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: Department Stores in Focus; Plus, Consumer Sentiment Latest: US Consumer Survey InsightsFebruary 2025 US Retail Sales: First Year-Over-Year Drop Since the Pandemic—Electronics and Department Stores Lead DeclinesFive Ways Brands and Retailers Can Use AI/ML and Shared Data to Energize End-to-End Product ManagementWeekly US Store Openings and Closures Tracker 2026, Week 19: Bob’s Discount Furniture To Open Stores
