Kohl's Corp. (KSS)
NYSEConsumer DiscretionaryDepartment StoresSnapshot 2026-10-30
$24.31-0.78%
Close 2026-10-30 · 1-day change
NYSEConsumer DiscretionaryDepartment StoresSnapshot 2026-10-30
Research Workspace
Put KSS beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Consumer Discretionary is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Management is running behind on a stated commitment.
View ThesisMiddle-of-the-pack management execution.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationThis stock is volatile — it swings about 2% on a typical day and fell roughly 52% in its worst 12-month stretch.
View RiskKohl’s case rests on steady performance, despite falling sales and unsteady management. Revenue fell year over year in both reported quarters. The latest quarter beat earnings expectations. Kohl’s trades at 11 times earnings versus peers’ 15 times. Its price reflects less growth than our forecast. Fading customer interest threatens sales, while management is behind on a commitment. Our model puts the next-quarter miss chance at 14%. Peer multiples imply a price about 48% above where it trades. The thesis is on watch, and this read is provisional.
Trailing returns as of 2026-10-30. KSS is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 15 analysts currently covering KSS (as of Oct 2026).
Based on 4 Wall Street analysts offering 12-month price targets for KSS in the last 4 months.
Continue this research
Compare KSS with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
Compare now without an account. Saving and monitoring require an account.
| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| KSS Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 10 valuation methods, at three horizons. As of 2026-10-30. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Broadline Retail — fair value, gap to price, and forward P/E.
Compare the value case
Put KSS next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Board refreshment and leadership transitions
Adds an experienced director, advancing board refreshment and governance objectives.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-30. EPS is implied from price ÷ P/E. Not investment advice.
Current $24.31
The last 12 months of price, then the range of analyst 12-month targets from today’s $24.31.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Top 25% on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Threatens: Improve operational performance and comparable sales
Price drops indicate declining customer interest and sales performance.
Advances: Improve operational performance and comparable sales
New partnerships may improve operational performance and sales.
Advances: Board refreshment and leadership transitions
New leadership may improve operational performance and sales.
Threatens: Improve operational performance and comparable sales
18 straight losing quarters indicate ongoing operational struggles.
Advances: Improve operational performance and comparable sales
Expansion in Sephora boosts sales potential and operational performance.
Advances: Improve operational performance and comparable sales
New partnership may improve operational performance and sales.
Advances: Improve operational performance and comparable sales
Raised outlook indicates improved operational performance and sales growth.
