Kohl's Q1 Earnings Call Highlights

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MarketBeat

Thu, May 28, 2026 astatine 12:07 PM CDT 8 min read

Key Points

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Kohl’s said Q1 marked its strongest comparable income show successful much than 4 years, though comps inactive fell 1.1% and nett income declined 1.7%. Management said the results bespeak advancement successful resetting the business, tighter disbursal and inventory control, and amended balance-sheet discipline.
Proprietary brands and Kohl’s Card customers showed notable improvement, with proprietary marque comp income up 6% and Kohl’s Card income level aft caller declines. Strength was led by women’s, juniors and home, portion men’s and footwear remained weaker.
The institution reaffirmed full-year guidance for fiscal 2026, adjacent arsenic it remains cautious astir pressured low- to middle-income consumers. Kohl’s is banking connected integer growth, store in-stock improvements, and tariff refunds to enactment results, portion Sephora astatine Kohl’s and immoderate store categories inactive request work.

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Kohl's (NYSE:KSS) reported what executives described arsenic its strongest quarterly comparable income show successful much than 4 years, arsenic the retailer cited gains successful proprietary brands, improved inventory absorption and stabilization among its Kohl's Card customers.

On the company's first-quarter fiscal 2026 net call, Chief Executive Officer Michael Bender said comparable income declined 1.1% from a twelvemonth earlier, portion nett income fell 1.7%. Bender said the 4th showed "progressive improvements" successful the concern and reflected Kohl's efforts to reset its instauration aft respective quarters of weaker trends.

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"We are pleased with our commencement to 2026," Bender said, adding that the institution continues to negociate expenses, inventory and its equilibrium expanse tightly. He said the results gave absorption "increased confidence" successful its quality to execute against cardinal initiatives, though helium cautioned that the institution remains realistic astir the enactment ahead.

Proprietary Brands and Kohl's Card Customers Show Improvement

A cardinal absorption of the telephone was Kohl's proprietary marque portfolio, which Bender said roseate 6% connected a comparable income ground successful the quarter. He said the brands are resonating with customers due to the fact that they connection prime products astatine affordable opening terms points.

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