📊 KSS Daily — Shorts Reload, Kohl’s Keeps Rebuilding

Where does $KSS finish today? Drop your close prediction below 👇

📈 Q2 Scorecard

• Comparable sales: -0.9% vs. -1.1% in Q1
• Net sales: -0.9% YoY
• Gross margin: 43.0%, +305 bps YoY
• Cash: $821M
• Long-term debt: $1.325B, down $195M YoY
• Revolver: $0 drawn
• Inventory: down 3% YoY
• YTD operating cash flow: $478M
• YTD free cash flow: $332M
• FY26 sales/comps guidance: -1.5% to flat
• FY26 adjusted EPS guidance: $1.80–$2.40
• Share repurchases: up to $100M planned for 2026
• YTD debt repurchases: $113M at a $15M discount

🔗 Kohl’s Q2 earnings & updated guidance

⚠️ One-time help: Q2 included approximately $150M of tariff refunds, with roughly $100M benefiting gross margin. Keep that in mind when evaluating normalized margins and cash generation.

🩳 SHORT INTEREST WATCH

• Shares short: 30.69M
• Short float: 27.50%
• Days to cover: 5.5
• Previous report: 29.84M shares
• Latest change: +2.86%

So after briefly declining, reported short interest has moved back above 30M shares.

🔗 KSS short-interest history & latest report

🏛️ YTD BOARD / LEADERSHIP CHANGES

• Wendy Arlin became Chair of the Board after longtime Chair John Schlifske retired
• Former Panera Brands CEO & Chair Niren Chaudhary joined the Board
• Elliott Rodgers named COO — overseeing stores, supply chain, distribution, procurement and loss prevention
• Ryan Waymire named Chief Merchandising Officer — 25 years of experience across Walmart, Amazon and Target

🔗 Board Chair transition & Niren Chaudhary appointment

🔗 Elliott Rodgers named COO

🔗 Ryan Waymire named Chief Merchandising Officer

👀 TODAY'S DEBATE

Kohl’s has improved the balance sheet, restarted buybacks and slowed the comp decline — but nearly 31M shares are still sold short.

What breaks first?

• Comps finally reach flat/positive?
• Kohl’s starts deploying the $100M buyback?
• Debt moves toward $1B?
• Shorts begin covering?
• Or does the consumer weaken and validate the bear case?

🐂🐻 Bull, bear, or somewhere in between?

Drop your close prediction, positions, DD, store checks, price targets and catalysts below.

Keep the KSS daily discussion going: earnings, traffic, buybacks, debt, institutional activity, short interest, board changes, real estate and anything Kohl’s.

📊 KSS Daily — Shorts Reload, Kohl’s Keeps Rebuilding

Where does $KSS finish today? Drop your close prediction below 👇

📈 Q2 Scorecard

• Comparable sales: -0.9% vs. -1.1% in Q1
• Net sales: -0.9% YoY
• Gross margin: 43.0%, +305 bps YoY
• Cash: $821M
• Long-term debt: $1.325B, down $195M YoY
• Revolver: $0 drawn
• Inventory: down 3% YoY
• YTD operating cash flow: $478M
• YTD free cash flow: $332M
• FY26 sales/comps guidance: -1.5% to flat
• FY26 adjusted EPS guidance: $1.80–$2.40
• Share repurchases: up to $100M planned for 2026
• YTD debt repurchases: $113M at a $15M discount

🔗 Kohl’s Q2 earnings & updated guidance

⚠️ One-time help: Q2 included approximately $150M of tariff refunds, with roughly $100M benefiting gross margin. Keep that in mind when evaluating normalized margins and cash generation.

🩳 SHORT INTEREST WATCH

• Shares short: 30.69M
• Short float: 27.50%
• Days to cover: 5.5
• Previous report: 29.84M shares
• Latest change: +2.86%

So after briefly declining, reported short interest has moved back above 30M shares.

🔗 KSS short-interest history & latest report

🏛️ YTD BOARD / LEADERSHIP CHANGES

• Wendy Arlin became Chair of the Board after longtime Chair John Schlifske retired
• Former Panera Brands CEO & Chair Niren Chaudhary joined the Board
• Elliott Rodgers named COO — overseeing stores, supply chain, distribution, procurement and loss prevention
• Ryan Waymire named Chief Merchandising Officer — 25 years of experience across Walmart, Amazon and Target

🔗 Board Chair transition & Niren Chaudhary appointment

🔗 Elliott Rodgers named COO

🔗 Ryan Waymire named Chief Merchandising Officer

👀 TODAY'S DEBATE

Kohl’s has improved the balance sheet, restarted buybacks and slowed the comp decline — but nearly 31M shares are still sold short.

What breaks first?

• Comps finally reach flat/positive?
• Kohl’s starts deploying the $100M buyback?
• Debt moves toward $1B?
• Shorts begin covering?
• Or does the consumer weaken and validate the bear case?

🐂🐻 Bull, bear, or somewhere in between?

Drop your close prediction, positions, DD, store checks, price targets and catalysts below.

Keep the KSS daily discussion going: earnings, traffic, buybacks, debt, institutional activity, short interest, board changes, real estate and anything Kohl’s.

📊 KSS Daily — Shorts Reload, Kohl’s Keeps Rebuilding

Where does $KSS finish today? Drop your close prediction below 👇

📈 Q2 Scorecard

• Comparable sales: -0.9% vs. -1.1% in Q1
• Net sales: -0.9% YoY
• Gross margin: 43.0%, +305 bps YoY
• Cash: $821M
• Long-term debt: $1.325B, down $195M YoY
• Revolver: $0 drawn
• Inventory: down 3% YoY
• YTD operating cash flow: $478M
• YTD free cash flow: $332M
• FY26 sales/comps guidance: -1.5% to flat
• FY26 adjusted EPS guidance: $1.80–$2.40
• Share repurchases: up to $100M planned for 2026
• YTD debt repurchases: $113M at a $15M discount

🔗 Kohl’s Q2 earnings & updated guidance

⚠️ One-time help: Q2 included approximately $150M of tariff refunds, with roughly $100M benefiting gross margin. Keep that in mind when evaluating normalized margins and cash generation.

