Kohl's Q4 EPS rises to $1.07 on 3.9% sales drop; 2026 EPS guided at $1.00-$1.60
Kohl's reported fourth-quarter fiscal 2025 net sales down 3.9% to $5.0 billion and comparable sales down 2.8%, while diluted EPS rose to $1.07 from $0.43 a year earlier. The company also issued fiscal 2026 guidance calling for net sales of down 2% to flat and adjusted diluted EPS of $1.00 to $1.60, so shareholders face a revenue decline alongside higher reported profit.
Key points
- Q4 net sales fell 3.9% to $5.0 billion; comparable sales fell 2.8%
- Q4 diluted EPS of $1.07 versus $0.43 a year earlier; operating income $212 million versus $126 million
- Full-year 2026 guidance: net sales down 2% to flat, adjusted operating margin 2.8% to 3.4%, adjusted diluted EPS $1.00 to $1.60
- Quarterly dividend of $0.125 per share payable April 1, 2026, to holders of record on March 18, 2026
The filing
Written by AI (Anthropic Claude, claude-haiku-5-5) on Nov 8, 2026, 1:49 AM ET, from the text of the filing and its press-release exhibits only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on March 10, 2026.
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.