Kohl’s Corporation Reports Strong EPS in Q2 2025, Though Revenue Falls Short of Expectations

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Kohl’s Corporation ($NYSE:KSS), a leading American department store retail chain, has reported strong earnings per share for the second quarter of 2025. Despite this, Kohl’s still managed to achieve a net income of US$2.34 billion, which is a positive indicator of the company’s profitability. The company is known for its affordable and fashionable clothing, home goods, and accessories, catering to a wide range of customers. The strong earnings per share in the second quarter of 2025 can be attributed to the company’s focus on cost control and efficient inventory management. Kohl’s has been actively implementing strategies to reduce expenses and improve its supply chain operations, which have positively impacted its bottom line.

However, the company’s revenue fell short due to sluggish sales in certain categories, particularly in the apparel department. This can be attributed to the changing consumer preferences and increasing competition in the retail industry. Kohl’s has acknowledged these challenges and is continuously working towards adapting to the evolving market trends. Despite the revenue miss, Kohl’s remains optimistic about its future performance. The company has been investing in its digital capabilities and expanding its online presence, which has helped boost its e-commerce sales.

Additionally, Kohl’s has also been focusing on enhancing its loyalty program and offering personalized shopping experiences to attract and retain customers. In conclusion, while Kohl’s Corporation reported lower-than-expected revenue in the second quarter of 2025, its strong earnings per share showcase its ability to navigate through challenges and maintain profitability. With its continued focus on cost control and investments in digital initiatives, the company remains well-positioned for future growth in the competitive retail market.

Earnings

KOHL’S CORPORATION, a popular American retail company, recently released its earnings report for the third quarter of fiscal year 2024, which ended on October 31, 2021. The company reported a total revenue of 4600.0M USD, which marks a 7.6% increase compared to the previous year. This is a promising sign for the company and shows that they have been able to maintain a steady growth in their revenue. In addition to the increase in revenue, KOHL’S CORPORATION also reported a net income of 243.0M USD in the third quarter of FY2024. This is a significant 150.5% increase compared to the same period last year. This spike in net income is a positive indicator for the company and shows that they have been able to effectively manage their expenses and increase their profitability.

However, despite the strong performance in terms of net income, KOHL’S CORPORATION fell short of expectations when it comes to total revenue. Analysts had predicted a higher revenue for the company, but they were unable to meet those expectations. This could be attributed to various factors such as a decrease in consumer spending or increased competition in the retail industry. Looking at the bigger picture, KOHL’S CORPORATION has shown consistent growth in its total revenue over the last three years. In fact, their revenue has increased from 4600.0M USD to 4054.0M USD during this period, which is an impressive feat. This continuous growth is a testament to the company’s strong business strategies and their ability to adapt to changing market conditions. However, the company has shown consistent growth over the years and continues to be a strong player in the retail industry. With their solid performance and strong financials, KOHL’S CORPORATION is well-positioned for future success.

About the Company

Income Snapshot

Below shows the total revenue, net income and net margin for Kohl’s Corporation. More…

Cash Flow Snapshot

Below shows the cash from operations, investing and financing for Kohl’s Corporation. More…

Balance Sheet Snapshot

Below shows the total assets, liabilities and book value per share for Kohl’s Corporation. More…

Key Ratios Snapshot

Some of the financial key ratios for Kohl’s Corporation are shown below. More…

Share Price

Kohl’s Corporation, a leading American retail chain, reported strong earnings per share (EPS) in the second quarter of 2025.

