Kohl's Corporation

NYSE:KSS 株式レポート

時価総額：US$1.6b

Kohl's 将来の成長

Future 基準チェック /16

Kohl's利益と収益がそれぞれ年間4.6%と0.08%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に3.9% 5.6%なると予測されています。

主要情報

4.6%

収益成長率

5.58%

EPS成長率

Multiline Retail 収益成長16.4%
収益成長率0.08%
将来の株主資本利益率3.95%
アナリストカバレッジ

Good

最終更新日16 Apr 2026

今後の成長に関する最新情報

Recent updates

ナラティブ更新 • Apr 29

KSS: Persistent Comp Pressure And Promotions Will Restrain Future Upside

Analysts have trimmed Kohl's average price target as multiple firms reset expectations following mixed Q4 results, softer same store sales, and ongoing concerns around macro volatility and competitive pressures, despite some seeing potential for improved trends and execution over time. Analyst Commentary Street research around Kohl's after the Q4 print reflects a cautious tone, with several bearish analysts cutting price targets and highlighting ongoing execution and demand uncertainties.
Seeking Alpha • Apr 28

Kohl's: The Expected Tariff Refund Should Substantially Strengthen Its Financial Position

Summary Kohl's could receive $550 million in tariff refunds, according to some estimates. This would translate into around $430 million after taxes. I believe the Middle East conflict may push Kohl's results to the low end of its guidance, though. Even with -2% net sales in 2026 and slightly lower gross margins, Kohl's may be able to increase its cash position by over $800 million, including the refunds. Read the full article on Seeking Alpha
ナラティブ更新 • Apr 15

KSS: Expense Discipline And Brand Mix Will Support Second Half Trend Improvement

Kohl's fair value estimate has been reduced by about $0.29 to $17.46, as analysts lowered price targets into a range of $8 to $20 and cited weaker recent sales trends, thinner margins, ongoing share loss, and the need for further investment before any sustained inflection. Analyst Commentary Recent Street research around Kohl's points to a split view, with most firms trimming price targets but disagreeing on how much credit to give current initiatives and how quickly they might translate into stronger results.
ナラティブ更新 • Apr 01

KSS: Persistent Comp Weakness And Margin Pressure Will Restrain Future Upside

The updated fair value estimate for Kohl's has moved from $4.00 to $8.00 as analysts weigh softer Q4 sales, a series of lower price targets across the Street, and continued questions around sustained comps improvement, even though some analysts see a credible path for trends to stabilize. Analyst Commentary Street research around Kohl's has turned more cautious, with several firms cutting price targets following the Q4 report and highlighting execution and growth risks.
ナラティブ更新 • Mar 17

KSS: Expense Discipline And Brand Mix Will Support Second Half Comp Improvement

Analysts have reduced Kohl's fair value estimate from $21.75 to $17.75 after a series of price target cuts, citing fourth-quarter sales and gross margin shortfalls, ongoing share loss, and expectations that any meaningful improvement could take time and may require further investment. Analyst Commentary Recent Street research around Kohl's clusters around cautious price target cuts, with some analysts still seeing room for execution improvement over time.
新しいナラティブ • Mar 08

Kohl’s Corporation (KSS): The "Prestige-Value" Turnaround – Eyes on Tuesday’s Pre-Market Results.

Kohl’s (KSS) is navigating a high-stakes transition, trading at $15.12 as of the March 6, 2026, market close. While the stock has climbed significantly from its 2024 lows, it remains a "battleground" for value investors, currently down approximately 3.4% in the most recent session.
ナラティブ更新 • Mar 03

KSS: Margin Execution And Hold Ratings Will Support Higher Future Share Price

Analysts have trimmed their fair value estimate for Kohl's by about $0.60 per share, reflecting recent price target cuts to $20 and a Hold stance from firms covering the stock. Analyst Commentary Recent research updates on Kohl's highlight a cautious but engaged analyst community.
ナラティブ更新 • Feb 17

KSS: Expense Discipline And Brand Mix Under Bender Will Shape Measured Turnaround Prospects

The analyst price target for Kohl's has been adjusted slightly lower to about $21.75, as analysts weigh a stronger revenue outlook and improved Q3 execution against still cautious views on long term margins and valuation. Analyst Commentary Recent Street research on Kohl's reflects a mixed but generally more constructive tone, with several firms lifting price targets after a Q3 earnings beat and improved guidance, while others remain cautious on long term profitability and sales trends.
ナラティブ更新 • Feb 03

