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- 1aaa1a131aaa1a13
  ·2025-11-26
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  Kohl's Department Store staged a meme stock surge, but this time there is real positive support
  $柯尔百货$ 的投资者周二迎来了一次类似迷因股的暴涨行情，此前这家百货连锁店在第三季度意外实现盈利，并公布了大幅好于预期的销售表现，因为消费者持续寻找物美价廉的商品。不过，这次的暴涨是真正有基本面支撑的。Bender 表示，在表现较强的品类中，女装相较上一季度有“显著改善”，主要由青少年女装业务的加速增长推动。随着周二的上涨，Kohl’s 股价今年已上涨超过 50%。
  Kohl's Department Store staged a meme stock surge, but this time there is real positive support
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- 1aaa1a131aaa1a13
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  Kohl's Department Store staged a meme stock surge, but this time there is real positive support
  $柯尔百货$ 的投资者周二迎来了一次类似迷因股的暴涨行情，此前这家百货连锁店在第三季度意外实现盈利，并公布了大幅好于预期的销售表现，因为消费者持续寻找物美价廉的商品。不过，这次的暴涨是真正有基本面支撑的。Bender 表示，在表现较强的品类中，女装相较上一季度有“显著改善”，主要由青少年女装业务的加速增长推动。随着周二的上涨，Kohl’s 股价今年已上涨超过 50%。
  Kohl's Department Store staged a meme stock surge, but this time there is real positive support
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href=\"https://ttm.financial/S/NVDA\">$英伟达(NVDA)$ &nbsp;</a>‌ ‌<a href=\"https://ttm.financial/U/3524793548847434\">@T_t &nbsp;</a>‌","listText":"‌<a href=\"https://ttm.financial/S/NVDA\">$英伟达(NVDA)$ &nbsp;</a>‌ ‌<a href=\"https://ttm.financial/U/3524793548847434\">@T_t &nbsp;</a>‌","text":"‌$英伟达(NVDA)$ ‌ ‌@T_t ‌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/504245941989800","repostId":"1186366101","repostType":4,"repost":{"id":"1186366101","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1764135788,"share":"https://ttm.financial/m/news/1186366101?lang=en_US&edition=fundamental","pubTime":"2025-11-26 13:43","market":"us","language":"zh","title":"Kohl's Department Store staged a meme stock surge, but this time there is real positive support","url":"https://stock-news.laohu8.com/highlight/detail?id=1186366101","media":"老虎资讯综合","summary":"$柯尔百货$ 的投资者周二迎来了一次类似迷因股的暴涨行情，此前这家百货连锁店在第三季度意外实现盈利，并公布了大幅好于预期的销售表现，因为消费者持续寻找物美价廉的商品。不过，这次的暴涨是真正有基本面支撑的。Bender 表示，在表现较强的品类中，女装相较上一季度有“显著改善”，主要由青少年女装业务的加速增长推动。随着周二的上涨，Kohl’s 股价今年已上涨超过 50%。","content":"<p><html><head></head><body><a href=\"https://laohu8.com/S/KSS\">Kohl's Department Store</a>Investors in (Kohl's, KSS) ushered in a meme-like surge Tuesday after the department store chain surprised a profit in the third quarter and reported significantly better-than-expected sales performance as consumers continued to look for good bargains.</p><p>The stock soared more than 42% on Tuesday.</p><p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/936cce3261d5b3d482a497a97315ec49\" tg-width=\"560\" tg-height=\"240\"/></p><p>Kohl's earnings report came a day after the company announced that interim CEO Michael Bender had turned full-time, after he had served as acting CEO for more than six months. The news also further confirms that the company's efforts to turn the situation around are beginning to pay off.</p><p>\"While these results are encouraging, we remain in an environment where consumer disposable income is under pressure and shopping is becoming more cautious,\" Bender said on an earnings call. \"This is particularly evident among our low-to middle-income consumers and younger consumers. These customers are becoming smarter and stronger in pursuit of value.\"</p><p>\"We expect this consumer behavior to continue into the fourth quarter as we believe the macroeconomic environment will remain uncertain,\" he added.</p><p>Bender was appointed interim CEO on May 1, when former CEO Ashley Buchanan was fired for \"good reason\" and served less than four months. The news of the appointment of a new CEO seems to give the company a \"shot in the arm\" because it comes about two weeks after the company's stock price hit a 30-year low.</p><p>Kohl's stock on Tuesday broke through its biggest one-day gain since it surged 37.6% on July 22, 2025, when the stock was embroiled in the meme stock boom. The stock has more than tripled since hitting a new 30-year low at $6.13 on April 16.