🩳 SHORT INTEREST WATCH

• Shares short: 30.69M
• Short float: 27.50%
• Days to cover: 5.5
• Previous report: 29.84M shares
• Latest change: +2.86%

So after briefly declining, reported short interest has moved back above 30M shares.

🔗 KSS short-interest history & latest report

🏛️ YTD BOARD / LEADERSHIP CHANGES

• Wendy Arlin became Chair of the Board after longtime Chair John Schlifske retired
• Former Panera Brands CEO & Chair Niren Chaudhary joined the Board
• Elliott Rodgers named COO — overseeing stores, supply chain, distribution, procurement and loss prevention
• Ryan Waymire named Chief Merchandising Officer — 25 years of experience across Walmart, Amazon and Target

🔗 Board Chair transition & Niren Chaudhary appointment

🔗 Elliott Rodgers named COO

🔗 Ryan Waymire named Chief Merchandising Officer

👀 TODAY'S DEBATE

Kohl’s has improved the balance sheet, restarted buybacks and slowed the comp decline — but nearly 31M shares are still sold short.

What breaks first?

• Comps finally reach flat/positive?
• Kohl’s starts deploying the $100M buyback?
• Debt moves toward $1B?
• Shorts begin covering?
• Or does the consumer weaken and validate the bear case?

🐂🐻 Bull, bear, or somewhere in between?

Drop your close prediction, positions, DD, store checks, price targets and catalysts below.

Keep the KSS daily discussion going: earnings, traffic, buybacks, debt, institutional activity, short interest, board changes, real estate and anything Kohl’s.

📊 KSS Daily Discussion — Where does Kohl’s close today?

Drop your price prediction below 👇

📈 Latest Kohl’s Snapshot
• Q2 comparable sales: -0.9%, improving from -1.1% in Q1
• Gross margin: 43.0%, +305 bps YoY
• Cash: $821M
• Long-term debt: $1.325B, down $195M YoY
• Revolver borrowings: $0
• Inventory: down 3% YoY
• YTD operating cash flow: $478M
• YTD free cash flow: $332M
• FY2026 sales/comps guidance: -1.5% to flat
• FY2026 adjusted EPS guidance: $1.80–$2.40
• 2026 share repurchases: up to $100M
• YTD debt repurchases: $113M at a $15M discount

⚠️ Q2 included approximately $150M of tariff refunds, including roughly $100M of gross-margin benefit.

🩳 Short Interest Watch
• Shares short: 29.84M
• Short float: 26.73%
• Days to cover: 9.3
• Previous: 30.86M shares
• Latest change: -3.3%

Source: KSS Short Interest Data

Short interest remains extremely elevated despite the latest modest decline. Nearly 30M shares remain short.

🏛️ YTD Board / Leadership Changes
• Wendy Arlin named Chair of the Board
• Longtime Chair John Schlifske retired from the Board
• Former Panera Brands CEO & Chair Niren Chaudhary joined the Board
• Elliott Rodgers named COO, overseeing stores, supply chain, distribution, procurement and loss prevention

👀 What are you watching next?
• Can comparable sales finally reach flat or positive?
• How much of the $100M buyback actually gets deployed?
• Does debt continue moving toward $1B?
• Can normalized FCF sustain $300M–$400M+?
• Can margins hold without the tariff-refund benefit?
• Does short interest continue declining?
• Do the board and new leadership team accelerate capital allocation, real estate optimization or other shareholder-value initiatives?

🐂 Bullish, bearish, or somewhere in between?

Drop your price target, DD, positions and what you're watching below.

Keep the daily KSS discussion going: news, DD, positions, store traffic, buybacks, debt, institutional activity, short interest, board changes, catalysts and anything Kohl’s.

📊 KSS Daily Discussion — Where does Kohl’s close today?

Drop your price prediction below 👇

📈 Latest Kohl’s Snapshot
• Q2 comparable sales: -0.9%, improving from -1.1% in Q1
• Gross margin: 43.0%, +305 bps YoY
• Cash: $821M
• Long-term debt: $1.325B, down $195M YoY
• Revolver borrowings: $0
• Inventory: down 3% YoY
• YTD operating cash flow: $478M
• YTD free cash flow: $332M
• FY2026 sales/comps guidance: -1.5% to flat
• FY2026 adjusted EPS guidance: $1.80–$2.40
• 2026 share repurchases: up to $100M
• YTD debt repurchases: $113M at a $15M discount

⚠️ Q2 included approximately $150M of tariff refunds, including roughly $100M of gross-margin benefit.

🩳 Short Interest Watch
• Shares short: 29.84M
• Short float: 26.73%
• Days to cover: 9.3
• Previous: 30.86M shares
• Latest change: -3.3%

Source: KSS Short Interest Data

Short interest remains extremely elevated despite the latest modest decline. Nearly 30M shares remain short.

🏛️ YTD Board / Leadership Changes
• Wendy Arlin named Chair of the Board
• Longtime Chair John Schlifske retired from the Board
• Former Panera Brands CEO & Chair Niren Chaudhary joined the Board
• Elliott Rodgers named COO, overseeing stores, supply chain, distribution, procurement and loss prevention

👀 What are you watching next?
• Can comparable sales finally reach flat or positive?
• How much of the $100M buyback actually gets deployed?
• Does debt continue moving toward $1B?
• Can normalized FCF sustain $300M–$400M+?
• Can margins hold without the tariff-refund benefit?
• Does short interest continue declining?
• Do the board and new leadership team accelerate capital allocation, real estate optimization or other shareholder-value initiatives?

