Kohl's

Unternehmensdaten

Offizieller Name

Kohl's Corporation

Einheitentyp

COMPANY

Gegründet

1962

Hauptsitz

United States

Unternehmensgröße

>5,000

Marktrolle

Retailer & Marketplace

Börsenkürzel

KSS

Offizielle Website

kohls.com

Was Kohl's macht

Kohl's buys, merchandises and sells branded and private-label consumer goods through stores and proprietary digital commerce channels. Its marketplace model adds third-party merchant assortment without Kohl's holding all inventory, while maintaining loyalty and in-store return integration. Kohl's Media Network converts proprietary shopper audiences, owned media inventory and transaction data into advertising and measurement services for commercial partners.

Strategische Einordnung

KI-gestützte Einordnung aus der bestehenden Unternehmensrecherche; Interpretation und belegte Fakten sind zu unterscheiden.

Kohl's Corporation is a US omnichannel department-store retailer selling moderately priced proprietary and national-brand apparel, footwear, accessories, beauty and home merchandise through 1,153 physical stores, Kohls.com and its mobile app. Its principal revenue stream is merchandise sales. The company also operates an online third-party marketplace that broadens assortment while merchants ship selected orders directly to customers. Kohl's monetises its first-party shopper relationships beyond retail sales through Kohl's Media Network, its in-house retail-media business. The network sells sponsored listings and omnichannel advertising inventory to brands, vendors, agencies and marketplace sellers, using Kohl's shopper data, loyalty programme and closed-loop sales reporting. Kohl's Rewards, Kohl's Cash and Kohl's Card incentives support repeat purchasing and customer retention.

Geschäftsmodell und Monetarisierung

Merchandise sales across stores, Kohls.com and the mobile app are Kohl's primary monetisation mechanism. Marketplace activity generates commercial value through third-party seller participation and expanded digital assortment, although public materials do not disclose commission or subscription rates. Kohl's Media Network sells sponsored product placements, brand pages, email, app, off-site display, video, paid social, streaming audio and in-store media. Other revenue includes Kohl's Card-related income, while loyalty incentives drive retention and basket frequency rather than direct membership fees.

Merchandise sales through stores and owned digital commerce

Retail Margin

Kohl's Media Network advertising inventory and measurement

Media Arbitrage

Marketplace merchant participation

Percentage Take-Rate

Kohl's Card-related revenue and other revenue

Service Fee

Produkte und Fähigkeiten

Für diese Ansicht liegen keine Produkte mit zugeordneten Quellen vor.

Produkte und Marktkategorien

Wettbewerber und Alternativen

• Walmart

  Omnichannel retailer with marketplace, membership, B2B procurement and retail media.

Zuletzt erfasste Signale

Datumsangaben beziehen sich auf die Quellenveröffentlichung. Ältere Einträge sind historischer Kontext, kein Beleg für ein neues Ereignis.

• Macy's Rolls Out AI Inventory Replenishment Tool

  2026-09-18retaildive.com

  Retail Supply Chain Technology · Erfasster Impact-Score: 2/5

  Macy's Inc. is expanding an artificial intelligence forecast overlay to its inventory replenishment operations, moving from pilot to broader implementation, according to its September 10 earnings call. The initiative aims to improve in-stock levels and drive inventory efficiencies by ensuring the right product is in the right place at the right time. COO and CFO Tom Edwards highlighted that supply chain efficiencies are expected in the second half of 2026, benefiting gross margin. This rollout is part of Macy's 'Bold New Chapter' transformation plan launched in 2024, expected to generate $235 million in savings by 2026. The company enters the fall season in a good inventory position, with inventory up 2.5% in Q2, aligned with sales growth. Other retailers like Target, Lowe's, and Kohl's are also optimizing inventory management with AI and other technologies.

  • Macy's is rolling out an AI forecast overlay for inventory replenishment, moving from pilot to broader implementation.
  • The AI capability aims to improve in-stock levels and inventory efficiencies.

