Savvy Trades and Investments

[researcher59]

KSS +.05 to 9.20 in pre-market .... looks like you already got a nice 5% bounce if you bought at the $8.75 bottom yesterday. Kohl's looks likes it's in a downward spiral given the awful guidance and that would be aggravated if a recession is looming. Covered call premiums are fairly good, but taking quick 5% profits might be the better choice. Good luck.

btw, the one bright spot is tangible book value of around $34, but many of their strip mall properties are probably worth less than book value and they do also have lots of debt.

briefing -

Kohl's beats by $0.23, reports revs in-line, comparable sales decreased 6.7%; guides FY26 EPS below consensus, revs below consensus (12.05 -0.16) :
Reports Q4 (Jan) earnings of $0.95 per share, excluding non-recurring items, $0.23 better than the FactSet Consensus of $0.72; revenues fell 9.4% year/year to $5.17 bln vs the $5.19 bln FactSet Consensus.
Comparable sales decreased 6.7%.
Inventory was $2.9 billion, an increase of 2% year-over-year.
Co issues downside guidance for FY26, sees EPS of $0.10-$0.60, excluding non-recurring items, vs. $1.18 FactSet Consensus; sees FY26 revs of $14.32-$14.63 bln vs. $15.45 bln FactSet Consensus. Sees comparable sales of a decrease of (4%) to a decrease of (6%).