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Market Impact: 0.35

Kohl's Introduces FY26 Outlook

KSS
Corporate Guidance & OutlookCorporate EarningsConsumer Demand & RetailCompany Fundamentals

Kohl's forecasts FY2026 net and comparable sales down 2% to flat, adjusted operating margin of 2.8%–3.4%, and adjusted EPS of $1.00–$1.60. Guidance implies modest top-line weakness and low single-digit margins, signaling cautious consumer demand and likely modest pressure on the stock (stock-moving at the single-digit percent level).

Analysis

Kohl's forecasts FY2026 net and comparable sales down 2% to flat, adjusted operating margin of 2.8%–3.4%, and adjusted EPS of $1.00–$1.60. Guidance implies modest top-line weakness and low single-digit margins, signaling cautious consumer demand and likely modest pressure on the stock (stock-moving at the single-digit percent level).

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mildly negative

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