Added to YB: 2025-05-21
Pitch date: 2025-05-19
KSS [neutral]
Kohl's Corporation
+181.72%
current return
Author Info
Countervail Capital shares data-driven insights into ongoing market phenomena. Sign up for the newsletter.
Company Info
Kohl's Corporation operates as an omnichannel retailer in the United States. It offers apparel, footwear, accessories, beauty products, and home products through its stores and website.
Market Cap
$1.9B
Pitch Price
$8.26
Price Target
40.00 (+72%)
Dividend
2.98%
EV/EBITDA
5.71
P/E
8.99
EV/Sales
0.54
Sector
Broadline Retail
Category
special_situation
Kohl's Corporation (NYSE:KSS)
KSS: Struggling retailer (-3.4% rev CAGR, -5.4% EBITDA margin CAGR) w/ $7B debt on $1.2B EBITDA. Trades 50% discount to peers on TEV/EBITDA. Key asset: 400 owned+245 ground-leased properties worth ~$4.64B. 37% chance liquidation value exceeds debt in 3yrs = asymmetric upside to $40/share vs current ~$8.
Read full article (9 min)