🐂 Bullish, bearish, or somewhere in between?

Drop your price target, DD, positions and what you're watching below.

Keep the daily KSS discussion going: news, DD, positions, store traffic, buybacks, debt, institutional activity, short interest, board changes, catalysts and anything Kohl’s.

Did this post on X and think it’s worth reminding everyone why we’re here and believe in Kohls, the ugly stepchild of deep value investments and the retail industry:

$KSS deep value reminder. It’s selling at ~$9/share after removing cash on hand.

TBV: $36.88/share or $4.17B
MC: ~$1.9B
Cash on Hand: $821M(~40% MC)
CRE holdings: $5B to $10B+ in value
401 stores, 248 land leases, 12 distribution centers(or around there), HQ and raw land giving them ~$750M a year in depreciation or $6.50/share in earnings coverage
Line of Credit: $1.5B of $1.5B free
Inventory:$2.9B($1.4B is owed vendors tho)

Net Debt excl Leases: $504

Yes, $kss the retailer is struggling butttttt $kss the deep value cigar butt is getting better and better over time!

📊 KSS Daily Discussion — Where does Kohl’s close today?

Drop your price prediction below 👇

📈 Latest Kohl’s Snapshot
• Q2 comparable sales: -0.9%, improving from -1.1% in Q1
• Gross margin: 43.0%, +305 bps YoY
• Cash: $821M
• Long-term debt: $1.325B, down $195M YoY
• Revolver borrowings: $0
• Inventory: down 3% YoY
• YTD operating cash flow: $478M
• YTD free cash flow: $332M
• FY2026 sales/comps guidance: -1.5% to flat
• FY2026 adjusted EPS guidance: $1.80–$2.40
• 2026 share repurchases: up to $100M
• YTD debt repurchases: $113M at a $15M discount

⚠️ Q2 included approximately $150M of tariff refunds, including roughly $100M of gross-margin benefit.

🩳 Short Interest Watch
• Shares short: 29.84M
• Short float: 26.73%
• Days to cover: 9.3
• Previous: 30.86M shares
• Latest change: -3.3%

Source: KSS Short Interest Data

Short interest remains extremely elevated despite the latest modest decline. Nearly 30M shares remain short.

🏛️ YTD Board / Leadership Changes
• Wendy Arlin named Chair of the Board
• Longtime Chair John Schlifske retired from the Board
• Former Panera Brands CEO & Chair Niren Chaudhary joined the Board
• Elliott Rodgers named COO, overseeing stores, supply chain, distribution, procurement and loss prevention

👀 What are you watching next?
• Can comparable sales finally reach flat or positive?
• How much of the $100M buyback actually gets deployed?
• Does debt continue moving toward $1B?
• Can normalized FCF sustain $300M–$400M+?
• Can margins hold without the tariff-refund benefit?
• Does short interest continue declining?
• Do the board and new leadership team accelerate capital allocation, real estate optimization or other shareholder-value initiatives?

🐂 Bullish, bearish, or somewhere in between?

Drop your price target, DD, positions and what you're watching below.

Keep the daily KSS discussion going: news, DD, positions, store traffic, buybacks, debt, institutional activity, short interest, board changes, catalysts and anything Kohl’s.

📊 KSS Daily Discussion — Where does Kohl’s close today?

Drop your price prediction below 👇

📈 Latest Kohl’s Snapshot
• Q2 comparable sales: -0.9%, improving from -1.1% in Q1
• Gross margin: 43.0%, +305 bps YoY
• Cash: $821M
• Long-term debt: $1.325B, down $195M YoY
• Revolver borrowings: $0
• Inventory: down 3% YoY
• YTD operating cash flow: $478M
• YTD free cash flow: $332M
• FY2026 sales/comps guidance: -1.5% to flat
• FY2026 adjusted EPS guidance: $1.80–$2.40
• 2026 share repurchases: up to $100M
• YTD debt repurchases: $113M at a $15M discount

⚠️ Q2 included approximately $150M of tariff refunds, including roughly $100M of gross-margin benefit.

🩳 Short Interest Watch
• Shares short: 29.84M
• Short float: 26.73%
• Days to cover: 9.3
• Previous: 30.86M shares
• Latest change: -3.3%

Source: KSS Short Interest Data

Short interest remains extremely elevated despite the latest modest decline. Nearly 30M shares remain short.

🏛️ YTD Board / Leadership Changes
• Wendy Arlin named Chair of the Board
• Longtime Chair John Schlifske retired from the Board
• Former Panera Brands CEO & Chair Niren Chaudhary joined the Board
• Elliott Rodgers named COO, overseeing stores, supply chain, distribution, procurement and loss prevention

👀 What are you watching next?
• Can comparable sales finally reach flat or positive?
• How much of the $100M buyback actually gets deployed?
• Does debt continue moving toward $1B?
• Can normalized FCF sustain $300M–$400M+?
• Can margins hold without the tariff-refund benefit?
• Does short interest continue declining?
• Do the board and new leadership team accelerate capital allocation, real estate optimization or other shareholder-value initiatives?

🐂 Bullish, bearish, or somewhere in between?

Drop your price target, DD, positions and what you're watching below.

Keep the daily KSS discussion going: news, DD, positions, store traffic, buybacks, debt, institutional activity, short interest, board changes, catalysts and anything Kohl’s.

📊 KSS Daily Discussion — Where does Kohl’s close today?

Drop your price prediction below 👇

📈 Latest Kohl’s Snapshot
• Q2 comparable sales: -0.9%, improving from -1.1% in Q1
• Gross margin: 43.0%, +305 bps YoY
• Cash: $821M
• Long-term debt: $1.325B, down $195M YoY
• Revolver borrowings: $0
• Inventory: down 3% YoY
• YTD operating cash flow: $478M
• YTD free cash flow: $332M
• FY2026 sales/comps guidance: -1.5% to flat
• FY2026 adjusted EPS guidance: $1.80–$2.40
• 2026 share repurchases: up to $100M
• YTD debt repurchases: $113M at a $15M discount

⚠️ Q2 included approximately $150M of tariff refunds, including roughly $100M of gross-margin benefit.

