$KSS Kohl's Tape Reports
Per Ticker.id: $KSS Kohl's Tape Reports — 10 podcast mentions across 4 podcasts (30 days), latest 2026-08-26 16:42 UTC.
Yes, Paul. So you're bringing up a good point. They were actually able to do more full-price business in the quarter. So that helped them on the margin side, you know, within the Abercrombie brand. This is distinct and different from the story that we're talking about here with Abercrombie. If you talk about Kohl's, Kohl's delivered another comp sales decline. And this follows, you know, 3-year stacked sales declines in the double digits. So Kohl's is still struggling, struggling to make a comeback. We did see some encouraging signs when we walked the stores more recently. We're seeing much better merchandising. The store is starting to look more cohesive. But we also saw that it's a lot more promotional right now. That should benefit them in the third quarter and they might be able to inch closer to break even. But nonetheless, it just goes to show you that off-price, I think, is really making a dent in that business and why you're continuing to see declines there despite the improvements, you know, that they're seeking to make. And if you look at Sephora, you know, which has been about a $2 billion business, their comp sales were down 4%. So here was a business that initially was showing strength. And that's, that's a business that draws repeat, repeat customers.
Mary Ross Gilbert — Bloomberg Intelligence · Meta Says It Will Pay Up to $18 Billion Over Social Media Claims · 2026-08-26It just goes to show you there's still a lot more to go there at Kohl's. And of course, they're catering to a lower to middle income consumer, talking about a K-shaped difference there.
Mary Ross Gilbert — Bloomberg Intelligence · Meta Says It Will Pay Up to $18 Billion Over Social Media Claims · 2026-08-26So when it comes to Kohl's, it feels like it's been in turnaround mode for a long time. I can't remember when we weren't talking about it being in turnaround mode. And you mentioned Sephora and how that was a bright light for the company. Outside of Sephora, what, what other growth drivers does Kohl's have? And very quickly here.
Scarlett — Bloomberg Intelligence · Meta Says It Will Pay Up to $18 Billion Over Social Media Claims · 2026-08-26Take a look at the pre-market. We'll get a lot more news in chips. There's some news on Micron today and a lot of retail and earnings. Kohl's into it. A&F, Smucker in a moment.
Carl Quintanilla — Squawk on the Street · 9AM HOUR: Meta-State AGs Settlement, Nvidia Earnings Countdown, Fed's Preferred Inflation Gauge Rises 8/26/26 · 2026-08-26Mandeep Singh of Bloomberg Intelligence. And ahead of the earnings, Nvidia shares are little changed, as is the broader market. S&P futures are down nearly a tenth percent. Dow futures, little change to the upside, and Nasdaq futures showing a two-tenths of 1% decline. This morning we heard from Kohl's, a beat and raise quarter for the department store chain, but it says still sees $350 to $400 million in capital spending this year. Kohl's shares in the premarket are down nearly 4%, and Boston Scientific is down nearly 3.5%. The biotech says it's identified an ongoing cybersecurity incident, and a timeline for full restoration is still unknown. The world continues to mourn Dolly Parton. The country music icon and philanthropist died yesterday after a brief fight with cancer. We spoke with Dolly in 2014 about what kept her on the road for more than half a century. We've been to Europe, we've been to Australia, New Zealand, and certainly we've been all over America.
Nathan Hager — Bloomberg News Now · US Weighs More Canada Measures, Iran Hormuz Talks · 2026-08-26Welcome to Seeking Alpha's Wall Street Lunch, our afternoon update on today's market action, news, and analysis. Good afternoon. Today is Thursday, August 20th, and I'm your host, Kim Kahn. Our top story so far: Walmart flashed a warning about consumer spending with cautious guidance in its latest earnings report. The retail giant also stumbled on domestic sales, sending shares lower. Walmart guided for Q3 EPS of $0.62 to $0.64, below the $0.69 consensus. For the full year, Walmart sees EPS of $2.80 to $2.87 compared to the $2.90 consensus. On the earnings call, management said its below-consensus outlook reflects the continued prioritization of reinvesting remaining tariff refunds into customer rollbacks. Shares are down nearly 10% and Bespoke Invest notes that that would be Walmart's 6th decline in its last 7 earnings reaction days. Comparable sales in the U.S. rose 2.6%, missing the consensus estimate of 3.7% by more than a full percentage point, and marking the slowest growth in 6 years. Walmart's adjusted operating income rose 17.4%, including the impact of tariff refunds, partially offset by price investments during the quarter. Adjusted EPS came in at $0.81, topping the $0.74 consensus. Retailers Kohl's, Ollie's Bargain Outlet Stores, Dick's Sporting Goods, Savers Value Village, BJ's Wholesale, PriceSmart, Dollar Tree, and Costco are all lower. Among other active stocks, Alibaba is down but off its lows post-earnings as investors weigh a sharp increase in AI spending against accelerating cloud growth. Analysts remain broadly positive on the stock with cloud strength supporting their views. Deere is up after topping fiscal Q3 forecasts. The results provide further evidence that strength in construction equipment, smaller farm machinery, and turf products is helping offset the downturn in large agricultural equipment. And Advanced Auto Parts is plunging after the retailer noted the impact constrained household budgets had on the do-it-yourself channel during Q2, particularly in the last 4 weeks of the quarter. On the economic front, Treasury yields are back on the rise with the 10-year back at 4.75% and the 30-year at 5.25% after the Philly Fed Manufacturing Index came in surprisingly strong. The index rose to 47.4 in August from 41.4 in July, confounding expectations for a drop to 25. It was the highest level since April 2021. Treasury Secretary Scott Bessant said the government may increase its buybacks of 30-year Treasuries beyond the $4 billion per issue he announced Wednesday.
Kim Kahn — Wall Street Breakfast · Walmart flashes consumer warning · 2026-08-20And yet there we were. We had at the same time we had some positive comments on ANF at JPMorgan. That did 110 goes to 126. I don't want to touch that thing. That's way too difficult. I mean, I think that the only one there's consensus on is Urban Outfitters. People think that's going to be good. Consensus on Lulu being bad and, and Kohl's. JPMorgan 15 to 7. Kohl's. Kohl's. I mean, you know, Kohl's Kohl's. That's what— that's an interesting one. A Kohl's-led economy. K, letter K. The K-shaped economy. Kraft Heinz.
Jim Cramer — Squawk on the Street · Global Bond Sell-Off Weighs on Stocks, Home Depot Beats, Meta Heads to Trial 8/18/26 · 2026-08-18that's from the Christian Democratic Union, the conservative element, Kohl's party. Number 2, after the nuclear facility in Japan, has its meltdown, she shuts down the nuclear facilities and makes Germany much more dependent on Russian energy. And we were the ones that warned against it. So don't tell me this is from the left. You're wrong.
Rahm Emanuel — All-In with Chamath, Jason, Sacks & Friedberg · Rahm Emanuel: Trump's Foreign Policy, China, Europe's Decline, Immigration & DSA vs Democrats · 2026-08-13