Kohl's Corporation

Access research reports and presentations on the retail and technology ecosystem, including consumers, companies, economies, and retail and technology trends. Use the filters below to find research reports and presentations by sector, theme, company or other parameters. Alternatively, use the search box above to find relevant research content.

Insight Report | June 4, 2026 Premium

Earnings Insights 1Q26, Week 4: Burlington and Dick’s Affirm Strong Demand in Specialty Apparel; Kohl’s Faces Continued Headwinds

Earnings Insights 1Q26 Week 4 examines results from Burlington Stores, Dick’s Sporting Goods, Urban Outfitters and other major retailers, highlighting key revenue trends, shifts in consumer behavior, strategic priorities and technology-driven initiatives shaping performance and growth.

Deep Dive | June 2, 2026 Databank Members

Sentiment Holds Steady; Consumers Cutting Back on Dining and Travel: US Consumer Survey Insights

How are US consumers’ sentiment and spending behavior changing amid the Middle East conflict and rising gasoline prices? We review our latest US consumer data on sentiment and spending cutbacks across categories.

Deep Dive | May 26, 2026 Databank Members

Consumer Sentiment Stabilizes; Tariffs Pessimism Intensifies; Trading Down Persists: US Consumer Survey Insights

How are US consumers’ sentiment and shopping behavior changing amid Middle-East conflict, inflation and tariffs? We review our latest US consumer data on sentiment, perceptions of the impacts of tariffs, inflation awareness and responses to inflation.

Deep Dive | May 19, 2026 Databank Members

Consumer Sentiment Weakens, Driven by Middle-Income Consumers: US Consumer Survey Insights

How are US consumers’ sentiment and spending behavior changing amid the Middle East conflict and rising gasoline prices? We review our latest US consumer data on consumer sentiment and spending cutbacks across categories.

Deep Dive | May 12, 2026 Databank Members

Financial Sentiment Edges Up, Driven by Higher-Income Consumers: US Consumer Survey Insights

How are US consumers’ sentiment and spending behavior changing amid the Middle East conflict and rising gasoline prices? We review our latest US consumer data on consumer sentiment and spending cutbacks across categories.

Store Tracker | May 8, 2026 Databank Members

US Store Tracker Extra, April 2026: 30+ Million Square Feet of Retail Space To Close This Year

In April 2026, total closed retail To Open 30+ million square feet, Coresight Research calculates. Discover insights into the shifting retail landscape and upcoming trends with the 2026 US Store Tracker Extra.

Insight Report | May 6, 2026 Premium

4Q25 US Earnings Season Wrap-Up: 80% of Companies Grow Sales and About 75% Beat EPS Consensus Amid Broad Strength in Discount, Specialty Apparel and Value Retail

4Q25 earnings wrap-up reveals retail sales growth, margin pressure and sector performance trends across leading global retailers and brands.

Deep Dive | May 5, 2026 Databank Members

Sentiment Improves, Driven by Higher-Income and Middle-Income Consumers: US Consumer Survey Insights

How are US consumers’ sentiment and spending behavior changing amid the Middle East conflict and rising gasoline prices? We review our latest US consumer data on consumer sentiment and spending cutbacks across categories.

Deep Dive | April 28, 2026 Databank Members

Financial Sentiment Falls to Record Low, Driven by Sharp Declines Across Income Groups: US Consumer Survey Insights

How are US consumers’ sentiment and spending behavior changing amid the Middle East conflict and rising gasoline prices? We review our latest US consumer data on consumer sentiment and spending cutbacks across categories.

Deep Dive | April 21, 2026 Databank Members

Sentiment Improves Slightly; Tariff Pessimism Eases; Inflation Awareness Highly Salient: US Consumer Survey Insights

How are US consumers’ sentiment and shopping behavior changing amid Middle-East conflict, inflation and tariffs? We review our latest US consumer data on consumer sentiment, consumers’ perceptions of the impacts of tariffs and consumers’ inflation awareness and responses to inflation.

Deep Dive | April 14, 2026 Databank Members

Consumers Pull Back—Sentiment Sinks as Gas Prices Crowd Out Services: US Consumer Survey Insights

How are US consumers’ sentiment and spending behavior changing amid the Middle East conflict and rising gasoline prices? We review our latest US consumer data on consumer sentiment and spending cutbacks across categories.

Deep Dive | April 8, 2026 Premium

US Department Stores Show Signs of Improvement: Is the Reset Working?

Explore the resurgence of US department stores, with Macy’s and Dillard’s leading the way through strategic store modernization, curated assortments and improved customer service.

Deep Dive | April 7, 2026 Databank Members

Seasonal Shopping, 2Q26—Expectations for Memorial Day, Mother’s Day, Father’s Day; Plus, Holiday 2026 Plans: US Consumer Survey Insights Extra

Will US consumers celebrate or spend on key events in the second quarter this year? This month’s US Consumer Survey Insights Extra—Seasonal Shopping report analyzes consumer expectations for Memorial Day, Mother’s Day and Father’s Day, as well as for the end-of-year holiday season.

Deep Dive | April 7, 2026 Databank Members

Consumer Sentiment Hits New Low; Many Consumers Cut Back on Eating Out Amid High Gas Prices: US Consumer Survey Insights

How are US consumers’ sentiment and spending behavior changing amid the Middle East conflict and rising gasoline prices? We review our latest US consumer data on consumer sentiment and spending cutbacks across categories.

Store Tracker | April 2, 2026 Databank Members

US Store Tracker Extra, March 2026: Total Opened Retail Space Exceeds 50 Million Square Feet

In March 2026, total opened retail space exceeds 50 million square feet, Coresight Research calculates. Discover insights into the shifting retail landscape and upcoming trends with the 2026 US Store Tracker Extra.