About
Information is our nourishment. Say hello to the data gods.
Meet Our Team
Consumers speak. We listen, analyze, and dig deep. You win!
Learn More
Solutions
Get targeted insights into industry trends with our quarterly sector reports, so you can predict the future and stay a step ahead.
Learn More
Receive alerts and reports to power your fund management. Partner with our team of analysts to take your research to the next level.
Learn More
Plug our consumer-demand-data directly into your client-facing software, tools, and platform or work with us to create custom, high-value content your customers will love.
Learn More
Testing our data is like jumping in a time machine to compare market gains and losses against reliable and annotated historical data.
Learn More
Track specific tickers, receive alerts, and watch sector-specific trends. Drill down on individual stocks and see where consumer sentiment aligned with gains and losses in trading.
Learn More
Who We Serve
LikeFolio is your real-time focus group keeping you connected to consumers and giving you a critical edge over your competition.
Learn More
LikeFolio is your research secret weapon to sniff out game-changing shifts in the market before they happen.
Learn More
LikeFolio is source of quantitative data based upon real consumer insights to power your investment engine.
Learn More
LikeFolio is your content pipeline positioning your tool as an indispensable resource to your customers.
Learn More
LikeFolio has partnered with Tradesmith to build Derby City Insights and bring our powerful insights engine to private investors.
Learn More

Can Kohl's Q2 Live Up To Wall Street's High Expectations?

Kohl's shoppers often post selfies with their receipt showing how much money they saved.

Kohl's stock was hammered in 2016 and 2017 as the company consistently posted bad earnings reports that showed revenues decreasing on a year over year basis.  The stock was "dead money", and it looked like Kohl's was on its way to being yet another retail department store ghost town.

But the company turned things around late last year, and the stock has rallied by over 100% from lows to new all-time highs.  

Q2 Earnings Tomorrow Morning

Kohl's is showing purchase intent mentions increasing year over year, and the early stages of Q3 indicate strong back-to-school sales.

When we look at LikeFolio's Consumer Purchase Intent data for Kohl's, which looks for social media mentions that indicate the user is shopping a the store or on the company website, we see a few striking things:

  • The Q4 2017 turnaround was predicted by Likefolio Data.  On the chart above, you can see that as the biggest bar on the graph, predicting a very solid quarter of growth prior to the stock's big run.
  • Q2 2018 is showing an increase in Purchase Intent Mentions for Kohl's compared to Q2 of 2017 (noted with red circles/arrow), which is in-line with analyst expectations.
  • The early results from Q3 are quite impressive, signaling that the company has had a successful start to the quarter during the all-important back to school season.

Expectations are very high

Wall Street obviously has very high expectations for Kohl's Q2 earnings report.  Estimates call for the company to show year over year revenue growth of 7.3% and earnings of $1.65/share.

This growth expectation is reflected in the performance of the stock, which has more than doubled over the past year.

That Likefolio Purchase Intent data is up along with the stock price means that this is not a divergence opportunity like we saw with our incredibly profitable call on Nordstrom last week.

If anything, we would predict that the company will report revenues in-line with Wall St expectations, or a slight beat.  Our Q3 data suggests it is unlikely that the company will lower its guidance heading into the back half of the year.

Because the stock is near all-time highs, and our purchase intent data is not indicating a blowout quarter, Kohl's simply doesn't qualify as being worthy of an Opportunity Alert for our members.

In any event, the key to successful retail is to find their nitch & Kohl's definitely seems to have done that over the past year. We will be keeping a close eye on the LikeFolio social data for this company, ready to alert members if a significant opportunity develops.

--  LikeFolio uses social media data to spot trends on Main Street before they become news on Wall Street.  We offer premium memberships as well as a free LikeFolio Letter.

Related Posts

How SOCIAL DATA Predicted Today's Big Stock Winner

Nordstrom is the biggest gainer in the S&P 500 today -- here's how LikeFolio data predicted the move.

Read More
Black Friday Flash: Which Retailers Won With Consumers On Thanksgiving?

Black Friday Weekend (leading into Cyber Monday) can make or […]

Read More
Does Discount Apparel Mean Discounted Share Prices?

COVID-19, like many previous American hardships, hit us in the […]

Read More
1 2 3 4

Related Posts

KEEP YOUR COMPETITIVE EDGE

Get FREE insights in your inbox every week with the Daily Drop.

About LikeFolio

LikeFolio analyzes social media data to accurately predict shifts in consumer behavior. We sell data and insights to professional investors, corporate research teams, and software providers.

Partner Sites

©2022 LikeFolio. All Rights Reserved.
Privacy Policy
|
Terms of Use
LikeFolio userslaptop-phonepie-chartchart-barsselect