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KSKSS

Kohl's Corporation

$KSS·$2.3B·Department Stores·Consumer Cyclical
$22.41+6.0%YTD+1.9%1Y+46.0%
Price updated 10h ago·X counts updated 4d ago
KSKSS
$KSSKohl's Corporation
$22.41+5.96%141 posts1×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $KSS on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

141X posts · last 7 days
Sep 28Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $KSS's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 77% of tracked names.

Mixed sentiment⚠AI analysisGenerated by AI from underlying data12 posts analyzed · as of 2026-09-02 · top-engagement diverged

Kohl's beats and raises: revenue $3.515B, gross profit +5.7% YoY, comps -1% (continuing gradual improvement), and a new $100M buyback against ~$2B market cap with $821M cash on hand. Yet the stock trades -4.5% pre-market as management flags 'lower-earning shoppers feeling pinched' and revenue lands light. Retail 'squeeze the shorts to $18' bravado sits alongside stop-loss capitulation.

Read what X is saying about $KSS

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $KSS — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Comeback attemptWinding up for a moveAI verdict · as of 2026-10-02

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Kohl's beat and raised with a $100M buyback against a $2B market cap — but management said lower-earning shoppers are feeling pinched.

Kohl's is the mid-tier US department-store chain — apparel, home, beauty, and the Sephora shop-in-shop partnership. The latest print was a mixed signal: operations beat and management raised, but tone turned cautious.

  • The business is slow but printing beats: Q1 revenue -2% YoY at a 3.2% operating margin — modest, with comps -1% and gradual improvement, plus $821M cash on hand and a new $100M buyback that is ~5% of the market cap.
  • The tension is on consumer mix: management explicitly flagged "lower-earning shoppers feeling pinched," which is the real tape risk since that's Kohl's core demographic — if the Nov 24 print shows that pressure deepening, the beat-and-raise narrative dies.
  • 52-week range position is 54% with volume at 95% of average — mid-range on normal volume, the setup is coiled around whether lower-income consumer trends worsen into holiday or stabilize.

Nov 24 Q3 is the gate — any comp stabilization plus continued buyback execution extends the move. A continued lower-income-shopper deterioration or an inventory build and the stock gives back the recent gains.

What to watch: Nov 24 Q3 — same-store sales comp, inventory levels, lower-income-shopper commentary, and buyback execution. A comp deterioration or inventory build is the clear invalidator.

On the calendar: 2026-11-24 — Q3 earnings

Read the AI verdict on $KSS

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Department store retailer selling apparel, footwear, and home goods through US suburban and strip-center stores.

Industry overviewAI analysisGenerated by AI from underlying data

Where Department Stores sits in its cycle right now — and what that implies for $KSS.

Department Stores · Consumer Cyclical

No material change from last week — Structural secular decline from e-commerce and off-price competition persists.

What this means for $KSS

Neutral — Department store retailer selling apparel, footwear, and home goods through US suburban and strip-center stores.

Top industry ETF

$XRTSPDR S&P Retail ETF
-4.3%YTD
+3.1%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
6.4How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
3.7%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
3.2%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
69.5%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.1Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
6.8%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
39.4%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
1.6Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 26, 2026$1.28$0.58+119.6%
Q1 2026May 28, 2026$-0.13$-0.18+27.8%
Q4 2025Mar 10, 2026$1.07$0.86+24.4%
Q3 2025Nov 25, 2025$0.10$-0.13+176.9%
Next earningsTue, Nov 24·consensus EPS $0.01

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$3.2B-2.0%37.6%1.5%$-0.12$-158.0M
Q4 FY25$5.2B-4.2%35.7%4.1%$1.12$640.0M
Q3 FY25$3.6B-3.6%42.4%2.2%$0.07$16.0M
Q2 FY25$3.5B-5.0%43.3%4.5%$1.37$708.0M

Forward consensus

4-year forecast · up to 9 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$14.8B$14.8B – $14.9B$1.40$1.26 – $1.586
FY27$14.7B$14.6B – $14.8B$2.12$1.97 – $2.279
FY28$14.8B$14.5B – $15.1B$1.60$1.33 – $1.849
FY29$14.8B$14.4B – $15.3B$1.72$1.67 – $1.794