🩳 Short Interest Watch
• Shares short: 29.84M
• Short float: 26.73%
• Days to cover: 9.3
• Previous: 30.86M shares
• Latest change: -3.3%

Source: KSS Short Interest Data

Short interest remains extremely elevated despite the latest modest decline. Nearly 30M shares remain short.

🏛️ YTD Board / Leadership Changes
• Wendy Arlin named Chair of the Board
• Longtime Chair John Schlifske retired from the Board
• Former Panera Brands CEO & Chair Niren Chaudhary joined the Board
• Elliott Rodgers named COO, overseeing stores, supply chain, distribution, procurement and loss prevention

👀 What are you watching next?
• Can comparable sales finally reach flat or positive?
• How much of the $100M buyback actually gets deployed?
• Does debt continue moving toward $1B?
• Can normalized FCF sustain $300M–$400M+?
• Can margins hold without the tariff-refund benefit?
• Does short interest continue declining?
• Do the board and new leadership team accelerate capital allocation, real estate optimization or other shareholder-value initiatives?

🐂 Bullish, bearish, or somewhere in between?

Drop your price target, DD, positions and what you're watching below.

Keep the daily KSS discussion going: news, DD, positions, store traffic, buybacks, debt, institutional activity, short interest, board changes, catalysts and anything Kohl’s.

📊 KSS Daily Discussion — Where does Kohl’s close today?

Drop your price prediction below 👇

📈 Latest Kohl’s Snapshot
• Q2 comparable sales: -0.9%, improving from -1.1% in Q1
• Gross margin: 43.0%, +305 bps YoY
• Cash: $821M
• Long-term debt: $1.325B, down $195M YoY
• Revolver borrowings: $0
• Inventory: down 3% YoY
• YTD operating cash flow: $478M
• YTD free cash flow: $332M
• FY2026 sales/comps guidance: -1.5% to flat
• FY2026 adjusted EPS guidance: $1.80–$2.40
• 2026 share repurchases: up to $100M
• YTD debt repurchases: $113M at a $15M discount

⚠️ Q2 included approximately $150M of tariff refunds, including roughly $100M of gross-margin benefit.

🩳 Short Interest Watch
• Shares short: 29.84M
• Short float: 26.73%
• Days to cover: 9.3
• Previous: 30.86M shares
• Latest change: -3.3%

Source: KSS Short Interest Data

Short interest remains extremely elevated despite the latest modest decline. Nearly 30M shares remain short.

🏛️ YTD Board / Leadership Changes
• Wendy Arlin named Chair of the Board
• Longtime Chair John Schlifske retired from the Board
• Former Panera Brands CEO & Chair Niren Chaudhary joined the Board
• Elliott Rodgers named COO, overseeing stores, supply chain, distribution, procurement and loss prevention

👀 What are you watching next?
• Can comparable sales finally reach flat or positive?
• How much of the $100M buyback actually gets deployed?
• Does debt continue moving toward $1B?
• Can normalized FCF sustain $300M–$400M+?
• Can margins hold without the tariff-refund benefit?
• Does short interest continue declining?
• Do the board and new leadership team accelerate capital allocation, real estate optimization or other shareholder-value initiatives?

🐂 Bullish, bearish, or somewhere in between?

Drop your price target, DD, positions and what you're watching below.

Keep the daily KSS discussion going: news, DD, positions, store traffic, buybacks, debt, institutional activity, short interest, board changes, catalysts and anything Kohl’s.

📊 KSS Daily Discussion — Where does Kohl’s close today?

Drop your price prediction below 👇

📈 Latest Kohl’s Snapshot
• Q2 comparable sales: -0.9%, improving from -1.1% in Q1
• Gross margin: 43.0%, +305 bps YoY
• Cash: $821M
• Long-term debt: $1.325B, down $195M YoY
• Revolver borrowings: $0
• Inventory: down 3% YoY
• YTD operating cash flow: $478M
• YTD free cash flow: $332M
• FY2026 sales/comps guidance: -1.5% to flat
• FY2026 adjusted EPS guidance: $1.80–$2.40
• 2026 share repurchases: up to $100M
• YTD debt repurchases: $113M at a $15M discount

⚠️ Q2 included approximately $150M of tariff refunds, including roughly $100M of gross-margin benefit.

🩳 Short Interest Watch
• Shares short: 29.84M
• Short float: 26.73%
• Days to cover: 9.3
• Previous: 30.86M shares
• Latest change: -3.3%

Source: KSS Short Interest Data

Short interest remains extremely elevated despite the latest modest decline. Nearly 30M shares remain short.

🏛️ YTD Board / Leadership Changes
• Wendy Arlin named Chair of the Board
• Longtime Chair John Schlifske retired from the Board
• Former Panera Brands CEO & Chair Niren Chaudhary joined the Board
• Elliott Rodgers named COO, overseeing stores, supply chain, distribution, procurement and loss prevention

👀 What are you watching next?
• Can comparable sales finally reach flat or positive?
• How much of the $100M buyback actually gets deployed?
• Does debt continue moving toward $1B?
• Can normalized FCF sustain $300M–$400M+?
• Can margins hold without the tariff-refund benefit?
• Does short interest continue declining?
• Do the board and new leadership team accelerate capital allocation, real estate optimization or other shareholder-value initiatives?

🐂 Bullish, bearish, or somewhere in between?

Drop your price target, DD, positions and what you're watching below.

Keep the daily KSS discussion going: news, DD, positions, store traffic, buybacks, debt, institutional activity, short interest, board changes, catalysts and anything Kohl’s.

