Kohl's and Oracle Earnings Preview
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 16 hours ago
0mins
Should l Buy KSS?
Source: CNBC
- Kohl's Earnings Preview: Kohl's is set to report earnings before the bell, with its stock down approximately 37% over the past three months and 41% from December highs, indicating ongoing pressure in the retail sector that may affect investor confidence.
- Oracle Earnings Outlook: Oracle will release its earnings report after the bell, having seen its stock decline over 31% in the last three months and 56% from September highs, reflecting market concerns about its data center and AI transformation that could impact future growth expectations.
- Existing Home Sales Data: Existing home sales figures will be released at 10 a.m. ET, and despite declines in companies like PulteGroup and Toll Brothers over the past month, they have shown positive year-to-date performance, with Pulte and Toll both up around 8%, indicating resilience in the housing market.
- Boeing Orders and Deliveries: Boeing will announce orders and deliveries data at 11 a.m., and while its stock has fallen 8% in the last month, it has gained over 45% in the past 12 months, showcasing long-term growth potential that investors should monitor amid short-term volatility.
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Analyst Views on KSS
Wall Street analysts forecast KSS stock price to rise
13 Analyst Rating
1 Buy
7 Hold
5 Sell
Moderate Sell
Current: 14.800
Low
7.00
Averages
19.58
High
25.00
Current: 14.800
Low
7.00
Averages
19.58
High
25.00
About KSS
Kohl's Corporation is an omnichannel retailer. The Company operates approximately 1,100 stores and a Website www.Kohls.com. The Company’s Kohl's stores and Website sell private and national brand apparel, footwear, accessories, beauty, and home products. The Company’s Kohl's stores generally carry a consistent merchandise assortment with some differences attributable to local preferences, store size, and Sephora at Kohl's shop-in-shops (Sephora shops). Its Website includes merchandise, which is available in the Company’s stores, as well as merchandise that is available only online. Its merchandise mix includes both national brands and private brands that are available only at Kohl's. Its private portfolio includes established brands such as Apt. 9, Croft & Barrow, Jumping Beans, SO, Sonoma Goods for Life, and Tek Gear, and nationally recognized brands such as LC Lauren Conrad, Nine West, and Simply Vera Vera Wang.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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See More
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- Sales Decline: The retailer reported a larger-than-expected drop in sales for its fiscal fourth quarter.
See More
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- BioNTech Shares Plummet: BioNTech's stock crashed over 20% following the announcement of its co-founders' departure to establish an independent company, alongside a reported fourth-quarter net loss of €305 million, highlighting deteriorating financial conditions.
- SolarEdge Stock Rises: Following Bank of America's upgrade to neutral, SolarEdge shares surged nearly 10%, reflecting increased market confidence in its improved margin trajectory, revenue stability, and liquidity.
- United Natural Foods Lowers Guidance: The grocery distributor reported second-quarter revenue of $7.95 billion, missing the $8.11 billion expected, and lowered its full-year revenue guidance to $31 billion to $31.4 billion, indicating ongoing market challenges.
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Market Update: Oil Price Drop and Tech Stock Upgrades
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- Tech Stock Rating Changes: Intuit was upgraded to buy from hold by Rothschild & Co Redburn, with its stock rising over 30% since late February, although it remains down 28.5% for the year, reflecting a recovery in market confidence in its software products.
- Cybersecurity Stock Bounce: Morgan Stanley upgraded CrowdStrike from hold to buy, with its stock up over 20% from last month's low, highlighting the positive impact of AI technology on the cybersecurity sector and indicating optimistic market expectations for future growth.
- Hewlett Packard Enterprise's Positive Outlook: Despite memory cost pressures, the company raised its full-year earnings outlook, with reported quarterly revenues slightly below expectations but gross margins and adjusted EPS exceeding forecasts, demonstrating strong demand in the data center buildout.
See More
Kohl's Q4 Revenue Misses Expectations, Casey's Revenue Declines
- Kohl's Earnings Miss: Kohl's reported Q4 revenue of $4.97 billion, falling short of LSEG's $5.03 billion estimate, leading to a 9% drop in stock price, although earnings per share of $1.07 exceeded expectations of 85 cents, indicating relative profitability strength.
- Casey's Revenue Decline: Casey's General Stores reported Q3 revenue of $3.92 billion, missing FactSet's $4.04 billion consensus, resulting in a 2.6% stock price drop, despite exceeding earnings expectations, reflecting market concerns over sales growth.
- TSMC Sales Growth: Taiwan Semiconductor reported a 30% increase in sales over the first two months of the year, with shares rising about 1% in premarket trading, reflecting market optimism about its sustained growth potential despite a complex overall market environment.
- Vail Resorts Underperformance: Vail Resorts reported earnings of $5.87 per share on $1.08 billion in revenue, both below analyst expectations of $6.10 and $1.11 billion, leading to a 1.1% stock decline, while the company lowered guidance due to challenging weather conditions, highlighting operational challenges.
See More
Kohl's Earnings Beat Expectations Amid Economic Uncertainty
- Strong Earnings Report: Kohl's reported a non-GAAP EPS of $1.07, exceeding expectations by $0.23, indicating an improvement in profitability despite ongoing economic uncertainty.
- Revenue Growth: The company achieved fourth-quarter revenue of $5.17 billion, surpassing market expectations by $100 million, demonstrating robust performance in sales and market share amid challenges of slowing consumer spending.
- Comparable Sales Recovery: The decline in comparable store sales slowed in 2025, reflecting the company's efforts to attract customers and enhance the shopping experience, potentially laying the groundwork for future growth.
- Economic Environment Impact: While Kohl's performance has improved, the slowdown in spending among middle and lower-income consumers may pose challenges to future sales growth, necessitating close monitoring of economic conditions.
See More
Kohl's Corporation Misses Sales Estimates and Lowers Profit Guidance
- Sales Decline: Kohl's comparable sales fell by 3.1% in the quarter ending January 31, missing the consensus estimate of a 1.3% decline, resulting in total sales dropping 4.1% to $5.2 billion, indicating a trend of weakening consumer demand.
- Profit Guidance Below Expectations: The company projects FY27 revenue growth to be flat to up 2%, with EPS guidance ranging from $1.00 to $1.60, falling short of the $1.35 consensus, reflecting uncertainty in future profitability.
- Improved Cash Flow: Despite the sales decline, Kohl's operating cash flow increased from $596 million last year to $750 million, demonstrating effective cash management that may support future investments.
- Negative Stock Reaction: Kohl's shares fell 8.5% in premarket trading to $13.54, reflecting market concerns over the company's performance and outlook, while short interest stands at 23.9% of the total float, exacerbating market anxiety.
See More
