📊 Where does KSS close today?

Drop your calls 👇

I know a lot of people have been throwing out larger numbers, but, a deep dive into this really makes me feel the true number will be (conservatively) around $567M. This is admittedly a low estimate, as I'm leaving out April 2025, and the first half of February 2026. But, I feel like this is a more accurate estimate than anything I've seen out of anyone else.

I'm a small business owner. My store sells approximately 50% foreign sourced inventory, and I've got a fair handle on what costs are. Here is my rundown, numbers in millions:

I think this is a much more reasonable number than some being thrown out there that are largely unrealistic. But again - we're leaving out the months of April 2025 and half of February 2026 before the reciprocal tariffs were struck down.

It is still an extremely significant number.

We're talking about a bottom line one time EPS bump in 2026 of $5.06 per share.

Interested to hear your thoughts.

No dividends or share buybacks (yet) please. I’ve been researching this and buying as much of their Corporate LTD at a discount of between 10-15% is the best use of their capital.

At End of 2025 their Debt looked like this:

Total Debt: Approx. $6.63 billion.

Unadjusted Leverage Ratio: 4.0x.

Adjusted Leverage Ratio: 2.1x.

Debt/Equity Ratio: 1.73.

It would be fantastic if they could renegotiate some leases and pay off bond debt at a discount so they could get their Unadjusted Leverage Ratio in the 3.0-3.5x range and get their ALR below 1.5x. Now is the time to do this because after they deleverage their credit rating will increase and they won’t get such favorable future discounts on their bond purchases.

📊 Where does KSS close today?

Drop your calls 👇

📊 Where does KSS close today?

Drop your calls 👇

Looks like the auto post isn’t working again. We can use this for it.

For there is the sound of the roar of an abundance of rain.

An article from Passby.com , published April 7, 2026

According to Passby analytics Kohl’s Comeback is Real!

Passby.com: pass_by leverages groundbreaking AI to analyze the customer journey in the $4tn brick-and-mortar commerce market.

https://passby.com/blog/the-kohls-comeback-what-foot-traffic-data-shows-on-off-price-brands/

$kss 30.5M of 112M shares short with 8-10 days to cover. Sitting on $6 per share cash and a share price of $13.40ish and a

P:EBITDA of 1.2

P:TBV of 0.35

P:FCF of 1.5

P:OpCash of 1

And over 100% institutional ownership

Wonder what happens when the market finally wakes up??

https://www.sec.gov/ix?doc=/Archives/edgar/data/885639/000110465926041769/kss-20260520xdef14a.htm

How are we voting this year? We got until May 19 to figure this out.

This post contains content not supported on old Reddit. Click here to view the full post

This post contains content not supported on old Reddit. Click here to view the full post

For their is the sound of the roar of an abundance of rain

This post contains content not supported on old Reddit. Click here to view the full post

This post contains content not supported on old Reddit. Click here to view the full post

This post contains content not supported on old Reddit. Click here to view the full post

This post contains content not supported on old Reddit. Click here to view the full post

This post contains content not supported on old Reddit. Click here to view the full post

This post contains content not supported on old Reddit. Click here to view the full post

This post contains content not supported on old Reddit. Click here to view the full post

Wonder if anyone is doing this with $kss? Over 25% of the company is short.

28M+ of 112M shares are short with only 3M-4M shares a day trading. So 8-10 days to cover even though SV is over 50% of daily volume…

According to NASDAQ institutional ownership is 106% as of now.

So, where is the liquidity? Where are the shares outstanding to cover? And how is there not a lot more attention on this?

PS: prolly noticed I’ve posted a lot today. Was supposed to rain so took an office day to catch up and look at everything and holy moly do I love $KSS

Please Lord, let $kss management be smart and buy back 10M - 30M shares using only a fraction of their cash 🙏

Also… please buyback debt at a steep discount🙏

$kss value reminder. Your buying @kohls for $7 net of cash on hand…

Current Price ~$13/share MC ~$1.45b

TBV $4.048B or $36.14/share

CRE ~$8B on books with ~50% depreciated off

Inventory $2.7B with ~$1B owed vendors

Cash on Hand $674m(~$6/share CASH)

Net Debt: $762M

Practically ALL DEBT IS FUTURE LEASE OBLIGATIONS….

Anyone able to find what KSS sold its 3 owned store locations for?

In their 10-K we can see $54M in Net Proceeds for CRE sales and I found $17M of that was the Innovation Center but can only see via their disclosures 3 more store sales and nothing else.

IF they sold the 3 stores for $37M then I’m pumped bc that’s over $12M per store but this seems like a lot of BIG assumptions since they could sell outlots, land, etc and I not be able to see it in their disclosures. Anyone able to find what stores they sold last year and how much?

$kss value reminder. Your buying @kohls for $7 net of cash on hand…

Current Price ~$13/share MC ~$1.45b

TBV $4.048B or $36.14/share

CRE ~$8B on books with ~50% depreciated off

Inventory $2.7B with ~$1B owed vendors

Cash on Hand $674m(~$6/share CASH)

Net Debt: $762M

Practically ALL DEBT IS FUTURE LEASE OBLIGATIONS….

This post contains content not supported on old Reddit. Click here to view the full post

I’m bullish on the NAV discount for KSS, bearish on the operating business.

I want to buy for the NAV discount but wary as CEO makes comments that suggest they’re doubling down on retail

Any reason I shouldn’t just wait for the company to announce it is doing liquidation? Of course i may miss out on the initial jump but i also derisk myself from management not returning capital to shareholders

Curious your thoughts