</p><p>However, this surge is really supported by fundamentals. While third-quarter net income fell 63.6% to $8 million, adjusted earnings per share excluding non-recurring items were 10 cents, far better than analysts' expectations for a loss of 16 cents per share (FactSet data).</p><p>Although net sales fell 2.9% to $3.41 billion, they were still above the FactSet consensus estimate of $3.32 billion, marking the third consecutive quarter of Kohl's sales beating, after the company missed expectations for 13 consecutive quarters. According to FactSet data, the sales excess in the third quarter is also the largest since the second quarter of 2021.</p><p>The company also saw an increase in purchases by Kohl's credit card users, whose sales increased by 5 percentage points compared with the previous quarter. Bender said: \"This shows that we have made important progress in re-engaging core consumers.\"</p><p>Comparable sales-sales at stores open for more than a year-fell 1.7%, but were still better than the 3.7% decline forecast by FactSet.</p><p>\"These results are a direct reflection of the progress we have made in our 2025 Plan and reinforce our confidence that we are moving in the right direction,\" Bender said.</p><p>Bender said that among the stronger-performing categories, women's clothing showed a \"significant improvement\" compared with the previous quarter, mainly driven by the accelerated growth of the youth women's clothing business. Bender said sales also benefited from the \"denim trend\"; Small-size women's clothing continues to perform positively; And increasing demand for accessories, including Sephora and the jewelry division.</p><p>Due to inflationary pressures, Kohl's said last year that it didn't offer enough low-priced private labels, after focusing more on Sephora counters and other areas of the business. The company says it doesn't pay enough attention to the needs of its core customers in pursuing new customers.</p><p>But signs emerged in August that these private labels were working. On Tuesday, Bender said brands such as Lauren Conrad, Simply Vera Vera Wang, Tek Gear and Flex have helped Kohl's perform in the men's and women's apparel business.</p><p>On Tuesday, the company raised its full-year guidance: adjusted earnings per share were raised to $1.25 to $1.45 from the previous $0.50 to $0.80; The sales growth forecast was raised from a decrease of 5% to 6% to a decrease of 3.5% to 4%; The comparable sales forecast was revised upward to a decline of 2.5% to 3% from a decline of 4% to 5%.</p><p>With Tuesday's gains, Kohl's shares have risen more than 50% this year (2025).</p><p>In other parts of the retail industry, discount retailers are also enjoying a wave of consumers looking for low prices-not limited to low-income groups who are most affected by stubborn inflation and a weak job market. The latest earnings reports from discount and low-price retailers such as TJ Maxx parent TJX and Walmart WMT show that even consumers from higher-income households are looking for ways to lower their spending.</p><p>David Silverman, senior director of Fitch Ratings, said in emailed comments Tuesday that Kohl's decline appears to be easing, but problems remain.</p><p>\"Kohl's faces a number of headwinds, including external challenges such as consumer sentiment swings, the impact of tariffs on apparel prices and margins, and enforcement issues in merchandise management, value perception and customer service,\" he said.</p><p>\"The company has set priorities to address issues created internally, and the small top-line improvement seen in the third quarter could be a sign of early success,\" he added.