KOHLS Corp (KSS): Results of Operations and Financial Condition

Kohl's Corp (KSS) appointed Arianne Parisi as Chief Customer Officer. The stock is 3.8% overvalued with a GF Value of $17.04. Dividend yield is 2.83% but growth has declined 37% in 3 years. Insiders sold $1.6M in shares. GF Score is 69/100, with strengths in momentum and valuation but weaknesses in growth and financial strength.

Kohl's (KSS) has partnered with DoorDash to offer rapid delivery of apparel and home essentials from over 1,100 U.S. locations. The service targets quick delivery for everyday needs, integrating Kohl's products into DoorDash's marketplace. This partnership supports Kohl's omnichannel strategy, potentially boosting customer growth but may also pressure margins due to higher fulfillment costs.

Kohl's (KSS), Ollie's (OLLI), and Warby Parker (WRBY) shares fell 10.3%, 5.7%, and 5.4% respectively, following Walmart's (WMT) weaker-than-expected sales growth and cautious guidance. Walmart's results raised concerns about U.S. consumer spending, impacting broader retail stocks. Kohl's is down 19.3% YTD, trading 30.3% below its 52-week high.

Kohl’s (KSS) shares closed at $13.06 on May 22, 2026, down 35.35% year to date, and the stock trades at a trailing P/E of 5 and price-to-book of 0.352, according to the article. It cites FY2025 free cash flow of $1.008 billion and a Q4 FY2026 adjusted EPS beat ($1.07 vs. $0.8512) on revenue of $5.17 billion. The piece notes a dividend cut in 2025 and weaker comparable sales (-2.8%).

Morgan Stanley upgraded Dell to Equal Weight from Underweight and set a $448 target (from $170), citing Dell’s Q1 results and a Taiwan visit as signs it’s managing the semiconductor supply shortage better than peers. Other moves: Guggenheim raised Zscaler to Buy ($214); Citi to Buy Kohl’s ($22); Wells Fargo to Overweight Tandem Diabetes ($27); Truist to Outperform Federal Realty ($130). Truist cut Accenture to Hold ($210); Stephens cut Campbell’s to Equal Weight ($21). Texas Capital cut Caesars

Wall Street analysts issued multiple calls Monday. Goldman initiated HawkEye 360 as buy; Morgan Stanley upgraded Dell to equal weight; Wells Fargo upgraded Tandem Diabetes Care to overweight. Citizens initiated Microsoft at Market Outperform with a $550 target; Barclays initiated IBM at overweight with a $350 target. Cantor reiterated Tesla overweight; RBC reiterated Meta outperform. Broadcom was reiterated overweight by Morgan Stanley, raising its target to $485.