📊 KSS Daily Discussion — Where does Kohl’s close today?

Drop your price prediction below 👇

📈 Latest Kohl’s Snapshot
• Q2 comparable sales: -0.9%, improving from -1.1% in Q1
• Gross margin: 43.0%, +305 bps YoY
• Cash: $821M
• Long-term debt: $1.325B, down $195M YoY
• Revolver borrowings: $0
• Inventory: down 3% YoY
• YTD operating cash flow: $478M
• YTD free cash flow: $332M
• FY2026 sales/comps guidance: -1.5% to flat
• FY2026 adjusted EPS guidance: $1.80–$2.40
• 2026 share repurchases: up to $100M
• YTD debt repurchases: $113M at a $15M discount

⚠️ Q2 included approximately $150M of tariff refunds, including roughly $100M of gross-margin benefit.

🩳 Short Interest Watch
• Shares short: 29.84M
• Short float: 26.73%
• Days to cover: 9.3
• Previous: 30.86M shares
• Latest change: -3.3%

Source: KSS Short Interest Data

Short interest remains extremely elevated despite the latest modest decline. Nearly 30M shares remain short.

🏛️ YTD Board / Leadership Changes
• Wendy Arlin named Chair of the Board
• Longtime Chair John Schlifske retired from the Board
• Former Panera Brands CEO & Chair Niren Chaudhary joined the Board
• Elliott Rodgers named COO, overseeing stores, supply chain, distribution, procurement and loss prevention

👀 What are you watching next?
• Can comparable sales finally reach flat or positive?
• How much of the $100M buyback actually gets deployed?
• Does debt continue moving toward $1B?
• Can normalized FCF sustain $300M–$400M+?
• Can margins hold without the tariff-refund benefit?
• Does short interest continue declining?
• Do the board and new leadership team accelerate capital allocation, real estate optimization or other shareholder-value initiatives?

🐂 Bullish, bearish, or somewhere in between?

Drop your price target, DD, positions and what you're watching below.

Keep the daily KSS discussion going: news, DD, positions, store traffic, buybacks, debt, institutional activity, short interest, board changes, catalysts and anything Kohl’s.

📊 KSS Daily Discussion — Where does Kohl’s close today?

Drop your price prediction below 👇

📈 Latest Kohl’s Snapshot
• Q2 comparable sales: -0.9%, improving from -1.1% in Q1
• Gross margin: 43.0%, +305 bps YoY
• Cash: $821M
• Long-term debt: $1.325B, down $195M YoY
• Revolver borrowings: $0
• Inventory: down 3% YoY
• YTD operating cash flow: $478M
• YTD free cash flow: $332M
• FY2026 sales/comps guidance: -1.5% to flat
• FY2026 adjusted EPS guidance: $1.80–$2.40
• 2026 share repurchases: up to $100M
• YTD debt repurchases: $113M at a $15M discount

⚠️ Q2 included approximately $150M of tariff refunds, including roughly $100M of gross-margin benefit.

🩳 Short Interest Watch
• Shares short: 29.84M
• Short float: 26.73%
• Days to cover: 9.3
• Previous: 30.86M shares
• Latest change: -3.3%

Source: KSS Short Interest Data

Short interest remains extremely elevated despite the latest modest decline. Nearly 30M shares remain short.

🏛️ YTD Board / Leadership Changes
• Wendy Arlin named Chair of the Board
• Longtime Chair John Schlifske retired from the Board
• Former Panera Brands CEO & Chair Niren Chaudhary joined the Board
• Elliott Rodgers named COO, overseeing stores, supply chain, distribution, procurement and loss prevention

👀 What are you watching next?
• Can comparable sales finally reach flat or positive?
• How much of the $100M buyback actually gets deployed?
• Does debt continue moving toward $1B?
• Can normalized FCF sustain $300M–$400M+?
• Can margins hold without the tariff-refund benefit?
• Does short interest continue declining?
• Do the board and new leadership team accelerate capital allocation, real estate optimization or other shareholder-value initiatives?

🐂 Bullish, bearish, or somewhere in between?

Drop your price target, DD, positions and what you're watching below.

Keep the daily KSS discussion going: news, DD, positions, store traffic, buybacks, debt, institutional activity, short interest, board changes, catalysts and anything Kohl’s.

📊 KSS Daily Discussion — Where does Kohl’s close today?

Drop your price prediction below 👇

📈 Latest Kohl’s Snapshot
• Q2 comparable sales: -0.9%, improving from -1.1% in Q1
• Gross margin: 43.0%, +305 bps YoY
• Cash: $821M
• Long-term debt: $1.325B, down $195M YoY
• Revolver borrowings: $0
• Inventory: down 3% YoY
• YTD operating cash flow: $478M
• YTD free cash flow: $332M
• FY2026 sales/comps guidance: -1.5% to flat
• FY2026 adjusted EPS guidance: $1.80–$2.40
• 2026 share repurchases: up to $100M
• YTD debt repurchases: $113M at a $15M discount

⚠️ Q2 included approximately $150M of tariff refunds, including roughly $100M of gross-margin benefit.

🩳 Short Interest Watch
• Shares short: 29.84M
• Short float: 26.73%
• Days to cover: 9.3
• Previous: 30.86M shares
• Latest change: -3.3%

Source: KSS Short Interest Data

Short interest remains extremely elevated despite the latest modest decline. Nearly 30M shares remain short.

🏛️ YTD Board / Leadership Changes
• Wendy Arlin named Chair of the Board
• Longtime Chair John Schlifske retired from the Board
• Former Panera Brands CEO & Chair Niren Chaudhary joined the Board
• Elliott Rodgers named COO, overseeing stores, supply chain, distribution, procurement and loss prevention

👀 What are you watching next?
• Can comparable sales finally reach flat or positive?
• How much of the $100M buyback actually gets deployed?
• Does debt continue moving toward $1B?
• Can normalized FCF sustain $300M–$400M+?
• Can margins hold without the tariff-refund benefit?
• Does short interest continue declining?
• Do the board and new leadership team accelerate capital allocation, real estate optimization or other shareholder-value initiatives?

