Update shared on20 Sep 2025
Fair value Increased 4.50%Kohl’s consensus price target has ticked higher to $14.92 as an improved Q2 earnings report, solid cost controls, and early signs of stabilizing same-store sales have outweighed sector headwinds and ongoing sales challenges.
Analyst Commentary
- Positive Q2 earnings surprise and upwardly revised guidance improved sentiment, prompting higher price targets.
- Strong expense and inventory management helped bolster results despite continued weakness in sales trends and store traffic.
- Bullish analysts cite effective self-help and turnaround initiatives, along with improving same-store sales momentum in July and August, as reasons for optimism and EPS estimate increases.
- Bearish analysts highlight the need for Kohl's to re-engage its core shopper base and caution that sector headwinds persist, requiring more sustained evidence of a turnaround.
- Across all views, analysts agree further progress is needed to return the company to meaningful growth.
What's in the News
- Evercore ISI raised Kohl's price target to $13 from $8, citing solid quarterly results against low expectations, improved traffic trends, and increased self-help initiatives (Evercore ISI, 2025-08-27).
- Kohl's is requesting certain vendors for more time to settle invoices as it adjusts its payment strategy in the midst of turnaround efforts (Bloomberg, 2025-08-26).
- Shares of Kohl's surged 33% as investor interest, driven by social media platforms, prompted comparisons to other "meme stocks" with high short interest (Forbes, 2025-07-23).
- Retail investors have been piling into Kohl's and other heavily shorted stocks, causing Kohl's shares to jump over 38% in a single day (Bloomberg, 2025-07-22).
- Despite ongoing turnaround efforts and traffic challenges, Kohl's has become the focus of significant speculation by amateur traders seeking outsized gains from short squeezes (Bloomberg, Forbes, 2025-07-22 / 2025-07-23).
Valuation Changes
Summary of Valuation Changes for Kohl's
- The Consensus Analyst Price Target has risen slightly from $14.28 to $14.92.
- The Future P/E for Kohl's has risen slightly from 11.57x to 12.09x.
- The Consensus Revenue Growth forecasts for Kohl's has risen slightly from -1.6% per annum to -1.5% per annum.
Disclaimer
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