I selected Kohl's Corporation (KSS) from the Russell 2000 Value set, applied the four-part analyst lens, noted two ownership signals, and wrote a three-sentence growth thesis to seed the Stock Card for later analysis.

I found the company 10-K and read its Business Overview, Risk Factors, MD&A, and Financial Statements. I summarized key passages, decoded dense language into concise paragraphs, and consolidated findings into a clear analyst-style summary.

I compiled a locked qualitative template that summarized Kohl’s business segments, competitor map, downside risks (inventory, tariffs, credit-card exposure), catalysts, and a timeline of recent leadership changes, producing a single spreadsheet deliverable.

Situation: I built a historical three-statement model for Kohl's. Task: I locked the projection drivers and calculated values from 10-K data. Action: I recorded each driver, formulas, and rationale. Result: I produced a driver table and defended forecasts by line.