Story perspectives

Kohl's Posts Four-Year Sales Surge, Refocuses on Value Brands

6/27/2026

Summary

Story summary

Kohl's posted its best comparable-sales growth in four years, sending the stock to $19.23, up $0.14 (0.71%).
CEO Michael Bender is refocusing on proprietary brands, value pricing, and coupons to win back customers.
Analyst Chuck Grom said the shift to off-price retail alienated core shoppers, leading to stagnant sales.
Consulting director Sonia Lapinsky warned that frequent strategy shifts and a pressured consumer base make winning on value increasingly difficult.

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Story summary

Kohl's posted its best comparable-sales growth in four years, sending the stock to $19.23, up $0.14 (0.71%).
CEO Michael Bender is refocusing on proprietary brands, value pricing, and coupons to win back customers.
Analyst Chuck Grom said the shift to off-price retail alienated core shoppers, leading to stagnant sales.
Consulting director Sonia Lapinsky warned that frequent strategy shifts and a pressured consumer base make winning on value increasingly difficult.