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🇺🇸 SECKohl's Corp.Codex · 实盘不做把握 8/10不做原因:无增量信息
北京时间·🕒 发布 05:20:14·⟳ 抓取 05:20:44 +30s·⚡ 决策 09-01 05:23:08 +2m24s·56.6 天前

Kohl's任命Ryan M. Waymire为首席商品官并披露现任CMO离任

本次8-K是首席商品官任命与离任披露,属于经营执行层人事调整;没有确认的收入、利润、指引、资本回报或控制权变化,无法把新任履历直接转化为可交易的短期业绩预期差。

📄 原文Kohl's Corp.↗ 原文
----- kss-20260827.htm ----- UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT R…
不做 Kohl's Corporation(KSS.US)
不做:这是CMO任命与离任披露,缺少业绩指引、量化经营目标或控制权变化,无法形成可执行短线edge。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)

研究档案

结论摘要

Kohl's一手SEC披露确认CMO更替,新任具备大型零售商品管理背景,但事件只说明人员变动和战略表述,没有量化目标或经营结果。对KSS.US的影响更多取决于后续商品策略执行,当前披露不足以支撑做多或做空。

🔎 新鲜度:最早出现 2026-08-31 · 扩散 low · price-in 风险 medium ↗

关键理由

  • 新任CMO履历可作为中长期经营改善叙事,但本次披露没有销售、毛利率、库存或指引增量。
  • 现任CMO离任与继任安排同步披露,未显示治理失序、控制权变化或核心业务中断。

主要风险

  • Kohl's基本面改善仍需后续同店销售、毛利率和库存数据验证,单次人事公告无法量化。
  • 若市场已预期管理层调整或更关注零售需求疲弱,该公告容易无明显价格反应。

先例如何影响了这次决策

对本次决策的影响:先例不足不改变结论;核心原因是当前事件本身没有确认的短期业绩或资本结构影响。

方向:未使用历史先例校准方向;本事件在源文本层面已缺少可交易增量。

涨幅量级:没有订单、财务或指引量级,历史涨跌幅不适合作为本次交易幅度锚。

形态:管理层职能岗位更替通常需要后续经营数据确认,本次不以先例强行外推。

原文全文

展开原文 · 11,299 字
----- kss-20260827.htm -----
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
WASHINGTON, D.C. 20549
FORM
8-K
CURRENT REPORT
Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934
Date of Report (Date of earliest event reported):
August 27, 2026
KOHL'S CORPORATION
(Exact name of Registrant as Specified in Its Charter)
Wisconsin
001-11084
39-1630919
(State or Other Jurisdiction
of Incorporation)
(Commission File Number)
(IRS Employer
Identification No.)
N56 W17000 Ridgewood Drive
Menomonee Falls
,
Wisconsin
53051
(Address of Principal Executive Offices)
(Zip Code)
Registrant’s Telephone Number, Including Area Code:
262
703-7000
(Former Name or Former Address, if Changed Since Last Report)
Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:
☐
Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
☐
Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
☐
Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
☐
Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))
Securities registered pursuant to Section 12(b) of the Act:
Title of each class
Trading
Symbol(s)
Name of each exchange on which registered
Common Stock, $.01 par value
KSS
New York Stock Exchange
Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§ 230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§ 240.12b-2 of this chapter).
Emerging growth company
☐
If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.
☐
Item 5.02
Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers
.
On August 31, 2026, Kohl’s Corporation (the “Company”) announced that Nick Jones, the Company’s Chief Merchandising Officer, will be departing the Company effective October 1, 2026. In connection with his departure, Mr. Jones is entitled to receive separation benefits in accordance with the terms of the Executive Compensation Agreement, dated March 20, 2023, between Kohl’s, Inc. and Mr. Jones.
On August 27, 2026, Ryan M. Waymire accepted his appointment as Chief Merchandising Officer of the Company, effective September 28, 2026. Mr. Waymire has extensive merchandise, fashion, brand management, and progressive executive leadership experience at several large retailers, including Walmart, Wayfair, FabFitFun, Amazon, and Target. He most recently served as Senior Vice President of Fashion at Walmart U.S. Prior to that, he was General Manager and Brand President for Birch Lane at Wayfair, Senior Vice President of Merchandising and Brand Partnerships at FabFitFun, and Divisional Merchandise Manager and General Manager across multiple apparel categories at Amazon. Earlier in his career, Mr. Waymire spent nine years at Target in progressive buying, sourcing, and merchandising roles.
Item 7.01
Regulation FD Disclosure
.
On August 31, 2026, the Company issued a press release announcing the executive leadership transition described in Item 5.02 above. A copy of the press release is furnished as Exhibit 99.1 to this Current Report on Form 8-K and is incorporated herein by reference.
The information in this Item 7.01, including Exhibit 99.1 attached hereto, is furnished solely pursuant to Item 7.01 of Form 8-K. Consequently, such information is not deemed “filed” for the purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of that section. Further, the information in this Item 7.01, including Exhibit 99.1, shall not be deemed to be incorporated by reference into the filings of the registrant under the Securities Act of 1933, as amended, or the Exchange Act, except as shall be expressly set forth by specific reference in such filing.
Cautionary Statement Regarding Forward-Looking Information
This Current Report on Form 8-K, including the press release furnished as Exhibit 99.1 hereto, contains “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995. The Company intends forward-looking terminology such as “will,” “believes,” “expects,” “may,” “should,” “could,” “intends,” “anticipates,” “estimates,” “plans,” or similar expressions to identify forward-looking statements. Forward-looking statements include, but are not limited to, statements regarding executive leadership transitions and the Company’s strategic direction. Forward-looking statements are based on management’s then-current views and assumptions and, as a result, are subject to certain risks and uncertainties that could cause the Company’s actual results to differ materially from those projected. These risks and uncertainties include, but are not limited to, risks described more fully in Item 1A in the Company’s Annual Report on Form 10-K, in subsequent Quarterly Reports on Form 10-Q, and in other filings with the SEC, which are expressly incorporated herein by reference. Forward-looking statements relate only to the date initially made, and the Company undertakes no obligation to update them.
Item 9.01
Financial Statements and Exhibits
.
Exhibit No.
Description
99.1
Press Release dated August 31, 2026, naming Ryan M. Waymire Chief Merchandising Officer
104
Cover Page Interactive Data File (embedded within the Inline XBRL document)
SIGNATURES
Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.
KOHL'S CORPORATION
Date:
August 31, 2026
By:
/s/ Jennifer Kent
Jennifer Kent
Senior Executive Vice President,
Chief Legal Officer and Corporate Secretary

