KSS · CIK 885639
What Kohl's Corporation told the SEC could break it.
1 self-disclosed vulnerability, pulled from its own filings — each in the company’s words, with the source. This is the risk register almost nobody reads.
A limited set so far — we surface every cited disclosure we’ve extracted for KSS. More may follow as additional filings are processed.
In its own words
What could break it.
Regulatory & policy
- Tariffs on imported merchandise (majority sourced from Asia); de-minimis removal; Feb-2026 SCOTUS IEEPA strike + new Section 122 global tariffs up to 15%medium
The majority of Kohl's merchandise is manufactured outside the U.S., primarily in Asia, so trade policy hits its cost of goods directly. It flags that new or increased tariffs on imported products and the removal of de-minimis thresholds for direct-to-consumer imports could raise merchandise costs and materially affect results and liquidity. The regime is in flux: on Feb 20, 2026 the U.S. Supreme Court struck down certain IEEPA tariffs (raising uncertain refund prospects), after which the administration announced new global tariffs of up to 15% under Section 122 of the Trade Act of 1974, which Kohl's is still evaluating. With diffuse vendors (no vendor >10% of purchases) and diffuse consumers, this import-tariff channel is its key distinctive exposure.
“The majority of goods we source are manufactured outside of the United States, primarily in Asia.”
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