The video provides a fundamental analysis of Kohl's (KSS). Management expresses satisfaction despite a sales decline of 4.2% but adjusted earnings per share of $0.56 exceeded expectations. July sales showed improvement, remaining flat year-over-year, driven by digital business and proprietary brand sales. The company expanded its gross margin by 30 basis points, lowered inventory by 5%, and reduced SG&A expenses by 4%. The most recent intrinsic value per share calculation is close to 26 dollars given that at the current market price of $16.43 the analyst upgrades Kohl's stock to a buy.