10-Q · latest 10
What Kohl's's 10-Q filings say
- SEC EDGAR
10-Q
Filed · 10 signals
Kohl's plans $350M-$400M in CapEx for 2026, focusing on omnichannel capabilities.
The company is allocating a significant budget to strategic priorities, specifically mentioning enhancing omnichannel capabilities.
$400M
Planned capital expenditures for 2026
Kohl's hires new supply chain executive Elliott Rodgers in June 2026.
The appointment of a new supply chain leader, evidenced by a June 8, 2026 offer letter, indicates a strategic focus on optimizing logistics, managing inventory, and mitigating ongoing tariff-related disruptions.
Wells Fargo
Kohl's navigates tariff volatility after paying $190M, now processing $150M+ in refunds.
The company is dealing with significant financial and operational disruption from tariffs, creating a need for supply chain visibility, sourcing diversification, and financial compliance solutions to manage costs and risk.
$190M
IEEPA tariffs paid during fiscal 2025 and February 2026
Kohl's reduces SG&A expenses by cutting marketing and technology spend.
The company is actively reducing its spending on technology and marketing, indicating pressure to improve efficiency and ROI in these areas.
0.9%
Decrease in SG&A expenses
Kohl's overall sales growth hampered by declining digital sales.
The company's overall sales are being dragged down by poor performance in its e-commerce channel, even as store sales grow.
The company's reliance on manufacturing in Asia exposes it to significant financial and operational risks from tariffs and trade policy shifts, creating a strong business case for solutions that improve supply chain visibility, sourcing diversification, and cost management.
Kohl's interest rate on May 2031 notes increased by 1.75% due to credit downgrades.
Past credit downgrades have triggered a coupon adjustment provision, increasing the interest expense on a specific set of notes by 175 basis points.
1.75%
Interest rate increase on notes due May 2031
S&P Global RatingsMoody’s Investor Service, Inc.Fitch
Evolving ESG regulations are creating new operational costs and compliance burdens, forcing the company to invest in new systems for data collection and reporting.
ESG
The company is using a third-party program to manage $303 million in payments to its suppliers, indicating a strategic focus on supply chain finance and working capital optimization.
$303M
Accounts payable managed through a supplier financing program as of August 1, 2026
Wells Fargo
- SEC EDGAR
10-Q
Filed · 7 signals
Kohl's seeks $140M in tariff refunds and faces new, legally challenged import duties.
The company is navigating a complex and uncertain trade environment, having paid $190M in now-invalidated IEEPA tariffs and now facing new Section 122 tariffs.
$140M
Value of submitted claims for refunds of previously paid IEEPA tariffs.
Showing 10 of 17 filing signals. The Signal API returns all of them.
Get them with one API callEarnings calls
Kohl's earnings headlines
From earnings call transcripts (Signal API type earnings-transcripts).
| Call date | What the company said |
|---|---|
| Deploying AI to boost engineering, marketing, and creative team productivity.The company is actively using AI to help engineers work faster, guide media investments with predictive models, and accelerate content creation with generative tools. This indicates a strategic focus and budget for AI solutions that drive internal efficiency and marketing effectiveness. | |
| Earmarking $350M-$400M for CapEx in the upcoming yearThe CFO confirmed a capital expenditure budget of $350 million to $400 million for next year. This budget is available for strategic projects, store updates, and technology investments, representing a significant pool of funds for potential vendors. | |
| Investing in new technology for e-fulfillment centers to drive efficiency.The CFO explicitly mentioned introducing new technology within e-fulfillment centers to improve productivity and manage costs. This points to active projects and budget for warehouse automation, logistics software, and supply chain modernization. | |
| Acknowledges 'unnecessary friction' in shopping experience from complex promotionsExecutives admit that excluding too many brands from coupons created friction for customers, particularly loyal cardholders. This pain point opens the door for solutions that can simplify promotions, enhance personalization, and improve the overall customer journey. | |
| Struggling with 'limited depth' in key items, impacting customer 'trip assurance'Leadership admits that having too many choices (breadth) has resulted in limited stock (depth) of key items, hurting the customer experience. This signals a critical need for better inventory management, demand forecasting, and supply chain optimization solutions. | |
| Maintaining strong cost discipline and seeking further operational efficienciesThe CFO highlighted a history of cost discipline, with SG&A down 2.1% in the quarter, and a constant search for ways to be more efficient and productive, including leveraging technology. This creates opportunities for vendors with solutions that can demonstrate clear ROI and cost savings. |
Signal API · MCP
Track Kohl's with the Signal API
One POST /v1/companies/enrich call with kohls.com returns Kohl's 10-Q signals (sec-10q), each with its source. Or ask Claude through MCP.
2 credits per signal returned; zero-result calls are free. Endpoint reference
curl -X POST https://signals.autobound.ai/v1/companies/enrich \
-H "X-API-KEY: $AUTOBOUND_API_KEY" \
-H "Content-Type: application/json" \
-d '{"domain":"kohls.com","signal_types":["sec-10q"],"limit":20}'Questions about Kohl's 10-Q
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Source. Quarterly reports (Form 10-Q) filed with the SEC. Every card links to the filing on EDGAR.
Method. Insights are extracted from the filing text and grouped by category. Numbers are quoted from the filing.
Data as of .