5 Stocks Most Affected by Inflation

In this article, we will list the 5 Stocks Most Affected by Inflation. Please visit 10 Stocks Most Affected by Inflation if you’d like to see an extended list and how we came up with the stocks most affected by inflation.

5. Kohl’s Corporation (NYSE:KSS)

Kohl’s Corporation (NYSE:KSS) is one of the stocks most affected by inflation.

On March 12, 2026, BofA Securities analyst Lorraine Hutchinson maintained an Underperform rating on Kohl’s and cut the price target to $15 from $18 after the retailer’s fourth-quarter trends softened. Hutchinson said the fourth-quarter comparable-sales deceleration pointed to a tougher fiscal 2026 setup and argued that a real inflection in the business could require additional investment. BofA also trimmed its fiscal 2026 EPS estimate to $1.26 from $1.27 and reduced its fiscal 2027 forecast to $1.06 from $1.50.

The note followed Kohl’s March 10 fiscal 2025 results. The company reported fourth-quarter net sales of $4.97 billion, down 3.9% year over year, with comparable sales down 2.8%. For the full year, net sales fell 4.0%, and comparable sales declined 3.1%. Still, fourth-quarter diluted EPS came in at $1.07, while Kohl’s introduced fiscal 2026 guidance that called for net sales to range from flat to down 2% and adjusted diluted EPS of $1.00 to $1.60. Reuters reported management pointed to a better early start to 2026 in spring and year-round categories, even as the company continued to navigate weak discretionary demand and competition from off-price and online channels.

Kohl’s Corporation (NYSE:KSS) is a U.S. department store retailer that sells apparel, footwear, accessories, beauty, and home products through its stores and digital platform.