Kohl’s(US:KSS) ZACKS·2025-05-22 15:06Core Viewpoint - Wall Street anticipates a year-over-year increase in earnings for Kohl's despite lower revenues, with a focus on how actual results will compare to estimates [1][2]. Earnings Expectations - Kohl's is expected to report a quarterly loss of $0.22 per share, reflecting an 8.3% year-over-year change, with revenues projected at $3.21 billion, down 5.2% from the previous year [3]. - The earnings report is scheduled for release on May 29, 2025, and could influence stock movement based on whether results exceed or fall short of expectations [2]. Estimate Revisions - The consensus EPS estimate has been revised 9.09% higher in the last 30 days, indicating a reassessment by analysts [4]. - The Most Accurate Estimate aligns with the Zacks Consensus Estimate, resulting in an Earnings ESP of 0%, suggesting no recent differing analyst views [10][11]. Earnings Surprise Prediction - The Zacks Earnings ESP model indicates that a positive or negative reading can predict deviations from consensus estimates, with a positive reading being a strong indicator of an earnings beat [6][7]. - Stocks with a positive Earnings ESP and a Zacks Rank of 1, 2, or 3 have historically produced positive surprises nearly 70% of the time [8]. Historical Performance - In the last reported quarter, Kohl's exceeded expectations by delivering earnings of $0.95 per share against an expected $0.72, resulting in a surprise of +31.94% [12]. - Over the past four quarters, Kohl's has beaten consensus EPS estimates twice [13]. Industry Context - Macy's, a competitor in the retail sector, is expected to report earnings of $0.14 per share, reflecting a year-over-year decline of 48.2%, with revenues projected at $4.47 billion, down 7.7% [17]. - Macy's consensus EPS estimate has been revised down by 3.7% in the last 30 days, and it currently has an Earnings ESP of 2.11% but a Zacks Rank of 4, complicating predictions for an earnings beat [18].