Kohl's said Monday that Michael Bender, who has served as its interim CEO, will become its permanent chief executive as the department store tries to get back to sales growth. He becomes the third CEO for the department store in three years. The move is effective as of Sunday.Bender, who has been director of Kohl's board since July 2019, became the company's interim CEO in May. The retailer appointed Bender to the position after firing CEO Ashley Buchanan after just a few months into his tenure.Kohl's fired ...

Core Insights - Kohl's Corporation is a prominent American department store chain, competing with major retailers like Burlington and Best Buy [1] - The company is expected to report a quarterly earnings per share (EPS) of -$0.19 and projected revenue of $3.37 billion on November 25, 2025, amid economic concerns [2] - Analysts are closely monitoring Kohl's financial metrics, including a price-to-earnings (P/E) ratio of approximately 8.46 and a price-to-sales ratio of about 0.11, indicating potential for sales generation [3][4] Financial Metrics - The enterprise value to sales ratio stands at 0.53, while the enterprise value to operating cash flow ratio is approximately 9.31, reflecting cash flow efficiency [3] - An earnings yield of 11.82% suggests a substantial return on earnings relative to the share price, appealing to investors [4] - Kohl's debt-to-equity ratio is 1.75, indicating financial leverage, and a current ratio of 1.36 shows the ability to cover short-term liabilities with short-term assets [4]

报道称，经过对多名候选人的面试选拔，公司董事会最终决定正式任命Bender出任CEO一职。据了解， Bender于2019年7月加入柯尔百货董事会，自今年春季起担任临时CEO。 这家深陷困境的零售商于今年5月解雇了上任仅100天的前任首席执行官Ashley Buchanan。此前公司调 查发现，Buchanan曾与某供应商存在未披露的私人关系，并在此期间积极推动与该供应商的合作。 针对置评请求，柯尔百货与Bender均未立即回应。该公司将于周二发布财报，届时市场可进一步观察 Bender领导下的企业走向，以及Buchanan既定战略的实际执行效果。 智通财经APP获悉，据知情人士透露，柯尔百货(KSS.US)预计最早将于当地时间周一正式任命Michael Bender为常任首席执行官。 ...

Core Viewpoint - Kohl's Corp. is set to appoint Michael Bender as its permanent CEO, following a series of leadership changes and challenges within the company [1][3]. Group 1: Leadership Changes - Michael Bender has been serving as the interim CEO since May, after the dismissal of former CEO Ashley Buchanan due to undisclosed personal relationships with a vendor [3][4]. - This marks the third CEO change for Kohl's in three years, highlighting ongoing struggles with sales against online and big-box competitors [3][5]. Group 2: Candidate Background - Bender has been a director on Kohl's board since July 2019 and possesses over 30 years of senior leadership experience in major retail companies, including Walmart and Victoria's Secret [4].

Core Viewpoint - Kohl's Corp is anticipated to appoint Michael Bender as its permanent chief executive as early as Monday, according to Bloomberg News [1] Company Summary - The appointment of Michael Bender is expected to be confirmed soon, indicating a potential shift in leadership strategy for Kohl's Corp [1]

Core Viewpoint - Kohl's has shown signs of recovery after a challenging first half of 2025, with potential for further improvement during the holiday season [1][2]. Financial Performance - Kohl's reported a 5.1% year-over-year decline in net sales, totaling $3.3 billion, which exceeded analyst expectations of $3.33 billion [3]. - The company experienced a year-over-year increase in operating income and adjusted net income, with adjusted earnings per share (EPS) of $0.44 surpassing forecasts of $0.30 [4]. Market Sentiment - The stock has gained attention as a "meme stock," leading to increased speculative interest and a surge in share prices [2]. - Despite recent range-bound trading, there are indications that a new rally may be imminent, particularly with the upcoming holiday shopping season [6]. Future Outlook - Analysts suggest that improved same-store sales and increased web traffic may lead to better-than-expected results in Q3 and Q4 of 2025 [7]. - Following workforce reductions and store closures, there is potential for margin improvement in the upcoming fiscal quarter [8]. Valuation and Investment Potential - Kohl's has significant real estate assets, with valuation estimates ranging from $2 billion to $8 billion, which could enhance the stock's performance if monetized [10]. - The company is working to overcome its previous reputation as a value trap, and continued improvement in results could support a sustained increase in stock value [11].

