I wrote an article on FA Trader that examines Kohl’s stock.
Its stock is down massively like most retailers this year, but it has been one of the best-managed in this environment with good uses of capital, good experimentation, and among the highest operating profit margins in the department store landscape. A deep value high yield opportunity, but with considerable risk.
Perhaps more importantly, the article discusses the mismatched perceptions that investors have about the real problem with retail stocks. It’s a good idea to check it out to have a more detailed understanding of how the industry is changing.