Kohl's (KSS) Q2 2026 earnings — TrendMatrix coverage
Reported
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Full disclosure
Key numbers
- Reported EPS
- $1.28
- Estimate
- $0.57
- Surprise
- +124.1%
- Score today
- 4.3/10
Revenue for this quarter isn’t shown: the reported figure hasn’t cleared TrendMatrix’s freshness and sanity checks yet, and consensus revenue isn’t tracked. EPS above is the available figure.
How the report landed
Kohl's (KSS) beat the $0.57 estimate with diluted EPS of $1.28 — a large 124.1% upside surprise.
Coverage in the report window
- Baird Maintains Neutral on Kohl's, Raises Price Target to $20 — benzinga, 2026-08-27
- Kohl’s Warns Fall Margins Will Turn Negative As Retail Promotions Heat Up — benzinga, 2026-08-26
- Kohl's CEO Says Sephora At Kohl's Business Faced Headwinds In Q2, With Sales Down 4% — benzinga, 2026-08-26
Where TrendMatrix's rating stands now
TrendMatrix currently rates KSS Sell at 4.3/10; no pre/post engine snapshot brackets this report.
4 of the last 4 quarters beat the estimate; this quarter's +124.1% surprise compares with a +85.8% four-quarter average. Next scheduled report: 2026-11-24.
What supports the rating
- Strong earnings beat streak (4/4)
- Margin of safety: 45%
What argues against it
- Analyst target reached - limited upside remaining
- V7 low-quality RISK_OFF penalty: -0.5 (Q=4.0)
- Sector modifier (Consumer Cyclical): -1.5
This section and the ones below it reflect TrendMatrix’s latest engine read — they update after the report date and are not frozen to it.
The levels TrendMatrix's engine tracks
- Current price
- $19.49
- Price target
- $22.36
- Stop
- $18.08
- Upside to target
- +14.7%
Forward estimates sit below the trailing run-rate (12.4× forward vs 8.3× trailing) — consensus expects earnings to decline from here.
Model outputs from TrendMatrix’s engine as of 2026-09-06 — shown for context, not personalized investment advice.
KSS at TrendMatrix's latest read
Cyclical consumer names live and die on demand momentum — same-quarter comps and guidance carry more weight than the headline surprise.
- Industry
- Department Stores
- Market cap
- $2.20B
- P/E (fwd)
- 12.4
- P/E (ttm)
- 8.3
- 52-week range
- $11.38–$25.22
- Off 52-week high
- 22.7%
- RSI (14)
- 51
- Volume vs avg
- 0.68×
- Score today
- 4.3/10