</p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Kohl's Department Store staged a meme stock surge, but this time there is real positive support</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nKohl's Department Store staged a meme stock surge, but this time there is real positive support\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2025-11-26 13:43</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><a href=\"https://laohu8.com/S/KSS\">Kohl's Department Store</a>Investors in (Kohl's, KSS) ushered in a meme-like surge Tuesday after the department store chain surprised a profit in the third quarter and reported significantly better-than-expected sales performance as consumers continued to look for good bargains.</p><p>The stock soared more than 42% on Tuesday.</p><p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/936cce3261d5b3d482a497a97315ec49\" tg-width=\"560\" tg-height=\"240\"/></p><p>Kohl's earnings report came a day after the company announced that interim CEO Michael Bender had turned full-time, after he had served as acting CEO for more than six months. The news also further confirms that the company's efforts to turn the situation around are beginning to pay off.</p><p>\"While these results are encouraging, we remain in an environment where consumer disposable income is under pressure and shopping is becoming more cautious,\" Bender said on an earnings call. \"This is particularly evident among our low-to middle-income consumers and younger consumers. These customers are becoming smarter and stronger in pursuit of value.\"</p><p>\"We expect this consumer behavior to continue into the fourth quarter as we believe the macroeconomic environment will remain uncertain,\" he added.</p><p>Bender was appointed interim CEO on May 1, when former CEO Ashley Buchanan was fired for \"good reason\" and served less than four months. The news of the appointment of a new CEO seems to give the company a \"shot in the arm\" because it comes about two weeks after the company's stock price hit a 30-year low.</p><p>Kohl's stock on Tuesday broke through its biggest one-day gain since it surged 37.6% on July 22, 2025, when the stock was embroiled in the meme stock boom. The stock has more than tripled since hitting a new 30-year low at $6.13 on April 16.</p><p>However, this surge is really supported by fundamentals. While third-quarter net income fell 63.6% to $8 million, adjusted earnings per share excluding non-recurring items were 10 cents, far better than analysts' expectations for a loss of 16 cents per share (FactSet data).</p><p>Although net sales fell 2.9% to $3.41 billion, they were still above the FactSet consensus estimate of $3.32 billion, marking the third consecutive quarter of Kohl's sales beating, after the company missed expectations for 13 consecutive quarters. According to FactSet data, the sales excess in the third quarter is also the largest since the second quarter of 2021.</p><p>The company also saw an increase in purchases by Kohl's credit card users, whose sales increased by 5 percentage points compared with the previous quarter. Bender said: \"This shows that we have made important progress in re-engaging core consumers.\"</p><p>Comparable sales-sales at stores open for more than a year-fell 1.7%, but were still better than the 3.7% decline forecast by FactSet.</p><p>\"These results are a direct reflection of the progress we have made in our 2025 Plan and reinforce our confidence that we are moving in the right direction,\" Bender said.</p><p>Bender said that among the stronger-performing categories, women's clothing showed a \"significant improvement\" compared with the previous quarter, mainly driven by the accelerated growth of the youth women's clothing business. Bender said sales also benefited from the \"denim trend\"; Small-size women's clothing continues to perform positively; And increasing demand for accessories, including Sephora and the jewelry division.