Takeaway: We are adding KSS to the SHORT side of Investing Ideas today.

Below is a brief note from CEO Keith McCullough on why we're adding Kohl's Corporation (KSS) to the short side of Investing Ideas today:

"Our Retail analyst Brian McGough has been The Bear on Kohl's (KSS) for a long time now. The most recent quarter validated his concerns."

Here's an excerpt from his Institutional Research note:

"Management guidance looks aggressive, compares get tougher, and confidence is based on the fourth time in 13 years KSS comp matched aggregate US Retail Sales. Michele Gass has a high hurdle in 2018 – a very high one. And yet the market thinks KSS can push $6 in EPS. Even after taxes, I think $5 will be a push (ie below the guide). KSS is setting itself up to miss this year – a meaningful one. Still one of the best shorts in retail, even after the recent sell-off."