The 10-second takeaway
For the quarter ended Jan. 28 (Q4), Kohl's met expectations on revenues and beat slightly on earnings per share.
Compared with the prior-year quarter, revenue was unchanged and GAAP earnings per share improved.
Margins dropped across the board.
Kohl's reported revenue of $6.02 billion. The 13 analysts polled by S&P Capital IQ expected to see sales of $6.03 billion on the same basis. GAAP reported sales were 0.3% lower than the prior-year quarter's $6.04 billion.
Source: S&P Capital IQ. Quarterly periods. Dollar amounts in millions. Non-GAAP figures may vary to maintain comparability with estimates.
EPS came in at $1.81. The 17 earnings estimates compiled by S&P Capital IQ forecast $1.79 per share. GAAP EPS of $1.81 for Q4 were 7.7% higher than the prior-year quarter's $1.68 per share.
Source: S&P Capital IQ. Quarterly periods. Non-GAAP figures may vary to maintain comparability with estimates.
For the quarter, gross margin was 36.2%, 60 basis points worse than the prior-year quarter. Operating margin was 13.4%, 310 basis points worse than the prior-year quarter. Net margin was 7.6%, 60 basis points worse than the prior-year quarter.
Next quarter's average estimate for revenue is $4.30 billion. On the bottom line, the average EPS estimate is $0.77.
Next year's average estimate for revenue is $19.54 billion. The average EPS estimate is $4.92.
The stock has a two-star rating (out of five) at Motley Fool CAPS, with 626 members out of 752 rating the stock outperform, and 127 members rating it underperform. Among 209 CAPS All-Star picks (recommendations by the highest-ranked CAPS members), 179 give Kohl's a green thumbs-up, and 30 give it a red thumbs-down.
Of Wall Street recommendations tracked by S&P Capital IQ, the average opinion on Kohl's is outperform, with an average price target of $57.30.
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