</p><p>Due to inflationary pressures, Kohl's said last year that it didn't offer enough low-priced private labels, after focusing more on Sephora counters and other areas of the business. The company says it doesn't pay enough attention to the needs of its core customers in pursuing new customers.</p><p>But signs emerged in August that these private labels were working. On Tuesday, Bender said brands such as Lauren Conrad, Simply Vera Vera Wang, Tek Gear and Flex have helped Kohl's perform in the men's and women's apparel business.</p><p>On Tuesday, the company raised its full-year guidance: adjusted earnings per share were raised to $1.25 to $1.45 from the previous $0.50 to $0.80; The sales growth forecast was raised from a decrease of 5% to 6% to a decrease of 3.5% to 4%; The comparable sales forecast was revised upward to a decline of 2.5% to 3% from a decline of 4% to 5%.</p><p>With Tuesday's gains, Kohl's shares have risen more than 50% this year (2025).</p><p>In other parts of the retail industry, discount retailers are also enjoying a wave of consumers looking for low prices-not limited to low-income groups who are most affected by stubborn inflation and a weak job market. The latest earnings reports from discount and low-price retailers such as TJ Maxx parent TJX and Walmart WMT show that even consumers from higher-income households are looking for ways to lower their spending.</p><p>David Silverman, senior director of Fitch Ratings, said in emailed comments Tuesday that Kohl's decline appears to be easing, but problems remain.</p><p>\"Kohl's faces a number of headwinds, including external challenges such as consumer sentiment swings, the impact of tariffs on apparel prices and margins, and enforcement issues in merchandise management, value perception and customer service,\" he said.</p><p>\"The company has set priorities to address issues created internally, and the small top-line improvement seen in the third quarter could be a sign of early success,\" he added.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/179aed75481fb252e7cf8865a0b3c918","relate_stocks":{"KSS":"柯尔百货"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1186366101","content_text":"柯尔百货 （Kohl’s ，KSS）的投资者周二迎来了一次类似迷因股的暴涨行情，此前这家百货连锁店在第三季度意外实现盈利，并公布了大幅好于预期的销售表现，因为消费者持续寻找物美价廉的商品。该股周二飙涨逾42%。Kohl’s 的财报发布在公司宣布临时 CEO Michael Bender 转正后的第二天，此前他已经担任代理 CEO 超过六个月。这些消息也进一步确认公司的扭转局势努力开始见效。“虽然这些结果令人鼓舞，但我们依然处于一个消费者可支配收入受压、购物变得愈发谨慎的环境中。”Bender 在财报电话会上说。“这在我们低收入至中等收入消费者以及年轻消费者中尤为明显。这些顾客变得越来越聪明，对价值的追求更强。”“我们预计这种消费者行为将持续到第四季度，因为我们相信宏观经济环境仍将充满不确定性。”他补充道。Bender 于 5 月 1 日被任命为临时 CEO，当时前任 CEO Ashley Buchanan 因“理由充分”被解雇，并且任期不足四个月。任命新 CEO 的消息似乎给公司带来了一股“强心针”，因为这发生在公司股价创下 30 年低点后大约两周。周二的 Kohl’s 股价突破了自 2025 年 7 月 22 日大涨 37.6% 以来的最大单日涨幅，当时该股曾卷入meme股热潮之中。自 4 月 16 日以 6.13 美元创下 30 年新低以来，该股已累计上涨超过两倍。不过，这次的暴涨是真正有基本面支撑的。虽然三季度净利润下降 63.6% 至 800 万美元，但剔除非经常性项目后的调整后每股收益为 10 美分，远好于分析师预期的每股亏损 16 美分（FactSet 数据）。尽管净销售额下降 2.9% 至 34.1 亿美元，但仍高于 FactSet 一致预期的 33.2 亿美元，这是 Kohl’s 连续第三个季度销售超预期，此前公司曾连续 13 个季度未能达到预期。根据 FactSet 数据，三季度的销售超额幅度也是自 2021 年第二季度以来最大。公司还看到 Kohl’s 信用卡用户的购买量增加，该类顾客的销售额较上一季度提升了 5 个百分点。Bender 表示：“这显示我们在重新吸引核心消费者方面取得了重要进展。”可比销售（开业超过一年的商店销售）下降 1.7%，但仍优于 FactSet 所预测的 3.7% 的降幅。Bender 表示：“这些业绩直接体现了我们在 2025 计划中取得的进展，强化了我们在正确方向前进的信心。”Bender 表示，在表现较强的品类中，女装相较上一季度有“显著改善”，主要由青少年女装业务的加速增长推动。Bender说销售也受益于“牛仔趋势”；小码女装持续正面表现；以及饰品（包括 Sephora 和珠宝部门）的需求增长。由于通胀压力，Kohl’s 去年曾表示，公司没有提供足够多的低价自有品牌，而此前公司更多地把注意力放在 Sephora 专柜和业务的其他领域。公司表示，在追求新客户的过程中，它对核心客户的需求关注不够。但迹象在 8 月出现，这些自有品牌正在发挥作用。周二，Bender 表示，Lauren Conrad、Simply Vera Vera Wang、Tek Gear 和 Flex 等品牌帮助了 Kohl’s 在男女服装业务中的表现。周二公司上调了全年业绩指引：调整后每股收益从此前的 0.50 至 0.80 美元，上调至 1.25 至 1.45 美元；销售增速预期从下降 5% 至 6% 上调为下降 3.5% 至 4%；可比销售预期从下降 4% 至 5% 上调为下降 2.5% 至 3%。随着周二的上涨，Kohl’s 股价今年（2025 年）已上涨超过 50%。在零售行业的其他部分，折扣零售商也正享受一波消费者寻求低价的趋势——不仅限于受到顽固通胀和就业市场疲软影响最大的低收入群体。来自折扣和低价零售商（如 TJ Maxx 母公司 TJX 和沃尔玛 WMT）的最新财报显示，即使是高收入家庭的消费者也在寻找降低支出的方法。惠誉评级（Fitch Ratings）高级主管 David Silverman 在周二的邮件评论中表示，Kohl’s 的下滑似乎正在缓和，但问题依然存在。“Kohl’s 面临诸多逆风，包括消费者情绪波动、关税对服装价格和利润的影响等外部挑战，以及商品管理、价值感知和客户服务方面的执行问题。”他说。“公司已经制定了优先事项，以解决内部造成的问题，而第三季度看到的小幅营收改善可能是早期成功的迹象。”