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.1×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.80%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+20.8%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+33.1%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 111.6M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today4.1% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.355-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellOct 15Jennifer J. KentChief Legal & Corp Affairs Off18.4K sh$404KSellOct 13Jennifer J. KentChief Legal & Corp Affairs Off4.6K sh$101KSellAug 3Christie RaymondSr. EVP, Chief Marketing Off.15.0K sh$300KSellAug 3Jennifer J. KentSr. EVP, CLO & Corp. Sec.22.9K sh$459KSellJul 16Mari SteinmetzSr. EVP, Chief People Officer53 sh$910
+ 36 other (30 awards · 6 inkinds) in window

See when $KSS insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

3New insider — initial holdingsOct 83
3/ANew insider — initial holdingsSep 173/A
3New insider — initial holdingsSep 103
AI summary

Form 3 initial beneficial ownership filing for a new officer at Kohl's Corporation (KSS), signed by Megan E. Glise via power of attorney. The officer does not beneficially own any securities of Kohl's at the time of filing, establishing their Section 16 reporting baseline.

3New insider — initial holdingsSep 23
AI summary

Arianne Parisi, Chief Customer Officer of Kohl's Corporation, filed an initial Form 3 statement of beneficial ownership disclosing 101,933 shares of Kohl's common stock. Of this total, 85,026 shares are unvested restricted stock units (RSUs) not yet settled in common stock. This is a standard initial disclosure required upon becoming a Section 16 officer of the company.

8-KOfficer or director changeAug 318-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
AI summary

Kohl's Corporation filed an 8-K reporting a director or officer change (Item 5.02) with an event date of August 27, 2026, along with a Reg FD press release (Item 7.01). The body excerpt consists primarily of XBRL filing metadata rather than substantive content describing the personnel change. Investors seeking specific details of the change should refer to the full 8-K and exhibits filed on SEC EDGAR.

8-KPress release / Reg FDAug 268-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD · Item 8.01: Other event
AI summary

Kohl's Corporation reported Q2 fiscal 2026 earnings (quarter ended August 1, 2026) and raised its full-year fiscal 2026 financial guidance. The company also declared a quarterly cash dividend of $0.125 per share, payable September 23, 2026 to holders of record September 9, 2026. The guidance raise paired with the Q2 earnings print is a meaningful positive indicator for Kohl's ongoing retail recovery and signals management confidence in the back half of fiscal 2026.

8-KOfficer or director changeAug 258-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
AI summary

Kohl's Corporation restructured its marketing leadership: the Chief Marketing Officer role was eliminated and Christie Raymond's employment ends September 9, 2026. Arianne Parisi (current EVP and Chief Digital Officer) was promoted to the new SVP Chief Customer Officer role starting September 1, 2026, consolidating marketing, brand, loyalty, personalization, media, and digital commerce under a single leader. This signals a strategic pivot toward a unified customer experience organization at the struggling retailer.

3New insider — initial holdingsJul 293
AI summary

Kohl's Corporation (KSS) filed a Form 3 for Niren Chaudhary, the newly appointed independent director (reported in the same-day 8-K), reflecting no beneficial ownership of KSS securities at the time of appointment on July 28-29, 2026. This is a routine initial insider ownership disclosure for a new board member who has not yet received equity grants.

+ 16 other (5 13Gs · 5 8-Ks · 2 10-Qs · 2 routine 8-Ks) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

A 26% Dividend Yield After a 30% Stock Drop? These 5 Stocks Deserve Scrutiny247wallst.com·19h agoKohl's Takes Its AI Gift Finder Into the Holiday Quarterpymnts.com·1d agoThe Big 3: KSS, SHOP, MSFTyoutube.com·2d ago4 Stocks Trading Near 52-Week High With Room to Rise Furtherzacks.com·2d agoTop 10 Powder Keg Stocks Where Short Sellers Are Sitting on a Fusebenzinga.com·3d ago

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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