KSS: Margin Progress Under Bender Will Support Higher Future Share Price

Analysts have nudged their price targets for Kohl's higher into the low to mid US$20s, reflecting recent Q3 earnings beats, improved margins, and a recalibration of future P/E expectations toward about 19.6x, even as views on long term sales recovery and market share remain cautious. Analyst Commentary Bullish analysts have responded to Kohl's recent Q3 performance and guidance update by lifting price targets into a tighter band around the low to mid US$20s, with some seeing room for further upside if execution holds.
ナラティブ更新 • Jan 19

KSS: Turnaround Execution Under Bender Will Support Higher Future Share Price

Analysts have trimmed their fair value estimate for Kohl's slightly to about $36.92 from $37.13. This reflects higher assumed revenue growth and margins, along with a modestly lower future P/E multiple, following a series of price target increases tied to the latest Q3 beat and updated outlooks.
ナラティブ更新 • Jan 05

KSS: Expense Discipline And Brand Mix Will Shape Fairly Valued Turnaround Under Bender

Analysts have nudged their fair value estimate for Kohl's higher, with the target moving from about $21.82 to $22.17. This reflects Street research that cites a series of Q3 earnings beats, improved margins, higher forward earnings estimates and several upward price target revisions, despite ongoing concerns around sales trends and market share.
ナラティブ更新 • Dec 20

KSS: Earnings Turnaround And Leadership Continuity Will Support Higher Share Price

Analysts have lifted their price target on Kohl's to approximately $37 from about $26, citing stronger than expected Q3 results, improved revenue growth assumptions, and higher valuation multiples despite ongoing concerns about market share and the durability of the turnaround. Analyst Commentary Bullish analysts are increasingly acknowledging that Kohl's Q3 performance has reset expectations higher, with a series of price target increases reflecting improved confidence in the company’s earnings power and valuation upside.
ナラティブ更新 • Dec 06

KSS: Expense Discipline And Brand Mix Will Shape Turnaround Under Bender

Analysts have raised their average price target on Kohl's shares to approximately $21.80 from about $15.60. This reflects improved expectations for modest revenue growth, better margins and sustained earnings momentum following the latest Q3 beat and upgraded outlook.
ナラティブ更新 • Nov 22

KSS: Expense Discipline And Inventory Initiatives Will Determine Turnaround Prospects

Kohl's analyst price targets have moved significantly higher, with many analysts citing improving quarterly performance and better inventory management as key drivers behind raises from $8 to $17 per share. Analyst Commentary Following Kohl's latest quarterly earnings, analysts have expressed a range of outlooks driven by valuation updates, execution improvements, and ongoing business challenges.
分析記事 • Nov 11

Kohl's Corporation's (NYSE:KSS) Price Is Right But Growth Is Lacking After Shares Rocket 28%

Kohl's Corporation ( NYSE:KSS ) shares have continued their recent momentum with a 28% gain in the last month alone...
ナラティブ更新 • Nov 08

KSS: Expense Discipline And Self-Help Efforts Will Shape Turnaround Hopes

Kohl's fair value estimate rose to $15.61 from $14.92 as analysts cite improved expense and inventory management, a better-than-expected quarter, and incremental progress on self-help initiatives, even with lingering sales challenges. Analyst Commentary Analysts have responded to Kohl's recent quarterly results and guidance updates with a range of perspectives, reflected in higher price targets and updated ratings.
ナラティブ更新 • Sep 20

Brick-and-Mortar Decline And Sephora Rollout Will Redefine Retail Outlook

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.
分析記事 • Sep 18

Kohl's Corporation's (NYSE:KSS) Share Price Boosted 26% But Its Business Prospects Need A Lift Too

Kohl's Corporation ( NYSE:KSS ) shares have continued their recent momentum with a 26% gain in the last month alone...
ナラティブ更新 • Aug 29

Brick-and-Mortar Decline And Sephora Rollout Will Redefine Retail Outlook

Kohl’s analyst price target has been raised from $10.07 to $14.28 as improved Q2 results, tighter expense and inventory management, and the rollout of additional self-help initiatives have led to better-than-expected profitability and signs of operational stabilization, despite ongoing sector challenges. Analyst Commentary Improved Q2 results exceeded expectations, with guidance raised and signs of sales trend stabilization, though overall sales remain weak.
ナラティブ更新 • Aug 15

