Kohl’s sales slip in Q4 amid cautious consumer spending

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Kohl’s sales slip in Q4 amid cautious consumer spending
Kohl’s sales slip in Q4 amid cautious consumer spending
Mahathir Bayena
Written by Mahathir Bayena
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Kohl’s (NYSE:KSS) reported a decline in both quarterly and annual sales on Tuesday, reflecting persistent pressure on middle-income households and a shifting retail landscape.

For the fourth quarter ended January 31, 2026, net sales decreased 3.9%, while comparable sales—a key metric for retail health—fell 2.8%.

The department store chain posted diluted earnings per share (EPS) of $1.07 for the quarter.

For the full fiscal year 2025, net sales saw a 4% decrease, with comparable sales down 3.1%.

On an annual basis, diluted EPS reached $2.38, though adjusted diluted EPS, which excludes certain non-recurring items, stood at $1.62.

Looking ahead, the company introduced its financial outlook for fiscal year 2026.

Management signaled a focus on inventory management and further operational efficiencies to protect margins.

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