他补充道。","news_type":1,"symbols_score_info":{"KSS":2}},"isVote":1,"tweetType":1,"viewCount":993,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":504245745259048,"gmtCreate":1764144081575,"gmtModify":1764144084832,"author":{"id":"4227055925905922","authorId":"4227055925905922","name":"1aaa1a13","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4227055925905922","idStr":"4227055925905922"},"themes":[],"title":"","htmlText":"11111","listText":"11111","text":"11111","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/504245745259048","repostId":"1186366101","repostType":4,"repost":{"id":"1186366101","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1764135788,"share":"https://ttm.financial/m/news/1186366101?lang=en_US&edition=fundamental","pubTime":"2025-11-26 13:43","market":"us","language":"zh","title":"Kohl's Department Store staged a meme stock surge, but this time there is real positive support","url":"https://stock-news.laohu8.com/highlight/detail?id=1186366101","media":"老虎资讯综合","summary":"$柯尔百货$ 的投资者周二迎来了一次类似迷因股的暴涨行情，此前这家百货连锁店在第三季度意外实现盈利，并公布了大幅好于预期的销售表现，因为消费者持续寻找物美价廉的商品。不过，这次的暴涨是真正有基本面支撑的。Bender 表示，在表现较强的品类中，女装相较上一季度有“显著改善”，主要由青少年女装业务的加速增长推动。随着周二的上涨，Kohl’s 股价今年已上涨超过 50%。","content":"<p><html><head></head><body><a href=\"https://laohu8.com/S/KSS\">Kohl's Department Store</a>Investors in (Kohl's, KSS) ushered in a meme-like surge Tuesday after the department store chain surprised a profit in the third quarter and reported significantly better-than-expected sales performance as consumers continued to look for good bargains.</p><p>The stock soared more than 42% on Tuesday.</p><p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/936cce3261d5b3d482a497a97315ec49\" tg-width=\"560\" tg-height=\"240\"/></p><p>Kohl's earnings report came a day after the company announced that interim CEO Michael Bender had turned full-time, after he had served as acting CEO for more than six months. The news also further confirms that the company's efforts to turn the situation around are beginning to pay off.</p><p>\"While these results are encouraging, we remain in an environment where consumer disposable income is under pressure and shopping is becoming more cautious,\" Bender said on an earnings call. \"This is particularly evident among our low-to middle-income consumers and younger consumers. These customers are becoming smarter and stronger in pursuit of value.\"</p><p>\"We expect this consumer behavior to continue into the fourth quarter as we believe the macroeconomic environment will remain uncertain,\" he added.</p><p>Bender was appointed interim CEO on May 1, when former CEO Ashley Buchanan was fired for \"good reason\" and served less than four months. The news of the appointment of a new CEO seems to give the company a \"shot in the arm\" because it comes about two weeks after the company's stock price hit a 30-year low.</p><p>Kohl's stock on Tuesday broke through its biggest one-day gain since it surged 37.6% on July 22, 2025, when the stock was embroiled in the meme stock boom. The stock has more than tripled since hitting a new 30-year low at $6.13 on April 16.</p><p>However, this surge is really supported by fundamentals. While third-quarter net income fell 63.6% to $8 million, adjusted earnings per share excluding non-recurring items were 10 cents, far better than analysts' expectations for a loss of 16 cents per share (FactSet data).</p><p>Although net sales fell 2.9% to $3.41 billion, they were still above the FactSet consensus estimate of $3.32 billion, marking the third consecutive quarter of Kohl's sales beating, after the company missed expectations for 13 consecutive quarters. According to FactSet data, the sales excess in the third quarter is also the largest since the second quarter of 2021.</p><p>The company also saw an increase in purchases by Kohl's credit card users, whose sales increased by 5 percentage points compared with the previous quarter. Bender said: \"This shows that we have made important progress in re-engaging core consumers.