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Kohl’s (KSS) investor relations material
Kohl’s Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2026 earnings summary27 Aug, 2025
Executive summary
Net sales declined 5.1% year-over-year to $3.3 billion in Q2 2025, with comparable sales down 4.2%, but results outperformed internal expectations and reflected progress on strategic initiatives.
Gross margin improved by 28 basis points to 39.9% in Q2 2025, aided by proprietary brands and inventory management.
Adjusted net income was $64 million ($0.56 per share), while net income was $153 million ($1.35 per share), reflecting a $129 million legal settlement gain.
Operating income rose to $279 million from $166 million year-over-year, supported by disciplined expense management and the legal settlement.
Full-year 2025 financial outlook was raised, despite ongoing macroeconomic and tariff-related challenges.
Financial highlights
Q2 2025 net sales declined 5.1% year-over-year; comparable sales down 4.2%.
Gross margin expanded by 28 basis points to 39.9% in Q2, driven by proprietary brands and inventory management.
SG&A expenses decreased 4.1% to $1.2 billion in Q2; as a percent of revenue, SG&A increased 32 basis points to 33.8%.
Adjusted net income was $64 million and adjusted EPS $0.56 for Q2; net income was $153 million ($1.35 per share).
Operating cash flow for the first half was $506 million, up from $247 million year-over-year.
Outlook and guidance
Full-year 2025 net sales expected to decline 5% to 6%; comparable sales projected to decline 4% to 5%.
Adjusted operating margin forecasted at 2.5% to 2.7%; adjusted diluted EPS expected in the range of $0.50 to $0.80.
Capital expenditures planned at approximately $400 million; quarterly dividend of $0.125 per share declared.
Inventory levels expected to end the year down mid-single digits.
Guidance reflects ongoing macroeconomic and tariff-related uncertainties.
What drove sales exceeding expectations?
Impact of new 10% senior secured notes on debt cost?
How does legal settlement impact core profitability?
Re-engaging Kohl's Card customers: key initiatives?
Tariff impact on gross margin in H2? Mitigation?
Store layout changes: specific actions & impact?
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Next Kohl’s earnings date
Q3 202625 Nov, 2025
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Frequently asked questions
A modern department store
Kohl's is a retail company that operates department stores across the United States. The company offers a wide range of merchandise, including clothing, accessories, home goods, and electronics. With a focus on providing affordable and quality products, Kohl's aims to cater to various customer needs. The company also offers services such as online shopping, in-store pickup, and a loyalty program to enhance the shopping experience for its customers.
Wisconsin born and bred
Kohl's traces its roots back to 1946 when Max Kohl opened the first Kohl's department store in Milwaukee, Wisconsin. Initially, the store operated as a corner grocery and later expanded into a department store format. Over the years, Kohl's focused on offering quality products at competitive prices, attracting a loyal customer base. Through acquisitions, partnerships, and organic growth, Kohl's has expanded its footprint across the United States.
As of 2024, the company operates over 1,100 department stores all over the country. The growth from the 40’s until today can be attributed to Kohl’s ability to leverage its strong brand, continuing to promote customer loyalty, and by offering a diverse range of merchandise to provide a convenient and enjoyable shopping experience.
A one-stop shopping experience
Kohl's boasts a diverse range of merchandise across various categories. Their apparel section encompasses clothing for men, women, and children, featuring a wide selection of styles and sizes. The accessories department offers a variety of options, including shoes, handbags, and jewelry. In the home goods section, customers can find items such as bedding, bath products, kitchenware, and home decor. Kohl's also provides a range of electronics, toys, and seasonal items to cater to tailor . By keeping their offerings of various items diverse, Kohl's aims to provide customers with a wide array of choices and convenience to fulfill shopping needs.
One thing that makes Kohl’s stand out when compared to their main competitors Target and Walmart is the fact that Kohl’s doesn’t sell groceries and other perishable goods. Instead, their focus is on providing the best shopping experience for customers looking for clothing, accessories, and home goods. This in turn means that the department stores most comparable to Kohl’s are, for example, Nordstrom and Macy’s.
Adapting to changing shopping patterns
Kohl's has been actively expanding its presence in the online retailing sphere, recognizing the shifting consumer preferences. The company has invested in its e-commerce platform, offering customers the convenience of online shopping with features like easy navigation, detailed product information, and secure checkout. With an increasing emphasis on digital initiatives and partnerships, Kohl's is working on providing a seamless online retail experience to cater to the evolving demands of customers.
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