Kohl lub logo tau nthuav tawm rau sab nrauv ntawm Kohl lub khw thaum Lub Ib Hlis 24, 2022 hauv San Rafael, California.
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Kohl tus Cov tswv lag luam tau pov npav rov xaiv dua lub tuam txhab tam sim no slate ntawm 13 pawg thawj coj saib xyuas, raws li lub khw muag khoom tau ntsib kev nyuaj siab los ntawm cov neeg tawm tsam rau kev kho dua tshiab, lub tuam txhab tshaj tawm hnub Wednesday.
Lub rooj sib tham txhua xyoo ntawm Kohl cov tswv lag luam tau tshwm sim los ua tus kws tshaj lij Macellum Advisors tau thawb rau Kohl's los kho nws cov slate ntawm cov thawj coj, sib cav hais tias lub tuam txhab tau underperformed nyob rau hauv xyoo tas los no piv nrog rau lwm cov khw muag khoom.
Macellum tau sib cav tias Kohl Tus Thawj Coj Tus Thawj Coj Michelle Gass txoj kev siv zog, xws li kev koom tes nrog cov khw muag khoom zoo nkauj Sephora lossis qauv nrog Amazon ntawm qhov kev pab cuam rov qab, tsis tau txaus.
Thaum Lub Ob Hlis, Macellum tau xaiv 10 tus thawj coj, suav nrog nws Tus Thawj Coj Thawj Coj Jonathan Duskin. Tus neeg ua haujlwm tseem tau thawb kom Kohl tau muag nws tus kheej thiab muag qee qhov ntawm nws cov vaj tsev thiab xauj nws rov qab los coj mus rau hauv peev ntxiv.
Kohl's tau tiv taus cov kev muag khoom-leaseback muas, tab sis cov khw muag khoom tau coj mus rau cov tuam txhab nyiaj hauv Goldman Sachs los ntsuas kev twv. Kohl cov tau lees paub hauv lub Peb Hlis tias nws tau txais ntau qhov kev yuav khoom ua ntej Tom qab tsis lees txais qhov kev twv los ntawm Starboard-backed Acacia Research, ntawm $ 64 ib feem, uas tau pom tias tsawg dhau lawm.
Kohl's shares kaw hnub Tuesday ntawm $ 49.39, piv nrog 52-lub lim tiam siab ntawm $ 64.80. Cov Tshuag tau poob ntau dua 1% hauv kev lag luam thaum ntxov hnub Wednesday.
Ua ntej hnub Wednesday kev pov npav, cov tuam txhab tawm tswv yim tseem ceeb tau faib rau lawv cov lus pom zoo. Institutional Shareholder Services, lossis ISS, txhawb nqa Macellum, thaum Glass Lewis tau hais tias cov tswv cuab yuav tau txais txiaj ntsig zoo tshaj plaws los ntawm kev txhawb nqa Kohl lub rooj tsav xwm tam sim no.
Qhov no tsis yog thawj zaug Macellum tau tso siab rau Kohl, ib yam nkaus. Ob tug ntaus ib qho kev pom zoo nyob rau lub Plaub Hlis 2021 los ntxiv ob tus thawj coj los ntawm ib tug slate uas ib pab pawg neeg activists, uas muaj xws li Macellum, tau thawb rau. Kohl kuj tau xaiv ib tus thawj coj ywj pheej, nrog rau cov neeg tawm tsam txhawb nqa.
Kohl pawg thawj coj "tseem tsom mus rau kev ua kom muaj zog thiab muaj lub siab xav tshuaj xyuas cov kev xaiv zoo," said Thawj Tswj Hwm Peter Boneparth.
Nws tau hais tias "Txawm tias peb muaj qhov sib txawv nrog Macellum, pawg thawj coj no tau cog lus los ua haujlwm rau kev txaus siab ntawm peb cov tswv lag luam," nws hais.
Thiab thaum Macellum tsis yeej qhov kev pov npav, lub tuam txhab ua haujlwm hais tias nws yuav tsis nyob twj ywm.
"Kuv xav tias qhov kev pov npav yog kev pov npav rau kev muag khoom, thiab cov neeg uas tau pov npav rau lub tuam txhab yuav cov lus piav qhia tias txhua qhov kev hloov pauv ntawm pawg thawj coj hauv nruab nrab ntawm cov txheej txheem no tau ua rau muaj kev pheej hmoo ntawm kev cuam tshuam cov txheej txheem," Duskin hais rau CNBC.
"Kev pov npav rau lub tuam txhab yog kev pov npav rau kev muag khoom lag luam," nws hais. "Peb tsis mus."
-CNBC's Courtney Reagan tau pab txhawb rau qhov kev tshaj tawm no.
Tau qhov twg los: https://www.cnbc.com/2022/05/11/kohls-shareholders-vote-to-keep-current-slate-of-directors-despite-activist-pressure.html