\"</p><p>Comparable sales-sales at stores open for more than a year-fell 1.7%, but were still better than the 3.7% decline forecast by FactSet.</p><p>\"These results are a direct reflection of the progress we have made in our 2025 Plan and reinforce our confidence that we are moving in the right direction,\" Bender said.</p><p>Bender said that among the stronger-performing categories, women's clothing showed a \"significant improvement\" compared with the previous quarter, mainly driven by the accelerated growth of the youth women's clothing business. Bender said sales also benefited from the \"denim trend\"; Small-size women's clothing continues to perform positively; And increasing demand for accessories, including Sephora and the jewelry division.</p><p>Due to inflationary pressures, Kohl's said last year that it didn't offer enough low-priced private labels, after focusing more on Sephora counters and other areas of the business. The company says it doesn't pay enough attention to the needs of its core customers in pursuing new customers.</p><p>But signs emerged in August that these private labels were working. On Tuesday, Bender said brands such as Lauren Conrad, Simply Vera Vera Wang, Tek Gear and Flex have helped Kohl's perform in the men's and women's apparel business.</p><p>On Tuesday, the company raised its full-year guidance: adjusted earnings per share were raised to $1.25 to $1.45 from the previous $0.50 to $0.80; The sales growth forecast was raised from a decrease of 5% to 6% to a decrease of 3.5% to 4%; The comparable sales forecast was revised upward to a decline of 2.5% to 3% from a decline of 4% to 5%.</p><p>With Tuesday's gains, Kohl's shares have risen more than 50% this year (2025).</p><p>In other parts of the retail industry, discount retailers are also enjoying a wave of consumers looking for low prices-not limited to low-income groups who are most affected by stubborn inflation and a weak job market. The latest earnings reports from discount and low-price retailers such as TJ Maxx parent TJX and Walmart WMT show that even consumers from higher-income households are looking for ways to lower their spending.</p><p>David Silverman, senior director of Fitch Ratings, said in emailed comments Tuesday that Kohl's decline appears to be easing, but problems remain.</p><p>\"Kohl's faces a number of headwinds, including external challenges such as consumer sentiment swings, the impact of tariffs on apparel prices and margins, and enforcement issues in merchandise management, value perception and customer service,\" he said.</p><p>\"The company has set priorities to address issues created internally, and the small top-line improvement seen in the third quarter could be a sign of early success,\" he added.</p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Kohl's Department Store staged a meme stock surge, but this time there is real positive support</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nKohl's Department Store staged a meme stock surge, but this time there is real positive support\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2025-11-26 13:43</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><a href=\"https://laohu8.com/S/KSS\">Kohl's Department Store</a>Investors in (Kohl's, KSS) ushered in a meme-like surge Tuesday after the department store chain surprised a profit in the third quarter and reported significantly better-than-expected sales performance as consumers continued to look for good bargains.</p><p>The stock soared more than 42% on Tuesday.</p><p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/936cce3261d5b3d482a497a97315ec49\" tg-width=\"560\" tg-height=\"240\"/></p><p>Kohl's earnings report came a day after the company announced that interim CEO Michael Bender had turned full-time, after he had served as acting CEO for more than six months. The news also further confirms that the company's efforts to turn the situation around are beginning to pay off.