The earnings call highlighted notable achievements such as the resurgence of the jewelry business, completion of the Sephora rollout, and cost management improvements. However, these were offset by continued challenges in sales declines, digital underperformance, and a net loss for the quarter.

Company Guidance -

Q2 2025

During the first quarter 2025 earnings call for Kohl's Corporation, interim CEO Michael Bender and CFO Jill Timm discussed various metrics and strategic initiatives aimed at improving the company's performance. Despite a net sales decline of 4.1% and a comparable sales decrease of 3.9%, the quarter exceeded expectations, aided by a strong performance in specific areas such as the jewelry business, which saw a 10% sales increase. Kohl's also reported a gross margin of 39.9%, up by 37 basis points, and a 5.2% reduction in SG&A expenses. The company is focused on a turnaround strategy centered on offering a more balanced product assortment, reestablishing value and quality, and enhancing the shopping experience. Looking forward, Kohl's maintains its full-year guidance, anticipating a comparable sales decline of 4% to 6%, an operating margin of 2.2% to 2.6%, and EPS of $0.10 to $0.60, while navigating tariff pressures and continuing to invest in growth initiatives.

Jewelry Business Resurgence

Jewelry sales increased by 10% in Q1, driven by the reintroduction of jewelry and the rollout of 200 fine jewelry shops in select Kohl's stores.

Sephora at Kohl's Expansion

Completion of the full chain rollout of Sephora at Kohl's, with net sales up 6% and comparable sales up 1% in Q1. Sephora is now a nearly $2 billion beauty business.

SG&A Cost Reduction

SG&A expenses decreased by 5.2% in Q1, leveraging approximately 32 basis points, driven primarily by lower spending in stores and marketing.

Gross Margin Improvement

Gross margin in Q1 was 39.9%, an increase of 37 basis points, driven by category mix benefits and continued inventory management.

Proprietary Brands Performance

Proprietary brands showed a sequential improvement of approximately 400 basis points better in Q1 compared to Q4.

Kohl's (DE:KHP) Earnings, Revenues Date & History

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DE:KHP Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Aug 27, 2025	2025 (Q2)	0.25 / -	0.507	―	―	―
May 29, 2025	2025 (Q1)	-0.21 / -0.11	-0.206	45.83% (+0.09)
Mar 11, 2025	2024 (Q4)	0.62 / 0.82	1.434	-43.11% (-0.62)
Nov 26, 2024	2024 (Q3)	0.24 / 0.17	0.455	-62.26% (-0.28)
Aug 28, 2024	2024 (Q2)	0.39 / 0.51	0.446	13.46% (+0.06)
May 30, 2024	2024 (Q1)	0.05 / -0.21	0.112	-284.62% (-0.32)
Mar 12, 2024	2023 (Q4)	1.10 / 1.43	-2.138	167.07% (+3.57)
Nov 21, 2023	2023 (Q3)	0.30 / 0.46	0.704	-35.37% (-0.25)
Aug 23, 2023	2023 (Q2)	0.20 / 0.45	0.953	-53.15% (-0.51)
May 24, 2023	2023 (Q1)	-0.37 / 0.11	0.094	18.18% (+0.02)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

DE:KHP Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
May 29, 2025	€7.05	€8.37	+18.71%
Mar 11, 2025	€10.97	€7.87	-28.29%
Nov 26, 2024	€16.06	€13.56	-15.58%
Aug 28, 2024	€16.19	€16.46	+1.63%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.