Kohl’s (KSS) Releases Results for Quarter and Year to January 31, 2026

Core Insights - Kohl's Corporation (NYSE:KSS) reported a quarterly net sales decline of 3.9% YoY to $5.0 billion for the quarter and year ended January 31, 2026 [1] - Comparable sales for Q4 2025 fell by 2.8%, impacted by severe weather conditions that caused approximately 70 basis points decline in comparable sales due to store closures during winter storms [1] - The company anticipates FY 2026 net sales and comparable sales to decline by 2% to remain flat on a YoY basis, with operating margins projected between 2.8% and 3.4%, and EPS expected to be between $1.00 and $1.60 per share [2] Financial Performance - Store sales declined in the mid-single digits for both Q4 2025 and FY 2025, primarily due to a decrease in transactions [2] - Jefferies adjusted its price target for Kohl's stock from $22 to $15 while maintaining a "Hold" rating, indicating cautious sentiment in the market [3] Business Operations - Kohl's operates as an omnichannel retailer, offering a variety of products including apparel, footwear, accessories, beauty products, and home products through both physical stores and its website [3]