🔹 Adj. EPS: $0.95 (Est. $0.77) 🟢
🔹 Revenue: $5.18B (Est. $5.18B) 🟢
🔹 Comparable Sales: -6.7% YoY
FY25 Guidance
🔹 Net Sales: -5% to -7% (Est. -0.55%) 🔴
🔹 Comp Sales: -4% to -6% (Est. -0.55%) 🔴
🔹 EPS: $0.10 to $0.60 (Est. $1.24) 🔴
🔹 Operating Margin: 2.2% to 2.6%
🔹 CapEx: $400M to $425M
🔹 Dividend: $0.125/share (Payable April 2, 2025)
Operational Performance
🔹 Gross Margin: 32.9% (+49 bps YoY)
🔹 SG&A: $1.5B (-4.5% YoY); 28.5% of revenue (+148 bps YoY)
🔹 Operating Income: $126M (-57.9% YoY); 2.3% margin (-270 bps YoY)
🔹 Inventory: $2.9B (+2% YoY)
🔹 Operating Cash Flow: $596M
Management Commentary
🔸 CEO Ashley Buchanan: "We are taking action in 2025 to reposition Kohl’s for future success, focusing on delivering great products, value, and experience to our customers."