Refocusing On Core Categories And Omnichannel Strategy Will Strengthen Future Customer Loyalty

Kohl's consensus analyst price target has been revised upward to $10.07, reflecting a notable increase in future P/E expectations despite a decline in net profit margin. What's in the News Kohl's stock experienced a surge of over 33-38% in late July 2025, driven by increased retail investor activity and social media-fueled "meme stock" dynamics, particularly due to high short interest (Forbes, Bloomberg).
分析記事 • Jul 23

Kohl's Corporation (NYSE:KSS) Stock Rockets 74% But Many Are Still Ignoring The Company

Despite an already strong run, Kohl's Corporation ( NYSE:KSS ) shares have been powering on, with a gain of 74% in the...
分析記事 • Jul 02

Should You Think About Buying Kohl's Corporation (NYSE:KSS) Now?

While Kohl's Corporation ( NYSE:KSS ) might not have the largest market cap around , it saw a significant share price...
新しいナラティブ • Apr 06

KOHL’S HARD CASH: DIGGING UP VALUE IN $KSS - Long term price target of $34

Long term price target of $34Originally published on 3/31/25 in The Millegan Memohttps://www.woodworth.fund/news/the-millegan-memo-march-2025KOHL’S HARD CASH: DIGGING UP VALUE IN $KSSKohl’s continues
分析記事 • Apr 02

Positive Sentiment Still Eludes Kohl's Corporation (NYSE:KSS) Following 28% Share Price Slump

To the annoyance of some shareholders, Kohl's Corporation ( NYSE:KSS ) shares are down a considerable 28% in the last...
分析記事 • Mar 31

We Think You Can Look Beyond Kohl's' (NYSE:KSS) Lackluster Earnings

Kohl's Corporation's ( NYSE:KSS ) recent soft profit numbers didn't appear to worry shareholders, as the stock price...
Seeking Alpha • Mar 09

Kohl's May Survive This Decade As New CEO Plays Defense

Summary Kohl's Q4 earnings report is crucial. Analysts expect a 55% YoY EPS decline and a 9.25% sales drop, highlighting negative trends. Kohl's faces a dilemma: cater to younger demographics or focus on its more profitable older customer base. Liquidity issues are concerning, with a $353M debt maturity in July and potential dividend cuts if sales continue to decline as dividend coverage falters. Despite low long-term prospects, Kohl's offers a deep-value opportunity if it takes immediate steps to cut losses, sell underperforming assets, and shift toward smaller stores. The combination of extremely high short interest and a huge discount to book may result in significant volatility after its Q4 earnings release. Read the full article on Seeking Alpha
分析記事 • Feb 25

Investors Could Be Concerned With Kohl's' (NYSE:KSS) Returns On Capital

What underlying fundamental trends can indicate that a company might be in decline? Typically, we'll see the trend of...
Seeking Alpha • Feb 07

Kohl's: New CEO Has Time To Work On A Turnaround

Summary Kohl's turned to a new CEO to attempt a turnaround. It remains in reasonable financial shape despite significant declines in comparable store sales. Kohl's has $353 million in notes maturing in 2025, then no large note maturities until 2031. Kohl's also looks capable of generating several hundred million in free cash flow before dividends. Kohl's dividend is likely to be significantly reduced or suspended for now, though. A stabilized business would make Kohl's an attractive acquisition target again. Read the full article on Seeking Alpha
Seeking Alpha • Jan 30

Kohl's Is Currently Trading Below Liquidation Value

Summary Kohl's Corporation stock is a Buy due to its net asset value of $33.99 per share versus its share price of $13.55. KSS faces a $353 million bond repayment in July, but plans to sell 27 underperforming stores to raise liquidity. If Kohl's can successfully sell its properties and pay the bond, expect a significant share price rise. Kohl's is a trade, not a long-term hold; shares should be sold based off of investors' sentiment on this upcoming debt payment. Read the full article on Seeking Alpha
Seeking Alpha • Jan 03

