For the quarter ended January 2026, Kohl's (KSS) reported revenue of $5.17 billion, down 4.2% over the same period last year. EPS came in at $1.07, compared to $0.95 in the year-ago quarter.
The reported revenue represents a surprise of -1.05% over the Zacks Consensus Estimate of $5.23 billion. With the consensus EPS estimate being $0.85, the EPS surprise was +25.29%.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how Kohl's performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Number of stores - Total: 1,153 compared to the 1,152 average estimate based on three analysts.
- Comparable store sales - YoY change (Domestic retail): -2.8% versus the three-analyst average estimate of -1.3%.
- Revenue- Net sales: $4.97 billion versus $5.04 billion estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -3.9% change.
- Revenue- Other revenue: $201 million versus $192.54 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -9.5% change.
View all Key Company Metrics for Kohl's here>>>
Shares of Kohl's have returned -15.7% over the past month versus the Zacks S&P 500 composite's -2.3% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.
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Kohl's Corporation (KSS): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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