Overview
- Executives said the retailer will keep its footprint largely stable this year, emphasizing productivity gains at existing stores after last year’s downsizing.
- Kohl’s operates about 1,150 locations, with well over 90% profitable, and will continue annual reviews with potential relocations on a case‑by‑case basis.
- The company closed 27 underperforming stores in 2025 across 15 states and shuttered its San Bernardino e‑commerce fulfillment center.
- Full‑year 2025 profit rose to $272 million with $1.4 billion in operating cash flow, while net sales fell 4% and comparable sales declined roughly 3%.
- Management is leaning into value and convenience with a Deal Bar featuring items at $10 or less, simplified layouts, and assortment moves such as MAC in 850 Sephora at Kohl’s, as shares fall over 41% year to date and 2026 sales are projected from flat to 2% lower.