From Yahoo Finance: 2025-06-09 09:26:00

Hot_pressure_461 on Reddit shared a bullish thesis on Kohl’s Corporation (KSS), trading at $8.13 on 30th May. The company’s P/E ratios stood at 7.46 (trailing) and 50.76 (forward). A valuation of $60-$75 per share is suggested for KSS’s real estate portfolio, hinting at significant upside potential.

Kohl’s strategic shift to smaller store formats may unlock further value through subleasing and partnerships. The termination of the De Minimis exemption could add $2-$3 EPS upside. KSS’s earnings are understated due to real estate depreciation, with hidden value of $2 per share from asset appreciation.

Previous buyout offers exceeding $60 per share indicate a solid asset-backed valuation floor for Kohl’s. The company presents a compelling value case with substantial upside and limited downside, backed by unrecognized earnings power and long-term asset value potential.

Kohl’s Corporation (KSS) was not among the 30 Most Popular Stocks Among Hedge Funds in the first quarter, with 31 hedge fund portfolios holding KSS. While KSS poses risk and potential as an investment, other AI stocks may offer higher returns with limited downside. Consider exploring short-term AI stock opportunities for potential gains.

Read more: Kohl’s Corporation (KSS): A Bull Case Theory