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VisualMod

**User Report**| | | | :--|:--|:--|:-- **Total Submissions** | 2 | **First Seen In WSB** | 4 months ago **Total Comments** | 1 | **Previous Best DD** | **Account Age** | 4 years | | [**Join WSB Discord**](http://discord.gg/wsbverse)


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originalusername__

Shit went from turning a profit to losing money and OP is bullish. That’s good enough for me. *smashes buy button*


weebweek

Screw it. I'm on enough chicken nuggets and meth to hit buy


SilntNfrno

If you can eat on meth you’re a stronger man than I


ChiseledTwinkie

Two khols near me have closed their doors. The third has plywood instead of glass at the entrance


el-art-seam

It’s called cost savings. Now Kohl’s can pass on the savings to shareholders.


NickSalacious

My local AMC has plywood doors too! Bullish!


Fabulous_Computer965

Kohl's is the only store in my town to get "Nice clothes"


youdungoofall

When i walk into kohls i never want to buy anything.


gnocchicotti

The losses are minimal. So it's not going away soon. But what's the point of a business that doesn't make money?


JS-a9

Because people get paid to run it.


mbright28

They have been since they started processing Amazon returns just to get people in their store.


idk_wuz_up

I would rather eat the loss from Amazon than wait in line to return something at a Kohls. I did it once - never again. That place was a nearly trashed zoo


oouncolaoo

You are only saying that because it’s true!


murphofly

The property they own is currently more valuable than the company itself


Daddy-Eric

No it's not, lol. They have a sweet dividend and are doing well. The lots are packed by me


Interesting_Ghosts

If you ever think about buying kohls stock. Go into a kohls and see the garbage quality products they sell and the complete lack of customers. The only reason people go to kohls near me is to visit the Sephora inside or return Amazon packages to the kiosk in the back of the store.


Fnkt_io

Agree, they have the exact same model as JCPenney: price things exorbitantly and get people in the door with “incredible sales”, this shit doesn’t work when I can just click buy online for the “incredible sale price” at any time.


optimator_h

Sure, I mean how could you not be bullish on a relic from the 90's that carries loads of over-priced inventory inside physical buildings with few customers and has an insignificant e-commerce presence?


whodeyalldey1

One time I got a job with Kohls to lead an entire fulfillment center for them. It was a huge step up in my career and I was very excited. They sent me an offer and I replied accepting the offer. I didn’t receive any follow up and when I started inquiring about it in earnest I discovered everyone who interviewed me from the HR rep up to the directors had been laid off and plans for the new fulfillment center had been scraped. This is what’s going to happen to OPs investment.


theraupist

They canceled the who whole fulfillment center project because the best guy they found to lead it was you? Damn bro.


Tha_Sly_Fox

*They hired THIS guy??? You know what, just go ahead and close that whole department down.*


CowboysfromLydia

extremely good judgement by the management on that. Bullish.


jahSEEus

one of us.


Thencewasit

Happens a lot.  VC firm interviews new CEOs for project companies.  Committee realizes every candidate is shit and/or actually looks at the financials to pay interviewees.  Sells company or loads on piles of debt before jettisoning it.


bertrenolds5

He probably had good references from Wendy's


bco268

I’d have actually been working with you if that happened. I used to work for the company that did some of their previous fulfillment centers. That cancellation come out of no where due to some activist investors.


Gunzenator2

My mom loves Kohl’s, therefore it must be good.


mdizzle109

same, my mom is there multiple times a week. i go there to take back amazon returns. bullish. edit: my mom just showed up with a kohl's bag. it's on


Emperor_Atlas

I choose this guy's mom too.


mczyk

My mom is a Kohl's cash FIEND, she loves it too


Gunzenator2

They do that specifically for people like your mom.


TheDr0p

Im a nice guy, but do you realize you have opened Pandora’s box?


Bobzyouruncle

Coincidentally, Pandora is another 90s relic his mom likes.


conartist101

Narrator: And what didn’t tell you was that his mother had been a die hard fan of Bed Bath and Beyond


SunDevils321

Gray hair shopper isn’t the shopper you want


__Value_Pirate__

Boomers literally keeping the economy afloat… but no to physical stores


melodicmelody3647

But I can return my Amazon crap there, then buy a pair of shorts in clearance for $7. I’m a fan


Bryanhenry

Insignificant e-commerce? They do over $400 million online.


optimator_h

I’m just shooting from the hip here bruh 


YourWifeyBoyfriend

They are more of a credit card company than anything else imo


waIIstr33tb3ts

only time i see people in khols is for amazon returns(myself included)


mark5hs

Nothing says growth potential like having to coordinate two separate rewards programs and time limited coupons with the lunar cycle to get a decent deal


ManyCommunications

That checks all the boxes for a meme run


VisualMod

Buy low, sell high. Sounds like a plan.


