
Kohl's Q2 earnings beat and raised outlook lift the setup, but holiday execution and sales stabilization must prove gains can outlast tariff-refund benefits.
Kohl's Corporation is a retail company in the United States. The company is headquartered in Menomonee Falls, Wisconsin.
| Revenue (TTM) | $15.43B |
| Gross Profit (TTM) | $6.25B |
| EBITDA | $1.19B |
| Operating Margin | 4.58% |
| Return on Equity | 6.67% |
| Return on Assets | 2.31% |
| Revenue/Share (TTM) | $137.16 |
| Book Value | $36.88 |
| Price-to-Book | 0.53 |
| Price-to-Sales (TTM) | 0.14 |
| EV/Revenue | 0.505 |
| EV/EBITDA | 6.05 |
| Quarterly Earnings Growth (YoY) | -5.20% |
| Quarterly Revenue Growth (YoY) | -0.90% |
| Shares Outstanding | $113.38M |
| Float | $111.51M |
| % Insiders | 4.01% |
| % Institutions | 107.61% |
Volatility is currently contracting

Kohl's Q2 earnings beat and raised outlook lift the setup, but holiday execution and sales stabilization must prove gains can outlast tariff-refund benefits.

Kohl's 15.6% three-month rally is backed by a Q2 earnings beat, merchandising gains and stronger liquidity, but falling comparable sales test the rebound.

Kohl's low valuation, higher earnings outlook and stronger liquidity support the buy case, but negative comparable sales and estimate cuts cloud the recovery.

Half of Americans live paycheck to paycheck. Low-end retailer Kohl's (NYSE: KSS | KSS Price Prediction) announced good earnings.

Kohl's (KSS) stands out as a value opportunity amid a nervous, high-flying market. Recent Q2 results showed moderating sales declines and prompted a full-year outlook raise. KSS shares remain down ~15% year-to-date, presenting an attractive entry point.

Any Q2 retail EPS comparison that ignores tariff refunds is measuring the refund, not the business.

KSS posts second-quarter adjusted EPS of $1.28, more than doubling year over year, as gross margin expands and fiscal 2026 earnings guidance is increased.

Kohl's sales continue to slip as its shoppers continue to face household budgetary pressures. The department store chain reported quarterly earnings Wednesday (Aug. 26) showing a 0.9% decrease in both net and comparable sales, marking the 18th straight quarter in which Kohl's has seen revenues decline.

Kohl's remains a deep value play, with shares up 25% over the past year despite ongoing sales challenges and volatile trading. Adjusted for one-time tariff refunds, Q2 EPS and gross margins were flat, with same-store sales down 0.9% and inventory tightly managed. KSS's focus on proprietary brands and expense control supports margins, while elevated leverage (3.6x) and a bloated store count remain concerns.

Kohl's NYSE: KSS reported a 0.9% decline in comparable sales during its second quarter of fiscal 2026, an improvement from earlier trends, as the retailer highlighted gains in proprietary brands, Kohl's Card sales, home, toys and digital. The company also raised its full-year outlook after receiving approximately $150 million in tariff refunds.
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