Kohl's (KSS) Reports Q4 Earnings: What Key Metrics Have to Say

Core Insights - Kohl's reported revenue of $5.17 billion for the quarter ended January 2026, reflecting a decline of 4.2% year-over-year and a surprise of -1.05% compared to the Zacks Consensus Estimate of $5.23 billion [1] - The company's EPS was $1.07, an increase from $0.95 in the same quarter last year, resulting in an EPS surprise of +25.29% against the consensus estimate of $0.85 [1] Financial Performance - Total number of stores stood at 1,153, slightly above the average estimate of 1,152 based on three analysts [4] - Comparable store sales in domestic retail decreased by 2.8% year-over-year, compared to the average estimate of -1.3% from three analysts [4] - Net sales were reported at $4.97 billion, lower than the estimated $5.04 billion, marking a year-over-year decline of 3.9% [4] - Other revenue was $201 million, exceeding the estimated $192.54 million, but still showing a year-over-year decrease of 9.5% [4] Stock Performance - Kohl's shares have returned -15.7% over the past month, contrasting with the Zacks S&P 500 composite's decline of -2.3% [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3]