• Kohl's expands Babies R Us shops as Sephora sales dip

  2026-09-14retaildive.com

  Retail Media · Erfasster Impact-Score: 1/5

  Kohl's is expanding its partnership with Babies R Us, adding shop-in-shops to 56 more stores and introducing an exclusive collection of baby essentials. The move comes as Sephora at Kohl's, previously a key traffic driver, experiences declining sales, down 4% in Q2 after a low-single-digit drop in Q1. The expansion includes new categories like gifting options under $25, Millie Moon diapers, and Hallmark gift sets. This strategic shift highlights Kohl's efforts to diversify its offerings and boost in-store traffic, which has been challenged but is showing signs of recovery.

  • Kohl's is expanding Babies R Us shop-in-shops to 56 additional stores.
  • Kohl's is launching an exclusive collection of bibs, blankets, and crib sheets under the Babies R Us brand.

• Kohl's Expands Home Line with Martha Stewart, Bobby Flay

  2026-08-27retaildive.com

  Retailer & Marketplace · Erfasster Impact-Score: 2/5

  Kohl’s announced new kitchen products from Martha Stewart and Bobby Flay as part of a wider effort to grow its home assortment. The Martha Stewart lineup will include core kitchen electrics such as mixers, griddles, slow cookers and milk frothers and will expand into home fragrance with a candle collection. Beginning in September, the Bobby Flay collection will add stainless steel and ceramic cookware sets plus individual frying pans. The article also notes Kohl’s broader merchandising moves, including earlier integrations of MAC Cosmetics and YSL Beauty into Sephora at Kohl’s locations and recent SO brand updates.

  • Kohl’s announced new kitchen appliances from Martha Stewart and cookware from Bobby Flay.
  • The Martha Stewart lineup includes mixers, griddles, slow cookers, milk frothers and a new candle collection.

• Sephora Decline Pressures Kohl's Q2 Sales

  2026-08-26retaildive.com

  Financials · Erfasster Impact-Score: 4/5

  Kohl’s reported Q2 fiscal 2026 results showing net sales of $3.3 billion, down less than 1% year-over-year, while Sephora shop-in-shop sales at Kohl’s fell 4% for a second consecutive quarter. Gross margin expanded 305 basis points to 43%, aided by about $150 million in tariff refunds; net income was $151 million (down just over 1%). Kohl’s raised its full-year guidance to expect net and comparable sales to be flat to down as much as 1.5% (previously flat to down 2%), and expects adjusted operating margin of 3.5%–4.0%. Kohl’s CEO Michael Bender attributed the Sephora softness to a lack of fresh SKUs and category weakness in skincare. Fitch Ratings and other research firms note Sephora at Kohl’s had contributed roughly 10% of Kohl’s topline, and Kohl’s and Sephora plan assortment and merchandising expansions for the holiday season.

  • Kohl’s Q2 net sales: $3.3 billion, down less than 1% year-over-year.
  • Sephora at Kohl’s sales fell 4% in Q2, the second straight quarterly decline.

• Kohl's launches another back-to-school deals promotion

  2026-08-19retaildive.com

  Retail promotions / Back-to-school merchandising · Erfasster Impact-Score: 2/5

  Kohl’s launched a new set of back-to-school promotions on Aug. 19, 2026, cutting prices up to 50% across school supplies, apparel and beauty items and offering $10 in Kohl’s Cash for every $50 spent, plus a weekend giveaway of $5–$100 in Kohl’s Cash while supplies last. The retailer earlier promoted “thousands of products under $25” for the season. Placer.ai data cited in the story shows Q2 store visits fell 1.4% year-over-year (improving from a near-8% decline in Q1). Analysts and market research firms (Morgan Stanley, Circana, NRF) offer mixed outlooks for the back-to-school season, with NRF forecasting nearly 10% sales growth to $43.3 billion but some firms urging caution.

  • Kohl’s launched a new back-to-school promotion on Aug. 19, 2026.
  • Kohl’s said it is cutting prices as much as 50% on school supplies, apparel and beauty items and previously advertised thousands of products under $25.

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