Takeaways Kohl’s Management Call & Amazon Return Test
Steph Wissink, Jefferies Equity Research Analyst – Consumer Products, recaps recent call with Kohl’s CEO and CFO. Takeaways were greater confidence in a pathway toward superior margins, cross-channel benefits, and cash productivity. She tested the Amazon returns process and can sees why it's traffic, sales, and margin accretive.
March 24, 2021