Michelle Gass
Chris Ratcliffe | Bloomberg | Getty Dluab
Activist investor Ancora Holdings tab tom thawb kom tshem tawm Kohl tus tus thawj coj thiab tus thawj tswj hwm, raws li tsab ntawv ceeb toom los ntawm Reuters.
Ancora tau xa ib tsab ntawv mus rau pawg thawj coj rau hnub Thursday thov kom hloov CEO Michelle Gass thiab Thawj Tswj Hwm Peter Boneparth. Lub tuam txhab, uas muaj 2.5% feem pua ntawm Kohl's, xav tau kev coj noj coj ua tshiab kom lub tuam txhab tuaj yeem hloov kho nws txoj kev lag luam.
"Kohl xav tau kev coj noj coj ua tshiab nrog kev paub dhau los hauv kev tiv thaiv tus nqi, kev nthuav dav, cov khoom lag luam catalog optimization thiab, qhov tseem ceeb tshaj, kev hloov pauv," nyeem tsab ntawv tau los ntawm Reuters.
Kev thawb tuaj ob peb hlis tom qab Kohl tau txiav nws cov lus los muag rau Franchise Group. Lub tuam txhab tau txhawb nqa los ntawm cov neeg ua lag luam kom nrhiav kev muag khoom. Franchise Group tau thov kev twv ntawm $ 60 ib feem, ua ntej qhov kev lag luam tsis paub tseeb tau yuam kom nws coj nws cov peev txheej tau nqis mus rau $ 53.
Gass tau los ntawm Starbucks los ua CEO rau Kevin Mansell hauv 2018, nrog rau cov phiaj xwm suav nrog kev nthuav dav ntawm Sephora lub xub ntiag hauv Kohl cov khw muag khoom. Ancora hu nws ua "tus thawj coj txawj ntse" thiab qhuas Sephora kev koom tes. Boneparth tau ua tus thawj coj ntawm lub tuam txhab txij li xyoo 2008 thiab tau los ua tus thawj tswj hwm xyoo no.
"Thaum lub sijhawm Boneparth, Pawg Thawj Coj tau tsim ib puag ncig uas Ms. Gass tsis muaj txoj haujlwm zoo los ua tus thawj coj," Ancora tsab ntawv tau hais.
Tus neeg ua lag luam ua lag luam, nrog rau Macellum Advisors, sim tuav tswj ntawm Kohl pawg thawj coj hauv xyoo 2021, ib qho kev sim siab uas lub tuam txhab tsis lees paub. Hauv qhov kev sim siab ntawd, Ancora, nrog rau lwm tus neeg muaj feem cuam tshuam, tau thawb rau cov thawj coj tshiab nrog kev paub txog kev muag khoom, txo cov khoom muag thiab muag Kohl cov vaj tsev.
Kohl tau txais kev twv ntawm nws cov cuab yeej los ntawm Oak Street Real Estate Capital ua ntej lub Cuaj Hli. Cov neeg ua lag luam vaj tsev tau muab ntau npaum li $ 2 nphom rau lub khw muag khoom, uas Kohl yuav xauj rov qab rau nws cov khw muag khoom.
"Tam sim no koj tau txais ib puag ncig uas nyiaj txiag tau hloov pauv ntau yam uas qhov tseeb nws yuav zoo dua los siv vaj tse los ua lub tsheb tau nyiaj," Boneparth hais rau CNBC hauv kev sib tham hauv xov tooj ua ntej Oak Street muab.
Kohl's thiab Ancora Holdings tsis tau teb tam sim ntawd rau kev thov tawm tswv yim.
Shares ntawm Kohl tau poob txog 43% txog rau tam sim no xyoo no.
Tau qhov twg los: https://www.cnbc.com/2022/09/22/activist-investor-pushes-to-oust-kohls-ceo-and-chairman.html