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Kohl's Corporation

Consumer Cyclical Updated August 11, 2026
$18.49
52W $11.38 – $25.22
60/100
$2.10B
7.6
1.42
AI Committee Verdict
Buy
60/100
Conviction: Contested · 50% agreement · 6 analysts
Contested

Is KSS Bullish or Bearish?

Bullish. Innellis AI committee rates Kohl's Corporation (KSS) Buy with a composite score of 60/100 , based on 6 analysts with 50% agreement. Last updated August 11, 2026.

What Would Change This View

Upgrade to Strong Buy
Requires a committee score of 75.0 — +14.79 from today. Applies on the first day at or above the line; upgrades are never dampened.
Downgrade to Watch
Requires the score to fall below 55.0 — -5.21 from today. The band boundary is 60.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.

Executive Summary

The committee is genuinely divided. Value Analyst sees a compelling case — p/e of 8.0 is inexpensive for the broad market. Risk Analyst remains cautious — bollinger bandwidth of 19.2% signals elevated volatility. This disagreement is itself the signal — the setup is not clean in either direction.

Bull & Bear Case

Bull Case
  • P/E of 8.0 is inexpensive for the broad market — Value
  • Price-to-book of 0.5x is a discount to asset value — Value
  • Dividend yield of 2.6% pays you to wait — Value
  • EPS growing 120.8% YoY — Growth
  • Price structure making higher highs and higher lows — Technical
  • Trend and market structure agree -- coherent bullish picture — Technical
Bear Case
  • Revenue declining -3.8% YoY -- this is not a growth story right now — Growth
  • MACD histogram negative -- bearish momentum — Technical
  • Bollinger bandwidth of 19.2% signals elevated volatility — Risk
Both cases are generated from quantitative data signals, not qualitative or forward-looking judgement. They summarise what the numbers say today.
Price History (6M)

AI Investment Committee

Committee Consensus As of August 11, 2026
Overall Committee Score
60/100
Agreement
50%
Analysts
6
Conviction
Contested
Sector Rank
Top 39%
of 178 Consumer Cyclical peers
Value Analyst bullish
80 / 100 · Moderate confidence
Classic value case: cheap on multiples with earnings power to back it up
+ P/E of 8.0 is inexpensive for the broad market
Growth Analyst neutral
50 / 100 · Moderate confidence
Moderate growth -- present but not remarkable
+ EPS growing 120.8% YoY
− Revenue declining -3.8% YoY -- this is not a growth story right now
Technical Analyst bullish
61 / 100 · High confidence
Price action is constructive -- trend and momentum agree
+ Price structure making higher highs and higher lows
− MACD histogram negative -- bearish momentum
Risk Analyst bearish
35 / 100 · Low confidence
Elevated risk from leverage, volatility, event exposure, or portfolio concentration -- size accordingly
− Bollinger bandwidth of 19.2% signals elevated volatility
Macro Analyst bullish
78 / 100 · Moderate confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
+ VIX regime is low -- calm backdrop supports risk-taking
News Analyst neutral
58 / 100 · Low confidence
News flow is mixed or quiet -- no strong signal either way right now
Portfolio Manager neutral
55 / 100 · Moderate confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− 2 existing position pair(s) are highly correlated already
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Technical Analysis

RSI (14)
44.5
Neutral
MACD Histogram
-0.098
Bearish Momentum
Trend Direction
Uptrend
Weekly: Uptrend
Market Structure
Hh Hl
Support
$14.88
Resistance
$19.61
Bollinger %B
0.45
Inside Bands
Price vs Moving Averages
EMA 9
$19.01 Below
EMA 21
$18.63 Below
EMA 50
$17.61 Above
EMA 200
$16.14 Above

Fundamental Analysis

Valuation
100
Profitability
28
Financial Health
50
Cash Flow
70
Valuation
P/E Ratio 7.6×
P/B Ratio 0.51×
PEG Ratio 0.06
Dividend Yield 2.70%
52W High $25.22
52W Low $11.38
Quality & Growth
ROE 671.9%
ROA 203.6%
Gross Margin 3939.6%
Operating Margin 320.8%
Revenue Growth YoY
Debt / Equity 1.62
AI Fundamental Assessment
[reduced confidence: limited earnings history] P/E ratio of 7.6 (inexpensive relative to a 15-40x range); Price-to-book of 0.5x; PEG ratio of 0.1 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 6.7%; Return on assets of 2.0%; Net margin of 1.8%; Gross margin of 39.4%; Current ratio of 1.48 (tight short-term liquidity); Debt-to-equity of 1.62; Free cash flow per share is positive (10.77); Earnings-history trend unavailable; growth based on TTM year-over-year only.
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