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/KSS
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Kohls Corp

Kohls Corp

KSS
$17.30USD↓-1.09%-0.19 today

MARKET CAP

2.0B

P/E (TTM)

10.8x

FWD P/E

12.1x

DAY RANGE

$17 – $18

52W RANGE

$9
$25

AI Summary

Stalk
Buy NowMedium

KSS remains in a Stage 2 advancing trend with a clear sequence of higher highs and higher lows above rising EMAs, reinforced by an active Lockout Rally. The long-term uptrend is intact, the medium-term structure supports bullish participation, and short-term price is accepted above the 9/20/50 EMAs without exhaustion, offering a timely buy entry.

  • ↑Comparable sales down 1.1% in Q1, best in over four years
  • ↑Proprietary brand revenues rose 6%, enhancing value-centric assortment
  • ↓Q1 net sales declined 1.7%, comps down 1.1%, reflecting pressure
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The case for & against

Bull & Bear analysis

Bullish

Kohl's Corporation (NYSE: KSS) operates as a leading retailer in the United States, focusing on a diverse range of products including apparel, home goods, and beauty items. The company has been working to enhance its market position through its proprietary brand offerings and strategic initiatives while navigating economic pressures that primarily impact the lower to middle-income consumers. Recently, Kohl's has emphasized its partnership with Sephora to strengthen its beauty segment and attract more customers, making it relevant to current trends in retail related to personal care and beauty.

Bull says

  • ↑Comparable sales down 1.1% in Q1, best in over four years
  • ↑Proprietary brand revenues rose 6%, enhancing value-centric assortment
  • ↑Digital sales grew 4% on upgraded e-commerce platform
  • ↑Ended Q1 with $429M cash and zero borrowings, bolstering liquidity
  • ↑Inventory down 5% YoY drove ~30bp gross margin expansion
  • ↑High earnings yield, strong book-to-price, healthy dividend signal value

Bear says

  • ↓Q1 net sales declined 1.7%, comps down 1.1%, reflecting pressure
  • ↓Reported net loss of $14M, highlighting earnings volatility
  • ↓Negative growth factor underscores difficulty scaling revenues
  • ↓Profitability factor remains weak, limiting margin improvement
  • ↓High short interest reflects investor skepticism on outlook
  • ↓Execution and inventory forecasting risks could derail strategic plans

Investment themes with KSS

eTailing↑ +0.56%

Online retail and e-commerce platforms

FIGS · LQDT · CVNA

Earnings Call · Q1 2025 · Mgmt. Guidance

Updated 07-15-2026bullish

Transcript signals

Bull points

  • Our first quarter performance was ahead of our expectations and the actions we're taking are making progress with early signs of positive impact.
  • Kohl's has a strong foundation of 1,100 conveniently located stores and over 60 million customers, including a strong, loyal customer base that continues to grow.
  • We have a tremendous opportunity to build on this foundation, and I'm truly excited to lead this next chapter and build on the momentum we've already begun to generate.

Bear points

  • Net sales declined 4.1% and comparable sales decreased 3.9% in the quarter.
  • it continues to underperform with sales declining 7.7% in the quarter.
  • our Kohl's Card customer performance continues to lag the company, driven by downsizing our in-store jewelry business, exiting the Petites business, and increasing coupon exclusions.
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