Company Profile | January 17, 2023 Premium Kohl’s Corporation (NYSE: KSS) Company ProfileKohl’s is a US-based retailer of accessories, apparel, beauty, footwear and home. Headquartered in Menomonee Falls, Wisconsin, the company operates 1,165 stores across the US and an e-commerce site. Read More
Deep Dive | April 21, 2021 Premium Head-to-Head in Department Store Retail: Kohl’s vs. Macy’sAs part of Coresight Research’s new Head-to-Head series, we compare Kohl’s and Macy’s, the leading department store chains in the US. In this report, we provide insights into the two companies’ revenue growth and discuss their recent innovations in physical and digital retail. Read More
Event Coverage | March 11, 2022 Premium Kohl’s Investor Day 2022: Sephora, Active, Digital and 100 Small-Format Stores To Drive GrowthWe present key insights from Kohl’s virtual Investor Day on March 7, 2022, covering the retailer’s plans to drive growth through its Sephora shop-in-shop business, open smaller stores, become the active lifestyle destination for the entire family and achieve digital expansion. Read More
Flash Report | February 24, 2021 Register for Free Access Activist Investors Seek Change at Kohl’s: An Analysis of Metrics and a Benchmark to IndustryAt 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. We analyze selected key metrics that the Investor Group identified in its assessment of Kohl’s and compare them to the performance of the largest department store chain in the US and Kohl’s competitor, Macy’s. Read More
Insight Report | December 22, 2020 Premium Beauty Insights: An Analysis of Kohl’s and Sephora vs. Target and Ulta Beauty Partnerships—Which Retailers Win?Recently, the two biggest beauty retailers in the US, Sephora and Ulta Beauty, announced partnerships with Kohl’s and Target, respectively. As part of our Beauty Insights series, we look at the benefits that the partnerships offer each retailer and analyze which retailers are set to gain the most. Read More
Insight Report | March 6, 2018 Premium Kohl’s and Aldi: A Win-Win for an Overspaced Department Store and a High-Growth Grocery ChainKohl’s will be carving out space from 5–10 of its stores and leasing that space to grocery discounter Aldi. Read More
Deep Dive | August 30, 2023 Premium Earnings Insights 2Q23, Week 5: Burlington, Dollar Tree, Petco and Ulta Beauty Report Strong Results; Foot Locker, Gap, Kohl’s, Macy’s and Nordstrom See Sales DeclineOur weekly Earnings Insights reports present insights on the performance of major retailers within our Coresight 100 coverage list, featuring management commentary on second-quarter 2023 earnings. This week, we offer highlights from companies that reported in the week ended August 27, 2023, which include Coty, Dollar Tree, Kohl’s and Urban Outfitters. Read More
Insight Report | November 28, 2023 Premium Earnings Insights 3Q23, Week 5: Burlington and Urban Outfitters Report Solid Results; Kohl’s, Lowe’s and Others See Sales DeclineOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers within our Coresight 100 coverage list. This week, there are highlights from companies that reported in the week ended November 26, 2023, including American Eagle Outfitters, Best Buy, Burlington Stores, Guess?, Kohl’s, Lowe’s and Nordstrom. Read More
Insight Report | June 4, 2024 Premium Earnings Insights 1Q24, Week 6: Hearing from Burlington Stores, Dollar General, Foot Locker, Kohl’s and MoreOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers. This week, there are highlights on first-quarter 2024 earnings from companies that reported in the week ended June 2, 2024, including Best Buy, Burlington Stores, Capri Holdings, Dick’s Sporting Goods, Dollar General, Foot Locker, Gap, Kohl’s, Nordstrom and Ulta Beauty. Read More
Insight Report | December 4, 2024 Premium Earnings Insights 3Q24, Week 6: Best Buy, Kohl’s and Macy’s Report Comp DeclinesOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers. This week, there are highlights on third-quarter 2024 earnings from companies that reported in the week ended December 1, 2024, including Kohl’s, Macy’s, among others. Read More
Company Earnings Update | November 21, 2018 Register for Free Access Kohl’s (KSS) 3Q18 Results: Sales Rise Due to Rivals’ Store Closures; Raises EPS GuidanceKohl’s reported 3Q18 net sales of $4.37 billion, up 1.3% year over year and in line with the $4.37 billion consensus estimate. Adjusted EPS was $0.98, beating the $0.95 consensus estimate and up from $0.70 in the year-ago quarter. Read More
Company Earnings Update | August 21, 2019 Register for Free Access Kohl’s (NYSE: KSS) 2Q19 Results: Revenues and Comps Down, Introducing Emerging Brands Platform with FacebookKohl’s reported 2Q19 revenues of $4.43B, beating consensus of $4.31B, and down 3.1% YoY. The company reported adjusted 2Q19 EPS of $1.55, higher than consensus of $1.53. Read More
Insight Report | May 25, 2021 Premium Earnings Insights 1Q21, Week 2: Ross Stores and TJX Post Strong Results, While Kohl’s and Macy’s See a Slower RecoveryOur weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report first-quarter 2021 earnings. This week, there are highlights from companies that reported in the week ended May 23, 2021 (and earlier), including BJ’s Wholesale Club, Home Depot, JD.com, Kohl’s, L Brands, Lowe’s, Macy’s, Ralph Lauren, Ross Stores, Target, TJX and Walmart. Read More
Company Earnings Update | May 22, 2019 Register for Free Access Kohl’s (NYSE: KSS) 1Q19 Results: Revenues and Comps Down, Expands Amazon Partnership Nationwide and Launches Plus-Size Private LabelKohl’s reported fiscal 1Q19 revenues of $4.09B, beating the consensus estimate of $3.95B, and down 2.9% YoY. The company is expanded its Amazon partnership nationwide beginning in July 2019. Read More
Insight Report | May 31, 2023 Premium Earnings Insights 1Q23, Week 5: Burlington, Deckers, Dick’s and Ulta Post Strong Results; Big Lots, Foot Locker, Kohl’s and Others See Sales DeclineOur weekly Earnings Insights reports present insights on the performance of major retailers within our Coresight 100 coverage list, featuring management commentary on first-quarter 2023 earnings. This week, we offer highlights from companies that reported in the week ended May 27, 2023, which include Big Lots, Deckers Outdoor and Dollar Tree, among others. Read More