Added to YB: 2025-08-29
Pitch date: 2025-08-27
KSS [neutral]
Kohl's Corporation
+38.1%
current return
Author Info
Sophon Capital Management is a solo analyst with experience both on the buyside (at a Tiger Grand Cub, long/short hedge fund) and on the sell-side (covering Internet at a Wall Street investment bank) who is scouring the public markets for compounding machines and hidden assets. 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
$16.06
Price Target
N/A
Dividend
2.98%
EV/EBITDA
5.71
P/E
8.99
EV/Sales
0.54
Sector
Broadline Retail
Category
turnaround
Exiting $KSS
KSS closed position: Supplier payment delays signal liquidity risk; Sephora traffic boost failed, comps still negative LSD/MSD YoY; CEO ousted for ethics violations; $360M debt at 10% coupon secured by DCs shows financing stress; meme volatility unsustainable w/o turnaround catalyst.
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