Kohl's announced several developments in August 2026, including expanding Martha Stewart kitchen electrics from Amazon into Kohl's stores and Kohls.com, launching a DoorDash partnership for rapid delivery from more than 1,100 locations, and declaring a regular quarterly dividend of US$0.125 per share payable on September 23, 2026. These moves aim to refresh the merchandise mix and widen distribution ahead of the upcoming second quarter earnings release. The DoorDash partnership ties Kohl's more directly into rapid delivery for apparel and home goods, potentially affecting digital conversion and customer reach metrics. Kohl's narrative projects $15.5 billion revenue and $202.0 million earnings by 2029, assuming fairly flat yearly revenue growth and a $70.0 million earnings decrease from $272.0 million today. Some analysts are more cautious, assuming revenue drifts to about US$14.8 billion and earnings to roughly US$204 million.
Kohl's CorporationKohl's expands Martha Stewart line and launches DoorDash delivery to refresh merchandise and widen distribution.
DoorDash, Inc. Class A Common StockDoorDash partnership with Kohl's for rapid delivery from 1,100+ locations expands DoorDash's retail delivery network.
Amazon.com Inc