KOHLS CORP (KSS)
Consumer Discretionary · Department store retail · NYSE
A struggling mid-market department store operator fighting margin pressure and declining foot traffic through inventory discipline and omnichannel integration.
What KOHLS CORP does
Kohl's is a department store chain operating over 1,100 locations that sells merchandise across apparel, accessories, home goods, footwear, and beauty products, with an omnichannel strategy integrating physical stores and digital sales. The company operates its own credit card program and generates revenue from third-party advertising, Sephora in-store partnerships, and other ancillary services. Digital sales represent approximately 29% of net sales and are fulfilled through a combination of direct shipping and in-store pickup options.
Themes: ["Department store retail","Apparel and accessories","Omnichannel / e-commerce integration","Store-based fulfillment"]
Fundamentals
- Price$16.31 as of 2026-07-09 close
- Market cap$1.9B as of 2026-07-10
- 1-year return+74.4% as of 2026-07-09 close
- P/E6.92 as of 2026-07-10
- Net margin+1.8% as of 2026-07-10
- Gross margin+40.5% as of 2026-07-10
- ROE+6.8% as of 2026-07-10
- Debt / equity0.95 as of 2026-07-10
- Revenue growth (YoY)-3.8% as of 2026-07-10
- Revenue CAGR (3y)-5.0% SEC XBRL
- Beta1.43 as of 2026-07-10
Dividend: yield +3.1%; 1-year non-decreasing per-share dividend streak (SEC XBRL).
Key risks (from latest filing)
["Declining comparable sales and transaction volumes (4% decline in transactions YoY in fiscal 2025); ongoing traffic deterioration in physical retail environment","Negative operating cash flow and high debt burden ($1.4B long-term debt plus $2.3B finance/operating leases); minimal profitability (1.76% net margin) limits financial flexibility","Dependency on consumer discretionary spending during economic slowdowns; susceptibility to shifts in consumer preferences away from traditional department stores toward fast-fashion, e-commerce, and specialty retailers"]
Competitors & peers
Fundamentals: Finnhub, as of 2026-07-10. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-09.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.