Kohls Earnings Recap: Q2 2026
Quote from Kohl’s current CEO, Michael J. Bender:
“We are confident that the work we are executing is leading us in the right direction. Our second quarter results reflect the ongoing progress against our initiatives, leading to another improvement in our comparable sales trend. While we are encouraged with the momentum we have made thus far, we know there is critical work ahead of us.”
Key Takeaways: Kohl’s has released its Q2 earnings, and the results are relatively good. They received around 150 million dollars in IEEPA tariff refunds which heavily impacted their gross margin (in a good way.)
Kohl’s did raise their full year outlook, signaling confidence in their investments in assortment balance, operational efficiencies, and AI.
They have also elevated their in-store experience with Nike, Levi’s, and expanded delivery via Instacart, DoorDash, and its AI shopping assistant.
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