 2025
- 8-KKSS
Aug 27, 2025
- 8-KKSS
Aug 12, 2025
- Q1 2025
- 10-QKSS
Jun 6, 2025
- 8-KKSS
May 30, 2025
- 8-KKSS
May 29, 2025
- 8-K/AKSS
May 20, 2025
- 8-KKSS
May 16, 2025
- 8-KKSS
May 14, 2025
Earnings releases
10 documentsPresentations
4 documents
Transcripts
0 documentsNo transcripts for KOHLS Corp are held in this edition of the library.
See also the earnings calendar for every tracked company’s next earnings date.