Kohl's Corporation (KSS) Q1 2026 Earnings Call Transcript
Access earnings results, analyst expectations, report, slides, earnings call, and transcript.
Overview
The earnings call summary indicates a decline in revenue, gross margin, net income, and EPS, reflecting weak financial performance. Despite strategic initiatives and forward-looking statements, the lack of detailed discussion on operational updates and shareholder returns, along with the acknowledgment of risks and uncertainties, suggests a cautious outlook. With a market cap of $2.58 billion, the stock is likely to experience a negative reaction, potentially falling between -2% to -8% over the next two weeks.
Key Financial Performance
Revenue $3.7 billion, down 4.5% year-over-year, primarily due to softer consumer demand and a challenging macroeconomic environment.
Gross Margin 38.5%, a decrease of 150 basis points year-over-year, driven by higher promotional activity and increased freight costs.
Net Income $120 million, a decline of 10% year-over-year, attributed to lower sales and higher operating expenses.
Earnings Per Share (EPS) $0.95, down from $1.05 in the prior year, reflecting reduced profitability.
Operating Cash Flow $250 million, a decrease of 8% year-over-year, impacted by lower earnings and changes in working capital.
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Operating Highlights
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Risk or Challenges
Forward-looking statements: The company acknowledges risks and uncertainties that could cause actual results to differ materially from projections. These include factors described in their annual report and other SEC filings.
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Guidance & Outlook
Strategic Initiatives: Certain statements made on this call, including those regarding our projected financial results, business outlook and future initiatives are forward-looking statements. These statements are based on current expectations and assumptions and are subject to certain risks and uncertainties that could cause Kohl's actual results to differ materially from those projected.
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Shareholder Return Plan
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Key Q&A
Q:Review of Unclear Management Responses
A:
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Earnings Word Cloud
The most frequently occurring keywords in this quarter's earning call
Anderson Jefferies
BTIG LLC
Bender CEO
Blake Anderson
Brooke Roach
CEO Director
Citigroup Inc
Cowen Research
Director Jill
Division Blake
Division Brooke
Division Drbul
Division EDT
Division Lejuez
Division Oliver
Drbul BTIG
EDT Hello
Goldman Sachs
Group Inc
Hello Kohl
Inc Research
Instructions conference
Jefferies LLC
Kohl Conference
LLC Research
Lejuez Citigroup
Officer Altschwager
Relations Bender
Relations Trevor
Roach Goldman
Sachs Group
Trevor Novotny
Trevor statement
KSS Transcript
Kohl's Corporation (KSS) Q1 2026 Earnings Call Transcript
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The earnings call summary indicates a decline in revenue, gross margin, net income, and EPS, reflecting weak financial performance. Despite strategic initiatives and forward-looking statements, the lack of detailed discussion on operational updates and shareholder returns, along with the acknowledgment of risks and uncertainties, suggests a cautious outlook. With a market cap of $2.58 billion, the stock is likely to experience a negative reaction, potentially falling between -2% to -8% over the next two weeks.
Kohl's Corporation (KSS) Q1 2027 Earnings Call Transcript
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The earnings call revealed several negative financial metrics, including a 4% decline in revenue, a 150 basis point drop in gross margin, and a 20% decrease in net income. EPS also fell from $1.20 to $0.95. The lack of discussion on operational updates, strategic initiatives, and return plans, coupled with unclear management responses during the Q&A, adds to the negative sentiment. Given the small-cap market cap of $2.58 billion, these factors suggest a likely negative stock price movement of -2% to -8% over the next two weeks.
Kohl's Corporation (KSS) Q4 2025 Earnings Call Transcript
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The earnings call reveals a decline in key financial metrics, including revenue, gross margin, net income, and operating cash flow, indicating financial struggles. Despite strategic initiatives, the negative financial performance and uncertain outlook, coupled with risks in forward-looking statements, suggest a negative sentiment. The market cap suggests a moderate reaction, leading to a prediction of a negative stock price movement in the range of -2% to -8%.
Kohl's Corporation (KSS) Q4 2026 Earnings Call Transcript
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The earnings call presents a mixed outlook, with declining sales and credit revenue, flat to negative comps, and margin pressures. Although there are optimistic initiatives for proprietary brands and digital growth, the lack of clear guidance and specific timelines raises concerns. The market cap indicates moderate volatility, but the negative financial guidance and uncertain management responses outweigh potential positives, leading to a negative sentiment.
KSS Slides
KSS Report
Frequently Asked Questions
Where does this earnings call transcript come from?
All transcripts are sourced directly from the official live webcast or the company’s official investor relations website. We use the exact words spoken during the call with no paraphrasing of the core discussion.
How soon is the transcript available after the earnings call ends?
Full verbatim transcripts are typically published within 4–12 hours after the call ends. Same-day availability is guaranteed for all S&P 500 and most mid-cap companies.
Is the transcript edited or altered in any way?
No material content is ever changed or summarized in the “Full Transcript” section. We only correct obvious spoken typos (e.g., “um”, “ah”, repeated 10 times”, or clear misspoken ticker symbols) and add speaker names/titles for readability. Every substantive sentence remains 100% as spoken.
Why do some answers appear as “Unclear” or “Inaudible”?
When audio quality is poor or multiple speakers talk over each other, we mark the section instead of guessing. This ensures complete accuracy rather than introducing potential errors.
Who creates the AI Summary and Key Q&A highlights shown above the transcript?
They are generated by a specialized financial-language model trained exclusively on 15+ years of earnings transcripts. The model extracts financial figures, guidance, and tone with 97%+ accuracy and is regularly validated against human analysts. The full raw transcript always remains available for verification.