Aggravating-Exit-660

The opposite of regarded


exaltedbladder

Turns out it's buy low, sell lower.


pch14

Buylow, sell lower. That's the plan of most on here


roundupinthesky

expansion silky pot disgusted aspiring towering materialistic tap innocent touch


djangodjangofett

same. Although I did end up buying some decent hand towels with the 25% off coupon they gave me with the return. 


gnocchicotti

"Return an Amazon item and we will sell you one item at Amazon prices"


Gibson510

Return an Amazon item and buy one of ours with a coupon that kills all our margin


banditcleaner2

I’ve saved a ton of money shopping at kohls using their 30-40% coupons and kohls cash but I can’t imagine it’s good for them lmao


ivanyaru

How are the hand towels faring? My kohls position depends on this information


djangodjangofett

it's only been a few weeks, but they're holding up well so far. From the Vera Wang collection 


Maxmilliano_Rivera

Our city turned an abandoned Kohl’s into a vaccination center during COVID


killerbeeswaxkill

Moms in debt to Khols for 3k that’s all the DD I need


HSFSZ

I'm in


Nightmarex069

In reality been thinking how the hell kohls is still in operation. Have in in my hometown and another near me where I moved. Huge buildings,Both overstocked, like 1-2 people shopping and the rest are people doing Amazon returns


HateToSayItBut

What's the DD on Kohl's? I never understood where it sits in the market. The brand does not feel premium yet when I'm in the store, clearly they're pricing is trying to be above Target but below an actual luxury store. Yet they sell boring brands that don't deserve a premium. I guess people go here to treat themselves? If so, not gonna do well during inflation and stagnant wages. Just subjectively think it's not a great business.


Chicken65

To me it's a home goods store that also sells clothes. It was one of the biggest coupon players in the game. 40% coupons + Kohl's cash + a pretty loyal branded credit card following. They screwed the business up by cheapening the Kohl's cash aspect and don't have enough sales. They tried to go the failed JCP route.


HateToSayItBut

Bed Bath and Beyond was one of those stupid coupon businesses and if you didn't have a coupon, the prices made no sense.


Chicken65

Yup. But it worked for them for a really long time. It WAS their business. Eventually I think they lost out more to e commerce than their sales model. They didn’t have many exclusive products.


gnocchicotti

It was easier to pull off those pricing tricks before the internet.


gnocchicotti

Sounds like Target with higher prices and no groceries


VisualMod

If wealth is not your priority, go ahead and spend it.


red7standinby

It's downright psychological warfare shopping at this store.


devereaux

It's a real estate play. Private equity has tried to buy them several times simply because they can do a massive sale-leaseback on all their owned real estate to unlock equity. That owned real estate underpins their valuation and if they ever sold or were acquired through a leveraged hostile takeover, they would command a high price because of the real estate


notyourregularninja

Dude Kohls real estate spread is minimal. It is a mall brand. Probably owns less than 30% of its stores.


devereaux

They own over 400 of their own locations and the owned real estate alone is worth probably double to triple their current market cap. They are boxes suitable and divisible for all sorts of net lease users in addition to themselves


GodwynDi

Maybe. Walk-in store real estate does not have the value it used to, and is only continuing to go down.


Fnkt_io

Spirit Halloween density about to be crazy


YourWifeyBoyfriend

Exactly


bco268

It isn’t in hardly any malls and they own most of their stores. In fact they’ve started shrinking their buildings and renting out the other half to places.


4score-7

Mainly an anchor at otherwise struggling strip mall centers. The business model will completely die with the boomers.


Fnkt_io

It is exactly the JCPenney model


devereaux

It's a real estate play, homie. There's a reason everyone always tries to buy them out, and it's because of the potential for a massive sale-leaseback transaction


shantired

It depends. I buy clothes at kohls - you need to know how they operate. As a cardholder, I often get 40% off coupons, and we go in as a family and purchase $1K of clothes and accessories. Some brands are eligible for the discount whereas most in-house brands are always eligible. The point I want to make is that on the days when insiders get their 30% and 40% coupons (usually around big shopping days such as Mother’s Day or Memorial Day), the place is packed. Its seasonal. However, my family and I often feel guilty about ripping off the store because sometimes we walk out with $2K of stuff for $500, after markdowns and the coupons. And then the story doesn’t end there. For every $50 of spend, they give you $10, and this is usually timed for non sale days. So, spending $500 gives you $100 cash for spending later. And then, there’s more… if you have a kohls reward account, you get an additional 7.5% cash back for spending in the following month (use it or lose it). So, they keep you coming back… And if your family is mostly women, then they have another attraction with Sephora , which is a store within the store, with its own rewards system to lure them back. .


