Kohl's Stock Rises Following Unexpected Q3 Profit in KSS Earnings Report
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 25 2025
0mins
Should l Buy KSS?
Source: TipRanks
Earnings Surprise: Kohl’s reported adjusted earnings per share of 10 cents for Q3 2025, exceeding Wall Street's estimate of -16 cents, although this was a 50% decline from the previous year's 20 cents per share.
Revenue Performance: The company generated $3.41 billion in revenue, surpassing analysts' expectations of $3.32 billion, but reflecting a 2.8% decrease year-over-year from $3.51 billion.
Stock Market Reaction: Kohl’s stock surged 27.08% in pre-market trading following the earnings announcement, with a year-to-date increase of 16.09% and a 12-month rise of 3.35%.
Future Guidance and Analyst Ratings: The company anticipates adjusted EPS between $1.25 and $1.45 for 2025, while analysts maintain a Moderate Sell rating with an average price target of $12.66, indicating a potential downside of 19.52%.
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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.
Kohl's Earnings Surpass Forecasts, Yet Stock Prices Decline.
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- Sales Decline: The company's sales totaled $5 billion, down 4% year-over-year, with same-store sales also declining by 3%, highlighting ongoing challenges in achieving sales growth, as full-year sales results mirrored this downward trend with declines of 4% and 3%.
- Free Cash Flow Surge: Kohl's generated over $1 billion in free cash flow in 2025, significantly exceeding the $182 million from 2024, showcasing remarkable cash flow management improvements, although management anticipates flat to 2% declines in sales for 2026.
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Kohl's Earnings Surpass Forecasts, Yet Stock Prices Decline.
- Stock Performance: Kohl's stock experienced a decline on Tuesday following disappointing sales results.
- Sales Decline: The retailer reported a larger-than-expected drop in sales for its fiscal fourth quarter.
See More
Kohl's Q4 Earnings Exceed Expectations
- Strong Earnings Performance: Kohl's reported an adjusted earnings per share of $1.07 for Q4, surpassing the analyst consensus of $0.85, which reflects the company's robust profitability and boosts market confidence.
- Sales Growth: Quarterly sales reached $5.173 billion, exceeding the Street's estimate of $5.032 billion, although net sales decreased by 3.9% year-over-year, indicating effective sales management despite challenges.
- Margin Improvement: The gross margin for the quarter was 33.1%, up 25 basis points year-over-year, with operating income rising to $212 million from $126 million last year, showcasing improvements in cost control and profitability.
- Cautious Future Outlook: The company anticipates a decline of 2% to flat net sales for fiscal 2026, with adjusted earnings per share projected between $1.00 and $1.60, reflecting optimism for spring sales while remaining mindful of macroeconomic pressures on low- to middle-income consumers.
See More
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- Earnings Volatility: Kohl's stock experienced a rollercoaster ride post-Q4 earnings report, initially dropping 3%, then surging over 14%, and finally stabilizing at a 7.1% gain by 11:20 a.m. ET, reflecting mixed market reactions to the results.
- Earnings Beat Expectations: Despite slightly missing sales forecasts, Kohl's reported earnings of $1.07 per share, surpassing the analyst estimate of $0.85, with quarterly profits soaring 149% year-over-year, indicating a significant improvement in profitability.
- Sales Decline: The company's sales totaled $5 billion, down 4% year-over-year, with same-store sales also declining by 3%, highlighting ongoing challenges in achieving sales growth, as full-year sales results mirrored this downward trend with declines of 4% and 3%.
- Free Cash Flow Surge: Kohl's generated over $1 billion in free cash flow in 2025, significantly exceeding the $182 million from 2024, showcasing remarkable cash flow management improvements, although management anticipates flat to 2% declines in sales for 2026.
See More
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- Market Rebound: Stocks opened lower on Tuesday but quickly rebounded after President Trump's comments hinted at a potential end to the Iran conflict, with West Texas Intermediate crude falling 10.5% to around $85 per barrel, reflecting the market's sensitivity to geopolitical risks.
- Nvidia Hardware Launch Expectations: Ahead of its annual GPU Tech Conference, Nvidia shares rose 1.6%, with analysts anticipating the launch of new hardware, particularly a new chip for training AI models, which could serve as a positive catalyst for the stock.
- Corning Stock Surge: Corning's shares jumped 7.6% following AT&T's announcement of a $250 billion investment over the next five years to build high-speed networks, positioning Corning favorably due to its leadership in optical fiber and cable manufacturing.
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