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Kohl's10-K: Supply chain disruption

Tariff uncertainty after Feb. 2026 Supreme Court ruling threatens merchandise costs from Asia.

What happened

A recent Supreme Court ruling on tariffs and subsequent government actions create significant uncertainty for merchandise costs, as most goods are sourced from Asia. This may force Kohl's to urgently re-evaluate its sourcing strategy and invest in supply chain visibility and cost optimization platforms.

Source

SEC EDGARMar 19, 2026

Annual report (Form 10-K)

Kohl's 10-K for FY2026

Filing excerpt

On February 20, 2026, the United States Supreme Court issued a ruling striking down certain tariffs previously imposed under the International Emergency Economic Powers Act ("IEEPA").

sec.gov/Archives/edgar/data/885639/000119312526115982/kss-20260131.htmRead the full source

Other signals in this filing (11)

Extracted by Autobound

From the Signal API record
Signal
10-K: Supply chain disruption

What this signalsFilings often name leadership changes, deals and spending plans.

Period
FY2026
Fiscal year end
01/31
Filed
Mar 19, 2026

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The full record

From the Signal API record

Details

CIK
885639
Accession number
0001193125-26-115982
Timeframe
Current year
Filing year
2026
Why it matters
Supply chain tools urgently needed
Signal category
Operations

Topics and mentions

Regions named

  • Asia
  • United States

Extraction

Confidence
High
Relevance
90%
Sentiment
Negative
Detected
Mar 24, 2026
signal_type
sec-10k
signal_subtype
supplyChainDisruption

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The API returns more than this page shows

This page shows a preview. The full sec-10k record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.

Company

  • linkedin_urlValue in the API
  • industriesValue in the API
  • employee_count_lowValue in the API
  • employee_count_highValue in the API
  • revenueValue in the API
  • descriptionValue in the API

Signal

  • signal_nameValue in the API
  • associationValue in the API
Show the full JSONThe record on this page and the API request

GET /v1/signals/7e93e263-7dc5-487d-bb75-aab513533df4 returns this record as JSON. POST /v1/companies/enrich returns every signal for kohls.com.

{
  "signal_id": "7e93e263-7dc5-487d-bb75-aab513533df4",
  "signal_type": "sec-10k",
  "signal_subtype": "supplyChainDisruption",
  "detected_at": "2026-03-24T05:58:03.14+00:00",
  "company": {
    "name": "Kohl's",
    "domain": "kohls.com"
  },
  "data": {
    "detail": "A recent Supreme Court ruling on tariffs and subsequent government actions create significant uncertainty for merchandise costs, as most goods are sourced from Asia. This may force Kohl's to urgently re-evaluate its sourcing strategy and invest in supply chain visibility and cost optimization platforms.",
    "metrics": {
      "timeframe": "current_year"
    },
    "summary": "Tariff uncertainty after Feb. 2026 Supreme Court ruling threatens merchandise costs from Asia.",
    "excerpts": "On February 20, 2026, the United States Supreme Court issued a ruling striking down certain tariffs previously imposed under the International Emergency Economic Powers Act (\"IEEPA\").",
    "relevance": 0.9,
    "sentiment": "negative",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/885639/000119312526115982/kss-20260131.htm",
    "filing_date": "2026-03-19",
    "filing_year": 2026,
    "fiscal_year_end": "01/31",
    "sales_relevance": "Supply chain tools urgently needed",
    "signal_category": "operations",
    "regions_mentioned": [
      "Asia",
      "United States"
    ]
  }
}

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