KSSNYSERetail-Department StoresUS GAAP · USD

KOHLS Corp

Kohl’s is a U.S. department store retailer that sells moderately priced apparel, footwear, accessories, beauty, and home products through its store base and Kohls.com. The company combines private-label brands, national brands, and Sephora shop-in-shops to drive traffic, value perception, and omnichannel sales.

Kysy yhtiöstä
Liikevaihto15,5mrd USD
−4,3 %v/v
Liikevoitto (EBIT)624milj. USD
+44,1 %v/v
EBIT-marginaali4,0%
+1,3 %-yks.v/v
Nettotulos272milj. USD
+149,5 %v/v

Tilikausi 2026 · muutos edellisvuodesta

Kehitys 2021–2026

−505101520mrd USD2021: 16,0 mrd USD2021: EBIT −0,26 mrd USD20212022: 19,4 mrd USD2022: EBIT 1,7 mrd USD20222023: 18,1 mrd USD2023: EBIT 0,25 mrd USD20232024: 17,5 mrd USD2024: EBIT 0,72 mrd USD20242025: 16,2 mrd USD2025: EBIT 0,43 mrd USD20252026: 15,5 mrd USD2026: EBIT 0,62 mrd USD202615,50,62
LiikevaihtoLiikevoitto (EBIT)
Kysy Clarifolta: KOHLS Corp

Liiketoiminta

Osuus liikevaihdosta
Apparel45 %

Private-label and national-brand clothing for women, men, and children.

Footwear and Accessories18 %

Shoes, handbags, jewelry, and other add-on fashion categories.

Beauty12 %

Prestige beauty sold through Sephora at Kohl’s in-store and online.

Home15 %

Home goods, decor, and related merchandise sold in stores and online.

Other and Online-Only Merchandise10 %

Assorted seasonal, exclusive, and web-only products that broaden the assortment.

Tuotteet

Raportoitu · osuus liikevaihdosta
95,2%FY2026100 %
  • Products95,2 %
  • Other4,8 %

Lähde: 10-K FY2026, yhtiön tuotelinjoittain raportoima liikevaihto (SEC XBRL). Osuudet on laskettu näytetyistä riveistä ja ne summautuvat 100 %:iin.

Asiakkaat

Kohl’s serves value-oriented U.S. households that want branded and private-label merchandise at moderate price points. Its customer base includes families shopping for apparel and home goods, as well as beauty shoppers drawn by Sephora shops and omnichannel convenience. The business depends on repeat traffic, loyalty engagement, and customers who compare value across department stores, off-price chains, and online retailers.

Value-oriented family shoppers

Buy apparel, footwear, and home products for everyday use and seasonal needs at accessible prices.

Beauty and prestige beauty shoppers

Shop Sephora at Kohl’s for branded beauty products and a more elevated in-store experience.

Omnichannel convenience shoppers

Use Kohls.com, store pickup, returns, and ship-to-home options for convenience and speed.

Loyalty and credit customers

Respond to rewards, promotions, and private-label or co-branded credit card incentives.

Strategia

Kohl’s is trying to rebuild traffic and loyalty by sharpening its value proposition, curating assortment, and improving the customer experience. Management is also leaning on omnichannel execution and Sephora at Kohl’s to make stores more relevant while supporting digital engagement and fulfillment.

Curate assortment and sharpen value positioningLyhyt aikaväli

A clearer merchandise mix should improve customer relevance and differentiate Kohl’s from price-led competitors.

Improve omnichannel executionKeskipitkä aikaväli

Seamless store-digital integration is critical as customers compare prices and expect flexible fulfillment.

Expand the role of Sephora at Kohl’sKeskipitkä aikaväli

Beauty can drive traffic, increase basket size, and make stores more differentiated versus traditional department stores.

Maantiede

Kohl’s is overwhelmingly a U.S.-focused retailer, with 1,100+ stores across the country and Kohls.com serving national demand. The company’s operating footprint is domestic, while merchandise sourcing is global, with a substantial portion of goods received from vendors and factories outside the United States. That sourcing mix matters because store sales are U.S.-centric, but supply-chain, compliance, and product availability risks extend internationally.

