Kohl's Boosts Sales with Private Labels, Partnerships

Kohls Department Stores Struggle, But Private Labels and Partnerships Offer Hope

Foot traffic data reveals a significant shift in shopper preferences, with off-price retailers like TJ Maxx and Ross Dress for Less gaining popularity, while department stores like Kohls face tough times. In 2025, off-price retailers saw a 62.9% increase in visits, while department stores slipped to 37.1%. Kohls, in particular, experienced a 5% drop in visits during the fourth quarter of 2025.

Price-conscious buyers, especially millennials and Gen Z, are driving this change, favoring store brands and value-oriented shopping. In response, Kohls is focusing on private label products, such as FLX Golf for mens activewear and Sea plus Sky for teen girls, and promoting these affordable options through their By Kohls campaign.

Additionally, Kohls is leveraging partnerships to attract customers. New Babies R Us gifting stations offer baby gear from popular brands, and expanded Sephora shops inside stores feature lines like MAC Cosmetics. These collaborations have contributed to Sephoras nearly two billion dollar business in just four years.

As Kohls prepares for their upcoming earnings call, analysts are closely watching sales and profits. The company is expected to report sales of around five point two billion dollars for the fourth quarter, up slightly from the previous quarter, with profits climbing to ninety-two million dollars. However, comparable sales could dip by 1.5%.

Support the show:
Get a discount at https://solipillow.com/discount/dnn.

Advertise on DNN:
[email protected]

This is an automated, high-level news summary based on public reporting.
Report issues to [email protected].

View sources & latest updates:
https://sources.thednn.ai/d02b87031c8f4a8c