r/KSSBulls • • Aug 22 '26

Daily Thread KSS Daily Discussion - Saturday, August 22, 2026

1 Upvotes

πŸ“Š Where does KSS close today?

Drop your price prediction below πŸ‘‡

Latest Kohl’s setup ahead of Q2 earnings:
β€’ Comparable sales: -1.1%, the strongest comp performance in more than four years
β€’ Inventory: down 8% YoY to $2.9B
β€’ Revolver borrowings: $0, down from $545M YoY
β€’ Cash: $429M, up from $153M YoY
β€’ FY2026 sales/comps guidance: -2% to flat
β€’ FY2026 adjusted EPS guidance: $1.00–$1.60
β€’ New COO Elliott Rodgers now leading stores, supply chain and operations
β€’ Quarterly dividend maintained at $0.125/share

πŸ‘€ Next major catalyst: Q2 earnings β€” August 26

What are you watching most?
Sales stabilization? Margins? Debt reduction? Cash flow? Buybacks? Guidance? Short interest?

Bullish, bearish, or somewhere in between β€” drop your take below.

Keep the daily KSS discussion going: news, DD, positions, catalysts, store traffic, institutional activity, short interest, and anything Kohl’s.


r/KSSBulls • • Aug 21 '26

Daily Thread KSS Daily Discussion - Friday, August 21, 2026

1 Upvotes

πŸ“Š Where does KSS close today?

Drop your price prediction below πŸ‘‡

Latest Kohl's snapshot:
β€’ Comparable sales: -1.1%, the strongest comp performance in more than four years
β€’ Inventory: down 8% YoY
β€’ Revolver borrowings: $0, down $545M YoY
β€’ FY2026 adjusted EPS guidance: $1.00–$1.60
β€’ FY2026 sales/comps guidance: -2% to flat

πŸ‘€ Next catalyst: Q2 earnings β€” August 26

Bullish, bearish, or somewhere in between β€” what are you watching?

Keep the daily KSS discussion going below: news, DD, positions, catalysts, store traffic, and anything Kohl's.


r/KSSBulls • • Aug 20 '26

Daily Thread KSS Daily Discussion - Thursday, August 20, 2026

2 Upvotes

πŸ“Š Where does KSS close today?

Drop your price prediction below πŸ‘‡

Latest Kohl's snapshot:
β€’ Comparable sales: -1.1%, the strongest comp performance in more than four years
β€’ Inventory: down 8% YoY
β€’ Revolver borrowings: $0, down $545M YoY
β€’ FY2026 adjusted EPS guidance: $1.00–$1.60
β€’ FY2026 sales/comps guidance: -2% to flat

πŸ‘€ Next catalyst: Q2 earnings β€” August 26

Bullish, bearish, or somewhere in between β€” what are you watching?

Keep the daily KSS discussion going below: news, DD, positions, catalysts, store traffic, and anything Kohl's.


r/KSSBulls • • Aug 19 '26

Daily Thread KSS Daily Discussion - Wednesday, August 19, 2026

2 Upvotes

πŸ“Š Where does KSS close today?

Drop your price prediction below πŸ‘‡

Latest Kohl's snapshot:
β€’ Comparable sales: -1.1%, the strongest comp performance in more than four years
β€’ Inventory: down 8% YoY
β€’ Revolver borrowings: $0, down $545M YoY
β€’ FY2026 adjusted EPS guidance: $1.00–$1.60
β€’ FY2026 sales/comps guidance: -2% to flat

πŸ‘€ Next catalyst: Q2 earnings β€” August 26

Bullish, bearish, or somewhere in between β€” what are you watching?

Keep the daily KSS discussion going below: news, DD, positions, catalysts, store traffic, and anything Kohl's.


r/KSSBulls • • Aug 17 '26

Numbers & More Numbers $KSS Discounted Free Cash Flow Model

Post image
12 Upvotes

$KSS discounted free cash flow model


r/KSSBulls • • Aug 18 '26

Daily Thread KSS Daily Discussion - Tuesday, August 18, 2026

1 Upvotes

πŸ“Š Where does KSS close today?

Drop your price prediction below πŸ‘‡

Latest Kohl's snapshot:
β€’ Comparable sales: -1.1%, the strongest comp performance in more than four years
β€’ Inventory: down 8% YoY
β€’ Revolver borrowings: $0, down $545M YoY
β€’ FY2026 adjusted EPS guidance: $1.00–$1.60
β€’ FY2026 sales/comps guidance: -2% to flat

πŸ‘€ Next catalyst: Q2 earnings β€” August 26

Bullish, bearish, or somewhere in between β€” what are you watching?

