“性价比”保卫战全面溃败！柯尔百货(KSS.US)圣诞季同店销售跌幅超预期，2026年恐难扭颓势

智通财经03-10

智通财经APP获悉，柯尔百货(KSS.US)在截至1月31日的季度销售额不及预期，该零售商在扭转多年业绩下滑方面持续面临挑战。财报显示，柯尔百货四季度营收达 51.7 亿美元，同比下降 4.1%，超出预期 1 亿美元；调整后每股收益为 1.07 美元，超出预期 0.23 美元。在涵盖圣诞购物季的这一时期，其同店销售额下降了 2.8%，跌幅是分析师平均预期的两倍多。2025 财年净销售额下降 ...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2618884953?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2026-03-10 20:50","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2618884953","market":"fut","top_or_hot":-1,"title":"“性价比”保卫战全面溃败！柯尔百货(KSS.US)圣诞季同店销售跌幅超预期，2026年恐难扭颓势","media":"智通财经","content":"<div>\n<p>智通财经APP获悉，柯尔百货(KSS.US)在截至1月31日的季度销售额不及预期，该零售商在扭转多年业绩下滑方面持续面临挑战。财报显示，柯尔百货四季度营收达 51.7 亿美元，同比下降 4.1%，超出预期 1 亿美元；调整后每股收益为 1.07 美元，超出预期 0.23 美元。在涵盖圣诞购物季的这一时期，其同店销售额下降了 2.8%，跌幅是分析师平均预期的两倍多。2025 财年净销售额下降 ...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1412311.html\">网页链接</a>\n\n</div>\n","source":"stock_zhitongcaijing","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>“性价比”保卫战全面溃败！柯尔百货(KSS.US)圣诞季同店销售跌幅超预期，2026年恐难扭颓势</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; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\n“性价比”保卫战全面溃败！柯尔百货(KSS.US)圣诞季同店销售跌幅超预期，2026年恐难扭颓势\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-03-10 20:50 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1412311.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，柯尔百货(KSS.US)在截至1月31日的季度销售额不及预期，该零售商在扭转多年业绩下滑方面持续面临挑战。财报显示，柯尔百货四季度营收达 51.7 亿美元，同比下降 4.1%，超出预期 1 亿美元；调整后每股收益为 1.07 美元，超出预期 0.23 美元。在涵盖圣诞购物季的这一时期，其同店销售额下降了 2.8%，跌幅是分析师平均预期的两倍多。2025 财年净销售额下降 ...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1412311.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4103","symbol_name":"百货商店","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/1412311.html","article_id":"2618884953","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2618884953","pubTimestamp":1773147048,"columns":[],"sourceInfo":{"source_id":"stock_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"智通财经APP获悉，柯尔百货在截至1月31日的季度销售额不及预期，该零售商在扭转多年业绩下滑方面持续面临挑战。财报显示，柯尔百货四季度营收达 51.7 亿美元，同比下降 4.1%，超出预期 1 亿美元；调整后每股收益为 1.07 美元，超出预期 0.23 美元。2025 财年净销售额下降 4.0%，同店销售额下降 3.1%。简报还显示，柯尔百货发现消费者正变得更加注重性价比。柯尔百货预测本财年的同店销售额将持平或下降至多 2%。","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"BK4103":"百货商店","BK4220":"综合零售","LU2065169927.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) ACC","LU2065170008.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) INC","KSS":"柯尔百货","LU2065171311.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) ACC","BK4585":"ETF&股票定投概念","BK4547":"WSB热门概念","LU2065171402.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) INC","BK4588":"碎股"},"translate_title":"The defense war of \"cost performance\" was completely defeated! Kohl's (KSS.US) Christmas Season Same-Store Sales Fall More Than Expected, 2026 Could Have a Difficult Turnaround","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"KSS":1.98},"content_text":"智通财经APP获悉，柯尔百货(KSS.US)在截至1月31日的季度销售额不及预期，该零售商在扭转多年业绩下滑方面持续面临挑战。财报显示，柯尔百货四季度营收达 51.7 亿美元，同比下降 4.1%，超出预期 1 亿美元；调整后每股收益为 1.07 美元，超出预期 0.23 美元。在涵盖圣诞购物季的这一时期，其同店销售额下降了 2.8%，跌幅是分析师平均预期的两倍多。2025 财年净销售额下降 4.0%，同店销售额下降 3.1%。该季度调整后净利润为1.86亿美元，上年同期为为1.67亿美元。截至发稿，该股盘前跌3.24%，报14.32美元。今年以来，该股已累计下跌 27%，而同期罗素 2000 指数上涨了约 3%。公司表示，该零售商“在黑色星期五、网络星期一以及圣诞节后一周等高流量购物窗口期失去了竞争优势”。简报还显示，柯尔百货发现消费者正变得更加注重性价比。在经历了动荡的一年之后，该公司正试图重新点燃销售活力。此前，由于前任首席执行官将数百万美元的业务引向与其有未公开私人关系的人士，该零售商将其解雇。时任董事长迈克尔·本德先是被任命为代理首席执行官，随后于 11 月正式转正。他改善销售下滑的策略与前任相似，包括侧重于自有品牌以及提升线上和门店的购物体验。柯尔百货预测本财年的同店销售额将持平或下降至多 2%。分析师的平均预期为下降 0.25%。华尔街对利润的预测也落在公司给出的指导区间内。该公司预期2026财年调整后每股收益在 1.00 美元至 1.60 美元之间，中值低于市场普遍预期的 1.35 美元。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-2","news_tag":"dataReport","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":1,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.42.0","shortVersion":"4.42.0","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2618884953","isCrawlerRequest":true}