Kohl's Corporation (KSS) Stock

Kohl's Corporation (KSS) is a Consumer Discretionary stock trading at $17.32 (as of 2026-08-20), with a market capitalization of $1.96B and a trailing P/E of 7.2. Figures are sourced from first-party U.S. SEC EDGAR filings and market data.

Kohl’s Corporation is a U.S. retailer offering branded apparel, footwear, accessories, beauty, and home products through its stores and website (www.Kohls.com). It sells products under multiple brand names and operates about 1,100 Kohl’s stores.

Understand Kohl's Corporation: how it makes money

Kohl's sells branded and private-label apparel, footwear, accessories, beauty, and home products through its stores and website, and it also earns some revenue from its credit business and other revenue lines.

Profit is primarily a function of how effectively Kohl's turns merchandise into sales, supported by mixing in private brands and in-store Sephora to drive customer traffic, while managing inventory levels.

Business quality (Weak): Kohl's shows focused levers (digital mix, Sephora shops, and inventory turn improvement), but the current operating margin is low (1.5%), and the backdrop includes net sales decline.

Valuation: At 7× earnings, KSS trades 62% below the Retail average (19×). Note: one-time items can distort reported P/E.

Bull case

  • Sephora shop-in-shop expansion supports traffic: Kohl's has Sephora presence in stores (1050 stores), with 140 Sephora shops opened cumulatively and customer engagement metrics that include a 35% Sephora basket cross-shopping rate and a 40% rate of Sephora customers new to Kohl's.
  • Inventory initiatives are translating into better turns: Inventory Turn Improvement is 8%, with indicators such as Private Brand Inventory Decline of 20%.
  • Online is a meaningful growth channel: Digital Sales Penetration is 35%, and Digital Sales as Percentage of Net Sales is 28%.

Bear case

  • Sales momentum is pressured: Net Sales Decline is 5.1%, and Proprietary Brand Portfolio Decline is 3%.
  • Inventory and promotional intensity can weigh on profitability: The company reports Merchandise Inventory of 4.1 USD_B and Beauty Inventory Investment of 0.33 USD_B, and the operating margin is 1.5%.
  • Store-level performance issues are ongoing: Kohl's reports 27 underperforming stores closed, which highlights continued pressure to right-size the store base.
Valuation — source: SEC EDGAR (first-party)
Price$17.32
Market Cap$1.96B
P/E Ratio7.2
EV / EBITDA2.2
Price / Book0.49
Price / Sales0.13
FCF Yield53.5%
DCF Value (model)$61.28
DCF Upside vs Price253.7%
Profitability & Growth — source: SEC EDGAR
Revenue (TTM)$15.53B
Net Margin1.8%
Revenue Growth (YoY)-2.0%
EPS Growth (YoY)0.0%
FCF Growth (YoY)-21.8%
Financial Health — source: SEC EDGAR
Altman Z-Score1.67 (distress)
Piotroski F-Score7/9 (strong)
Valuation vs Sector & Industry
Stock P/E7.2
Sector P/E (Consumer Discretionary)20.5
Industry P/E (Retail)19.5
vs Sector-64.9%
vs Industry-63.1%
Smart-Money Activity — SEC Form 4 / 13F / Congressional disclosures
Top Institutional HolderVANGUARD GROUP INC ($248.63M)
Institutional Holders Tracked10
Company
SectorConsumer Discretionary
IndustryRetail
CEOMichael J. Bender
Employees87,000
CountryUS
IPO Date1992-05-19

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KSS earnings history · KSS institutional & insider holders · KSS KPIs & operating metrics · KSS financials · KSS investor presentations & press releases · KSS SEC filings · KSS peers · Congress trades · Insider trades · Short interest · Stock screener

Data as of 2026-08-20.

Figures sourced from U.S. Securities and Exchange Commission (SEC EDGAR) filings and market data. Not personalized investment advice.