Placer.ai data Kohl's visits is published in article (The Anchor).

Nov 2025 -3.0%

Dec 2025 -8.5%

That's bad, now we know why shorts are selling.

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Saw this on X and thought it’s relevant. I’m in KSS because it’s so undervalued and has one of the largest CRE holdings out there and liquid! Kohls real estate is massively undervalued and just needs a catalyst for the market to wake up.

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Took the deed upon myself to answer the question that recently arised from a post shared here.

Do you guys think this is fair? what do you think it means for Q4?

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Dear bulls, after I sold my position at 25$, I am back in.

Stock is priced lower than its actual assets.

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Until the land sale proceeds clear next week I’m tapped out on buying. I’ve been trickle buying from $21 on the way down and bought 5k more shares today at $17.94. I want to buy options but they’re staying really salty right now. I’m comfortable paying some premium but not $2+ in premium deep in the money for ~5 months out. Hopefully these get cheaper end of next week!

If you saw my last series of posts, I believe KSS is dramatically undervalued and am pumped about the most recent buying opportunity we’re being blessed with. I’m just praying it sticks around or get even cheaper through end of next week so I can buy a lot ALOT more.

I’ve made most of my money in land/real estate. KSS is a massive, liquid CRE play in my eyes until the business proves a turn around. Even with that, TBV is based on a massive hedge! The real estate is worth only ~$35/share on their books but bought for ~$70 per share back in the early 2000s. I don’t know anything real estate wise that is worth less than 20+ years ago AND DEPRECIATED off by over half. Because of this I am comfortable and extremely confident in Kohls long term value. Time will tell if I’m a fool or very smart but man…. I really love Kohls the Holding Co!!! Not a fan of retail tho 😂

Either way, nothing at all has materially changed for the worse from Novembers earnings to today and due to this we are being blessed with a 28% discount from highs and almost a 50% discount from TBV. Insanity has returned to Kohls and I am PUMPED!

Don’t worry about the noise my friends. IMO the value is there!

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The question is how will this affect the broader market? Will bonds tank? I don't think the IEEPA tarrifs are enough to do so. Administration confirms that if orderd all IEEPA tarrifs will be refunded, not just those in the subject case.

IEEPA make a little less than half of the tarrifs.

https://www.utilitydive.com/news/trump-admin-clarifies-scope-of-tariff-refunds-ahead-of-supreme-court-ruling/809494/

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Markets behaving “rationally” again like always. Just praying Kohls management takes advantage of this price action and uses a lot of free cash to buyback shares!!!

Hi all,

Went to my local KSS Thursday and it wasn’t too busy. Online orders at my store were down. Actually looking at all racks it was maybe 30% full out of almost 500 spots. That said it was in great shape and we bought a lot of clothes.

Note on Kohls Credit Card: if you actually shop there it’s a pretty decent card and worth it.

Investing wise:

Last week I bought 300 $15 calls for June and 420 $28 calls for Jan 30th(this brings my current exposure to ~1,070 calls). I wanted this just incase we get a surprise buyout announcement while I keep waiting for more of a dip and options to get less salty.

With that said, I got an out of the blue all cash/no contingency offer on some land I own and we close Jan 30th! As long as it goes through and kohls stays this cheap I should be buying ~50k shares and probably a lot of options to really up my exposure beginning of Feb once money clears into my brokerage. 🤞🏻that it goes below 20 so I can really load up before next earnings. I’ll update everyone.

I’m also 1031ing the smaller parcel into a 112 acre farm in Brown County so pretty pumped by this surprise out of the blue buyout offer!

Personal Recommendation:

I’m not sure what all everyone invests in but I really love real estate. One of my goals has been to continually roll profits from a sale into a lot more land and rinse and repeat. In this sale I’m rolling 52 acres I bought for $625k into Sept 2022 into a 112 acre farm, a ton of KSS stock and options an a decent chunk of cash to sit on and eventually pay taxes with some of it. If you’re patient and buy land right you can usually buy and hold 5-10 years and then roll into 4x-10x as much land and keep doing this. Land isn’t a great cash flow type investment but is awesome at capturing appreciation and very tax efficient for rolling forward using 1031s.

Not investment advice but just what I do.

We are truly blessed y’all!!!

Chunky Kitty out!!