The earnings call highlights strong revenue growth driven by Wrangler and Helly Hansen, with significant improvements in gross margin and EPS. However, challenges remain with Lee's revenue decline, increased inventory, and tariff impacts. The company is confident in its strategic plans and future growth opportunities.

Company Guidance -

Q3 2025

During the Kontoor Brands Second Quarter 2025 Earnings Conference Call, the company reported impressive metrics, exceeding expectations with an 8% increase in global revenue, driven by 7% growth in Wrangler and a notable 9% growth in the U.S. market. Digital sales for Wrangler rose by 16%, and Helly Hansen, contributing $29 million in June, outperformed its revenue outlook. Adjusted gross margin expanded by 120 basis points to 46.4%, while adjusted earnings per share increased by 23% to $1.21. The company raised its full-year revenue guidance to $3.09 billion to $3.12 billion, reflecting growth of 19% to 20%, and expects Helly Hansen to contribute $455 million. The strong performance was underpinned by strategic investments in product innovation, category expansion, and demand creation, alongside effective supply chain management and cost mitigation strategies in response to tariffs. As part of its ongoing strategy, Kontoor Brands is focused on leveraging its expanded brand portfolio for future growth, with plans for significant marketing investments, particularly in Wrangler and Lee, to enhance brand awareness and market presence.

Revenue and Growth

Global revenue increased 8%, with Wrangler revenue up 7% and U.S. revenue growth at 9%. Digital sales for Wrangler also grew 16%.

Helly Hansen Performance

Helly Hansen exceeded expectations with June revenue of $29 million, surpassing the outlook. The brand is expected to contribute $455 million to full-year revenue, up from the prior outlook of $425 million.

Gross Margin Improvement

Adjusted gross margin expanded by 120 basis points to 46.4%, driven by Project Jeanius, lower input costs, and mix.

EPS Growth

Adjusted earnings per share increased 23% compared to the prior year, with Helly Hansen contributing a $0.12 loss per share compared to the expected $0.28 loss.

Wrangler Market Share Gains

Wrangler drove its 13th consecutive quarter of market share gains, with a 70 basis point increase in men's and women's bottoms business.

Kontoor Brands (KTB) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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KTB Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 30, 2025	2025 (Q3)	1.36 / -	1.37	―	―	―
Aug 07, 2025	2025 (Q2)	0.83 / 1.21	0.98	23.47% (+0.23)	―
May 06, 2025	2025 (Q1)	1.16 / 1.20	1.16	3.45% (+0.04)	―
Feb 25, 2025	2024 (Q4)	1.34 / 1.38	1.35	2.22% (+0.03)	―
Oct 31, 2024	2024 (Q3)	1.26 / 1.37	1.22	12.30% (+0.15)	―
Aug 01, 2024	2024 (Q2)	0.88 / 0.98	0.77	27.27% (+0.21)	―
May 02, 2024	2024 (Q1)	0.91 / 1.16	1.16	0.00% (0.00)	―
Feb 28, 2024	2023 (Q4)	1.36 / 1.35	0.88	53.41% (+0.47)	―
Nov 02, 2023	2023 (Q3)	1.19 / 1.22	1.11	9.91% (+0.11)	―
Aug 03, 2023	2023 (Q2)	0.63 / 0.77	1.09	-29.36% (-0.32)	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

KTB Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 07, 2025	$56.72	$63.99	+12.82%
May 06, 2025	$62.97	$64.13	+1.84%
Feb 25, 2025	$84.78	$73.38	-13.45%
Oct 31, 2024	$74.89	$83.76	+11.84%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.