</p><p>\"While these results are encouraging, we remain in an environment where consumer disposable income is under pressure and shopping is becoming more cautious,\" Bender said on an earnings call. \"This is particularly evident among our low-to middle-income consumers and younger consumers. These customers are becoming smarter and stronger in pursuit of value.\"</p><p>\"We expect this consumer behavior to continue into the fourth quarter as we believe the macroeconomic environment will remain uncertain,\" he added.</p><p>Bender was appointed interim CEO on May 1, when former CEO Ashley Buchanan was fired for \"good reason\" and served less than four months. The news of the appointment of a new CEO seems to give the company a \"shot in the arm\" because it comes about two weeks after the company's stock price hit a 30-year low.</p><p>Kohl's stock on Tuesday broke through its biggest one-day gain since it surged 37.6% on July 22, 2025, when the stock was embroiled in the meme stock boom. The stock has more than tripled since hitting a new 30-year low at $6.13 on April 16.</p><p>However, this surge is really supported by fundamentals. While third-quarter net income fell 63.6% to $8 million, adjusted earnings per share excluding non-recurring items were 10 cents, far better than analysts' expectations for a loss of 16 cents per share (FactSet data).</p><p>Although net sales fell 2.9% to $3.41 billion, they were still above the FactSet consensus estimate of $3.32 billion, marking the third consecutive quarter of Kohl's sales beating, after the company missed expectations for 13 consecutive quarters. According to FactSet data, the sales excess in the third quarter is also the largest since the second quarter of 2021.</p><p>The company also saw an increase in purchases by Kohl's credit card users, whose sales increased by 5 percentage points compared with the previous quarter. Bender said: \"This shows that we have made important progress in re-engaging core consumers.\"</p><p>Comparable sales-sales at stores open for more than a year-fell 1.7%, but were still better than the 3.7% decline forecast by FactSet.</p><p>\"These results are a direct reflection of the progress we have made in our 2025 Plan and reinforce our confidence that we are moving in the right direction,\" Bender said.</p><p>Bender said that among the stronger-performing categories, women's clothing showed a \"significant improvement\" compared with the previous quarter, mainly driven by the accelerated growth of the youth women's clothing business. Bender said sales also benefited from the \"denim trend\"; Small-size women's clothing continues to perform positively; And increasing demand for accessories, including Sephora and the jewelry division.</p><p>Due to inflationary pressures, Kohl's said last year that it didn't offer enough low-priced private labels, after focusing more on Sephora counters and other areas of the business. The company says it doesn't pay enough attention to the needs of its core customers in pursuing new customers.</p><p>But signs emerged in August that these private labels were working. On Tuesday, Bender said brands such as Lauren Conrad, Simply Vera Vera Wang, Tek Gear and Flex have helped Kohl's perform in the men's and women's apparel business.</p><p>On Tuesday, the company raised its full-year guidance: adjusted earnings per share were raised to $1.25 to $1.45 from the previous $0.50 to $0.80; The sales growth forecast was raised from a decrease of 5% to 6% to a decrease of 3.5% to 4%; The comparable sales forecast was revised upward to a decline of 2.5% to 3% from a decline of 4% to 5%.</p><p>With Tuesday's gains, Kohl's shares have risen more than 50% this year (2025).