Activist Investors Seek Change at Kohl’s: An Analysis of Metrics and a Benchmark to Industry

What's Inside

At 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.

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CONTENTS

What’s the Story?

Activist Investors Seek Change at Kohl’s: An Analysis of Metrics and a Benchmark to Industry

1. Revenue and Market Share
2. Profitability
3. Lease Buyback Potential

What We Think