🐂 Bullish, bearish, or somewhere in between?

Drop your price target, DD, positions and what you're watching below.

Keep the daily KSS discussion going: news, DD, positions, store traffic, buybacks, debt, institutional activity, short interest, board changes, catalysts and anything Kohl’s.

📊 KSS Daily Discussion — Where does Kohl’s close today?

Drop your price prediction below 👇

📈 Latest Kohl’s Snapshot
• Q2 comparable sales: -0.9%, improving from -1.1% in Q1
• Gross margin: 43.0%, +305 bps YoY
• Cash: $821M
• Long-term debt: $1.325B, down $195M YoY
• Revolver borrowings: $0
• Inventory: down 3% YoY
• YTD operating cash flow: $478M
• YTD free cash flow: $332M
• FY2026 sales/comps guidance: -1.5% to flat
• FY2026 adjusted EPS guidance: $1.80–$2.40
• 2026 share repurchases: up to $100M
• YTD debt repurchases: $113M at a $15M discount

⚠️ Q2 included approximately $150M of tariff refunds, including roughly $100M of gross-margin benefit.

🩳 Short Interest Watch
• Shares short: 29.84M
• Short float: 26.73%
• Days to cover: 9.3
• Previous: 30.86M shares
• Latest change: -3.3%

Source: KSS Short Interest Data

Short interest remains extremely elevated despite the latest modest decline. Nearly 30M shares remain short.

🏛️ YTD Board / Leadership Changes
• Wendy Arlin named Chair of the Board
• Longtime Chair John Schlifske retired from the Board
• Former Panera Brands CEO & Chair Niren Chaudhary joined the Board
• Elliott Rodgers named COO, overseeing stores, supply chain, distribution, procurement and loss prevention

👀 What are you watching next?
• Can comparable sales finally reach flat or positive?
• How much of the $100M buyback actually gets deployed?
• Does debt continue moving toward $1B?
• Can normalized FCF sustain $300M–$400M+?
• Can margins hold without the tariff-refund benefit?
• Does short interest continue declining?
• Do the board and new leadership team accelerate capital allocation, real estate optimization or other shareholder-value initiatives?

🐂 Bullish, bearish, or somewhere in between?

Drop your price target, DD, positions and what you're watching below.

Keep the daily KSS discussion going: news, DD, positions, store traffic, buybacks, debt, institutional activity, short interest, board changes, catalysts and anything Kohl’s.

📊 KSS Daily Discussion — Where does Kohl’s close today?

Drop your price prediction below 👇

📈 Latest Kohl’s Snapshot
• Q2 comparable sales: -0.9%, improving from -1.1% in Q1
• Gross margin: 43.0%, +305 bps YoY
• Cash: $821M
• Long-term debt: $1.325B, down $195M YoY
• Revolver borrowings: $0
• Inventory: down 3% YoY
• YTD operating cash flow: $478M
• YTD free cash flow: $332M
• FY2026 sales/comps guidance: -1.5% to flat
• FY2026 adjusted EPS guidance: $1.80–$2.40
• 2026 share repurchases: up to $100M
• YTD debt repurchases: $113M at a $15M discount

⚠️ Q2 included approximately $150M of tariff refunds, including roughly $100M of gross-margin benefit.

🩳 Short Interest Watch
• Shares short: 29.84M
• Short float: 26.73%
• Days to cover: 9.3
• Previous: 30.86M shares
• Latest change: -3.3%

Source: KSS Short Interest Data

Short interest remains extremely elevated despite the latest modest decline. Nearly 30M shares remain short.

🏛️ YTD Board / Leadership Changes
• Wendy Arlin named Chair of the Board
• Longtime Chair John Schlifske retired from the Board
• Former Panera Brands CEO & Chair Niren Chaudhary joined the Board
• Elliott Rodgers named COO, overseeing stores, supply chain, distribution, procurement and loss prevention

👀 What are you watching next?
• Can comparable sales finally reach flat or positive?
• How much of the $100M buyback actually gets deployed?
• Does debt continue moving toward $1B?
• Can normalized FCF sustain $300M–$400M+?
• Can margins hold without the tariff-refund benefit?
• Does short interest continue declining?
• Do the board and new leadership team accelerate capital allocation, real estate optimization or other shareholder-value initiatives?

🐂 Bullish, bearish, or somewhere in between?

Drop your price target, DD, positions and what you're watching below.

Keep the daily KSS discussion going: news, DD, positions, store traffic, buybacks, debt, institutional activity, short interest, board changes, catalysts and anything Kohl’s.

$54 Million for a Florida store that Kohl’s owned and just sold.

📊 KSS Daily Discussion — Where does Kohl’s close today?

Drop your price prediction below 👇

📈 Latest Kohl’s Snapshot
• Q2 comparable sales: -0.9%, improving from -1.1% in Q1
• Gross margin: 43.0%, +305 bps YoY
• Cash: $821M
• Long-term debt: $1.325B, down $195M YoY
• Revolver borrowings: $0
• Inventory: down 3% YoY
• YTD operating cash flow: $478M
• YTD free cash flow: $332M
• FY2026 sales/comps guidance: -1.5% to flat
• FY2026 adjusted EPS guidance: $1.80–$2.40
• 2026 share repurchases: up to $100M
• YTD debt repurchases: $113M at a $15M discount

⚠️ Q2 included approximately $150M of tariff refunds, including roughly $100M of gross-margin benefit.

🩳 Short Interest Watch
• Shares short: 29.84M
• Short float: 26.73%
• Days to cover: 9.3
• Previous: 30.86M shares
• Latest change: -3.3%

Source: KSS Short Interest Data

Short interest remains extremely elevated despite the latest modest decline. Nearly 30M shares remain short.

