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  Kohl's reported a mixed FQ2'22, but the company gutted FY22 guidance. The department store retailer only forecasts a FY22 EPS of $3. The stock trades at below 5x a more normalized EPS target when the macro situation improves. While hopes existed that the retail sector would maintain most of the sales from covid boosts, a lot of retailers outside of food and gas aren't faring very well.  Kohl's  ( NYSE: KSS ) is a prime example  of a retailer failing to match elevated profits from 2021 leading to the stock actually trading lower now despite improvements in the actual business during the period. My  investment thesis  is ultra Bullish on the stock trading in the low $30s, as investors just have to throw away the results for the rest of the year. Read the full article on Seeking Alpha.  Disclaimer: Long KSS. Please review the disclaimer page for more details. 

  Kohl's has activists wanting the company to spin off the e-commerce division to unlock value. The company already has plans to grow the business and activists have yet to show how a full omni-channel business can operate as two different companies. The stock is absurdly cheap at 7x EPS targets and Kohl's will repurchase over 15% of the outstanding shares this year. Looking for more investing ideas like this one? Get them exclusively at Out Fox The Street.   Learn More » After an outstanding quarter with business booming,  Kohl's  ( KSS ) faces activists wanting to break up the business. The omni-channel retailer is facing the same pressure as other department stores to separate the e-commerce business in what amounts to financial engineering. My  investment thesis  remains very bullish on the retailer as the company reinvents the shopping experience. Read the full article on Seeking Alpha.  Disclosure: Long KSS. Please read the disclaimer page for m...