“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 ↗
Kohl's Corporation
KSS
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.
- 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.
Research brief
The story so far
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.
No thresholded supportive filing evidence is available yet.
No thresholded adverse filing evidence is available yet.
- 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
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
- Which operating variable is changing?
- Is that change durable, cyclical or one-off?
- What evidence would disprove the current interpretation?
- Operating margin changed +1.3 percentage points in the latest annual period.
- Net margin changed +1.1 percentage points in the latest annual period.
- Latest annual revenue changed -4.3% year over year.
- Credit and interest rates has repeated adverse evidence across 6 filings.
No credible peer-relative valuation comparison is available yet.
Price as of Sep 10, 2026
16.78Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
Persistent and emerging business drivers
“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 ↗
“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 ↗
“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.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
How the market is pricing the story
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.