Kohl's (KSS) Surpasses Q3 Earnings and Revenue Estimates

Core Insights - Kohl's reported quarterly earnings of $0.1 per share, exceeding the Zacks Consensus Estimate of a loss of $0.19 per share, and down from earnings of $0.2 per share a year ago, representing an earnings surprise of +152.63% [1] - The company posted revenues of $3.58 billion for the quarter ended October 2025, surpassing the Zacks Consensus Estimate by 2.55%, but down from $3.71 billion in the same quarter last year [2] - Kohl's has consistently surpassed consensus EPS estimates over the last four quarters, indicating strong performance [2] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.42 on revenues of $5.07 billion, and for the current fiscal year, it is $0.68 on revenues of $15.34 billion [7] - The trend of estimate revisions for Kohl's was mixed prior to the earnings release, resulting in a Zacks Rank 3 (Hold), suggesting the stock is expected to perform in line with the market in the near future [6] Industry Context - The Retail - Regional Department Stores industry, to which Kohl's belongs, is currently ranked in the top 14% of over 250 Zacks industries, indicating a favorable outlook compared to lower-ranked industries [8] - Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5]