Kohl's (KSS) Q4 2025 Earnings Call Transcript

Motley Fool Transcribing, The Motley Fool

Tue, March 10, 2026 astatine 9:43 AM CDT 53 min read

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Tuesday, March 10, 2026 astatine 9 a.m. ET

• Chief Executive Officer — Michael Bender

• Chief Financial Officer — Jill Timm

• Vice President, Investor Relations — Trevor Novotny

Trevor Novotny: Certain statements made connected this call, including those regarding our projected fiscal results, concern outlook, and aboriginal initiatives, are forward-looking statements. These statements are based connected existent expectations and assumptions and are taxable to definite risks and uncertainties that could origin Kohl's Corporation’s existent results to disagree materially from those projected. These risks and uncertainties include, but are not constricted to, the factors described successful Item 1A, Kohl's Corporation’s astir caller Annual Report connected Form 10-K, and arsenic whitethorn beryllium supplemented from clip to clip successful Kohl's Corporation’s different filings with the SEC, each of which are expressly incorporated herein by reference. Forward-looking statements subordinate to the day initially made and Kohl's Corporation undertakes nary work to update them.

In addition, during this call, we whitethorn notation to definite non-GAAP fiscal measures. Please notation to the cautionary connection and reconciliation of these non-GAAP measures included successful the capitalist presumption filed arsenic an grounds to our Form 8-Ks arsenic filed with the SEC and disposable connected our capitalist relations website. Please enactment that this telephone volition beryllium recorded. However, replays of the telephone volition not beryllium updated, truthful if you are listening to a replay, it is imaginable that the accusation discussed is nary longer current, and Kohl's Corporation assumes nary work to update specified information. With maine this greeting are Michael Bender, our Chief Executive Officer, and Jill Timm, our Chief Financial Officer.

I volition present crook the telephone implicit to Michael.

Michael Bender: Thank you, Trevor. Good morning, everyone. Thank you for joining Kohl's Corporation’s 4th fourth net call. Before I statesman this morning, I privation to explicit my sincere gratitude to the full Kohl's Corporation team. 2025 was a twelvemonth of important alteration and notable progress. I admit the mode our teams adapted and committed to caller ways of working. We are ending 2025 successful a stronger presumption than we started, though important enactment remains up of us. Thank you for your continued dedication and content successful Kohl's Corporation. During this transformational clip for our business, we are taking a semipermanent view.

We instrumentality accountability for our show each quarter, portion making decisions for the agelong word with the knowing that advancement volition not beryllium a consecutive line. Over the past year, our efforts person been focused connected resetting our foundation. This absorption is intended to stabilize the concern and fortify our operational quality to physique for a stronger future. In 2025, we made meaningful advancement and this aggregate enactment has america moving guardant successful the close way. While we person made advancement addressing issues and strengthening areas of our foundation, that enactment volition proceed to beryllium the absorption for astir of 2026.