Added to YB: 2026-08-25
Pitch date: 2026-08-20
KSS [bullish]
Kohl's Corporation
+4.51%
current return
Author Info
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Company Info
Kohl's Corporation operates as an omnichannel retailer in the United States. It offers apparel, footwear, accessories, beauty products, and home products through its stores and website.
Market Cap
$2.0B
Pitch Price
$17.51
Price Target
N/A
Dividend
2.84%
EV/EBITDA
5.52
P/E
7.41
EV/Sales
0.52
Sector
Broadline Retail
Category
turnaround
We are positive on Kohl's.
KSS: Variant view: KSS is shifting from a real-estate/NAV story to an earnings-recovery story. Core is stronger than the headline +1.4% suggests—ex-Beauty ~+3% (women's +3.4%, men's +2.5%, Home +3%), proprietary brands +9.7%; weakness isolated to Sephora/Beauty (-16%). Optimizing or restructuring Sephora (à la Target/Ulta) over 12–24mo could lift store economics, driving EBIT/EPS recovery. Heavily shorted; thesis hinges on management continuing to execute and fixing Beauty.
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