Kohl's Corporation

NYSE:KSS 株式レポート

時価総額:US$1.8b

Kohl's マネジメント

マネジメント 基準チェック /24

Kohl'sの CEO はMichael Benderで、 May2025年に任命され、 の在任期間は 1.17年です。 の年間総報酬は$ 9.04Mで、 12.3%給与と87.7%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の0.25%を直接所有しており、その価値は$ 4.61M 。経営陣と取締役会の平均在任期間はそれぞれ3.3年と6.7年です。

主要情報

Michael Bender

最高経営責任者

US$9.0m

報酬総額

CEO給与比率12.29%
CEO在任期間1.2yrs
CEOの所有権0.2%
経営陣の平均在職期間3.3yrs
取締役会の平均在任期間6.7yrs

経営陣の近況

Recent updates

ナラティブの更新 Jul 09

KSS: Ongoing Share Loss And Weak Comps Will Likely Restrain Future Upside

Analysts have modestly raised Kohl's fair value estimate from $8.00 to $9.00 per share, citing updated price targets across the Street that reflect mixed views on valuation, free cash flow, and ongoing share loss following recent results. Analyst Commentary Recent Street research on Kohl's highlights a wide range of opinions, with some firms pointing to potential upside and others flagging meaningful risks tied to execution, growth, and balance sheet perceptions.
Seeking Alpha Jun 30

Kohl's: The Stock Climbed Too Much, Fundamentals Still Justify A Sell Rating

Summary Kohl's (KSS) sales declined by only 1.7% in the most recent quarter. This was the narrowest decline in four years - but still a decline. The firm's proprietary brands are gaining traction, and the idea of bringing in new Sephora products to increase traffic is also appealing. But some segments, like makeup, underperformed. While the valuation may look appealing, I do not believe that without the right fundamentals KSS could be attractive for value- or dividend investors. I reiterate my sell rating, but speculative investors, hoping for a short squeeze may profit due to the current 20%+ short interest. Read the full article on Seeking Alpha
ナラティブの更新 Jun 25

KSS: Free Cash Flow And New COO Role Will Support Higher Shares

Analysts have slightly raised the fair value estimate for Kohl's to $33.15 from $33.12, citing updated models that factor in recent price target moves across the Street and refreshed views on revenue growth, profitability, and future P/E assumptions. Analyst Commentary Recent Street research on Kohl's reflects a wide range of opinions, but several bullish analysts highlight potential upside tied to execution, free cash flow and how the stock is currently valued.
分析記事 Jun 21

Kohl's (KSS) Stock Could Be 66% Undervalued After COO Appointment

Kohl's (KSS) has put operations at the center of its turnaround story by appointing Elliott Rodgers as Chief Operating Officer, giving him oversight of nearly 1,200 stores and its global supply chain. See our latest analysis for Kohl's. Against this backdrop, Kohl's 1 month share price return of 35.8% and 3 month share price return of 38.8% point to building momentum, even though the year to date share price return is down 19.2% and the 5 year total shareholder return is down 58.9%. If this...
分析記事 Jun 12

Concerns Surrounding Kohl's' (NYSE:KSS) Performance

Following the solid earnings report from Kohl's Corporation ( NYSE:KSS ), the market responded by bidding up the stock...
ナラティブの更新 Jun 07

KSS: Free Cash Flow Strength Will Support Higher Future Share Price

The analyst price target for Kohl's has been updated lower, with the fair value estimate moving from about $36.32 to $33.12, as analysts factor in higher assumed revenue growth alongside a lower profit margin profile and a higher future P/E multiple. Recent Street research also highlights a wide range of views on the stock's risk and cash flow outlook.
ナラティブの更新 May 24

KSS: Persistent Comp Pressures And Promotions Will Likely Cap Future Upside

Analysts have trimmed Kohl's price targets into a roughly $8 to $20 range, reflecting Q4 sales and margin misses, ongoing share loss and concerns about macro volatility, even as some highlight potential for gradual improvement if planned initiatives and investments gain traction over time. Analyst Commentary Recent research updates cluster around a cautious stance on Kohl's, with several firms trimming price targets following Q4 results that missed sales and gross margin estimates and highlighted ongoing share loss.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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...
ナラティブの更新 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.
ナラティブの更新 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...
ナラティブの更新 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.
ナラティブの更新 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...

