After a turbulent year of store closures and shifting consumer habits, Kohl's is entering 2026 at a crossroads. With more than a thousand locations still in operation, investors and shoppers alike have been watching closely for updates on the retailer's plans for its remaining physical footprint. Amid intensifying competition from e-commerce giants and discount chains, Kohl's is now revealing how it plans to stabilize performance, improve profitability, and adapt to a rapidly evolving retail market, with ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ Annual Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934s For the fiscal year ended January 31, 2026 or ☐ Transition Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the Transition period from ____________ to ___________ Commission file number 1-11084 KOHL'S CORPORATION (Exact name of registrant as specified in its charter) (State or other jurisdiction o ...

Core Insights - Kohl's CEO Michael Bender indicated that the company will not close additional stores this year after shutting down 27 locations in 2025 to improve financial stability amid declining sales [1][2] - The company aims to optimize existing stores rather than expand or reduce its store base significantly, with over 90% of its approximately 1,150 locations being profitable [5][2] - Kohl's expects full-year sales to be flat to 2% lower, contrasting with analysts' estimates of a 0.7% decline to $14.85 billion [10] Company Strategy - The focus is on enhancing store productivity and driving traffic both in physical locations and online, with recent improvements in digital traffic noted [7][2] - Annual reviews of store performance will be conducted to ensure optimal positioning and profitability, with potential opportunities for relocation if necessary [5][2] Financial Performance - In the most recent quarter, Kohl's reported sales of $4.97 billion, slightly below analysts' expectations of $5.03 billion [10] - The company's stock has experienced volatility, rising over 3% in recent trading but down 6.89% over the past five days and over 41% year-to-date, despite a 42% increase over the past year [11]

The CEO of Kohl's signaled that the company isn't planning on closing additional stores this year after it shuttered more than two dozen locations last year. Kohl's closed 27 stores in 15 states in 2025 as the department store chain looked to get on better financial footing amid declining sales, and the Wisconsin-headquartered company brought in Michael Bender to serve as CEO in November. Bender said on a call after Kohl's released its quarterly earnings last week that the company isn't planning to proc ...

Core Insights - Kohl's CEO Michael Bender has assured that there will not be significant store closures this year, focusing instead on optimizing existing locations [3][4] - The company has experienced declining sales, with same-store sales dropping 2.8% in the most recent quarter and 3.1% over the full fiscal year 2025 [5] Company Strategy - Bender emphasized the importance of enhancing store productivity and ensuring that over 90% of Kohl's approximately 1,150 locations remain profitable [3][4] - The company is prioritizing private-label brands, discounts, and new product releases to attract cash-strapped customers [7] Recent Performance - Kohl's reported earnings per share of $1.07, exceeding Wall Street estimates of 86 cents, despite the decline in same-store sales [5] - The stock price has decreased by more than 37% this year, closing at $12.69 [5] Leadership Changes - Bender became CEO after the firing of Ashley Buchanan due to conflicts of interest, marking the fourth CEO change in three years [6]

Nearly one year ago, Kohl's had just shuttered more than two dozen stores. Now, the retailer is holding steady on its store count. The Menomonee Falls, Wisconsin-headquartered retailer has 1,150 stores currently, which comes after the closing of 27 stores in the first four months of 2025. Among its current stores, "well over 90% are profitable," CEO Michael Bender said during Kohl's March 10 earnings call discussing the company's 2025 fiscal year performance. For now, the company does not foresee closin ...

Core Viewpoint - The CEO of Kohl's announced the closure of 27 locations to improve the company's financial situation [1] Company Summary - Kohl's is a department store chain facing financial struggles, prompting the decision to close multiple locations [1]

Last year, the CEO of the department store chain Kohl’s (NYSE: KSS) announced the closure of 27 locations in order to help shore up the company’s struggling finances. Most Read from Fast Company But in November, a new CEO took the helm, prompting many to wonder whether he would implement additional store closures. Now that CEO has made his plans clear. Here’s what you need to know. Kohl’s shut 27 stores in 2025 In January 2025, Kohl’s announced it was closing 27 underperforming locations in 15 states, ...

Group 1 - Citi analyst Paul Lejuez lowered the price target on Kohl's (KSS) to $14 from $20 [1] - The company missed sales and gross margin estimates in Q4 [1] - Citi believes Kohl's is not well positioned to handle macro volatility [1] Group 2 - The firm maintains a Neutral rating on Kohl's shares [1] - Citi sees a balanced risk/reward at current share levels [1]

Core Insights - Kohl's Corporation (NYSE:KSS) reported a quarterly net sales decline of 3.9% YoY to $5.0 billion for the quarter and year ended January 31, 2026 [1] - Comparable sales for Q4 2025 fell by 2.8%, impacted by severe weather conditions that caused approximately 70 basis points decline in comparable sales due to store closures during winter storms [1] - The company anticipates FY 2026 net sales and comparable sales to decline by 2% to remain flat on a YoY basis, with operating margins projected between 2.8% and 3.4%, and EPS expected to be between $1.00 and $1.60 per share [2] Financial Performance - Store sales declined in the mid-single digits for both Q4 2025 and FY 2025, primarily due to a decrease in transactions [2] - Jefferies adjusted its price target for Kohl's stock from $22 to $15 while maintaining a "Hold" rating, indicating cautious sentiment in the market [3] Business Operations - Kohl's operates as an omnichannel retailer, offering a variety of products including apparel, footwear, accessories, beauty products, and home products through both physical stores and its website [3]