Kohl’s (KSS) Set to Report Q1 Earnings Amid Projected 2.3% Revenue Decline

Department store chain Kohl’s (NYSE: KSS) will release its quarterly results on May 27, 2026, with Wall Street bracing for a 2.3% year-over-year drop in revenue, according to consensus estimates. The company previously reported $5.17 billion in revenue last quarter, down 4.2% from a year earlier, while beating gross margin and earnings per share forecasts. Analysts have largely maintained their estimates over the past 30 days, signaling expectations of steady, if sluggish, performance. Kohl’s has missed revenue projections multiple times over the past two years. Peers in general merchandise retail have fared better: Dillard’s reported a 2.7% revenue increase and Ross Stores surged 20.6%, both topping expectations. Kohl’s shares have fallen 13.7% in the past month to $13.18, compared with an average analyst price target of $16.96. The broader sector has underperformed amid geopolitical uncertainty, with general merchandise retail stocks down 2.4% on average over the same period.