Kohl’s July Crossroads – Retail Struggling, Real Estate Rich, CEO Reset: BI Webinar Replay

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Duration: 42 Minutes

Original Date: May 05, 2025

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Kohl’s revenue has slipped $2.2 billion since it started opening Sephora shops in 2021, with non-beauty sales off nearly $5 billion. It just got a new CEO, the third in two-years. Meanwhile, it operates mainly off-mall and owns over 400 stores and 12 DCs that might be worth upwards of $6 billion vs. its capital structure trading at below $5 billion just as needs to raise more debt to fund an upcoming maturity in July. Bond indentures have a negative pledge, but there’s a way to get around it, which will be addressed.

Kohl’s July Crossroads – Retail Struggling, Real Estate Rich, CEO Reset: BI Webinar Replay

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