CEO報酬分析

Kohl's の収益と比較して、Michael Bender の報酬はどのように変化したか?
日付総報酬給与会社業績
May 02 2026n/an/a

US$273m

Jan 31 2026US$9mUS$1m

US$272m

Nov 01 2025n/an/a

US$195m

Aug 02 2025n/an/a

US$209m

May 03 2025n/an/a

US$121m

Feb 01 2025US$470kn/a

US$109m

Nov 02 2024n/an/a

US$247m

Aug 03 2024n/an/a

US$284m

May 04 2024n/an/a

US$276m

Feb 03 2024US$290kn/a

US$317m

Oct 28 2023n/an/a

-US$142m

Jul 29 2023n/an/a

-US$104m

Apr 29 2023n/an/a

-US$19m

Jan 28 2023US$290kn/a

-US$19m

Oct 29 2022n/an/a

US$553m

Jul 30 2022n/an/a

US$699m

Apr 30 2022n/an/a

US$938m

Jan 29 2022US$250kn/a

US$938m

Oct 30 2021n/an/a

US$982m

Jul 31 2021n/an/a

US$727m

May 01 2021n/an/a

US$392m

Jan 30 2021US$229kn/a

-US$163m

Oct 31 2020n/an/a

-US$241m

Aug 01 2020n/an/a

-US$106m

May 02 2020n/an/a

US$88m

Feb 01 2020US$219kn/a

US$691m

報酬と市場: Michaelの 総報酬 ($USD 9.04M ) は、 US市場 ($USD 5.19M ) の同規模の企業の平均を上回っています。

報酬と収益: Michaelの報酬は過去 1 年間で 20% 以上増加しました。


CEO

Michael Bender (64 yo)

1.2yrs
在職期間
US$9,044,466
報酬

Mr. Michael J. Bender is CEO of Kohl's Corporation from November 23, 2025 and serves as its Director since July 15, 2019 and was its Interim CEO since May 1, 2025 until November 23, 2025 and served as its...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Michael Bender
CEO & Director1.2yrsUS$9.04m0.25%
$ 4.6m
Jill Timm
Chief Financial Officer6.7yrsUS$5.65m0.20%
$ 3.8m
Christie Raymond
Senior EVP & Chief Marketing Officer4.1yrsUS$3.78m0.12%
$ 2.2m
Nicholas David Jones
Chief Merchandising Officer3.3yrsUS$5.66m0.069%
$ 1.3m
Steven Dee
Chief Technology Officerless than a yearデータなしデータなし
Trevor Novotny
Director of Investor Relationsno dataデータなしデータなし
Jennifer Kent
Senior EVP3.4yrsUS$5.59m0.12%
$ 2.2m
Mari Steinmetz
Senior Executive VP & Chief People Officer3.3yrsデータなし0.21%
$ 4.0m
Arianne Parisi
Chief Digital Officer1yrデータなしデータなし
Matt Ward
Executive VP of Supply Chainless than a yearデータなしデータなし
3.3yrs
平均在職期間
54yo
平均年齢

経験豊富な経営陣: KSSの経営陣は 経験豊富 であると考えられます ( 3.3年の平均在職年数)。


取締役

名称ポジション在職期間報酬所有権
Michael Bender
CEO & Director7yrsUS$9.04m0.25%
$ 4.6m
John Schlifske
Independent Chair14.9yrsUS$470.00k0.12%
$ 2.2m
H. Floyd
Independent Director8.7yrsUS$270.00k0.046%
$ 855.0k
Jonas Prising
Independent Director10.9yrsUS$295.00k0.10%
$ 1.8m
Robbin Mitchell
Independent Director5.4yrsUS$270.00k0.036%
$ 661.4k
Yael Cosset
Independent Director6.4yrsUS$290.00k0.050%
$ 930.7k
Wendy Arlin
Independent Director2.6yrsUS$325.00k0.034%
$ 622.9k
Adolfo Villagomez
Independent Director2.7yrsUS$270.00k0.037%
$ 691.5k
6.7yrs
平均在職期間
61.5yo
平均年齢

経験豊富なボード: KSSの 取締役会経験豊富 であると考えられます ( 6.7年の平均在任期間)。


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2026/07/10 04:55
終値2026/07/10 00:00
収益2026/05/02
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

この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、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。

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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 12 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。31

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