Riskit

Kohl’s faces intense competition from online retailers, off-price chains, mass merchants, and other department stores, which pressures pricing and traffic. Its business is also exposed to seasonal swings, vendor compliance and sourcing issues, and payment-related risks tied to its credit card and other payment methods. Because the model depends on store traffic, inventory availability, and omnichannel execution, operational missteps can quickly affect sales and margins.

Järjestetty vakavuuden mukaan
MatalaKohtalainenKorkeaMatalaKohtalainenKorkeaVaikutus →Todennäköisyys →Intense retail competition1Omnichannel execution failure2Vendor and sourcing disruption3Seasonality and demand volatility4Payment-related and credit card risk5
Vaikutus on riskin vakavuus ja todennäköisyys sen toteutumisen todennäköisyys lähivuosina, molemmat arvioitu yhtiön raporttien perusteella. Numerot vastaavat listaa.
  1. Intense retail competitionVaikutus: KorkeaTodennäköisyys: Kohtalainen

    Customers can easily compare prices across online, off-price, mass, and department store channels, pressuring traffic and margins.

    KohdistuuApparelFootwearBeautyHome categories
  2. Omnichannel execution failureVaikutus: KorkeaTodennäköisyys: Kohtalainen

    The model depends on stores, website uptime, inventory accuracy, and fulfillment quality working together.

    KohdistuuStore trafficDigital salesPickup/returnsFulfillment
  3. Vendor and sourcing disruptionVaikutus: KorkeaTodennäköisyys: Kohtalainen

    A substantial portion of merchandise comes from outside the U.S., so supplier noncompliance or disruption can delay inventory and hurt reputation.

    Kohdistuu: Imported merchandise and third-party sourcing

  4. Seasonality and demand volatilityVaikutus: KeskitasoTodennäköisyys: Kohtalainen

    Back-to-school and holiday periods drive a disproportionate share of sales and earnings, making quarterly comparisons uneven.

    KohdistuuHolidayBack-to-schoolPromotional periods
  5. Payment-related and credit card riskVaikutus: KeskitasoTodennäköisyys: Kohtalainen

    Private-label and co-branded card operations expose the company to fraud, compliance, and network-rule changes.

    Kohdistuu: Credit card operations and payment acceptance

Kysy Clarifolta: KOHLS Corp

Kirjanpito

Harkinnanvaraiset erät
Seasonality

Back-to-school and holiday periods drive higher sales and income, so interim results are not fully comparable across quarters.

Vaikutus: Quarterly revenue, margin, and cash flow volatility

Lease accounting

A large store base means lease liabilities and right-of-use assets are material to the balance sheet and expense profile.

Vaikutus: Operating expense timing and leverage metrics

Inventory valuation

Promotional markdowns and fashion risk can affect gross margin if inventory is not cleared at expected prices.

Vaikutus: Gross margin and working capital

Sephora arrangement accounting

Kohl’s is the principal on sales but shares operating profit with Sephora, affecting cost of merchandise sold and operating expenses.

Vaikutus: Revenue presentation and margin mix

Legal settlement gains

The reported credit card interchange fee lawsuit gain can distort comparability between periods.

Vaikutus: Operating income and net income volatility

Samankaltaisia listattuja yhtiöitä

Julkisesti listattuja yhtiöitä, joilla on samankaltainen liiketoiminta.

The Kroger Company

KR · Retail-Grocery Stores

Target Corporation

TGT · Retail-Variety Stores

Dillard's, Inc

DDS · Retail-Department Stores

Sonos Inc

SONO · Household Audio & Video Equipment

QVC Inc

QVCG · Retail-Catalog & Mail-Order Houses

Walmart Inc.

WMT · Retail-Variety Stores

Päivitetty: 24.9.2026

KOHLS Corp (KSS) liikevaihto, tulos ja tunnusluvut 2025 – Clarifo