Kohl's Corporation Reports Q3 2026 Earnings; Raises Guidance

What Happened

• On August 26, 2026, Kohl's Corporation announced its quarterly results for the quarter ended August 1, 2026 and said it is raising its earnings guidance for fiscal 2026. The company issued a press release and posted presentation materials for its August 26, 2026 earnings call (attached as Exhibits 99.1 and 99.2 to the 8‑K).
• Separately, the Board declared a quarterly cash dividend of $0.125 per share (previously announced on August 18, 2026). The dividend will be paid September 23, 2026, to shareholders of record as of the close of business on September 9, 2026.

Key Details

• Report date / materials: Press release and earnings presentation filed August 26, 2026 (Exhibits 99.1 & 99.2).
• Quarter covered: Quarter ended August 1, 2026.
• Dividend: $0.125 per share; record date September 9, 2026; payment date September 23, 2026.
• Non‑GAAP / forward‑looking notes: The filing includes forward‑looking statements and non‑GAAP measures (e.g., adjusted operating income, adjusted EPS, adjusted EBITDA, EBITDAR, free cash flow). Reconciliations to GAAP measures are included in the attached materials, but the company does not provide GAAP reconciliations for its forward‑looking guidance.

Why It Matters

• A guidance raise signals management expects better-than-previously-forecasted performance for fiscal 2026, which can influence investor sentiment and share price.
• The declared cash dividend provides a direct cash return to shareholders and confirms continued capital-return activity.
• Investors should review the attached press release and presentation for the specific revenue, net income and EPS figures and note the use of non‑GAAP metrics and forward‑looking statements when evaluating the outlook.