Kohl's (KSS) Valuation Check As MAC Partnership Draws New Shoppers To In Store Sephora Locations

Simply Wall St.06:16

AdvertisementMAC launch inside Kohl's stores puts beauty partnership in focus The recent debut of MAC Cosmetics at Sephora locations inside Kohl's (KSS) stores, which drew mostly new customers to both...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2633196283?lang=en_US&edition=fundamental","thumbnail":"https://images.simplywall.st/asset/industry/4431000-choice2-main-header/1585186798817","is_english":true,"pubTime":"2026-05-05 06:16","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2633196283","market":"nz","top_or_hot":-1,"title":"Kohl's (KSS) Valuation Check As MAC Partnership Draws New Shoppers To In Store Sephora Locations","media":"Simply Wall St.","content":"<div>\n<p>AdvertisementMAC launch inside Kohl's stores puts beauty partnership in focus The recent debut of MAC Cosmetics at Sephora locations inside Kohl's (KSS) stores, which drew mostly new customers to both...</p>\n\n<a href=\"https://simplywall.st/stocks/us/retail/nyse-kss/kohls/news/kohls-kss-valuation-check-as-mac-partnership-draws-new-shopp\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Kohl's (KSS) Valuation Check As MAC Partnership Draws New Shoppers To In Store Sephora Locations</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nKohl's (KSS) Valuation Check As MAC Partnership Draws New Shoppers To In Store Sephora Locations\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-05-05 06:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/us/retail/nyse-kss/kohls/news/kohls-kss-valuation-check-as-mac-partnership-draws-new-shopp><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>AdvertisementMAC launch inside Kohl's stores puts beauty partnership in focus The recent debut of MAC Cosmetics at Sephora locations inside Kohl's (KSS) stores, which drew mostly new customers to both...</p>\n\n<a href=\"https://simplywall.st/stocks/us/retail/nyse-kss/kohls/news/kohls-kss-valuation-check-as-mac-partnership-draws-new-shopp\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU2065169927.USD","symbol_name":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) ACC","start_time":0,"source_url":"https://simplywall.st/stocks/us/retail/nyse-kss/kohls/news/kohls-kss-valuation-check-as-mac-partnership-draws-new-shopp","article_id":"2633196283","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/industry/4431000-choice2-main-header/1585186798817"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/retail/nyse-kss/kohls/news/kohls-kss-valuation-check-as-mac-partnership-draws-new-shopp","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2633196283","pubTimestamp":1777932969,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"MAC launch inside Kohl's stores puts beauty partnership in focus\nThe recent debut of MAC Cosmetics at Sephora locations inside Kohl's (KSS) stores, which drew mostly new customers to both MAC and Sephora, has sharpened investor attention on how beauty traffic might influence Kohl's stock.\nSee our latest analysis for Kohl's.\nDespite the MAC driven lift in beauty traffic, Kohl's share price has been weak in 2026, with a year to date share price return of a 33.51% decline and a 90 day share...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU2065169927.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) ACC","BK4220":"综合零售","BK7050":"调查和咨询服务","LU2065171402.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) INC","BK4231":"零售房地产信托","BK4551":"寇图资本持仓","BK4080":"零售业房地产投资信托","LU2065170008.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) INC","BK4588":"碎股","BK4547":"WSB热门概念","BK4585":"ETF&股票定投概念","KSS":"柯尔百货","BK7503":"科技股","LU2065171311.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) ACC","BK4103":"百货商店"},"translate_title":"MAC合作伙伴关系吸引新购物者前往丝芙兰店内，Kohl's(KSS)估值检查","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"KSS":1.97},"content_text":"AdvertisementMAC launch inside Kohl's stores puts beauty partnership in focus The recent debut of MAC Cosmetics at Sephora locations inside Kohl's (KSS) stores, which drew mostly new customers to both MAC and Sephora, has sharpened investor attention on how beauty traffic might influence Kohl's stock. See our latest analysis for Kohl's. Despite the MAC driven lift in beauty traffic, Kohl's share price has been weak in 2026, with a year to date share price return of a 33.51% decline and a 90 day share price return of a 21.56% decline, in contrast to a very large 1 year total shareholder return that sits alongside negative 3 year and 5 year total shareholder returns. If this launch has you thinking more broadly about where consumer spending could head next, it might be worth scanning for companies exposed to similar long term themes via the 17 top founder-led companies With Kohl's stock down 33.51% year to date, yet showing a very large 1 year total return and trading below the average analyst price target, should you see value here or assume the market is already pricing in future growth? Most Popular Narrative: 58.3% Undervalued According to the most followed Kohl's narrative, the fair value sits at $34 per share versus the recent $14.19 close, putting a spotlight on how different that view is from the current market price.  Kohl’s continues to drop despite relatively positive reported earnings and balance sheet results. In what appears to be an overreaction to broader uncertainties in the US economy, consumer sentiment, and possibly disappointing performance of certain internal segments, Kohl’s has declined over 30% since it reported earnings earlier this month. The name is now trading around 65% below the price it was at just a year ago. Total market capitalization has dropped solidly below $1 Billion, despite nearly $8 Billion in real estate assets and long-term debt of just over $1.1 Billion. The company, which continues to report sizable free cash flows and declining debt, is now effectively priced as though the street expects it to go bankrupt. Kohl’s also announced a cut to their dividend and downward revisions to forward expectations for full-year 2025.  Read the complete narrative. Want to see what kind of earnings power and real estate backing sit behind that $34 fair value, and how the narrative treats future cash generation versus current sentiment? The full breakdown maps out how profitability, margins and required returns come together to justify that gap. Result: Fair Value of $34 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, you also need to weigh risks such as further cuts to expectations or pressure on Kohl's US$272 million net income if consumer or retail trends turn against the story. Find out about the key risks to this Kohl's narrative. Next Steps With sentiment clearly divided between risks and rewards, this is a moment to look at the numbers yourself and decide quickly where you stand by weighing the 4 key rewards and 2 important warning signs Looking for more investment ideas? Do not stop at one stock story. Broaden your watchlist now with focused sets of companies that fit specific goals, or risk missing opportunities others are already considering.  Target potential upside with quality companies that current prices may not fully reflect by scanning the 48 high quality undervalued stocks. Strengthen your income stream by reviewing the 12 dividend fortresses and see which companies offer higher yields with staying power. Prioritise resilience by checking the 70 resilient stocks with low risk scores so you can focus on companies with more stable risk profiles.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.Valuation is complex, but we're here to simplify it.Discover if Kohl&#39;s might be undervalued or overvalued with our detailed analysis, featuring fair value estimates, potential risks, dividends, insider trades, and its financial condition.Access Free AnalysisHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"corporation","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.42.1","shortVersion":"4.42.1","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2633196283","isCrawlerRequest":true}