Kohl's New CEO Needs to Fix Product Assortment to Drive Sales Higher -- Market Talk

Dow Jones

Apr 02, 2025

1148 ET - Kohl's new CEO Ashley Buchanan brings a robust background to the department store chain given his strengths in merchandising, supply chain, execution and marketing, but it won't be easy to improve things, TD Cowen analysts say in a research note. Customer counts have been stable, but conversion has been lower due to the assortment, with some changes expected in May, the analysts say, noting that they like Buchanan's assessment of how some product and brands are lacking appeal. Overall, the analysts believe Kohl's biggest needs are embracing the private brands that core customers have missed, returning to compelling couponing, and optimizing store planogram and processes to dive labor efficiency. Shares rise 2.6% to $8.48. (sabela.ojea@wsj.com; @sabelaojeaguix)

(END) Dow Jones Newswires

April 02, 2025 11:48 ET (15:48 GMT)

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Customer counts have been stable, but conversion has been lower due to the assortment, with some changes expected in May, the analysts say, noting that they like Buchanan's assessment of how some product and brands are lacking appeal. Overall, the analysts believe Kohl's biggest needs are embracing the private brands that core customers have missed, returning to compelling couponing, and optimizing store planogram and processes to dive labor efficiency. Shares rise 2.6% to $8.48. (sabela.ojea@wsj.com; @sabelaojeaguix) \n</p>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  April 02, 2025 11:48 ET (15:48 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Kohl's New CEO Needs to Fix Product Assortment to Drive Sales Higher -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nKohl's New CEO Needs to Fix Product Assortment to Drive Sales Higher -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-04-02 23:48</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n  1148 ET - Kohl's new CEO Ashley Buchanan brings a robust background to the department store chain given his strengths in merchandising, supply chain, execution and marketing, but it won't be easy to improve things, TD Cowen analysts say in a research note. Customer counts have been stable, but conversion has been lower due to the assortment, with some changes expected in May, the analysts say, noting that they like Buchanan's assessment of how some product and brands are lacking appeal. Overall, the analysts believe Kohl's biggest needs are embracing the private brands that core customers have missed, returning to compelling couponing, and optimizing store planogram and processes to dive labor efficiency. Shares rise 2.6% to $8.48. (sabela.ojea@wsj.com; @sabelaojeaguix) \n</p>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  April 02, 2025 11:48 ET (15:48 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"KSS","symbol_name":"柯尔百货","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2524158984","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2524158984","pubTimestamp":1743608880,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"1148 ET - Kohl's new CEO Ashley Buchanan brings a robust background to the department store chain given his strengths in merchandising, supply chain, execution and marketing, but it won't be easy to improve things, TD Cowen analysts say in a research note. Customer counts have been stable, but conversion has been lower due to the assortment, with some changes expected in May, the analysts say, noting that they like Buchanan's assessment of how some product and brands are lacking appeal. Overall, the analysts believe Kohl's biggest needs are embracing the private brands that core customers have missed, returning to compelling couponing, and optimizing store planogram and processes to dive labor efficiency. Shares rise 2.6% to $8.48. 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Shares rise 2.6% to $8.48. (sabela.ojea@wsj.com; @sabelaojeaguix) \n\n\n  (END) Dow Jones Newswires\n\n\n  April 02, 2025 11:48 ET (15:48 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}