Kohl’s Reboots Core Strategy to Rekindle Growth
Kohl’s stock has fallen about 70% over five years as it drifted from its value-focused core. Under CEO Michael Bender (2025–present), the retailer is returning to strengths like proprietary brands, coupons/Kohl’s Cash, and an improved in-store experience, while expanding Sephora shop-in-shops to attract younger shoppers. Early earnings show improving comparable sales but continued revenue pressure, and analysts remain cautiously optimistic about a multi-year turnaround.













