The earnings call presented a positive outlook with significant highlights such as the acquisition of Helly Hansen and strong performance in the Wrangler brand. However, challenges remain with the Lee brand's revenue decline and potential tariff impacts. The overall sentiment is leaning towards optimism due to strategic initiatives and strong financial performance.

Company Guidance -

Q3 2025

During the first quarter of 2025, Kontoor Brands provided optimistic guidance, highlighting several key metrics and strategies to drive future growth. The company anticipates significant revenue contributions from the recent acquisition of Helly Hansen, expecting approximately $425 million in full-year revenue from the brand, contributing $0.20 to full-year earnings per share. Kontoor aims to enhance Helly Hansen's operating margin from high single digits to mid-teens and projects double-digit revenue growth in the U.S. market. Operational targets include a consolidated revenue growth of 17% to 19% for 2025, with organic growth of 1% to 2%, alongside a gross margin expansion of 80 to 100 basis points. The company also plans to leverage Project Jeanius to achieve over $100 million in savings by 2026 and aims to return to pre-acquisition leverage levels within 18 to 24 months, reinforcing their commitment to shareholder value through disciplined capital allocation and strategic growth initiatives.

Acquisition of Helly Hansen

Kontoor Brands cleared regulatory approval for the acquisition of Helly Hansen, expected to significantly boost revenue growth, earnings, and cash flow. Helly Hansen is anticipated to contribute approximately $425 million to full-year revenue, with expectations of double-digit growth in the second half of the year.

Wrangler Brand Performance

Wrangler's global revenues increased by 3%, with particular strength in the female business, which grew by 40%. The brand gained 70 basis points of market share in men's and women's bottoms.

Improved Gross Margin

Adjusted gross margin expanded by 200 basis points to 47.7%, driven by lower input costs and favorable mix, exceeding expectations by 170 basis points.

Strong Cash Generation

Kontoor Brands finished the quarter with net debt of $379 million and $357 million in cash, with a net leverage ratio of 0.9 times, below the targeted range.

Kontoor Brands (KTB) Earnings, Revenues Date & History

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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.