Kohl’s May Scrap Annual Forecast Amid CEO Shakeup and Tariff Pressures

Kohl's (NYSE: KSS) is poised to omit its full-year guidance when it reports Q1 earnings on Thursday, as the sudden departure of CEO Ashley Buchanan and mounting tariff risks cloud the department-store chain's outlook.

Guidance in Question After CEO Ouster

Analysts expect Kohl's to “pull its annual forecast altogether” after firing Buchanan—hired in January to revive sales—for directing business to a vendor linked to him personally. With no clear medium-term strategy in place, interim CEO Michael Bender must now outline plans to stabilize comps and margins.

Tariffs Add to Retail Headwinds

Like peers such as Macy's (NYSE: M), Kohl's has been squeezed by U.S. tariff uncertainty. Trump's levies on imports threaten to raise costs, while consumer confidence remains fragile despite a brief post-truce uptick. Investors tracking how trade policy dates align with earnings calendars can stay ahead using the Economics Calendar API, which flags both tariff deadlines and quarterly report events.

Valuation and Analyst Sentiment

Kohl's shares have underperformed peers amid these disruptions. To see how Wall Street's price targets are adjusting in real time—and gauge the upside potential once clarity returns—consult the Price Target Summary API, which aggregates consensus estimates and target revisions for KSS and its retail counterparts.