Kohl's Corporation (KSS) Q4 2025 (USD): EPS 1.07 (exp. 0.86), Revenue 4.97bln (exp. 5.02bln), Comp. sales -2.8% (exp. -6.5%)

• Net sales and comp. sales seen between 0 to -2%.
• Adj. EPS 1-1.60 (exp. 1.37).

Kohl's beat EPS expectations significantly while missing slightly on revenue, indicating stronger profitability than anticipated despite ongoing pressures on sales. The outlook for net sales and comparable sales suggests continued challenges ahead, but the earnings guidance range implies some optimism about management's ability to navigate these headwinds. Overall, the mixed results could lead to a cautious market reaction as investors weigh the positive EPS surprise against the negatives in revenue and sales projections.