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KSKSS

Kohl's Corporation

$KSS·$1.9B·Department Stores·Consumer Cyclical
$16.55-1.5%YTD-20.1%1Y+70.4%
Mentions · last 7 days
2026-07-06: 32 posts2026-07-07: 27 posts2026-07-08: 49 posts2026-07-09: 61 posts2026-07-10: 68 posts2026-07-11: 35 posts2026-07-12: 65 posts339+14%
Price updated 11h ago·X counts updated 1d ago
KSKSS
$KSSKohl's Corporation
$16.55-1.49%339 posts+14%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $KSS, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Comeback attemptWinding up for a moveAI verdict · as of 2026-07-14

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

Kohl's has a 69% FCF yield and just extended its revolver to 2031 — the deep-value turnaround has a new COO to actually execute.

Kohl's is the middle-America department store whose stock has been left for dead over the last two years despite 70% TTM performance from the deep-value lows. A new COO with strong operational credentials joined recently, and management just extended the revolver to 2031.

  • The financials are the exact reason to look: TTM P/E of 6.4x on a business with a 69% FCF yield (extreme reflection of low share price against cash generation) and 3.7% ROIC — the operational business isn't growing (Q1 revenue -2%), but the cash conversion is real and the 200-day moving average sits at the current price.
  • The strategic moves are landing: the new COO has West Point + Harvard MBA credentials plus Target/Ulta/Foot Locker logistics experience, and the June 30, 2031 revolver extension via Amendment No. 2 (Wells Fargo agent) removes near-term refinancing risk — meaning management is buying time to execute the turnaround plan.
  • The insider tape is quiet-cautious: routine A-Award grants only ($30, $10, $23 — trivial amounts), no cash-out selling, and a June 15 8-K Item 5.02 personnel change (details not fully visible) — meaning insiders are neither aggressively fading nor pushing, which is what a genuine early-turnaround setup should look like.

Aug 26 Q2 earnings is the confirming print — need EPS above $0.56 consensus plus stable comp performance and specific back-to-school color to break above the 200-day toward the $20 target; a comp miss or margin compression from tariffs extends the range. The 69% FCF yield is a floor, but the multiple only expands with evidence of comp stabilization.

Agrees with X sentimentAgree with the deep-value/breakout framing on the mechanics — the 200-DMA breakout, the new COO with strong credentials, and the credit-facility extension are all real inputs. Where I add caution: the 69% FCF yield reflects genuine market skepticism, so the turnaround needs comp stability on Aug 26 to justify the re-rate.

What to watch: Aug 26 Q2 earnings — need EPS above $0.56 plus stable comp performance and specific back-to-school color to break above the 200-day toward $20. A comp miss or tariff-margin compression extends the range.

On the calendar: 2026-08-26 — Q2 earnings

float missing

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment7 posts analyzed · as of 2026-06-19

Kohl's broke out above the 200 MA after appointing a new COO with West Point and Harvard MBA credentials from Target, Ulta, and Foot Locker logistics roles. Authors flag a recent credit rating upgrade lowering debt cost and target the 200 WMA at $20 as the next stop.

Read the AI verdict + X sentiment for $KSS

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  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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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 — Kohl's value and proprietary brands turnaround is the sole narrative here; consumer trade-down from premium department stores provides a modest structural tailwind, but the execution risk of the turnaround dominates over sector-level catalysts.

What this means for $KSS

Neutral — Department store retailer selling apparel, footwear, and home goods through US suburban and strip-center stores; the value brand turnaround amid consumer trade-down to essentials does not materially affect this business's near-term earnings.

Top industry ETF

$XRTSPDR S&P Retail ETF
+2.0%YTD
+8.3%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
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%
Q2 2025Aug 27, 2025$0.56$0.33+69.7%
Next earningsWed, Aug 26·consensus EPS $0.56

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 8 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$14.8B$14.8B – $14.9B$1.40$1.26 – $1.586
FY27$14.8B$14.6B – $14.8B$1.43$1.30 – $1.608
FY28$14.8B$14.5B – $15.0B$1.49$1.24 – $1.728
FY29$14.8B$14.4B – $15.1B$1.50$1.46 – $1.542

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.0.5×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.46%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.+7.0%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.-1.6%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

β1.435-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

SellApr 15Mari SteinmetzSr. EVP, Chief People Officer351 sh$5KSellApr 6Mari SteinmetzSr. EVP, Chief People Officer112 sh$1K
+ 44 other (33 awards · 11 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
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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

8-KMaterial agreementJul 18-K — Item 1.01: Material agreement
AI summary

Kohl's extended its revolving credit facility maturity by five years to June 30, 2031 via Amendment No. 2 with Wells Fargo as agent, also modifying the Applicable Margin pricing grid. Positive liquidity management extending the revolver runway.

8-KOfficer or director changeJun 158-K — Item 5.02: Officer or director change
AI summary

Kohl's Corporation (KSS) filed an 8-K Item 5.02 on June 15, 2026 reporting a departure, election, or appointment of a director or officer. Body unavailable — excerpt cuts off before the specific personnel change details are disclosed.

8-KPress release / Reg FDMay 288-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD · Item 8.01: Other event
AI summary

KSS (KSS) reported financial results for a recent fiscal period in an 8-K filed under Item 2.02. The filing includes key financial metrics including revenue, operating income, and per-share results. Results of operations disclosures under Item 2.02 typically accompany an earnings press release furnished as an exhibit, making them available concurrently with the earnings call. These filings provide the market with transparent, timely financial performance data for investment analysis.

8-KOfficer or director changeMay 218-K — Item 5.02: Officer or director change · Item 5.07: Shareholder vote
AI summary

KSS (KSS) disclosed the results of its annual meeting of shareholders in an 8-K filing under Item 5.07. Shareholders voted on an equity incentive plan. All management-sponsored proposals were approved by majority shareholder vote. Annual meeting results are a routine disclosure that confirms shareholder ratification of the board's composition and compensation practices.

8-KPress release / Reg FDMar 108-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD · Item 8.01: Other event
3New insider — initial holdingsMar 93
8-KOfficer or director changeJan 288-K — Item 5.02: Officer or director change
+ 15 other (5 13Gs · 3 routine 8-Ks · 2 proxys · 1 10-Q) in window

Recent news

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

Why Investors Are Watching These 3 Retail Meme Stocks Right Now247wallst.com·5d agoBack-to-School Confidence Starts at Kohl's With Trusted Brands, Fresh Styles, and Thousands of Products Under $25businesswire.com·6d agoKohl's Juniors Sales Jump 10%: Is So. Becoming a Growth Engine?zacks.com·14d agoInside The Rise And Fall Of Kohl'syoutube.com·16d agoHow Kohl's lost its way — and is trying to become relevant againcnbc.com·17d ago

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Voices on X · last 7 days

No standout posts about $KSS on X in the last 7 days.

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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