The earnings call reflects strong growth and successful integration efforts, particularly with Helly Hansen and Wrangler's market share gains. However, Lee's revenue decline and tariff challenges present concerns.

Company Guidance

During the Kontoor Brands Second Quarter 2025 Earnings Conference Call, the company reported a strong quarter with an 8% increase in global revenue, highlighting a 7% growth for Wrangler and a 6% decline for Lee, as the latter's turnaround continues. Helly Hansen contributed significantly with $29 million in revenue in June, surpassing the expected range of $20 million to $25 million, and is projected to contribute $455 million to the full year, up from the previous $425 million outlook. Adjusted gross margin expanded by 120 basis points to 46.4%, and adjusted SG&A expenses rose by 6% year-over-year. Adjusted earnings per share (EPS) increased by 23% to $1.21, while excluding Helly Hansen, EPS was $1.33, reflecting a 36% increase. Kontoor Brands also updated its full-year revenue outlook to $3.09 billion to $3.12 billion and maintained a focus on mitigating tariff impacts, projecting a net impact of $15 million on operating profit for 2025.

Strong Revenue Growth

Global revenue increased by 8%, driven by a 4-point benefit from Helly Hansen and a 7% increase in Wrangler global revenue.

Successful Integration of Helly Hansen

Helly Hansen's integration is progressing well, with June revenue exceeding expectations and revenue growth accelerating into the third quarter.

Wrangler Market Share Gains

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

Improved EPS Performance

Adjusted EPS increased by 23% to $1.21, with Helly Hansen contributing less than expected to the EPS loss.

Increased Full Year Revenue Outlook

The full-year revenue outlook has been adjusted to 19% to 20% growth, up from the previous 17% to 19%.

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.