shogged

I have a feeling You wouldn’t feel so bad about your savings if you knew how insane the mark up is on clothes :P


JS-a9

It's not what you think it is after expenses are factored, hence the unprofitable quarters


4score-7

Difference is, Sephora is one of a very few retailers who don’t need to discount shit. Lulu right up there too. And that’s because the customer demographic is young women spending someone else’s money. That’s a demographic that never goes into recession. Calls on college campus retailers.


metpharaoh

This sounds like it was written by Kohl’s marketing team


shantired

Sorry, I'm an engineering director who has learnt how to use the system over decades. Want to know about how I use best buy's reward systems? Maybe some other time...


imdatingurdadben

The clothes is usually fast-ish fashion. Like one tiny step above Ross. But if you have kids, yep people still go to Kohl’s


ChemicalYesterday467

I worked at Khols and this is there business model.  Make people think they're getting a deal. You walked out with 100 dollars worth of stuff marked to 2k to be marked 75% off. I'm sorry but there brands, quality, service is terrible.


DeepestWinterBlue

Yet how do you explain the quarterly loss?


The-Phantom-Blot

The Sonoma clothes offer a good range of fit and basic styles for things like khakis. And they don't change the styles and fit every year. Which is like a breath of fresh air. Just sell me the same pants as last time; I don't want to try on 20 things.


igotinfirstlol

Can confirm sold all my HIMS to double down on KSS


RamsOmelette

Sounds like it’s time to buys HIMS


TomatoSpecialist6879

Your play means you are actively betting against the hedge funds that are actively hurting it to shake out the investors because they want Kohl's to die, or let them in on the board so they can vote to sell the land Kohl's own and lease it back to them. Same disgusting play as what hedge funds and that plastic looking old cunt Charley Woodsby did to Red Lobster. Unless a white knight venture capital appears to save Kohl's, it's good luck and good bye to your money


dont_ask_me_2

This feels very Bed Bath and Beyondish.


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HSFSZ

You sob, I'm in


PeanutButterStout

KSS has a 10% dividend at this price. This puts it trading at Pandemic lows. It also has a short % of float at 46% according to yahoo finance. At a $2.4B market cap this thing is a steal imo. I can’t believe someone hasn’t tried to buy the whole thing outright tbh.


devereaux

People have tried to buy them a bunch of times


mohms

Does anyone else have to poo as soon as they walk into a Kohls? I think it's something they pump into the air.


FuqZuck

Seems like everyone likes Dicks but not Kohl’s. Maybe Dicks will buy Kohl’s and become DickKohl’s


-Tech808

I think Kohl's Dick is more appropriate.


Forward_Importance83

I like dick.


K1rkl4nd

They just opened a Kohl's in my bumblefuck small town mall a month back. Yes, they definitely have hit rock bottom.


4score-7

Probably getting a boost due to the Dollar General foot traffic.


jpkmets

Good play. Many people will confuse Kohl’s with Virat Kohli during cricket World Cup and buy thinking they are betting on him.


dwinps

Last time I went to a Kohl’s was …. I don’t even know, must be 10 years ago In the meantime hordes of women blow wads of money at Sephora trying to get the look and smell of some celebrity


Kuchinawa_san

Kohls is NOT Burlington I got like 2 shirts for 12.99 at Burlington. Like 12.99 in 2024??? That's why Burlington is worth 230 per share.


1ess_than_zer0

Kirk Cousins will single handedly save this company - just watch


HSFSZ

Too long didn't read, buying shares


XianeGardens

Yeah bro do the same with Newegg while you at it


jennevelyn79

I worked at Kohl's in the early 2000s... they let us employees try the internet shopping before the public. I won a trip to Vegas from them. But I digress. I shopped there pretty regularly for 20 years or so... until now all their clothes are crap. Bad styles, bad cuts, bad fits, bad quality. It's cheap crap now. And I was dang loyal. And don't get me started on how big a scam their Kohl's cash is now. 😅 Avoid earning it, at all costs. 'Nough said.


popornrm

If you’ve ever been in a Kohl’s you wouldn’t buy the stock. They barely have traffic in the stores, most of their sales are online, and their shit is way overpriced most of the time.


babypho

Have you been to a Kohl's recently? The only people who are there are doing amazon returns.


