Breaking Up Kohl’s, Target vs. Kohl’s for In-Store Beauty

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Target and Kohl’s are squaring off in an effort to court a bigger share of the in-store beauty market. Plus, the logic behind breaking up Kohl’s online and in-store businesses.

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    Data:

    100; 800: Number of Ulta shop-in-shops at Target stores today and planned for the next several years, respectively.

    200: Number of Sephora at Kohl’s shop-in-shops in the U.S. today.

    400; 250: Number of Sephora at Kohl’s shop-in-shops set to open in 2022 and 2023, respectively.

    $1.7T: Amazon’s current market cap.

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    $380B: Walmart’s current valuation.