Company Overview - Kohl's shares experienced a significant rally of 37.6% in the last trading session, closing at $14.34, with trading volume notably higher than usual. This follows a 28.6% gain over the past four weeks [1][2] - The company's success is attributed to effective inventory and expense management, focusing on growth categories such as Sephora, home decor, and impulse items, along with enhanced customer experience initiatives [2] Earnings Expectations - Kohl's is expected to report quarterly earnings of $0.33 per share, reflecting a year-over-year decline of 44.1%. Revenue is anticipated to be $3.48 billion, down 6.7% from the same quarter last year [3] - The consensus EPS estimate for Kohl's has remained unchanged over the last 30 days, indicating that stock price movements may not sustain without trends in earnings estimate revisions [4] Industry Context - Kohl's operates within the Zacks Retail - Regional Department Stores industry, where Dillard's, another competitor, closed the last trading session up 4.3% at $484.52, with a 15.2% return over the past month [4] - Dillard's has a consensus EPS estimate of $3.47 for its upcoming report, which represents a 24.4% decline from the previous year, and currently holds a Zacks Rank of 2 (Buy) [5]