Kohl’s Stock Surges 40% After Earnings Beat and CEO Appointment
Kohl’s shares skyrocketed more than 40% on November 25, 2025, following a stronger-than-expected third-quarter earnings report and an upward revision of its full-year guidance. The rally marks a 280% rebound from the stock’s year-to-date low, signaling renewed investor confidence.
The surge coincided with the appointment of Michael Bender as permanent CEO, a MOVE seen as pivotal for the retailer’s turnaround. Bender’s strategy to refocus on value-driven merchandise resonated with cost-sensitive shoppers amid economic uncertainty, delivering the company’s third consecutive earnings beat. Adjusted EPS of $0.10 far exceeded Wall Street’s projected loss of $0.17 per share.
Board Chair John Schlifske credited Bender’s leadership for both the stock’s performance and cultural revitalization. Despite the sharp rally, analysts note Kohl’s remains undervalued by certain metrics, leaving room for further upside.
