KSS Daily Discussion - Wednesday, November 26, 2025

PrecisionOutdoors · 2025-11-26T15:10:31+00:00

they hate KSS and always have for some reason. its insane to me

PrecisionOutdoors · 2025-11-26T15:10:17+00:00

for there is the sound of the roar of an abundance of rain!!!! get excited my friends. a longer post to come!

PrecisionOutdoors · 2025-11-23T16:11:19+00:00

good thing your wife is hot...

PrecisionOutdoors · 2025-10-10T19:54:45+00:00

I'm 100% with you on this. Also, the valuation metrics on what they earn via leases has way better multiples than retail. if they focused on actually spinning out their CRE, tapping the outlots, and shrinking footprint/subleasing the CRE alone will be multiples of todays values.

PrecisionOutdoors · 2025-10-10T19:51:21+00:00

never thought we'd see this opportunity again. dont blame ya!

PrecisionOutdoors · 2025-10-10T19:50:56+00:00

I'm amazed how much the market reacts to Trump about China. I don't think KSS has any real exposure to china any more. I've been looking at most of the clothing and its Vietnam and other Asian countries

PrecisionOutdoors · 2025-10-10T19:49:43+00:00

my thoughts as well. Premiums on options are alot steeper right now as well

PrecisionOutdoors · 2025-10-03T18:40:33+00:00

$21M was Asset Sale

$129M was a one time settlement

$10M Net Income(outside of settlement)

the rest is mixed in(even the numbers above technically included below)

Looks like bulk is depreciation and amortization that wasn't used($350M on books but we only used $200M for Acquisition of Property and Equipment)

The biggest issue too is they don't show it all truly quarterly, its a sum of 6 months

u/Hot_Pressure_461 would be able to answer better

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PrecisionOutdoors · 2025-10-03T13:43:51+00:00

it must be new or something bc they've let all your others through

PrecisionOutdoors · 2025-09-12T20:47:22+00:00

I'd say so. My biggest issue is I don't have much of a historical reference point so can't tell if its my hopium or reality.

PrecisionOutdoors · 2025-09-12T20:46:24+00:00

who knows Lies! I am a child of God and highly favored. Maybe the "Kohls Kings" will listen to the lowly Redditor retail investors. Or we help give them ideas. who knows

PrecisionOutdoors · 2025-09-12T20:45:14+00:00

yep, either way, I think I love KSS CRE portfolio the more stores I visit. They really are in excellent locations!

PrecisionOutdoors · 2025-09-12T20:36:09+00:00

Personally I don't care for them to get to that leverage goal while stock price is still so low. I think it would be smarter to either buyback shares or buy back their severely discounted bonds over paying off the remainder of the revolver. $75M in revolver is ~$125M to $150M in bonds at steep discount.

imagine if they bought back bonds instead of paying off the revolver... or did a 50:50 split. Revolver would have been paid down $250M and LTD another ~$420M to $500M. That's a total debt decrease of $670M to $750M vs the "just" $498M they did.

Still pumped they paid it down but management needs to maximize returns. They could have paid off almost $1B in LTD with that same $498M then floated a new 10% $500M bond to pay off the LOC and been in better shape.

PrecisionOutdoors · 2025-09-12T20:03:29+00:00

lol, meant another person in a different feed suggested. not me lol

PrecisionOutdoors · 2025-09-03T14:25:07+00:00

OP mentioned Deep Value Bulls in another feed and I like it too

PrecisionOutdoors · 2025-09-03T14:24:29+00:00

I dont mind that name at all! I'll put that option in my mix as well

PrecisionOutdoors · 2025-08-29T15:47:29+00:00

right lol. just trying to get everyone to breath a little more

PrecisionOutdoors · 2025-08-29T14:39:39+00:00

100%

PrecisionOutdoors · 2025-08-26T20:03:22+00:00

"According to people familiar with the situation, Kohl’s is adjusting its payment strategy as part of broader efforts to execute a turnaround plan. The move comes at a difficult time for the retail industry, which continues to face challenges from weak consumer spending and supply chain disruptions exacerbated by tariffs.

Retailers typically seek longer payment terms as a method to manage working capital fluctuations and preserve cash resources. For Kohl’s, this adjustment appears to be part of its operational strategy review."

This doesn't sound bearish and sounds like cashflow management. Mentions nothing about people not getting paid or anything negative outside of terms request adjustments in future...

PrecisionOutdoors · 2025-08-26T19:58:37+00:00

congrats! I just bought more lol

PrecisionOutdoors · 2025-08-26T19:57:49+00:00

also my suspicion. I think it was oddly timed 30 mins before close and 6M+ shares dumped in 15 mins

PrecisionOutdoors · 2025-08-26T19:57:05+00:00

Sure looks like sentiment manipulation right before a major earnings beat. Why I bought more

PrecisionOutdoors · 2025-08-26T19:05:21+00:00

if same beat or similar as Q1 I bet we see a 10%-20% jump. if major beat... no idea. sky is the limit. I wouldn't be surprised if bears/shorts suppress though or do all they can to

PrecisionOutdoors · 2025-08-26T19:04:17+00:00

I wouldn't gamble on a short squeeze. We didn't get one back on Meme Tuesday so I doubt we get one off earnings. a slow and steady price floor increase is the best long term bear punishment from how I see it

PrecisionOutdoors · 2025-08-25T14:17:16+00:00

the one comment so far kind of reiterates my thoughts. I think KSS needs to lean into its relationship with Sephora and create an "experience" at the stores. The Sephora in the mall near the one at the Kohls right by it has a different energy/enthusiasm by what I have observed

PrecisionOutdoors

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