Department store chain Kohl’s (NYSE: KSS) will be reporting results this Thursday morning. Here’s what investors should know.
Kohl's met analysts’ revenue expectations last quarter, reporting revenues of $5.17 billion, down 4.2% year on year. It was a strong quarter for the company, with a solid beat of analysts’ gross margin and EPS estimates.
Is Kohl's a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members.
This quarter, the market is expecting Kohl’s revenue to decline 2.3% year on year, improving from the 4.4% decrease it recorded in the same quarter last year.
The majority of analysts covering the company have reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Kohl's has missed Wall Street’s revenue estimates multiple times over the last two years.
Looking at Kohl’s peers in the general merchandise retail segment, some have already reported their Q1 results, giving us a hint as to what we can expect. Dillard's delivered year-on-year revenue growth of 2.7%, beating analysts’ expectations by 1.3%, and Ross Stores reported revenues up 20.6%, topping estimates by 6.6%. Dillard's traded up 1.1% following the results while Ross Stores was also up 8.1%.
Read our full analysis of Dillard’s results here and Ross Stores’s results here.
AI fears in late 2025 triggered a rotation into safer assets, but the US-Iran conflict in spring 2026 shifted anxiety from disruption to geopolitical risk. While some of the general merchandise retail stocks have shown solid performance in this choppy environment, the group has generally underperformed, with share prices down 2.4% on average over the last month. Kohl's is down 13.7% during the same time and is heading into earnings with an average analyst price target of $16.96 (compared to the current share price of $13.18).
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