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Reading: Essential takeaways from Kohl’s (KSS) Q2 2025 report
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StockWaves > Global Markets > Essential takeaways from Kohl’s (KSS) Q2 2025 report
Global Markets

Essential takeaways from Kohl’s (KSS) Q2 2025 report

StockWaves By StockWaves Last updated: August 28, 2025 4 Min Read
Essential takeaways from Kohl’s (KSS) Q2 2025 report
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Contents
Comps DropSteerage

Kohl’s Company (NYSE: KSS) has reported combined outcomes for the second quarter and up to date its full-year steerage. Earnings beat estimates by a large margin, driving the inventory increased quickly after the announcement. The retailer’s gross sales have been beneath strain for fairly a while, as a consequence of a mixture of headwinds, together with diminished discretionary spending and growing competitors.

The Wisconsin-headquartered division retailer chain’s inventory was buying and selling up 20% on Wednesday morning as its upbeat earnings and optimistic steerage lifted investor sentiment. That got here as an enormous enhance to the inventory, which is slowly recovering after slipping to a multi-year low a number of months in the past. The shares have gained about 35% up to now six months. The common worth of Kohl’s inventory for the final 52 weeks is $12.79.

Comps Drop

In Q2, Kohl’s whole revenues declined 5% year-over-year to $3.5 billion, with comparable retailer gross sales dropping 4.2%. The highest-line exceeded Wall Avenue’s expectations. The corporate reported web revenue of $153 million or $1.35 per share for the July quarter, in comparison with $66 million or $0.59 per share within the year-ago quarter. Adjusted web revenue was $0.56 per share in Q2, which is sharply above the $0.29/share revenue analysts projected.  

Commenting on the outcomes, Kohl’s interim CEO Michael Bender mentioned, “These outcomes mirror the continued progress we’re making in opposition to our 2025 strategic initiatives now. Whereas it’s clear that these efforts are starting to resonate with our prospects, we additionally acknowledge that this efficiency just isn’t but the place we intention to be. Our complete crew stays targeted on enhancing the best way we serve prospects and over time, returning the corporate to progress. We noticed our gross sales progressively enhance all through the quarter with Might having the softest efficiency due partly to colder, wetter climate over the past couple of weeks of the month…”

Steerage

The administration up to date its full-year 2025 steerage and at the moment expects web gross sales to lower by 5-6%. Full-year earnings per share are anticipated to be within the vary of $0.50 to $0.80, on an adjusted foundation. The corporate witnessed a number of management modifications lately, triggering issues about its operational and monetary stability.

Within the earnings name, the Kohl’s management mentioned that its strategic initiatives are translating into an total enchancment in efficiency, whereas recognizing that the corporate just isn’t but the place it goals to be. In Q2, there was a rise in digital enterprise and proprietary model gross sales. Gross margin improved as the corporate lowered its stock and diminished bills.

After slipping to the single-digit territory earlier this 12 months, the inventory has been regaining momentum. On Wednesday, the shares traded increased all through the session, extending their post-earnings uptrend.

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