Kohl's (KSS) News Today

Kohl’s Co. (NYSE: KSS) saw its shares rise on the back of better-than-expected first-quarter results, upbeat analyst price-target revisions and renewed investor optimism. Here’s what investors need to know from the latest news flow:

• Q1 earnings per share loss of $0.13 beat the consensus loss of $0.22, while revenue of $3.05 billion topped estimates and represented only a 4.1% year-over-year decline.
• Shares jumped over 5% after the earnings beat, with the stock opening sharply higher (“gapping up”).
• Robert W. Baird boosted its price target from $8.00 to $9.00 (a 10.8% upside) while maintaining a neutral rating.
• Investors purchased a large volume of KSS call options, signaling bullish sentiment.
• Management reaffirmed full-year 2025 earnings guidance despite a challenging retail environment.
• The company updated its FY25 guidance to EPS of $0.10–$0.60 (versus a $0.44 consensus) and revenue of $14.3 billion–$14.6 billion (versus $14.7 billion consensus).
• Under new interim leadership, Kohl’s plans to emphasize private-brand expansion and roll out Sephora shop-in-shops.
• Barclays lifted its price target from $4.00 to $5.00 but kept an “underweight” rating, implying further downside.
• MarketBeat’s consensus among 15 analysts remains a “Reduce” rating, with seven sell and eight hold recommendations.
• Sales dipped 4.1% in Q1, reflecting ongoing traffic and spending challenges.
• Scott+Scott law firm launched an investigation into Kohl’s directors and officers for potential breach of fiduciary duties, adding governance risk.