Wednesday, November 26, 2025 News Archive

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Article 5: New CEO accelerates Kohl’s value-focused turnaround strategy

Article 5: New CEO accelerates Kohl’s value-focused turnaround strategy
Under CEO Michael Bender, Kohl’s is emphasizing value-priced assortments, expanding Sephora shop-in-shops and aligning promotions with budget-conscious shoppers. Leadership changes coincide with improved earnings guidance and stronger category performance. Store rationalization and operational discipline remain core to the turnaround strategy. 
To revisit the beginning of this series, return to Article 1.
Companies:
  • Kohl’s Corporation
Tags:
  • Kohl’s
  • leadership
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Article 4: Kohl’s tightens sales decline outlook as key categories stabilize

Article 4: Kohl’s tightens sales decline outlook as key categories stabilize
Kohl’s now expects comparable sales to fall 2.5%–3% in fiscal 2025, an improvement from earlier guidance of a 4%–5% drop. Women’s apparel, beauty and accessories contributed to category stabilization, supported by the Sephora partnership and stronger value-priced assortments. Inventory levels decreased year-over-year. 
To see how leadership is shaping this transition, read Article 5.
Companies:
  • Kohl’s Corporation
Tags:
  • Kohl’s
  • comparable sales
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Article 3: Kohl’s stock jumps over 25% following improved forecast

Article 3: Kohl’s stock jumps over 25% following improved forecast
Kohl’s shares surged more than 25% after the retailer issued its second straight upward earnings revision for 2025. The rally outperformed most large retail peers and reflected investor confidence in merchandising resets, value-focused assortments and the broader turnaround plan. Trading volumes spiked following the announcement. To understand how sales expectations are shifting, continue to Article 4.
Companies:
  • Kohl’s Corporation
Tags:
  • Kohl’s
  • stock movement
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Article 2: Margin gains and inventory discipline powered Kohl’s upgraded guidance

Article 2: Margin gains and inventory discipline powered Kohl’s upgraded guidance
Kohl’s reported third-quarter adjusted earnings of $0.10 per share and a 51-basis-point improvement in gross margin to 39.6%. Revenue reached $3.41 billion, outperforming expectations even as sales fell 2.9% year-over-year. Inventory levels declined, and Sephora at Kohl’s continued to lift traffic and conversion. These operational drivers supported the revised outlook. 
To see how markets reacted, read Article 3.
Companies:
  • Kohl’s Corporation
Tags:
  • Kohl’s
  • margins
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Article 1: Kohl’s lifts full-year outlook after stronger quarterly performance

Article 1: Kohl’s lifts full-year outlook after stronger quarterly performance
Kohl’s raised its fiscal 2025 earnings outlook to $1.25–$1.45 per share and narrowed its expected sales decline to 3.5%–4%. Third-quarter revenue reached $3.41 billion, supporting the revised guidance. Management said the updated range reflects operational improvements and better merchandise performance across key categories. Margins improved this quarter. 
To learn what fueled this change, read Article 2.
Companies:
  • Kohl’s Corporation
Tags:
  • Kohl’s
  • earnings