----- kss-ex99_1.htm -----
EX-99.1
2
kss-ex99_1.htm
EX-99.1
EX-99.1
Exhibit 99.1
Kohl's Names Ryan M. Waymire Chief Merchandising Officer
MENOMONEE FALLS, Wis., August 31, 2026
- Kohl's (NYSE: KSS) today announced that Ryan M. Waymire has been named Chief Merchandising Officer, reporting to CEO Michael J. Bender, effective September 28. Waymire has 25 years of experience at large retailers including Walmart, Amazon and Target, most recently serving as SVP of Fashion at Walmart U.S. He has a proven record of transforming merchandise strategies for a broad customer base and driving results by balancing fundamental merchandising excellence with innovation.
In the role of Chief Merchandising Officer, Waymire will be responsible for Kohl's overall merchandise strategy and all merchandising functions, including buying, omnichannel merchandising, product design and development, allocation and planning, sourcing, and product portfolio strategy.
"I am thrilled to have Ryan join the team. As we
intentionally
build our business for the future,
Ryan will take the next step with our merchandising teams in modernizing our overall product offering - with customers at the center of all decisions," said Bender. "Ryan has deep experience in understanding how to refre
sh and drive a merchandise strategy for a broad U.S. customer base, and he has an innovative way of integrating meaningful collaborations and social media influencers into product stories. He is a
n energetic and inspirational le
ader, with strong partner relationships, and I know he will be an excellent addition to our senior leadership team. He will hit the ground running with our teams."
"I'm excited to join Kohl's at a transformational moment for the company and for retail," said Waymire. "Throughout my career, I've focused on helping retailers and brands deliver what customers want and need while also inspiring them with stylish, high-quality products that bring joy to their lives. I look forward to helping shape Kohl's merchandising strategy and delivering differentiated products and experiences that surprise and delight customers across the country."
Waymire has deep merchandise, fashion, brand management, and progressive executive leadership experience at several large retailers including Walmart, Wayfair, FabFitFun, Amazon, and Target. Most recently, he was SVP of Fashion at Walmart U.S. Prior to that, he was GM, Brand President for BirchLane at Wayfair, SVP of Merchandising and Brand Partnerships at FabFitFun, and managed apparel and brand partnership at Amazon. Earlier in his career, he spent nearly a decade at Target in progressive buying, sourcing, and merchandising roles. Waymire has an MBA from Saint Louis University.
Waymire replaces Nick Jones, who has been serving as Kohl's Chief Merchandising Officer since 2023.
"Nick has played a key leadership role in driving our merchandise strategy, curating our national and private brand portfolio, and improving processes in the way we work," said Bender. "I want to thank Nick for his leadership and contributions to Kohl's. We wish him all the best in his next chapter."
Cautionary Statement Regarding Forward-Looking Information
This press release contains “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995. The Company intends forward-looking terminology such as “will,” “believes,” “expects,” “may,” “should,” “could,” “intends,” “anticipates,” “estimates,” “plans,” or similar expressions to identify forward-looking statements. Forward-looking statements include, but are not limited to, statements regarding executive leadership transitions and the Company’s strategic direction. Forward-looking statements are based on management’s then-current views and assumptions and, as a result, are subject to certain risks and uncertainties that could cause the Company’s actual results to differ materially from those projected. These risks and uncertainties include, but are not limited to, risks described more fully in Item 1A in the Company’s Annual Report on Form 10-K, in subsequent Quarterly Reports on Form 10-Q, and in other filings with the SEC, which are expressly incorporated herein by
reference. Forward-looking statements relate only to the date initially made, and the Company undertakes no obligation to update them.
About Kohl’s
Kohl’s (NYSE: KSS) is a leading omnichannel retailer built on a foundation that combines great brands, incredible value and convenience for our customers. Kohl’s is uniquely positioned to deliver against its long-term strategy and its purpose to take care of families’ realest moments. Kohl's serves millions of families in its more than 1,100 stores in 49 states, online at
Kohls.com
, and through the Kohl's App. With a large national footprint, Kohl’s is committed to making a positive impact in the communities it serves. For a list of store locations or to shop online, visit
Kohls.com
. For more information
about Kohl’s impact in the community or how to join our winning team, visit Corporate.Kohls.com
.
Contact
Jen Johnson, (262) 703-5241,
jen.johnson@kohls.com

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