WilKoh
2022-01-18
Like
Kohl’s Is Urged by Macellum to Make Changes or Explore Sale<blockquote>马塞勒姆敦促科尔百货公司做出改变或考虑出售</blockquote>
免责声明:上述内容仅代表发帖人个人观点,不构成本平台的任何投资建议。
分享至
微信
复制链接
精彩评论
我们需要你的真知灼见来填补这片空白
打开APP,发表看法
APP内打开
发表看法
1
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":697268833,"tweetId":"697268833","gmtCreate":1642492244318,"gmtModify":1642493968217,"author":{"id":3581476554875043,"idStr":"3581476554875043","authorId":3581476554875043,"authorIdStr":"3581476554875043","name":"WilKoh","avatar":"https://static.tigerbbs.com/361eba2ae11ac6c3003fa8380c9f0705","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":41,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","extraTitle":"","html":"<html><head></head><body><p>Like</p></body></html>","htmlText":"<html><head></head><body><p>Like</p></body></html>","text":"Like","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/697268833","repostId":1140046399,"repostType":4,"repost":{"id":"1140046399","kind":"news","pubTimestamp":1642490661,"share":"https://www.laohu8.com/m/news/1140046399?lang=zh_CN&edition=full","pubTime":"2022-01-18 15:24","market":"us","language":"en","title":"Kohl’s Is Urged by Macellum to Make Changes or Explore Sale<blockquote>马塞勒姆敦促科尔百货公司做出改变或考虑出售</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1140046399","media":"The Wall Street Journal","summary":"Activist with roughly 5% stake has been in talks with retailer and believes it has suitorsKohl’s sha","content":"<p><html><head></head><body>Activist with roughly 5% stake has been in talks with retailer and believes it has suitors</p><p><blockquote><html><head></head><body>持有约 5% 股份的激进分子一直在与零售商进行谈判,并相信该零售商有追求者</body></html></blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a40063b4aef0e31e6a769e189af4ba51\" tg-width=\"860\" tg-height=\"573\" width=\"100%\" height=\"auto\"/><span>Kohl’s shares rose for the first several months of 2021 but are down roughly 20% since a settlement agreement was reached in April.</span></p><p><blockquote><p class=\"t-img-caption\"><span>科尔百货公司的股价在 2021 年前几个月有所上涨,但自 4 月份达成和解协议以来,股价已下跌约 20%。</span></p></blockquote></p><p>An activist investor is renewing a push to get department-store chain Kohl’s Inc. to take action to boost its lagging stock.</p><p><blockquote>一位激进投资者正在再次推动百货连锁店 Kohl's Inc.</blockquote></p><p>Macellum Advisors GP LLC, which has a roughly 5% stake in Kohl’s, has been urging the company to make changes including altering its board, people familiar with the matter said. Kohl’s has so far rejected Macellum’s request to add directors with retail experience or a shareholder to its board, the people said. The New York hedge fund, which was part of a group that ran a proxy fight at the retailer last year, now expects to do so again.</p><p><blockquote>知情人士称,持有 Kohl's 约 5% 股份的 Macellum Advisors GP LLC 一直在敦促该公司做出改变,包括更换董事会。知情人士说,科尔百货公司迄今为止拒绝了 Macellum 提出的在董事会中增加具有零售经验的董事或股东的请求。这家纽约对冲基金是去年在该零售商进行代理权争夺战的组织的一部分,现在预计将再次这样做。</blockquote></p><p>Kohl’s shares rose for the first several months of 2021 but are down roughly 20% since the activists reached a settlement agreement in April 2021 and are trading below where they were two decades ago. The Menomonee Falls, Wis., company has a market value of around $7.2 billion.</p><p><blockquote>科尔百货公司的股价在 2021 年前几个月有所上涨,但自 2021 年 4 月激进分子达成和解协议以来,股价已下跌约 20%,目前股价已低于二十年前的水平。威斯康星州梅诺莫尼瀑布公司的市值约为72亿美元。</blockquote></p><p>Macellum is telling Kohl’s that if it doesn’t change its board, the company should hire bankers to explore a sale or other transaction. Macellum has told the company it thinks there are potential buyers that have shown interest.