Core Viewpoint - Analysts expect Kohl's to report a quarterly loss of -$0.19 per share, indicating a year-over-year decline of 195% with revenues projected at $3.49 billion, down 5.9% from the previous year [1] Earnings Estimates - Revisions to earnings estimates are crucial for predicting investor actions, with empirical research showing a strong correlation between earnings estimate trends and short-term stock performance [2] Key Metrics Projections - Analysts predict 'Other revenue' to reach $166.82 million, reflecting a year-over-year change of -17.8% [4] - 'Net Sales' are expected to be $3.32 billion, indicating a decline of -5.2% from the prior-year quarter [4] - 'Revenue Recognition- Accessories' is projected at $670.83 million, suggesting a year-over-year increase of +3.2% [4] - 'Revenue Recognition- Children's' is estimated at $427.08 million, down -12.1% year over year [5] - 'Revenue Recognition- Footwear' is expected to be $274.17 million, indicating a decline of -16.4% from the previous year [5] - 'Revenue Recognition- Men's' is projected at $668.96 million, reflecting a change of -4.6% from the prior-year quarter [6] - 'Revenue Recognition- Women's' is expected to be $832.42 million, indicating a year-over-year change of -4.2% [6] - 'Revenue Recognition- Home' is projected at $443.00 million, reflecting a change of -6.3% from the prior-year quarter [6] Store Metrics - The consensus estimate for the total number of stores stands at 1,153, down from 1,178 in the same quarter last year [7] Stock Performance - Over the past month, Kohl's shares have recorded a return of -7.6%, compared to the Zacks S&P 500 composite's -0.3% change, indicating a performance that aligns with the overall market [7]

Core Insights - Kohl's Corporation is expected to report declines in both sales and earnings for the third quarter of fiscal 2025, with sales estimated at $3.49 billion, reflecting a 5.9% decrease year-over-year, and an earnings loss of 19 cents per share, a 195% decline from the previous year [1][3]. Group 1: Earnings Performance - The consensus earnings estimate for Kohl's has decreased by 2 cents over the past month, indicating a significant year-over-year plunge [1]. - Kohl's has historically delivered an earnings surprise of 29.2% on average over the last four quarters, with a notable 69.7% surprise in the most recent quarter [2]. Group 2: Market Conditions - The company is facing a challenging demand environment, particularly among its core lower- to middle-income customers, leading to soft store traffic and reduced sales from Kohl's Card customers [3]. - Comparable sales are projected to decline by 4.6% in the upcoming quarter due to subdued discretionary spending [3]. Group 3: Cost and Pricing Pressures - Kohl's is experiencing increasing cost pressures, including expanded coupon eligibility and potential tariff impacts, which are expected to affect margins in the fiscal third quarter [4]. - The company has been focusing on stronger value messaging and higher digital penetration, which have limited near-term margin expansion despite improved proprietary brand mix and disciplined inventory management [4]. Group 4: Category Trends - There are uneven trends across product categories, with Kids and Men's categories lagging, although some improvement has been noted in denim and backpacks [5]. - The company is in the process of rebuilding inventory depth after earlier reductions, which may temper short-term gains [5]. Group 5: Earnings Whispers - The current model predicts a potential earnings beat for Kohl's, supported by a positive Earnings ESP of +1.77% and a Zacks Rank of 3 [6]. - Other companies with favorable earnings combinations include Five Below, which is expected to report a 15% increase in revenues, contrasting with Kohl's anticipated declines [8].

Core Viewpoint - The article discusses three stocks with high short interest that may present investment opportunities, emphasizing the importance of underlying business quality over merely seeking short squeezes [3][4]. Company Summaries Symbotic (SYM) - Symbotic has a valuation of $41 billion with short interest exceeding 33% of its float, despite a recent 15% pullback from its highs [5][7]. - The company is involved in warehouse automation and has experienced significant short activity, with shares down nearly 15% from all-time highs [7]. - The growth potential in warehouse robotics is highlighted, suggesting that the stock may be a good long-term investment despite current short interest [8]. Kohl's (KSS) - Kohl's stock has surged 156% over the past six months, with short interest above 32% [9][10]. - The stock is trading at a trailing P/E of 9.0, and the company has recently beaten earnings expectations, indicating strong management [10]. - The high short interest could lead to another upside surge, particularly if meme traders become more active [9]. Lyft (LYFT) - Lyft has a short interest of less than 17% and is trading at a forward P/E of 19.3 [11][13]. - The company faces competition from robotaxis, which may impact its business model, but management remains optimistic about future prospects [11][12]. - While Lyft is considered fairly valued, it may still present an interesting investment opportunity if it can successfully navigate the transition to robotaxis [12][13].

Core Viewpoint - Kohl's (KSS) is showing potential for investment due to a recent technical breakout and positive earnings revisions [1][2][3] Technical Analysis - KSS has recently broken above the 50-day moving average, indicating a short-term bullish trend [1] - The stock has reached a key level of support, which is a positive sign for investors [1] Performance Metrics - Over the past four weeks, KSS has gained 11.5%, suggesting strong momentum [2] - The current Zacks Rank for KSS is 3 (Hold), indicating potential for further upward movement [2] Earnings Estimates - There have been three upward revisions in earnings estimates for the current fiscal year, with no downward revisions [2] - The consensus earnings estimate has also increased, reinforcing the bullish outlook for KSS [2][3]