Kohl's: A Mismanaged Retailer Likely To Continue Falling

Summary Kohl's is burdened with excessive debt, pays an unsustainable dividend, and lacks a clear path to recovery, justifying a sell rating. Despite potential technical indicators suggesting a trend change, Kohl's fundamentals remain weak, with declining sales and margins. Kohl's capital structure is alarming, with nearly $8 billion in net debt and significant cash flow being diverted to interest and dividends. The stock's forward P/E ratio and FCF yield are not attractive enough to offset mismanagement and the company's bleak outlook. Read the full article on Seeking Alpha
分析記事 • Dec 26

Kohl's (NYSE:KSS) Has A Somewhat Strained Balance Sheet

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Seeking Alpha • Dec 03

Kohl's Corporation: How Safe Is This 13.2% Yield?

Summary Kohl's 13.2% yield is high risk due to financial headwinds, despite potential growth from Sephora and lower interest rates. Declining sales and earnings have pressured Kohl's, with management revising guidance downward and focusing on inventory and digital marketing. Kohl's balance sheet shows some flexibility, but cash flow growth is crucial for maintaining dividends and resuming share repurchases. At a forward P/E of 11.11x, Kohl's may be undervalued, offering potential upside if they successfully execute debt reduction and increase foot traffic. Read the full article on Seeking Alpha

業績と収益の成長予測

NYSE:KSS - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
1/31/202915,469202N/AN/A2
1/31/202814,9061896258899
1/31/202714,87317470381210
1/31/202615,5272721,0081,380N/A
11/1/202515,7511958191,226N/A
8/2/202515,886209480907N/A
5/3/202516,072121113563N/A
2/1/202516,221109182648N/A
11/2/202416,780247392841N/A
8/3/202417,1242847091,187N/A
5/4/202417,2872767541,363N/A
2/3/202417,4763175911,168N/A
10/28/202317,539-1424981,086N/A
7/29/202317,762-1044401,056N/A
4/29/202317,954-19-159540N/A
1/28/202318,098-19-544282N/A
10/29/202218,578553-84072N/A
7/30/202218,901699-92933N/A
4/30/202219,2619387661,533N/A
1/29/202219,4339381,6662,271N/A
10/30/202119,0759821,7062,202N/A
7/31/202118,4547272,3972,726N/A
5/1/202117,4143921,3321,563N/A
1/30/202115,955-1631,0041,338N/A
10/31/202016,646-2411,0811,522N/A
8/1/202017,292-1066731,285N/A
5/2/202018,315887951,574N/A
2/1/202019,9746918021,657N/A
11/2/201919,965698N/A1,729N/A
8/3/201919,968736N/A1,736N/A
5/4/201920,108788N/A1,856N/A
2/2/201920,229801N/A2,107N/A
11/3/201820,463997N/A2,245N/A
8/4/201820,402953N/A2,362N/A
5/5/201820,227868N/A2,032N/A
2/3/201820,084859N/A1,691N/A
10/28/201719,232644N/A1,738N/A
7/29/201718,992673N/A1,683N/A
4/29/201718,779605N/A2,059N/A
1/28/201719,681556N/A2,153N/A
10/29/201618,868599N/A2,351N/A
7/30/201618,968573N/A1,967N/A
4/30/201619,053563N/A1,512N/A
1/30/201619,204673N/A1,484N/A
10/31/201519,154746N/A1,501N/A
8/1/201519,101767N/A1,647N/A

アナリストによる今後の成長予測

収入対貯蓄率: KSSの予測収益成長率 (年間4.6% ) は 貯蓄率 ( 3.5% ) を上回っています。

収益対市場: KSSの収益 ( 4.6% ) US市場 ( 16.7% ) よりも低い成長が予測されています。

高成長収益: KSSの収益は増加すると予測されていますが、大幅には増加しません。

収益対市場: KSSの収益 ( 0.08% ) US市場 ( 11.6% ) よりも低い成長が予測されています。

高い収益成長: KSSの収益 ( 0.08% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: KSSの 自己資本利益率 は、3年後には低くなると予測されています ( 3.9 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/05/11 03:00
終値2026/05/11 00:00
収益2026/01/31
年間収益2026/01/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Kohl's Corporation 11 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。32

アナリスト機関
Christopher GrajaArgus Research Company
Mark AltschwagerBaird
Wayne HoodBMO Capital Markets Equity Research