Kohls Earnings Recap: Q3 2025

Key Takeaways:

• Kohl’s outperformed expectations for the third straight quarter. CEO Michael Bender highlighted strong discipline, solid cash flow, and progress across its 2025 strategic initiatives.

• Kohl’s will launch MAC Cosmetics in over 850 Sephora at Kohl’s locations in Spring 2026, expanding its prestige beauty lineup and reinforcing Sephora as a key driver of discovery and newness for customers.

• Impulse queueing lines continued to drive significant growth, now rolled out to over 600 stores and delivering more than 40% sales growth in Q3

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