智通财经5月29日电，科尔士百货公司 (Kohl's) 股价在第一季度销售额超出预期后上涨约15%。 ...

Core Insights - Kohl's reported a quarterly loss of $0.13 per share, better than the Zacks Consensus Estimate of a loss of $0.22, and an improvement from a loss of $0.24 per share a year ago, representing an earnings surprise of 40.91% [1] - The company posted revenues of $3.23 billion for the quarter ended April 2025, surpassing the Zacks Consensus Estimate by 0.88%, although this is a decline from year-ago revenues of $3.38 billion [2] - Kohl's shares have decreased by approximately 42.3% since the beginning of the year, contrasting with a slight gain of 0.1% in the S&P 500 [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.36 on revenues of $3.49 billion, and for the current fiscal year, it is $0.44 on revenues of $15.25 billion [7] - The estimate revisions trend for Kohl's is mixed, leading to a Zacks Rank 3 (Hold), indicating expected performance in line with the market in the near future [6] Industry Context - The Retail - Regional Department Stores industry is currently ranked in the bottom 23% of over 250 Zacks industries, suggesting potential challenges for stocks within this sector [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact investor sentiment and stock performance [5]

周四美股盘前，柯尔百货(KSS.US)公布截至2025年5月3日的第一季度业绩。数据显示，该公司Q1净销 售额同比下降4.1%，至30亿美元，与市场预期大致相符;摊薄后每股亏损0.13美元，好于市场预期。 这一戏剧性事件使这家零售商扭转业务的努力变得更加复杂。在零售业竞争日益激烈的情况下，该公司 的营收已经连续三年下滑。 第一季度可比销售额下降3.9%，略好于分析师的预期。该公司本月早些时候预测，可比销售额将下降 4%至4.3%。 目前，柯尔百货正在寻找新的领导者，这将是柯尔百货自2018年以来的第四位高管。Buchanan离职后， 曾在柯尔百货担任董事会主席的沃尔玛前高管Michael Bender被任命为临时首席执行官。 柯尔百货重申了2025财年指引，即预计净销售额将同比下降5%至7%，可比销售额下降4%至6%。 Bender周四在声明中表示："我们采取的措施已经开始取得进展，初步显示出积极的效果。" 该零售商的战略包括将小号尺码扩展到所有门店、改善女性产品以及为更多品牌开展促销活动。 截至发稿，柯尔百货盘前涨6.8%。截至周三收盘，该股今年已累计下跌42%。 不到一个月前，柯尔百货时任首席执行官Ash ...

Q1 Results Presentation May 29, 2025 1 Cautionary Statement Regarding Forward-Looking Information This presentation contains "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995. The Company intends forward-looking terminology such as "believes," "expects," "may," "will," "should," "anticipates," "plans," or similar expressions to identify forward-looking statements. Forward-looking statements include, but are not limited to, statements regarding our 2025 a ...

Leadership Changes - The Board of Directors terminated CEO J. Ashley Buchanan for Cause on April 30, 2025, following an investigation into unethical business practices[5][6]. - Interim CEO Michael J. Bender was appointed following Mr. Buchanan's departure, with compensatory arrangements yet to be determined[9][11]. - Mr. Buchanan will forfeit all equity awards and reimburse the company $2,500,000 as part of his termination agreement[7]. - The company emphasized that Mr. Buchanan's termination was not related to its financial performance or reporting[8]. - The Board reduced the number of directors from 12 to 11 after Mr. Buchanan's termination[8]. Financial Performance - Kohl's Corporation announced preliminary expectations for its first quarter 2025 results, with a quarterly earnings conference call scheduled for May 29, 2025[4]. - Forward-looking statements regarding the company's performance are subject to risks and uncertainties that could materially affect actual results[15]. Shareholder Meeting - The annual meeting of shareholders is scheduled for May 14, 2025, where Mr. Buchanan's nomination for election will be withdrawn[8]. - The press release regarding these matters was issued on May 1, 2025[13].