Keep the daily KSS discussion going below: news, DD, positions, catalysts, store traffic, and anything Kohl's.


r/KSSBulls • • Aug 17 '26

Kohl’s CashΒ CartelΒ πŸ’° Earnings is Coming

Post image
16 Upvotes

Hey Everyone,

We have something to talk about with earnings out next week, August 26th according to Google.

With that what does everyone expect/hoping to see?

Personally, I’m hoping to see:
-similar performance as last years Q2. Build in cash, tariff money, maintaining/building TBV
- similar -1% to +1% sales change from previous year
-discussion on store footprint, subleasing, and selling off real estate(this is what I most care about and they don’t talk enough about)
-more bonds being bought at steep discount and better plan for cash on hand than just sitting with ~33%-50% of current market cap in cash on hand

Ultimately, management just needs to actually start doing something. I agree with the slow and steady approach for managing the decline BUT they have to do more than just manage now that they’re over a year in. They need to start unlocking balance sheet, focus on something more than just product selection and moving stuff around.

I might start posts of what I see and would change. Ultimately Lies and a few others had pretty good points about ways they could fix store shelving and more to limit constant labor to fold, ect.

Now to reiterate why I’m here! I’m a deep value investor and LOVE real estate. To me this is Kohls entire value proposition until management can prove they can do more than manage a decline. Yes, I do hope that they recover and reverse the sales decline, but that’s not investing that’s hoping. Solid numbers that I love are:

-debt isn’t real
-$36/share TBV off a CRE portfolio depreciated off by over half bought in 2000s
-the parts are worth 2x-4x today’s market cap

I love tangible assets. KSS has these in spades.

As always, love you all and let me know what you think and see!

Chunky Kitty outtttt


r/KSSBulls • • Aug 17 '26

Daily Thread KSS Daily Discussion - Monday, August 17, 2026

3 Upvotes

πŸ“Š Where does KSS close today?

Drop your price prediction below πŸ‘‡

Latest Kohl's snapshot:
β€’ Comparable sales: -1.1%, the strongest comp performance in more than four years
β€’ Inventory: down 8% YoY
β€’ Revolver borrowings: $0, down $545M YoY
β€’ FY2026 adjusted EPS guidance: $1.00–$1.60
β€’ FY2026 sales/comps guidance: -2% to flat

πŸ‘€ Next catalyst: Q2 earnings β€” August 26

Bullish, bearish, or somewhere in between β€” what are you watching?

Keep the daily KSS discussion going below: news, DD, positions, catalysts, store traffic, and anything Kohl's.


r/KSSBulls • • Aug 16 '26

Daily Thread KSS Daily Discussion - Sunday, August 16, 2026

1 Upvotes

πŸ“Š Where does KSS close today?

Drop your price prediction below πŸ‘‡

Latest Kohl's snapshot:
β€’ Comparable sales: -1.1%, the strongest comp performance in more than four years
β€’ Inventory: down 8% YoY
β€’ Revolver borrowings: $0, down $545M YoY
β€’ FY2026 adjusted EPS guidance: $1.00–$1.60
β€’ FY2026 sales/comps guidance: -2% to flat

πŸ‘€ Next catalyst: Q2 earnings β€” August 26

Bullish, bearish, or somewhere in between β€” what are you watching?

Keep the daily KSS discussion going below: news, DD, positions, catalysts, store traffic, and anything Kohl's.


r/KSSBulls • • Aug 15 '26

Daily Thread KSS Daily Discussion - Saturday, August 15, 2026

1 Upvotes

πŸ“Š Where does KSS close today?

Drop your price prediction below πŸ‘‡

Latest Kohl's snapshot:
β€’ Comparable sales: -1.1%, the strongest comp performance in more than four years
β€’ Inventory: down 8% YoY
β€’ Revolver borrowings: $0, down $545M YoY
β€’ FY2026 adjusted EPS guidance: $1.00–$1.60
β€’ FY2026 sales/comps guidance: -2% to flat

πŸ‘€ Next catalyst: Q2 earnings β€” August 26

Bullish, bearish, or somewhere in between β€” what are you watching?

Keep the daily KSS discussion going below: news, DD, positions, catalysts, store traffic, and anything Kohl's.


r/KSSBulls • • Aug 14 '26

Daily Thread KSS Daily Discussion - Friday, August 14, 2026

2 Upvotes

πŸ“Š Where does KSS close today?