</p><p>In other parts of the retail industry, discount retailers are also enjoying a wave of consumers looking for low prices-not limited to low-income groups who are most affected by stubborn inflation and a weak job market. The latest earnings reports from discount and low-price retailers such as TJ Maxx parent TJX and Walmart WMT show that even consumers from higher-income households are looking for ways to lower their spending.</p><p>David Silverman, senior director of Fitch Ratings, said in emailed comments Tuesday that Kohl's decline appears to be easing, but problems remain.</p><p>\"Kohl's faces a number of headwinds, including external challenges such as consumer sentiment swings, the impact of tariffs on apparel prices and margins, and enforcement issues in merchandise management, value perception and customer service,\" he said.</p><p>\"The company has set priorities to address issues created internally, and the small top-line improvement seen in the third quarter could be a sign of early success,\" he added.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/179aed75481fb252e7cf8865a0b3c918","relate_stocks":{"KSS":"柯尔百货"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1186366101","content_text":"柯尔百货 （Kohl’s ，KSS）的投资者周二迎来了一次类似迷因股的暴涨行情，此前这家百货连锁店在第三季度意外实现盈利，并公布了大幅好于预期的销售表现，因为消费者持续寻找物美价廉的商品。该股周二飙涨逾42%。Kohl’s 的财报发布在公司宣布临时 CEO Michael Bender 转正后的第二天，此前他已经担任代理 CEO 超过六个月。这些消息也进一步确认公司的扭转局势努力开始见效。“虽然这些结果令人鼓舞，但我们依然处于一个消费者可支配收入受压、购物变得愈发谨慎的环境中。”Bender 在财报电话会上说。“这在我们低收入至中等收入消费者以及年轻消费者中尤为明显。这些顾客变得越来越聪明，对价值的追求更强。”“我们预计这种消费者行为将持续到第四季度，因为我们相信宏观经济环境仍将充满不确定性。”他补充道。Bender 于 5 月 1 日被任命为临时 CEO，当时前任 CEO Ashley Buchanan 因“理由充分”被解雇，并且任期不足四个月。任命新 CEO 的消息似乎给公司带来了一股“强心针”，因为这发生在公司股价创下 30 年低点后大约两周。周二的 Kohl’s 股价突破了自 2025 年 7 月 22 日大涨 37.6% 以来的最大单日涨幅，当时该股曾卷入meme股热潮之中。自 4 月 16 日以 6.13 美元创下 30 年新低以来，该股已累计上涨超过两倍。不过，这次的暴涨是真正有基本面支撑的。虽然三季度净利润下降 63.6% 至 800 万美元，但剔除非经常性项目后的调整后每股收益为 10 美分，远好于分析师预期的每股亏损 16 美分（FactSet 数据）。尽管净销售额下降 2.9% 至 34.1 亿美元，但仍高于 FactSet 一致预期的 33.2 亿美元，这是 Kohl’s 连续第三个季度销售超预期，此前公司曾连续 13 个季度未能达到预期。根据 FactSet 数据，三季度的销售超额幅度也是自 2021 年第二季度以来最大。公司还看到 Kohl’s 信用卡用户的购买量增加，该类顾客的销售额较上一季度提升了 5 个百分点。Bender 表示：“这显示我们在重新吸引核心消费者方面取得了重要进展。”可比销售（开业超过一年的商店销售）下降 1.7%，但仍优于 FactSet 所预测的 3.7% 的降幅。Bender 表示：“这些业绩直接体现了我们在 2025 计划中取得的进展，强化了我们在正确方向前进的信心。”Bender 表示，在表现较强的品类中，女装相较上一季度有“显著改善”，主要由青少年女装业务的加速增长推动。Bender说销售也受益于“牛仔趋势”；小码女装持续正面表现；以及饰品（包括 Sephora 和珠宝部门）的需求增长。由于通胀压力，Kohl’s 去年曾表示，公司没有提供足够多的低价自有品牌，而此前公司更多地把注意力放在 Sephora 专柜和业务的其他领域。公司表示，在追求新客户的过程中，它对核心客户的需求关注不够。但迹象在 8 月出现，这些自有品牌正在发挥作用。周二，Bender 表示，Lauren Conrad、Simply Vera Vera Wang、Tek Gear 和 Flex 等品牌帮助了 Kohl’s 在男女服装业务中的表现。周二公司上调了全年业绩指引：调整后每股收益从此前的 0.50 至 0.80 美元，上调至 1.25 至 1.45 美元；销售增速预期从下降 5% 至 6% 上调为下降 3.5% 至 4%；可比销售预期从下降 4% 至 5% 上调为下降 2.5% 至 3%。随着周二的上涨，Kohl’s 股价今年（2025 年）已上涨超过 50%。在零售行业的其他部分，折扣零售商也正享受一波消费者寻求低价的趋势——不仅限于受到顽固通胀和就业市场疲软影响最大的低收入群体。来自折扣和低价零售商（如 TJ Maxx 母公司 TJX 和沃尔玛 WMT）的最新财报显示，即使是高收入家庭的消费者也在寻找降低支出的方法。惠誉评级（Fitch Ratings）高级主管 David Silverman 在周二的邮件评论中表示，Kohl’s 的下滑似乎正在缓和，但问题依然存在。“Kohl’s 面临诸多逆风，包括消费者情绪波动、关税对服装价格和利润的影响等外部挑战，以及商品管理、价值感知和客户服务方面的执行问题。”他说。“公司已经制定了优先事项，以解决内部造成的问题，而第三季度看到的小幅营收改善可能是早期成功的迹象。”他补充道。","news_type":1,"symbols_score_info":{"KSS":2}},"isVote":1,"tweetType":1,"viewCount":725,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":503721471435520,"gmtCreate":1764002074641,"gmtModify":1764002077623,"author":{"id":"4227055925905922","authorId":"4227055925905922","name":"1aaa1a13","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4227055925905922","idStr":"4227055925905922"},"themes":[],"htmlText":"123123","listText":"123123","text":"123123","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/503721471435520","repostId":"503719593558448","repostType":1,"repost":{"id":503719593558448,"gmtCreate":1764001702769,"gmtModify":1764004910451,"author":{"id":"4227055925905922","authorId":"4227055925905922","name":"1aaa1a13","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4227055925905922","idStr":"4227055925905922"},"themes":[],"title":"123123123","htmlText":"\n 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