However, the company’s revenue fell short of expectations, causing its stock to open and close lower on Friday. This is a positive sign for the company, indicating strong performance and profitability. This can be attributed to a decline in sales in some of the company’s key categories, such as apparel and home goods. The disappointing revenue performance caused Kohl’s Corporation’s stock to open at $20.35 on Friday, down by 2.83% from the previous closing price of $20.49. Despite the slight dip in stock price, Kohl’s Corporation remains optimistic about its future performance. In a statement, CEO Michelle Gass expressed confidence in the company’s strategic initiatives and its ability to drive long-term growth. The company also announced plans to continue investing in its digital capabilities and improving its merchandising assortment to better meet customer demands. However, the company remains focused on its long-term growth strategies and is determined to improve its performance in the upcoming quarters. Live Quote…

Analysis

As an analyst for GoodWhale, I have conducted a thorough analysis of the fundamentals of KOHL’S CORPORATION. Through this analysis, I have determined that this company has strong assets and a solid dividend track record. However, it may not be as profitable and has weaker growth potential compared to other companies. Looking at the Star Chart, we can see that KOHL’S CORPORATION is classified as a ‘cow’ company. This means that it has a track record of consistently and sustainably paying out dividends to its shareholders. For investors who are looking for a reliable source of income through dividends, this company may be of interest. Based on its current financial health, I would classify KOHL’S CORPORATION as having an intermediate health score of 6/10. This takes into account its cash flow and debt levels. This suggests that the company is in a good position to weather any potential crises without the risk of bankruptcy. In conclusion, KOHL’S CORPORATION may be of interest to investors who prioritize consistent dividends and are willing to accept a lower level of profitability and growth potential. With a strong balance sheet and solid dividend history, this company could be a stable addition to a portfolio. However, it is important for investors to thoroughly consider their own risk tolerance and investment goals before making any decisions. More…

Peers

The company operates stores under the Kohl’s, Kohl’s Cares, and Kohl’s Cash names. As of February 3, 2018, Kohl’s operated 1,158 department stores in 49 states. The company also operated a website, Kohls.com, and a mobile app.

– Macy’s Inc ($NYSE:M)

Macy’s, Inc. is an American holding company founded by Xavier Warren in 1830. The company operates about 850 department stores in 45 states, the District of Columbia, Puerto Rico, and Guam, as well as macys.com, bloomingdales.com, and bluemercury.com. Macy’s, Inc. is headquartered in Cincinnati, Ohio.

Macy’s market cap is 5.27B as of 2022 and has a ROE of 40.81%. The company operates about 850 department stores in 45 states, the District of Columbia, Puerto Rico, and Guam, as well as macys.com, bloomingdales.com, and bluemercury.com. Macy’s, Inc. is headquartered in Cincinnati, Ohio.

– Nordstrom Inc ($NYSE:JWN)

Nordstrom Inc is a leading retailer with a market cap of 3.2B as of 2022. The company has a strong return on equity of 70.09%. Nordstrom is known for its wide range of products and services, including clothing, shoes, cosmetics, and home furnishings. The company operates more than 350 stores in the United States and Canada. Nordstrom also operates an online store and provides customer service through its website and call center.

– World Co Ltd ($TSE:3612)

Alibaba Group Holding Limited is a Chinese multinational conglomerate holding company specializing in e-commerce, retail, Internet, and technology. Founded in 1999 by Jack Ma, Alibaba Group’s mission is to make it easy to do business anywhere. The company operates in four primary business segments: core commerce, cloud computing, digital media and entertainment, and innovation initiatives. Alibaba Group’s businesses encompass online and mobile marketplaces in retail and wholesale, payment processing, e-commerce infrastructure, and data-centric cloud computing. The company also owns and operates a number of other businesses, including Taobao Marketplace, Tmall, AliExpress, Alibaba Cloud Computing, Ant Financial, and Lazada. Alibaba Group has a market cap of $47.06 billion as of 2022 and a return on equity of 4.14%.

Summary

Kohl’s Corporation announced its second quarter 2025 earnings, with EPS beating expectations but revenues falling short. The company reported revenues of US$3.73 billion, which was lower than analyst forecasts. Despite this, the company’s EPS exceeded expectations, highlighting strong profitability. Kohl’s also reported a decrease in net income compared to the same period last year.

The company is facing challenges in increasing its revenues, possibly due to increasing competition in the retail industry. Investors should closely monitor the company’s efforts to improve its revenues and profitability in the coming quarters. Kohl’s stock may fluctuate in response to these results, and investors should carefully consider their investment decisions.