Quarterly net income of $151.0M against $153.0M a year earlier; Kohl's Q2 sales dip 0.9% but tariff refunds lift margin; buybacks resume

Filed September 3, 2026 · Period ending August 1, 2026 · Compared to 10-Q Sep 4, 2025 · ~1 min read

Key Changes

• high

  Subsequent event: On August 18, 2026, the Board of Directors of Kohl's Corporation declared a quarterly cash dividend of $0.125 per share. The dividend will be paid on September 23, 2026, to all shareholders of record at the close of b…

  Notes: Subsequent Events verify on EDGAR →
• high

  Gross margin jumped 305 bps to 43.0% on ~$100M of tariff refunds recognized in cost of goods sold, a one-time benefit.

  MD&A: Gross Margin verify on EDGAR →
• high

  Operating income fell 6% to $261M, but prior year included a $129M legal settlement gain; adjusted operating income improved.

  MD&A: Operating Income verify on EDGAR →