</p><p><blockquote>马塞勒姆告诉科尔百货公司,如果不更换董事会,公司就应该聘请银行家来探讨出售或其他交易。Macellum 告诉该公司,它认为有潜在买家表现出了兴趣。</blockquote></p><p>Kohl’s said in a statement it continuously examines all opportunities for maximizing shareholder value and that its strong performance in 2021 demonstrated its strategy is working. It said it plans to share more details about its strategic initiatives and capital allocation plans at its investor day March 7.</p><p><blockquote>科尔百货公司在一份声明中表示,该公司不断研究所有实现股东价值最大化的机会,2021 年的强劲业绩表明其战略正在发挥作用。该公司表示,计划在 3 月 7 日投资者日分享有关其战略举措和资本配置计划的更多细节。</blockquote></p><p>Late last year, another activist hedge fund, New York-based Engine Capital LP, said it owned a roughly 1% stake and urged Kohl’s to explore a sale.</p><p><blockquote>去年年底,另一家激进对冲基金--总部位于纽约的 Engine Capital LP 表示,它持有约 1% 的股份,并敦促 Kohl's 探索出售。</blockquote></p><p>Over the past year, Kohl’s has made a number of changes, including reinstating a dividend and boosting its share repurchases. It is also investing in its new partnership with cosmetics chain Sephora and updating over half of its more than 1,000 stores.</p><p><blockquote>在过去的一年里,科尔百货公司做出了一些改变,包括恢复分红和增加股票回购。该公司还投资与化妆品连锁店丝芙兰建立新的合作伙伴关系,并更新其 1,000 多家门店中的一半以上。</blockquote></p><p>Macellum, with a focus on retail, nominated nine directors early last year along with three other activists—including Macellum Chief Executive Jonathan Duskin —and urged Kohl’s to monetize its real estate and make changes in its operations. Kohl’s has said it previously concluded that such sale-leasebacks for its real estate wouldn’t add value.</p><p><blockquote>Macellum 专注于零售业,去年年初提名了九名董事和其他三名活动家,其中包括 Macellum 首席执行官乔纳森-杜斯金(Jonathan Duskin),并敦促科尔百货公司将其房地产货币化,并对其运营进行改革。科尔百货公司表示,它之前的结论是,这种房地产售后回租不会增加价值。</blockquote></p><p>The group later reached a settlement agreement as Kohl’s stock was rebounding that put two of its nominees and a third director on the board. The agreement barred Macellum and the other firms from agitating at the company until last week.</p><p><blockquote>后来,随着 Kohl 的股价反弹,该集团达成了和解协议,将两名被提名人和第三名董事纳入董事会。该协议禁止 Macellum 和其他公司在上周之前在公司进行煽动。</blockquote></p><p>The window to nominate directors to Kohl’s board opened Jan. 12 and closes in mid-February.</p><p><blockquote>提名 Kohl 董事会董事的窗口从 1 月 12 日开始,到 2 月中旬结束。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Kohl’s Is Urged by Macellum to Make Changes or Explore Sale<blockquote>马塞勒姆敦促科尔百货公司做出改变或考虑出售</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nKohl’s Is Urged by Macellum to Make Changes or Explore Sale<blockquote>马塞勒姆敦促科尔百货公司做出改变或考虑出售</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">The Wall Street Journal</strong><span class=\"h-time small\">2022-01-18 15:24</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Activist with roughly 5% stake has been in talks with retailer and believes it has suitors</p><p><blockquote><html><head></head><body>持有约 5% 股份的激进分子一直在与零售商进行谈判,并相信该零售商有追求者</body></html></blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a40063b4aef0e31e6a769e189af4ba51\" tg-width=\"860\" tg-height=\"573\" width=\"100%\" height=\"auto\"/><span>Kohl’s shares rose for the first several months of 2021 but are down roughly 20% since a settlement agreement was reached in April.</span></p><p><blockquote><p class=\"t-img-caption\"><span>科尔百货公司的股价在 2021 年前几个月有所上涨,但自 4 月份达成和解协议以来,股价已下跌约 20%。</span></p></blockquote></p><p>An activist investor is renewing a push to get department-store chain Kohl’s Inc. to take action to boost its lagging stock.