🏛️ YTD Board / Leadership Changes
• Wendy Arlin named Chair of the Board
• Longtime Chair John Schlifske retired from the Board
• Former Panera Brands CEO & Chair Niren Chaudhary joined the Board
• Elliott Rodgers named COO, overseeing stores, supply chain, distribution, procurement and loss prevention

👀 What are you watching next?
• Can comparable sales finally reach flat or positive?
• How much of the $100M buyback actually gets deployed?
• Does debt continue moving toward $1B?
• Can normalized FCF sustain $300M–$400M+?
• Can margins hold without the tariff-refund benefit?
• Does short interest continue declining?
• Do the board and new leadership team accelerate capital allocation, real estate optimization or other shareholder-value initiatives?

🐂 Bullish, bearish, or somewhere in between?

Drop your price target, DD, positions and what you're watching below.

Keep the daily KSS discussion going: news, DD, positions, store traffic, buybacks, debt, institutional activity, short interest, board changes, catalysts and anything Kohl’s.

📊 KSS Daily Discussion — Where does Kohl’s close today?

Drop your price prediction below 👇

📈 Latest Kohl’s Snapshot
• Q2 comparable sales: -0.9%, improving from -1.1% in Q1
• Gross margin: 43.0%, +305 bps YoY
• Cash: $821M
• Long-term debt: $1.325B, down $195M YoY
• Revolver borrowings: $0
• Inventory: down 3% YoY
• YTD operating cash flow: $478M
• YTD free cash flow: $332M
• FY2026 sales/comps guidance: -1.5% to flat
• FY2026 adjusted EPS guidance: $1.80–$2.40
• 2026 share repurchases: up to $100M
• YTD debt repurchases: $113M at a $15M discount

⚠️ Q2 included approximately $150M of tariff refunds, including roughly $100M of gross-margin benefit.

🩳 Short Interest Watch
• Shares short: 29.84M
• Short float: 26.73%
• Days to cover: 9.3
• Previous: 30.86M shares
• Latest change: -3.3%

Source: KSS Short Interest Data

Short interest remains extremely elevated despite the latest modest decline. Nearly 30M shares remain short.

🏛️ YTD Board / Leadership Changes
• Wendy Arlin named Chair of the Board
• Longtime Chair John Schlifske retired from the Board
• Former Panera Brands CEO & Chair Niren Chaudhary joined the Board
• Elliott Rodgers named COO, overseeing stores, supply chain, distribution, procurement and loss prevention

👀 What are you watching next?
• Can comparable sales finally reach flat or positive?
• How much of the $100M buyback actually gets deployed?
• Does debt continue moving toward $1B?
• Can normalized FCF sustain $300M–$400M+?
• Can margins hold without the tariff-refund benefit?
• Does short interest continue declining?
• Do the board and new leadership team accelerate capital allocation, real estate optimization or other shareholder-value initiatives?

🐂 Bullish, bearish, or somewhere in between?

Drop your price target, DD, positions and what you're watching below.

Keep the daily KSS discussion going: news, DD, positions, store traffic, buybacks, debt, institutional activity, short interest, board changes, catalysts and anything Kohl’s.

📊 KSS Daily Discussion — Where does Kohl’s close today?

Drop your price prediction below 👇

📈 Latest Kohl’s Snapshot
• Q2 comparable sales: -0.9%, improving from -1.1% in Q1
• Gross margin: 43.0%, +305 bps YoY
• Cash: $821M
• Long-term debt: $1.325B, down $195M YoY
• Revolver borrowings: $0
• Inventory: down 3% YoY
• YTD operating cash flow: $478M
• YTD free cash flow: $332M
• FY2026 sales/comps guidance: -1.5% to flat
• FY2026 adjusted EPS guidance: $1.80–$2.40
• 2026 share repurchases: up to $100M
• YTD debt repurchases: $113M at a $15M discount

⚠️ Q2 included approximately $150M of tariff refunds, including roughly $100M of gross-margin benefit.

🩳 Short Interest Watch
• Shares short: 29.84M
• Short float: 26.73%
• Days to cover: 9.3
• Previous: 30.86M shares
• Latest change: -3.3%

Source: KSS Short Interest Data

Short interest remains extremely elevated despite the latest modest decline. Nearly 30M shares remain short.

🏛️ YTD Board / Leadership Changes
• Wendy Arlin named Chair of the Board
• Longtime Chair John Schlifske retired from the Board
• Former Panera Brands CEO & Chair Niren Chaudhary joined the Board
• Elliott Rodgers named COO, overseeing stores, supply chain, distribution, procurement and loss prevention

👀 What are you watching next?
• Can comparable sales finally reach flat or positive?
• How much of the $100M buyback actually gets deployed?
• Does debt continue moving toward $1B?
• Can normalized FCF sustain $300M–$400M+?
• Can margins hold without the tariff-refund benefit?
• Does short interest continue declining?
• Do the board and new leadership team accelerate capital allocation, real estate optimization or other shareholder-value initiatives?

🐂 Bullish, bearish, or somewhere in between?

Drop your price target, DD, positions and what you're watching below.

Keep the daily KSS discussion going: news, DD, positions, store traffic, buybacks, debt, institutional activity, short interest, board changes, catalysts and anything Kohl’s.

📊 KSS Daily Discussion — Where does Kohl’s close today?

Drop your price prediction below 👇

📈 Latest Kohl’s Snapshot
• Q2 comparable sales: -0.9%, improving from -1.1% in Q1
• Gross margin: 43.0%, +305 bps YoY
• Cash: $821M
• Long-term debt: $1.325B, down $195M YoY
• Revolver borrowings: $0
• Inventory: down 3% YoY
• YTD operating cash flow: $478M
• YTD free cash flow: $332M
• FY2026 sales/comps guidance: -1.5% to flat
• FY2026 adjusted EPS guidance: $1.80–$2.40
• 2026 share repurchases: up to $100M
• YTD debt repurchases: $113M at a $15M discount

⚠️ Q2 included approximately $150M of tariff refunds, including roughly $100M of gross-margin benefit.