Kohl’s Corporation KSS will release its first-quarter earnings results before the opening bell on Thursday, May 29.Analysts expect the Menomonee Falls, Wisconsin-based company to report a quarterly loss at 22 cents per share, versus a year-ago loss of 24 cents per share in the year-ago period. According to data from Benzinga Pro, Kohl’s projects to report quarterly revenue at $3.06 billion, compared to $3.18 billion a year earlier.On May 15, Kohl’s announced the pricing of private offering of $360 million o ...

Group 1 - The divergence between stock prices and bond prices indicates differing market outlooks, with stocks reflecting optimism and bonds showing pessimism about the economy [7][27][28] - The iShares 20+ Year Treasury Bond Fund (TLT) has decreased by 8% over the past six weeks, while the S&P 500 has increased significantly, suggesting a potential misalignment in market expectations [3][14] - The U.S. national debt is approaching $37 trillion, with a debt-to-GDP ratio of 123%, raising concerns about fiscal sustainability and potential economic collapse [15][16][18] Group 2 - The "Bond Vigilantes" are reacting to perceived irresponsible fiscal policies, particularly the proposed $3.8 trillion budget bill by the Trump Administration, which could exacerbate the national debt [10][12][13] - The Federal Reserve is likely to maintain its current stance on interest rates due to ongoing economic uncertainty and inflation concerns, influenced by trade policies and tariffs [25][26] - The stock market may present opportunities despite the debt concerns, as historical trends show that market performance can thrive even amid rising national debt [20][21][22] Group 3 - The upcoming "Liberation Day 2.0" economic framework under the Trump Administration is expected to favor sectors such as tax, tech, and energy, potentially benefiting specific stocks [32][33] - Companies like Kohl's Corp. are identified as potential losers due to their lack of pricing power and vulnerability to rising input costs from tariffs [34][35] - The market is advised to focus on identifying winners and losers within the context of the new economic policies, rather than adopting a binary view of the stock and bond markets [30][31]

Wall Street analysts forecast that Kohl's (KSS) will report quarterly loss of $0.22 per share in its upcoming release, pointing to a year-over-year increase of 8.3%. It is anticipated that revenues will amount to $3.2 billion, exhibiting a decline of 5.2% compared to the year-ago quarter.The current level reflects an upward revision of 9.1% in the consensus EPS estimate for the quarter over the past 30 days. This demonstrates how the analysts covering the stock have collectively reappraised their initial pr ...

Core Insights - Kohl's Corporation (KSS) is expected to report a decline in top-line revenue for the first quarter of fiscal 2025, with a consensus estimate of $3.2 billion, reflecting a 5.2% decrease from the previous year [1] - The bottom line consensus has improved slightly from a projected loss of 28 cents to a loss of 22 cents, indicating a better performance compared to a loss of 24 cents per share in the same quarter last year [2] - Comparable sales for the first quarter are anticipated to decline by 6%, aligning with the company's full-year sales guidance of a 5% to 7% decline [3] Company Performance and Strategy - Kohl's is facing challenges due to macroeconomic uncertainty and a tough consumer environment, particularly in its e-commerce segment and the home category [2] - Despite these challenges, the company is making progress in underpenetrated categories such as home decor, gifting, impulse purchases, and baby products, which may provide some support in the fiscal first quarter [4] - Strategic initiatives, including enhancing customer experience, optimizing inventory, and effective cost management, are expected to positively impact performance [4] - The partnership with Sephora is also anticipated to contribute positively to the upcoming quarter's results [4] Earnings Expectations - The current model does not predict an earnings beat for Kohl's, as it holds a Zacks Rank of 3 and an Earnings ESP of 0.00% [5]

Wall Street expects a year-over-year increase in earnings on lower revenues when Kohl's (KSS) reports results for the quarter ended April 2025. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.The earnings report, which is expected to be released on May 29, 2025, might help the stock move higher if these key numbers are better than expectations. ...