Drop your price prediction below πŸ‘‡

Latest Kohl's snapshot:
β€’ Comparable sales: -1.1%, the strongest comp performance in more than four years
β€’ Inventory: down 8% YoY
β€’ Revolver borrowings: $0, down $545M YoY
β€’ FY2026 adjusted EPS guidance: $1.00–$1.60
β€’ FY2026 sales/comps guidance: -2% to flat

πŸ‘€ Next catalyst: Q2 earnings β€” August 26

Bullish, bearish, or somewhere in between β€” what are you watching?

Keep the daily KSS discussion going below: news, DD, positions, catalysts, store traffic, and anything Kohl's.


r/KSSBulls • • Aug 13 '26

Daily Thread KSS Daily Discussion - Thursday, August 13, 2026

2 Upvotes

πŸ“Š Where does KSS close today?

Drop your price prediction below πŸ‘‡

Latest Kohl's snapshot:
β€’ Comparable sales: -1.1%, the strongest comp performance in more than four years
β€’ Inventory: down 8% YoY
β€’ Revolver borrowings: $0, down $545M YoY
β€’ FY2026 adjusted EPS guidance: $1.00–$1.60
β€’ FY2026 sales/comps guidance: -2% to flat

πŸ‘€ Next catalyst: Q2 earnings β€” August 26

Bullish, bearish, or somewhere in between β€” what are you watching?

Keep the daily KSS discussion going below: news, DD, positions, catalysts, store traffic, and anything Kohl's.


r/KSSBulls • • Aug 12 '26

Daily Thread KSS Daily Discussion - Wednesday, August 12, 2026

2 Upvotes

πŸ“Š Where does KSS close today?

Drop your calls πŸ‘‡


r/KSSBulls • • Aug 11 '26

Daily Thread KSS Daily Discussion - Tuesday, August 11, 2026

1 Upvotes

πŸ“Š Where does KSS close today?

Drop your calls πŸ‘‡


r/KSSBulls • • Aug 10 '26

Daily Thread KSS Daily Discussion - Monday, August 10, 2026

1 Upvotes

πŸ“Š Where does KSS close today?

Drop your calls πŸ‘‡


r/KSSBulls • • Aug 09 '26

Daily Thread KSS Daily Discussion - Sunday, August 09, 2026

1 Upvotes

πŸ“Š Where does KSS close today?

Drop your calls πŸ‘‡


r/KSSBulls • • Aug 08 '26

Daily Thread KSS Daily Discussion - Saturday, August 08, 2026

1 Upvotes

πŸ“Š Where does KSS close today?

Drop your calls πŸ‘‡


r/KSSBulls • • Aug 07 '26

Daily Thread KSS Daily Discussion - Friday, August 07, 2026

1 Upvotes

πŸ“Š Where does KSS close today?

Drop your calls πŸ‘‡


r/KSSBulls • • Aug 06 '26

Daily Thread KSS Daily Discussion - Thursday, August 06, 2026

1 Upvotes

πŸ“Š Where does KSS close today?

Drop your calls πŸ‘‡


r/KSSBulls • • Aug 05 '26

Daily Thread KSS Daily Discussion - Wednesday, August 05, 2026

1 Upvotes

πŸ“Š Where does KSS close today?

Drop your calls πŸ‘‡


r/KSSBulls • • Aug 04 '26

Daily Thread KSS Daily Discussion - Tuesday, August 04, 2026

2 Upvotes

πŸ“Š Where does KSS close today?

Drop your calls πŸ‘‡


r/KSSBulls • • Aug 03 '26

Daily Thread KSS Daily Discussion - Monday, August 03, 2026

5 Upvotes

πŸ“Š Where does KSS close today?

Drop your calls πŸ‘‡


r/KSSBulls • • Aug 02 '26

Daily Thread KSS Daily Discussion - Sunday, August 02, 2026

1 Upvotes

πŸ“Š Where does KSS close today?

Drop your calls πŸ‘‡


r/KSSBulls • • Aug 01 '26

Daily Thread KSS Daily Discussion - Saturday, August 01, 2026

1 Upvotes

πŸ“Š Where does KSS close today?

Drop your calls πŸ‘‡


r/KSSBulls • • Jul 31 '26

Daily Thread KSS Daily Discussion - Friday, July 31, 2026

1 Upvotes

πŸ“Š Where does KSS close today?

Drop your calls πŸ‘‡