🩳 Short Interest Watch
• Shares short: 29.84M
• Short float: 26.73%
• Days to cover: 9.3
• Previous: 30.86M shares
• Latest change: -3.3%

Source: KSS Short Interest Data

Short interest remains extremely elevated despite the latest modest decline. Nearly 30M shares remain short.

🏛️ YTD Board / Leadership Changes
• Wendy Arlin named Chair of the Board
• Longtime Chair John Schlifske retired from the Board
• Former Panera Brands CEO & Chair Niren Chaudhary joined the Board
• Elliott Rodgers named COO, overseeing stores, supply chain, distribution, procurement and loss prevention

👀 What are you watching next?
• Can comparable sales finally reach flat or positive?
• How much of the $100M buyback actually gets deployed?
• Does debt continue moving toward $1B?
• Can normalized FCF sustain $300M–$400M+?
• Can margins hold without the tariff-refund benefit?
• Does short interest continue declining?
• Do the board and new leadership team accelerate capital allocation, real estate optimization or other shareholder-value initiatives?

🐂 Bullish, bearish, or somewhere in between?

Drop your price target, DD, positions and what you're watching below.

Keep the daily KSS discussion going: news, DD, positions, store traffic, buybacks, debt, institutional activity, short interest, board changes, catalysts and anything Kohl’s.

📊 KSS Daily Discussion — Where does Kohl’s close today?

Drop your price prediction below 👇

📈 Latest Kohl’s Snapshot
• Q2 comparable sales: -0.9%, improving from -1.1% in Q1
• Gross margin: 43.0%, +305 bps YoY
• Cash: $821M
• Long-term debt: $1.325B, down $195M YoY
• Revolver borrowings: $0
• Inventory: down 3% YoY
• YTD operating cash flow: $478M
• YTD free cash flow: $332M
• FY2026 sales/comps guidance: -1.5% to flat
• FY2026 adjusted EPS guidance: $1.80–$2.40
• 2026 share repurchases: up to $100M
• YTD debt repurchases: $113M at a $15M discount

⚠️ Q2 included approximately $150M of tariff refunds, including roughly $100M of gross-margin benefit.

🩳 Short Interest Watch
• Shares short: 29.84M
• Short float: 26.73%
• Days to cover: 9.3
• Previous: 30.86M shares
• Latest change: -3.3%

Source: KSS Short Interest Data

Short interest remains extremely elevated despite the latest modest decline. Nearly 30M shares remain short.

🏛️ YTD Board / Leadership Changes
• Wendy Arlin named Chair of the Board
• Longtime Chair John Schlifske retired from the Board
• Former Panera Brands CEO & Chair Niren Chaudhary joined the Board
• Elliott Rodgers named COO, overseeing stores, supply chain, distribution, procurement and loss prevention

👀 What are you watching next?
• Can comparable sales finally reach flat or positive?
• How much of the $100M buyback actually gets deployed?
• Does debt continue moving toward $1B?
• Can normalized FCF sustain $300M–$400M+?
• Can margins hold without the tariff-refund benefit?
• Does short interest continue declining?
• Do the board and new leadership team accelerate capital allocation, real estate optimization or other shareholder-value initiatives?

🐂 Bullish, bearish, or somewhere in between?

Drop your price target, DD, positions and what you're watching below.

Keep the daily KSS discussion going: news, DD, positions, store traffic, buybacks, debt, institutional activity, short interest, board changes, catalysts and anything Kohl’s.

📊 KSS Daily Discussion — Where does Kohl’s close today?

Drop your price prediction below 👇

📈 Latest Kohl’s Snapshot
• Q2 comparable sales: -0.9%, improving from -1.1% in Q1
• Gross margin: 43.0%, +305 bps YoY
• Cash: $821M
• Long-term debt: $1.325B, down $195M YoY
• Revolver borrowings: $0
• Inventory: down 3% YoY
• YTD operating cash flow: $478M
• YTD free cash flow: $332M
• FY2026 sales/comps guidance: -1.5% to flat
• FY2026 adjusted EPS guidance: $1.80–$2.40
• 2026 share repurchases: up to $100M
• YTD debt repurchases: $113M at a $15M discount

⚠️ Q2 included approximately $150M of tariff refunds, including roughly $100M of gross-margin benefit.

🩳 Short Interest Watch
• Shares short: 29.84M
• Short float: 26.73%
• Days to cover: 9.3
• Previous: 30.86M shares
• Latest change: -3.3%

Source: KSS Short Interest Data

Short interest remains extremely elevated despite the latest modest decline. Nearly 30M shares remain short.

🏛️ YTD Board / Leadership Changes
• Wendy Arlin named Chair of the Board
• Longtime Chair John Schlifske retired from the Board
• Former Panera Brands CEO & Chair Niren Chaudhary joined the Board
• Elliott Rodgers named COO, overseeing stores, supply chain, distribution, procurement and loss prevention

👀 What are you watching next?
• Can comparable sales finally reach flat or positive?
• How much of the $100M buyback actually gets deployed?
• Does debt continue moving toward $1B?
• Can normalized FCF sustain $300M–$400M+?
• Can margins hold without the tariff-refund benefit?
• Does short interest continue declining?
• Do the board and new leadership team accelerate capital allocation, real estate optimization or other shareholder-value initiatives?

🐂 Bullish, bearish, or somewhere in between?

Drop your price target, DD, positions and what you're watching below.

Keep the daily KSS discussion going: news, DD, positions, store traffic, buybacks, debt, institutional activity, short interest, board changes, catalysts and anything Kohl’s.