Flash ReportActivist Investors Seek Change at Kohl’s: An Analysis of Metrics and a Benchmark to Industry Coresight Research February 24, 2021 Reasons to ReadAt Kohl’s 2021 annual meeting of shareholders, activist investors issued a letter to shareholders pushing for board changes to increase profitability. Kohl’s officially rebutted this letter on February 22, 2021. In this report, we analyze selected key metrics that the Investor Group identified in its assessment of Kohl’s: revenue and market share; profitability; and sale and leaseback potential. We compare these metrics to largest department store chain in the US and Kohl’s competitor, Macy’s. This report is available for free and can be accessed by registering for a free account. CONTENTS What’s the Story? Activist Investors Seek Change at Kohl’s: An Analysis of Metrics and a Benchmark to Industry Revenue and Market Share Profitability Lease Buyback Potential What We Think Please Login to read the full report. Not a member? To access this content for free, register for a free account. This document was generated for Other research you may be interested in: Holiday 2025: Government Shutdown-Related Reduction in SNAP, Other Payments and Salaries Could Meaningfully Impact US Holiday SpendingAnalyst Corner: Three Consumer-Focused Predictions for US Retail for the Second Half of 2025, with Anand KumarFinancial Confidence Improves but Tariffs and Inflation Impact Shopping Behavior: US Consumer Survey InsightsWeekly UK Store Openings and Closures Tracker 2025, Week 53: Nearly 1,550 Stores Opened in 2025