</p><p><blockquote>一位激进投资者正在再次推动百货连锁店 Kohl's Inc.</blockquote></p><p>Macellum Advisors GP LLC, which has a roughly 5% stake in Kohl’s, has been urging the company to make changes including altering its board, people familiar with the matter said. Kohl’s has so far rejected Macellum’s request to add directors with retail experience or a shareholder to its board, the people said. The New York hedge fund, which was part of a group that ran a proxy fight at the retailer last year, now expects to do so again.</p><p><blockquote>知情人士称,持有 Kohl's 约 5% 股份的 Macellum Advisors GP LLC 一直在敦促该公司做出改变,包括更换董事会。知情人士说,科尔百货公司迄今为止拒绝了 Macellum 提出的在董事会中增加具有零售经验的董事或股东的请求。这家纽约对冲基金是去年在该零售商进行代理权争夺战的组织的一部分,现在预计将再次这样做。</blockquote></p><p>Kohl’s shares rose for the first several months of 2021 but are down roughly 20% since the activists reached a settlement agreement in April 2021 and are trading below where they were two decades ago. The Menomonee Falls, Wis., company has a market value of around $7.2 billion.</p><p><blockquote>科尔百货公司的股价在 2021 年前几个月有所上涨,但自 2021 年 4 月激进分子达成和解协议以来,股价已下跌约 20%,目前股价已低于二十年前的水平。威斯康星州梅诺莫尼瀑布公司的市值约为72亿美元。</blockquote></p><p>Macellum is telling Kohl’s that if it doesn’t change its board, the company should hire bankers to explore a sale or other transaction. Macellum has told the company it thinks there are potential buyers that have shown interest.</p><p><blockquote>马塞勒姆告诉科尔百货公司,如果不更换董事会,公司就应该聘请银行家来探讨出售或其他交易。Macellum 告诉该公司,它认为有潜在买家表现出了兴趣。</blockquote></p><p>Kohl’s said in a statement it continuously examines all opportunities for maximizing shareholder value and that its strong performance in 2021 demonstrated its strategy is working. It said it plans to share more details about its strategic initiatives and capital allocation plans at its investor day March 7.</p><p><blockquote>科尔百货公司在一份声明中表示,该公司不断研究所有实现股东价值最大化的机会,2021 年的强劲业绩表明其战略正在发挥作用。该公司表示,计划在 3 月 7 日投资者日分享有关其战略举措和资本配置计划的更多细节。</blockquote></p><p>Late last year, another activist hedge fund, New York-based Engine Capital LP, said it owned a roughly 1% stake and urged Kohl’s to explore a sale.</p><p><blockquote>去年年底,另一家激进对冲基金--总部位于纽约的 Engine Capital LP 表示,它持有约 1% 的股份,并敦促 Kohl's 探索出售。</blockquote></p><p>Over the past year, Kohl’s has made a number of changes, including reinstating a dividend and boosting its share repurchases. It is also investing in its new partnership with cosmetics chain Sephora and updating over half of its more than 1,000 stores.</p><p><blockquote>在过去的一年里,科尔百货公司做出了一些改变,包括恢复分红和增加股票回购。该公司还投资与化妆品连锁店丝芙兰建立新的合作伙伴关系,并更新其 1,000 多家门店中的一半以上。</blockquote></p><p>Macellum, with a focus on retail, nominated nine directors early last year along with three other activists—including Macellum Chief Executive Jonathan Duskin —and urged Kohl’s to monetize its real estate and make changes in its operations. Kohl’s has said it previously concluded that such sale-leasebacks for its real estate wouldn’t add value.</p><p><blockquote>Macellum 专注于零售业,去年年初提名了九名董事和其他三名活动家,其中包括 Macellum 首席执行官乔纳森-杜斯金(Jonathan Duskin),并敦促科尔百货公司将其房地产货币化,并对其运营进行改革。科尔百货公司表示,它之前的结论是,这种房地产售后回租不会增加价值。</blockquote></p><p>The group later reached a settlement agreement as Kohl’s stock was rebounding that put two of its nominees and a third director on the board. The agreement barred Macellum and the other firms from agitating at the company until last week.</p><p><blockquote>后来,随着 Kohl 的股价反弹,该集团达成了和解协议,将两名被提名人和第三名董事纳入董事会。该协议禁止 Macellum 和其他公司在上周之前在公司进行煽动。