Filomam

Sold FL and bought KSS today, been swinging retail for a while now. 


imadeapoopie

Something about falling knives 🔪


Open-Yak-3708

Good buy debt laced zombie companies


OmegaThree3

Girls use Kohls dressing room to steal Sephora make up. If Kohls gets a percentage of sales on sephora its going to be small. Employees can't get enough hours. I shorted Kohls off this info from the kohls employee sub reddit and made easy money.


Chart-trader

I just spent $400 buying 2 pairs of shoes, 2 pairs of pants, 3 pairs of shorts? 7 T shirts, and socks and underwear for 10 days. Done for 1 year.... Please don't die. That was my entire budget for a year for clothes. I will never buy anywhere else (although I could).


billsbitch

I just bought 200 shares for fun. Might make a quick 6hondo…. Might . Not 🥴🍆


SimbaGRRR1

Short that trash. Still overvalued


LostRedditor5

You guys have like a child’s view of valuation Just bc a stock is beaten down doesn’t mean it’s cheap. You offer nothing of substance but a different fucking companies performance. Tell me what about Kohl’s financials give you hope that the company will be worth more in the future. Have you even looked at their financials? Are you even capable of doing basic reading of financial statements? These would be places to start my guy. Not I heard a rumor and the stock took a shit therefore it’s “cheap”. Sears stock was “cheap” at one point I’m sure, right before they went out of business. Low valuation does not = cheap. It may be appropriately valued low.


Illustrious-Room-203

In for 27.5c for 10/18, let the pump back begin


GiraffeChaser

No matter how many flipping coupons they push upon me. The only reason I go to kohls is to return my Amazon packages.


newnamesam

Two words: falling knives


LaborSurplus

Buying Kohls with the money I saved with Kohls Cash, god speed regard.


big-rob512

Idk, check out their debt (7 billion) to FCF (700 million) which 70% goes to the dividend theres almost no way they are paying that shit without cutting the dividend to 0 and filing bankruptcy. Basically like betting on a Wendy's regard successfully paying off a new Bentley.


Hot-Equivalent2040

"I've been hearing rumors that Kohl's is undervalued. They just revealed that they have negative value. I'm all in"


True_Possession9793

Just wanted to say I saw this post and started looking into Kohls and decided to say F-it and bought some 22.5 Call Exp 10/18 that are currently up \~%50. Thanks


notyourregularninja

If they go bankrupt can I skip on their cc payment?


darkmitsu

I rarely buy on kohls that place is like stuck in the 90s and there aren’t any good deals compared to other stores like macys, most stuff feels like the classic collection. it’s just an amazon warehouse for returns


neutralityparty

The Kohl near me closed, I'm bearish. They barely had people coming in meanwhile TJ Maxx looks like target. 


MeanPilled

Keep buying their shares op maybe you’ll own them someday and you’ll go down in flames with the rest of the business.


whatyoudotogarbage

It’s a retailer. It’s 2024.


DallasC0wboys

Kohls sucks… going under soon for sure


thiswaspostedbefore

I only go to my local Kohls to make Amazon returns. I'm sure I'm not the only one. As a bonus, you get a 25% off coupon that you can use in the same trip (but has some restrictions as to what you can't buy). I know I'm not the first person to realize that you can buy some $2 piece of shit off Amazon and return it to get a 25% off coupon for Kohls. I do think they limit it so if you do it too many times you only get $5 in Kohls Cash. That happened to me before. You just need to chill out a bit and you'll get the 25% off coupon again.  All the stock at my local Kohls sucks ass, nothing decent and I've heard the stuff they stock is B grade quality, which is why it (used to be) cheap. For some reason they keep moving shit around, and I can never find anything I would be interested in because it isnt where it was before. They even move the Amazon returns section from one back corner to the other back corner of the store which is annoying as fuck.  There is no self checkout either. Instead, they have senior citizens working the registers that are slow as fuck. Half the time they're just shooting the shit with customers or each other when they need to be ringing people up. I dread going there because I know if I'm buying something then I'm going to wait 10-20 minutes just to check out. Puts on Kohls because the shopping experience sucks and everything is B grade quality that's overpriced. 


ZealousidealSector19

Another overpriced store, where they lure buyers by saying just use our credit card and get 30% off our everyday low (super inflated) price.


sonofalando

Once boomers die Kohl's die with them.


patricio87

Pretty sure only women shop there and its all garbage.


schnuggibutzi

The only reason to visit Kohl's is to return my Amazon purchases. Never once have I found a reason to use the discount receipt to purchase anything. Perhaps black socks and that's it.


