Kohl's
Sells value-priced apparel, beauty, footwear, and home goods through mostly off-mall stores and Kohls.com.
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Profile
Sells moderately priced apparel, footwear, beauty, accessories, and home goods through a mostly off-mall U.S. store network and Kohls.com. National labels sit alongside higher-margin proprietary brands, while Sephora shop-in-shops anchor beauty across nearly the entire fleet.
Sells moderately priced apparel, footwear, beauty, accessories, and home goods through a mostly off-mall U.S. store network and Kohls.com. The assortment pairs national labels with exclusive and proprietary brands, which generally carry lower prices and higher gross margins than national brands.
Uses stores alongside dedicated fulfillment centers to support pickup and digital delivery, while Sephora shop-in-shops provide the exclusive beauty offer across nearly the entire fleet. Kohl's owns the inventory and splits the arrangement's operating profit with Sephora.
Operations span 49 states and remain exposed to seasonal back-to-school and holiday demand, broad retail competition, and merchandise sourcing from domestic and foreign suppliers. Revenue is reported as one segment combining stores and digital retail.
Company facts
Categories
Key statistics
Year to date −18.0% · Average volume (30d) 4.0M
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Aug 27, 2026 | Telsey Advisory | Reiterate | Market Perform | $23 | $18 | |
| Aug 27, 2026 | Robert W. Baird | Target | $24 | $20 | ||
| Jul 6, 2026 | Morgan Stanley | Target | $9 | $15 | ||
| Jun 1, 2026 | Citigroup | Upgrade | Neutral | Buy | ||
| May 29, 2026 | UBS | Target | $8 | $9 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 26, 2026Q2 FY26 | $0.58 | $1.28 | +119.6% | $3.32B | $3.32B | −0.1% | +1.47% |
| May 28, 2026Q1 FY26 | −$0.18 | −$0.13 | +27.8% | $2.99B | $3.00B | +0.3% | −7.89% |
| Mar 10, 2026Q4 FY25 | $0.86 | $1.07 | +24.4% | $5.02B | $4.97B | −0.9% | −5.42% |
| Nov 25, 2025Q3 FY25 | −$0.13 | $0.10 | +176.9% | $3.32B | $3.58B | +7.6% | +7.49% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $3.23B | $3.55B | $3.58B | $5.17B | $3.17B | $3.52B | |
| Gross profit | $1.40B | $1.54B | $1.52B | $1.85B | $1.19B | $1.45B | |
| Operating income | $60.0M | $161.0M | $77.0M | $212.0M | $46.0M | $261.0M | |
| Net income | −$15.0M | $153.0M | $8.0M | $125.0M | −$14.0M | $151.0M | |
| Diluted EPS | −$0.13 | $1.35 | $0.07 | $1.09 | −$0.12 | $1.28 | |
| Gross margin | 43.3% | 43.3% | 42.4% | 35.7% | 37.6% | 41.2% | |
| Operating margin | 1.9% | 4.5% | 2.2% | 4.1% | 1.5% | 7.4% |
Fiscal years (4-quarter sums)FY21 $19.43B · FY22 $18.10B · FY23 $17.48B · FY24 $16.22B · FY25 $15.53B
Revenue by product · Q1 FY26
Balance sheet, Aug 1, 2026Cash & short-term investments $821.0M · Total debt $6.42B · Total assets $13.41B · Shareholders' equity $4.17B
Dividends
Last cut to $0.125 from $0.50 in Mar 2025. To collect a payout, hold shares through the close before the ex-date.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| Jun 10, 2026 | Jun 10 | Jun 24 | $0.125 | |
| Mar 18, 2026 | Mar 18 | Apr 1 | $0.125 | |
| Dec 10, 2025 | Dec 10 | Dec 24 | $0.125 | |
| Sep 10, 2025 | Sep 10 | Sep 24 | $0.125 | |
| Jun 11, 2025 | Jun 11 | Jun 25 | $0.125 | |
| Mar 21, 2025 | Mar 21 | Apr 2 | $0.125 | cut from $0.50 |
| Dec 11, 2024 | Dec 11 | Dec 24 | $0.50 | |
| Sep 11, 2024 | Sep 11 | Sep 25 | $0.50 |
Ownership
A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.
Shares outstanding 113.40M · Float 111.62M · 98.4% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 20.94M | 18.47% | 13F | Aug 7, 2026 |
| Vanguard Portfolio Management LLC | 7.31M | 6.45% | 13F | Aug 13, 2026 |
| American Century Companies Inc | 6.23M | 5.49% | 13F | Aug 12, 2026 |
| Stowers Institute for Medical Research | 5.82M | 5.20% | 13G | May 1, 2026 |
| Dimensional Fund Advisors LP | 5.58M | 4.92% | 13F | Aug 11, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 3, 2026 | Jennifer J. Kent | officer: Sr. EVP, CLO & Corp. Sec. | −22,942 | $20.00 |
| Aug 3, 2026 | Christie Raymond | officer: Sr. EVP, Chief Marketing Off. | −15,000 | $20.00 |
| Jul 16, 2026 | Mari Steinmetz | officer: Sr. EVP, Chief People Officer | −53 | $17.17 |
| Apr 15, 2026 | Mari Steinmetz | officer: Sr. EVP, Chief People Officer | −351 | $13.51 |
| Apr 6, 2026 | Mari Steinmetz | officer: Sr. EVP, Chief People Officer | −112 | $12.98 |
Peers
- Target
Mass-merchant overlap in apparel, home, beauty, and fulfillment
- Macy's
Traditional department-store peer across apparel, beauty, and home
- Walmart
Scale value retailer spanning stores, ecommerce, apparel, and home
- TJX Companies
Dominant off-price rival in apparel and home fashions
- Amazon
Online marketplace pressure across apparel, home, and beauty
- Ross Stores
Off-price apparel and home chain targeting value shoppers
- Burlington Stores
Off-price chain overlapping apparel, baby, beauty, footwear, and home
- Dillard's
Regional department-store rival in fashion, cosmetics, shoes, and home
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Kohl's | $17.49 | −0.02% | $1.98B | 7.5 | 12.4 | 0.1 | −6.4% |
| Target | $163.23 | +0.05% | $74.10B | 16.9 | 17.6 | 0.7 | +5.3% |
| Macy's | $22.07 | +0.27% | $5.79B | 9.1 | 9.7 | 0.3 | −2.3% |
| Walmart | $103.07 | −0.03% | $820.40B | 37.2 | 34.5 | 1.1 | +5.9% |
| TJX Companies | $135.46 | +0.24% | $149.29B | 25.0 | 25.0 | 2.4 | +5.4% |
| Amazon | $266.10 | −0.11% | $2.87T | 21.4 | 28.5 | 3.7 | +19.6% |
| Ross Stores | $229.00 | +0.22% | $73.31B | 27.7 | 27.0 | 3.0 | +13.3% |
| Burlington Stores | $273.28 | +0.08% | $17.18B | 24.5 | 22.0 | 1.4 | +10.9% |
| Dillard's | $620.29 | +0.05% | $9.69B | 14.2 | 17.9 | 1.5 | −0.4% |
| Median | 23.0 | 23.5 | 1.4 | +5.7% |