Kohl's Is Losing Market Share to Off-Price Retailers -- Market Talk

Dow Jones03-11 01:23

1323 ET - Off-price retailers including Ross, T.J. Maxx and Burlington appear to have stolen market share from Kohl's over the holiday shopping season, JPMorgan analysts say in a research note. Comps across off-price retailers were on average 6% higher during 4Q, the analysts say, citing Chase credit- and debit-card transaction data. In contrast, Kohl's comparable sales fell 2.8% during the recent quarter. CEO Michael Bender says on a call with analysts that the department-store chain needed to offer breakthrough value during key holiday shopping periods, after losing competitive ground during high-traffic shopping windows. JPMorgan maintains its underweight rating and lowers its price target to $15 from $22. (connor.hart@wsj.com)

(END) Dow Jones Newswires

March 10, 2026 13:23 ET (17:23 GMT)

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CEO Michael Bender says on a call with analysts that the department-store chain needed to offer breakthrough value during key holiday shopping periods, after losing competitive ground during high-traffic shopping windows. JPMorgan maintains its underweight rating and lowers its price target to $15 from $22. 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Maxx and Burlington appear to have stolen market share from Kohl's over the holiday shopping season, JPMorgan analysts say in a research note. Comps across off-price retailers were on average 6% higher during 4Q, the analysts say, citing Chase credit- and debit-card transaction data. In contrast, Kohl's comparable sales fell 2.8% during the recent quarter. CEO Michael Bender says on a call with analysts that the department-store chain needed to offer breakthrough value during key holiday shopping periods, after losing competitive ground during high-traffic shopping windows. JPMorgan maintains its underweight rating and lowers its price target to $15 from $22. (connor.hart@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  March 10, 2026 13:23 ET (17:23 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4585","symbol_name":"ETF&股票定投概念","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2618509989","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2618509989","pubTimestamp":1773163380,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"1323 ET - Off-price retailers including Ross, T.J. 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Maxx and Burlington appear to have stolen market share from Kohl's over the holiday shopping season, JPMorgan analysts say in a research note. Comps across off-price retailers were on average 6% higher during 4Q, the analysts say, citing Chase credit- and debit-card transaction data. In contrast, Kohl's comparable sales fell 2.8% during the recent quarter. CEO Michael Bender says on a call with analysts that the department-store chain needed to offer breakthrough value during key holiday shopping periods, after losing competitive ground during high-traffic shopping windows. JPMorgan maintains its underweight rating and lowers its price target to $15 from $22. 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