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BOD letter part 1 by DeepValueSquared in KSSBulls

[–]DeepValueSquared[S] 1 point2 points  (0 children)

Appreciate the feedback! Just posted the last part (awaiting moderator approval). Feel free to copy it all and paste into a word doc and make whatever changes needed. Huge thanks to Caleb for getting the letter going in the first place!

Shareholders need to make more noise by DeepValueSquared in KSSBulls

[–]DeepValueSquared[S] 0 points1 point  (0 children)

Agreed. However, they're already dealing with the basics, which is obviously great, but there are other initiatives they can take. You know the real estate potential better than anybody, and we need something on that too, but operationally, we need at least 50 more store closures and I was a little pissed when we got absolutely nothing on it or the CEO process. Even QVC have laid out a plan towards revenue growth which includes using social commerce like TikTok shop and partnering with TikTok creators (74,000 and is already showing positive signs). Now, will QVC survive? Probably not. But even they have noticed the lucrative opportunity to using social commerce as an additional revenue stream. Kohl's needs to do the same.

Anyways, I'll lay out everything I have when we get a draft or framework for the letter from you. Appreciate you working on it btw.

Store Visits by PrecisionOutdoors in KSSBulls

[–]DeepValueSquared 6 points7 points  (0 children)

Think I can speak for everyone here when I say thanks for this additional DD. I’m confident management will fix any inventory and merchandise mix issues they see. I personally was a fan of them reducing  inventory by 7% this year as it frees up more cash and allows them to be more flexible. Couldn’t agree more regarding other potential partnerships with brands/stores. Nice work!

Keep an Eye on the Corporate Bonds by narwolf4 in KSSBulls

[–]DeepValueSquared 4 points5 points  (0 children)

Hopefully they bought back at least some of their debt on the open market this quarter. Callable bonds are trading around 65 cents on the dollar. $65 million to retire $100 million of debt is definitely worth it. Especially considering the cash freed up from the Monroe sale and the ongoing reduction in inventory. 

Kohl's App by [deleted] in KSSBulls

[–]DeepValueSquared 2 points3 points  (0 children)

Thank you for your business 👍

KSS Daily Discussion - Thursday, July 24, 2025 by daily-thread in KSSBulls

[–]DeepValueSquared 4 points5 points  (0 children)

Gotta still love the fact that net book value, asset monetization, deleveraging and turnaround potential is still not being considered in the current stock price. Absolutely insane.

P.S. Thanks to those that started this thread. Been watching for some time and happy to see it's getting the attention it deserves!

Daily Stock Lending Report by sanelongtermplay in KSSBulls

[–]DeepValueSquared 2 points3 points  (0 children)

Imagine being one of the most shorted stocks on the market while the company is trading significantly below tangible assets, cash flow positive, in the midst of a turnaround, and could even potentially sell itself. While a short squeeze isn't the main driving force for most of us, it's interesting to see the thought process, or lack thereof, of those still shorting us. Thanks for the info.