Kohl's (KSS) came out with a quarterly loss of $0.13 per share versus the Zacks Consensus Estimate of a loss of $0.22. This compares to loss of $0.24 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 40.91%. A quarter ago, it was expected that this department store operator would post earnings of $0.72 per share when it actually produced earnings of $0.95, delivering a surprise of 31.94%.Over the last four quarters, the company ...

业绩总结 - 2025年第一季度净销售额为30.49亿美元，同比下降4.1%[56] - 2025年第一季度毛利率为39.5%，较去年增加37个基点[56] - 2025年第一季度SG&A费用为11.64亿美元，同比下降5.2%[56] - 2025年第一季度营业收入为6000万美元，净亏损为1500万美元，每股稀释亏损为0.13美元[56] - 调整后的EBITDA为12.56亿美元，净债务与EBITDA的杠杆比率为1.5倍[65] 未来展望 - 2025年全年净销售预期下降5%至7%[76] - 2025年每股稀释收益预期为0.10至0.60美元[76] - 预计2025年将恢复股票回购，前提是整体杠杆改善后有多余现金流[82] 资本支出与市场扩张 - 2025年资本支出预期为4亿至4.25亿美元[78] - 2025年将继续推进Sephora在所有门店的推广，预计将建立近20亿美元的美容业务[37]

Kohl’s Corporation KSS will release its first-quarter earnings results before the opening bell on Thursday, May 29.Analysts expect the Menomonee Falls, Wisconsin-based company to report a quarterly loss at 22 cents per share, versus a year-ago loss of 24 cents per share in the year-ago period. According to data from Benzinga Pro, Kohl’s projects to report quarterly revenue at $3.06 billion, compared to $3.18 billion a year earlier.On May 15, Kohl’s announced the pricing of private offering of $360 million o ...

股票与债券市场分歧 - 长期国债ETF(TLT)过去六周下跌8% 而标普500指数大幅上涨 显示股票与债券市场出现罕见背离[3] - 20年以上长期国债收益率可能升至5.6% 创20年新高 反映债券市场对通胀持续性的担忧[28] - 历史数据显示股票与国债通常同向波动 当前分化显示市场对经济前景存在根本性分歧[3][6] 美国政府债务问题 - 美国预算赤字达1.83万亿美元 占GDP6.4% 创非疫情期间历史新高[14] - 国家债务规模达37万亿美元 每100天增加约1万亿美元 债务/GDP比率达123%[15][16] - "大美丽"预算案可能新增3.8万亿美元债务 加剧财政可持续性担忧[13][16] 债券 vigilantes 回归 - 长期国债抛售潮反映"债券 vigilantes"重现 通过推高收益率惩罚财政扩张政策[10] - 该现象源于1980年代 指债券投资者通过抛售抵制政府过度支出或通胀政策[10][11] - 当前债券市场行为显示对特朗普政府财政政策可持续性的质疑[12] 科技巨头支撑论 - 亚马逊/微软/英伟达等科技巨头创造数万亿美元市值 其税收支撑政府债务融资能力[20] - 自iPhone问世以来美国债务持续增长 但股市累计上涨超600% 显示创新经济抵消债务风险[19] - 科技公司主导全球创新 形成美国债务的底层信用基础[20] 特朗普政策影响 - 拟对欧盟征收50%关税可能引发滞胀 延缓美联储降息进程[23][24] - "解放日2.0"政策聚焦税收减免/科技自主/能源独立 将重塑行业格局[32][33] - 零售业如Kohl's等中间定位企业面临关税导致的成本压力与利润率压缩[34][35] 行业配置建议 - 三大受益领域：税收优惠产业/本土科技公司/传统能源企业[33][37] - 需规避四类企业：中国供应链依赖型/低利润率消费品牌/补贴依赖型新能源/全球化商业模式企业[37] - 个股层面将出现显著分化 需采用Stock Grader系统筛选标的[36][37]

Wall Street analysts forecast that Kohl's (KSS) will report quarterly loss of $0.22 per share in its upcoming release, pointing to a year-over-year increase of 8.3%. It is anticipated that revenues will amount to $3.2 billion, exhibiting a decline of 5.2% compared to the year-ago quarter.The current level reflects an upward revision of 9.1% in the consensus EPS estimate for the quarter over the past 30 days. This demonstrates how the analysts covering the stock have collectively reappraised their initial pr ...

Kohl's Corporation (KSS) is likely to register a top-line decline when it reports first-quarter fiscal 2025 earnings on May 29. The Zacks Consensus Estimate for quarterly revenues is pegged at $3.2 billion, which indicates a 5.2% decrease from the year-ago quarter’s reported figure.For the fiscal first quarter, the consensus mark for Kohl's bottom line has narrowed from a loss of 28 cents to a loss of 22 cents in the last seven days. The projection indicates an improvement from a loss of 24 cents per share ...

Wall Street expects a year-over-year increase in earnings on lower revenues when Kohl's (KSS) reports results for the quarter ended April 2025. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.The earnings report, which is expected to be released on May 29, 2025, might help the stock move higher if these key numbers are better than expectations. ...

NEW YORK, May 21, 2025 (GLOBE NEWSWIRE) -- Bragar Eagel & Squire, P.C., a nationally recognized shareholder rights law firm, is investigating potential claims against Kohl’s Corporation (NYSE:KSS) and Cleveland-Cliffs Inc. (NYSE:CLF). Our investigations concern whether these companies have violated the federal securities laws and/or engaged in other unlawful business practices. Additional information about each case can be found at the link provided. Kohl’s Corporation (NYSE:KSS) On May 1, 2025, Kohl's rev ...

Kohl's Corporation (NYSE: KSS ) operates department stores in the U.S. with 1175 total locations, being the largest department store chain in the country. Kohl’s sells both branded and private label products, including apparel, home products, beauty products, and other product categories.I am an avid investor with a major focus on small cap companies with experience in investing in US, Canadian, and European markets. My investment philosophy to generating great returns on the stock market revolves around id ...

公司调查 - 律师事务所Bragar Eagel & Squire正在对Kohl's Corporation涉嫌违反联邦证券法和/或其他非法商业行为进行调查 [1] - 调查涉及Kohl's股东权益 可能因公司不当行为导致损失 [1] 高管事件 - Kohl's于2025年5月1日宣布终止CEO职务 因其违反公司政策涉及"未披露利益冲突的供应商交易" [2] - CEO被指控推动公司与特定个人关联的供应商达成异常优惠条款 并签订价值数百万美元的咨询协议 [2] - 该事件导致公司股价在异常高交易量下下跌 [2] 投资者参与 - 律师事务所公开征集因Kohl's事件遭受损失的投资者参与集体诉讼 [3] - 提供电话/邮件等渠道供投资者咨询索赔事宜 强调无费用或义务 [3] 律师事务所背景 - Bragar Eagel & Squire为全国性律师事务所 在纽约和加州设有办公室 [4] - 专长领域包括证券诉讼和商业纠纷 代表个人及机构投资者 [4] 信息渠道 - 律师事务所通过LinkedIn X Facebook等社交媒体平台更新案件进展 [5] - 指定律师Brandon Walker的社交账号作为主要信息发布渠道 [5]