</blockquote></p><p>The window to nominate directors to Kohl’s board opened Jan. 12 and closes in mid-February.</p><p><blockquote>提名 Kohl 董事会董事的窗口从 1 月 12 日开始,到 2 月中旬结束。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.wsj.com/articles/macellum-urges-kohls-to-make-changes-or-explore-sale-11642468283?mod=hp_lead_pos3\">The Wall Street Journal</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"KSS":"柯尔百货"},"source_url":"https://www.wsj.com/articles/macellum-urges-kohls-to-make-changes-or-explore-sale-11642468283?mod=hp_lead_pos3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140046399","content_text":"Activist with roughly 5% stake has been in talks with retailer and believes it has suitorsKohl’s shares rose for the first several months of 2021 but are down roughly 20% since a settlement agreement was reached in April.An activist investor is renewing a push to get department-store chain Kohl’s Inc. to take action to boost its lagging stock.Macellum Advisors GP LLC, which has a roughly 5% stake in Kohl’s, has been urging the company to make changes including altering its board, people familiar with the matter said. Kohl’s has so far rejected Macellum’s request to add directors with retail experience or a shareholder to its board, the people said. The New York hedge fund, which was part of a group that ran a proxy fight at the retailer last year, now expects to do so again.Kohl’s shares rose for the first several months of 2021 but are down roughly 20% since the activists reached a settlement agreement in April 2021 and are trading below where they were two decades ago. The Menomonee Falls, Wis., company has a market value of around $7.2 billion.Macellum is telling Kohl’s that if it doesn’t change its board, the company should hire bankers to explore a sale or other transaction. Macellum has told the company it thinks there are potential buyers that have shown interest.Kohl’s said in a statement it continuously examines all opportunities for maximizing shareholder value and that its strong performance in 2021 demonstrated its strategy is working. It said it plans to share more details about its strategic initiatives and capital allocation plans at its investor day March 7.Late last year, another activist hedge fund, New York-based Engine Capital LP, said it owned a roughly 1% stake and urged Kohl’s to explore a sale.Over the past year, Kohl’s has made a number of changes, including reinstating a dividend and boosting its share repurchases. It is also investing in its new partnership with cosmetics chain Sephora and updating over half of its more than 1,000 stores.Macellum, with a focus on retail, nominated nine directors early last year along with three other activists—including Macellum Chief Executive Jonathan Duskin —and urged Kohl’s to monetize its real estate and make changes in its operations. Kohl’s has said it previously concluded that such sale-leasebacks for its real estate wouldn’t add value.The group later reached a settlement agreement as Kohl’s stock was rebounding that put two of its nominees and a third director on the board. The agreement barred Macellum and the other firms from agitating at the company until last week.The window to nominate directors to Kohl’s board opened Jan. 12 and closes in mid-February.","news_type":1,"symbols_score_info":{"KSS":0.9}},"isVote":1,"tweetType":1,"viewCount":3545,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":4,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/697268833"}
精彩评论