Q3 2025 Kohls Corp Earnings Call Transcript
Key Points
- Kohl's Corp (KSS) delivered both top-line and bottom-line performance ahead of expectations for the third consecutive quarter.
- The company reported a strong digital performance, with digital sales up 2% compared to last year.
- Kohl's Corp (KSS) saw significant improvement in their Kohl's card customer sales, improving by over 500 basis points from Q2.
- The company's proprietary brands ran a positive comp in the quarter, contributing to improved gross margins.
- Kohl's Corp (KSS) successfully reduced inventory by approximately 5% compared to last year, positioning them well for the holiday season.
- Net sales declined by 2.8% in the quarter and 4% year-to-date.
- Comparable sales declined by 1.7% in Q3 and 3.2% year-to-date.
- The company continues to face challenges with low to middle-income consumers who are becoming increasingly choiceful due to economic pressures.
- Kohl's Corp (KSS) experienced a slowdown in September due to unseasonably warmer weather impacting fall seasonal businesses.
- The footwear and kids categories remain challenged, with softness in active footwear and boots.
Good morning and welcome to the Kohls Corporation 3rd quarter 2025 earnings conference call.
All participants are in a listen-only mode. After the speaker's remarks, we will conduct a question-and-answer session.
To ask a question at this time you'll need to press star followed by the number one on your telephone key pad.
As a reminder, this conference call is being recorded.
I'd now like to turn the call over to Trevor Nabony, director of investor relations.
Thank you. Please go ahead.
Thank you. Certain statements made on this call, including those regarding our projected financial results, business outlook, and future initiatives, are forward-looking statements. These statements are based on current expectations and assumptions and are subject to certain risks and uncertainties that could cause coal's actual results to differ materially from those projected.
These risks and uncertainties include but are not limited to the factors described in item 1A of
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