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Kohl's Corporation

KSS

Consumer Cyclical · 16.78 -4.2% today

Isolated · not yet confirmedMarket checked 10 Sept, 15:55 GMT-4

Market read

Kohl's Corporation's current read is isolated; its market group is not confirming.

No new filing conclusion is available. 0 of 7 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 0 directly disclosed connections are confirming.

P/E8.1xlatest annual facts
Revenue YoY-4.3%2026-01-31
Operating margin4.0%+1.3 pts YoY
Company-4.2% todayVolume comparison unavailable
Market group0 of 7 activeGovernment Services & Retail · unavailable
Disclosed network0 of 1 confirmingNo filing-linked name is confirming now
What would change this read
  • Tariff refunds helped increase cash in the latest six-month period, while vendor repayments and customer investments offset part of the benefit.
  • Net interest expense declined because of debt-extinguishment gains and no outstanding balance on the revolving credit facility.

Invalidation: The isolated read changes if KSS's group or a disclosed connection begins moving with it.

Watch this read

Research brief

The story so far

Consumer Cyclical · Department Stores

No new filing conclusion is available. 0 of 7 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 0 directly disclosed connections are confirming.

Evidence that supports

No thresholded supportive filing evidence is available yet.

Evidence that challenges

No thresholded adverse filing evidence is available yet.

What would clarify the read
  • Tariff refunds helped increase cash in the latest six-month period, while vendor repayments and customer investments offset part of the benefit.
  • Net interest expense declined because of debt-extinguishment gains and no outstanding balance on the revolving credit facility.

Company research

Understand the business, not just the ticker

As of Sep 11, 2026
Business model and earnings drivers

Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.

Key research questions
  • Which operating variable is changing?
  • Is that change durable, cyclical or one-off?
  • What evidence would disprove the current interpretation?
Annual periods9
Price observations319
Usable filing statements74
Verified relationships0
Evidence supporting the case
  • Operating margin changed +1.3 percentage points in the latest annual period.
  • Net margin changed +1.1 percentage points in the latest annual period.
Evidence challenging the case
  • Latest annual revenue changed -4.3% year over year.
  • Credit and interest rates has repeated adverse evidence across 6 filings.
Questions before a position

No credible peer-relative valuation comparison is available yet.

Longer-term price context

Price as of Sep 10, 2026

16.78
6m+2.5%12m+3.7%24m
Annual trajectory

Reported annual revenue and per-share history. This is accounting history, not a forecast.

PeriodRevenueYoYDiluted EPSShare change
2022-01-29$19.4B+21.8%$6.32-3.9%
2023-01-28$18.1B-6.9%$-0.15-18.9%
2024-02-03$17.5B-3.4%$2.85-7.5%
2025-02-01$16.2B-7.2%$0.98+0.9%
2026-01-31$15.5B-4.3%$2.38+1.8%

What management says matters

Persistent and emerging business drivers

Credit and interest ratesnegative · 6 filings
Other Expenses Three Months Ended Six Months Ended (Dollars in Millions) August 1, 2026 August 2, 2025 Change August 1, 2026 August 2, 2025 Change Depreciation and amortization $173 $175 $(2) $347 $350 $(3) Impairments, store closing, and other costs — 11 (11…
10-Q · Sep 3, 2026
Legal and regulatory exposurepositive · 3 filings
Operating cash flow increased due to a higher net income, partially driven by a $129 million gain recognized with respect to settlement of a credit card interchange fee lawsuit and inventory decreasing 7% to last year compared to an increase of 2% in 2024.
10-K · Mar 19, 2026
Input and raw-material costsmixed · 2 filings
Cost of Merchandise Sold and Gross Margin Three Months Ended Six Months Ended (Dollars in Millions) August 1, 2026 August 2, 2025 Change August 1, 2026 August 2, 2025 Change Net sales $3,318 $3,347 $(29) $6,316 $6,396 $(80) Cost of merchandise sold 1,893 2,01…
10-Q · Sep 3, 2026
Capital investment and capacitynegative · 1 filings
Additionally, capital expenditures decreased due to lower capital spend on the expansion of our E-commerce Fulfillment center in Etna, Ohio, which was completed in 2025 and fewer Sephora shop openings and other investments.
10-K · Mar 19, 2026

Valuation discipline

Peer-relative valuation withheld

Jodie found no industry-matched filing peers suitable for a valuation comparison. It will not substitute broader financial-sector names.

Scenario scaffold

Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.

Price action

How the market is pricing the story

16.78-4.2% today

Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 10 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.

Developments

No sourced recent-development timeline yet

Jodie has not returned a relevant primary source or news item for KSS. This is an evidence-coverage gap, not a conclusion that nothing material happened.

Business and financial condition

Reported financial figures are not available yet

Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.

Filing analysis

No comparable filing assessment is available yet

Jodie has not yet found a suitable current-versus-prior filing comparison for KSS. This does not mean the latest filing was neutral or immaterial.

Business ecosystem

The relationships behind KSS

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Filing peers

Companies whose filings use similar operating language.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks 1 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

KSS is currently a Follower in the organic co-movement group Government Services & Retail. This group is discovered from market behaviour rather than assigned from an industry taxonomy. No verified filing-linked names are available yet.

This group is retained as the last observed read for KSS; it is not active in the latest market snapshot.

Context history

Theme membership history

No durable theme membership has been observed for this name yet.