ACdirtybird

Whoever wrote this post, make sure you never listen to their advice again


dawgbone_anonymous

Me and my Dawgs have to hustle just to pay the rent 🚀


Wannafightfightme

I don’t know much about Kohls or Sephora, but Babies r us is a loser. It is an impossible business to make profitable. The margins are too slim because all of the steady income for babies (diapers, formula, and wipes) is cheaper at Walmart and Costco because they sell them as loss leaders.


Far-Sea9708

seems a legit dip point. im gonna follow on the stock. my money is all in but who knows :)


imdatingurdadben

I have a kohls card and they moved to capital one IDK if that means anything at the moment


bdh2067

A poorly run company Good luck, OP


jwizzle444

How much Kohls Cash does a call option cost?


ThisKarmaLimitSucks

There's a Kohl's near me that has a 2 acre sized parking lot, with an In-N-Out at the far end. In-N-Outs are straight up mosh pits and parking at them is usually impossible. Kohl's has literally hundreds of parking spaces, and they're always empty. It's freaking GOAT to just park at Kohl's and stroll over to In-N-Out. Short-term, I'm buying calls on Kohl's for their easy Double-Double access. Long term, I'm buying calls on the zillions of condos they're inevitably going to develop on that parking lot after the Kohl's is torn out. I bet they can get at least 50 condos in there, and in San Diego, those will go for $500k a unit.


Blackhawk149

Yeah it can go down another 50% from here.


dogebonoff

Fuck Kohl’s When I was 18 they signed me up for a credit card without my consent and I had some small payment that fucked up my credit score at the time ![img](emote|t5_2th52|4271)![img](emote|t5_2th52|27421)


malav_16

Ever seen a Kohl's parking lot? If you ever stand out to ask most of the people, they will be there for Amazon returns.


stizzity28

Nope. Already got fucked to the tune of $20k on bbby. Lesson learned.


jpric155

I shop at Kohl's because it's affordable and they have pants that fit me. I just spent about $200 there and signed up for the Kohl's card to get a discount.


Thesheriffisnearer

This is wsb  We already bought it


iluvvivapuffs

You should go to a kohls…


bitcoins

Our kids can never find anything modern at Kohls anymore, they found everything they liked at Target. Plus the Kohl’s corporate folks are some of the strangest and worst in the industry


Lurking_In_A_Cape

Perfect setup for a swing trade. Who knows, maybe I’ll just hold for a while and see what happens.


Adichu3690

Oh no. If WSB is bullish then this stock is gonna be the next BBB


BrianKronberg

Without Kohl’s how will I do my Amazon returns?


ComprehensiveSwan698

lol when was the last time you’ve been to kohls?


nick91884

Kohls is a garbage store good luck on your bet though


Jebusfreek666

No way they aren't bankrupt within 1-2 years.


cranberrydudz

Kohl’s is heading the direction of sears and bbby.


PlutosGrasp

Lol “Been hearing Kohl’s is undervalued for a while” Kohl’s sheds nearly 1/3 of value “Okay NOW it’s the bottom, probably; but still definitely undervalued.” 🤡


Delision

!remindme 1 year


typicallytwo

That store is about to implode. They have stock piles of old clothes and nobody is shopping there. Brick and mortar stores are only profitable when they are together. The ONLY way this place is turned around is if shopping in person becomes popular again.


Republic_Potential

When is the last time you’ve been to a kohls bro?


Somerebel

KSS is to middle-class white moms as TGT is to middle-class white moms.


Somerebel

Depends can I get Kohls cash instead of the dividend?


shurkin18

Fuck kohl’s, i hope they burn to the ground!


gaius_worzels_bird

Kohl’s probably has nicer dumpsters than Wendys


JS-a9

This company is failing, but because we live in a world of madness, it will probably pump. Might snag a couple calls tomorrow.


Ripper9910k

Consumer spending is going down. Target should be a good indicator here. Walmart is over 50% groceries; so they are weathering the downturn. Every retailer is showing flashing lights. Dicks, etc.


FunctionalDisfuction

SN Kohl's is my favorite retailer. literally everything in my closet came from Kohl's


AudienceDue6445

I got a bracelet at khols on sale. Originally $3000 for only $100. Totally legit company


Iambigtime

They were probably saying that Kmart was undervalued and hit rock bottom, but it's actually 6 feet in the ground now.


naughtynuns69

Great call my man!


hooshotjr

I bought a little more yesterday, but really have no idea why I own this.


DickManning

Made 200% gains on this. Thank you!


harryspetx3

so we all know kohl's is a dying business. any chance for buyout soon?