| Stage | KSS | % of rev | AEO | % of rev | Gap · A − B |
|---|---|---|---|---|---|
| Revenue | $3.5B | 100.00% | $1.4B | 100.00% | KSS ×2.55 |
| Gross profit | $1.6B | 46.15% | $672M | 48.69% | AEO +2.5pp |
| Operating income | $261M | 7.43% | $211M | 15.32% | AEO +7.9pp |
| Pre-tax income | $198M | 5.63% | $178M | 12.90% | AEO +7.3pp |
| Net income | $151M | 4.30% | $134M | 9.68% | AEO +5.4pp |
| Stage | KSS | AEO | Gap · A − B |
|---|---|---|---|
| Revenue | $3.5B100.00% | $1.4B100.00% | KSS ×2.55 |
| Gross profit | 46.15%$1.6B | 48.69%$672M | AEO +2.5pp |
| Operating income | 7.43%$261M | 15.32%$211M | AEO +7.9pp |
| Pre-tax income | 5.63%$198M | 12.90%$178M | AEO +7.3pp |
| Net income |
| 4.30%$151M |
| 9.68%$134M |
| AEO +5.4pp |
KSS · MAC 10-KFeb 20 '26
“Kohl's 1 — 81,000 81,000”
AEO · MAC 10-KFeb 20 '26
“AE Outfitters Retail Co. Aerie, Offline by Aerie, American Eagle Outfitters 40 1.5 %”
None