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Kohl's Corporation (KSS) Q4 2025 Earnings Call Transcript

Seeking Alpha

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⚡ Quantum Brief

Kohl’s reported Q4 2025 earnings of $1.07 per share, beating estimates by $0.23, despite a 3.92% year-over-year revenue decline to $4.97 billion, missing projections by $100.13 million. CEO Michael Bender highlighted cost-cutting measures and digital growth as key drivers of profitability, though declining foot traffic and macroeconomic pressures weighed on sales. CFO Jill Timm emphasized inventory optimization and supply chain efficiencies, which improved margins despite lower revenue, while warning of persistent inflationary challenges in 2026. Analysts questioned the company’s turnaround strategy, focusing on its e-commerce expansion, store closures, and partnerships with brands like Sephora to boost customer engagement. Forward-looking statements cautioned that risks—including consumer spending shifts and operational execution—could impact future performance, with no obligation to update projections.

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SA Transcripts158.91K FollowersFollow5ShareSaveCommentsQ4: 2026-03-10 Earnings SummaryPlay CallPlay CallSlidesPREPS of $1.07 beats by $0.23 | Revenue of $4.97B (-3.92% Y/Y) misses by $100.13M Kohl's Corporation (KSS) Q4 2025 Earnings Call March 10, 2026 9:00 AM EDT Company Participants Trevor NovotnyMichael Bender - CEO & DirectorJill Timm - Chief Financial Officer Conference Call Participants Charles Grom - Gordon Haskett Research AdvisorsMark Altschwager - Robert W. Baird & Co. Incorporated, Research DivisionRobert Drbul - BTIG, LLC, Research DivisionDana Telsey - Telsey Advisory Group LLCOliver Chen - TD Cowen, Research DivisionMichael Binetti - Evercore Inc.

Presentation Operator Good morning, and welcome to the Kohl's Corporation Fourth Quarter 2025 Earnings Conference Call. [Operator Instructions] As a reminder, this conference call is being recorded. I would now like to turn the call over to Trevor Novotny, Director of Investor Relations. Thank you. Please go ahead.

Trevor Novotny Thank you. 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. These risks and uncertainties include, but are not limited to, the factors described in Item 1A of Kohl's most recent annual report on Form 10-K, and as may be supplemented from time to time in Kohl's other filings with the SEC, all of which are expressly incorporated herein by reference. Forward-looking statements relate to the date initially made, and Kohl's undertakes no obligation to update them. In addition, during this call, we may refer to certain non-GAAP financial measures. Please refer to the cautionary statement and reconciliation of these non-GAAP measures included in the investor presentation filed as an exhibit to our Form 8-K as filed with the SEC and available on our Investor Relations website. Please note that this call will be recorded. However, replays of the call will not be updated. So if

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