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KMD Brands
KMD Brands (KMD) investor relations material
KMD Brands Trading update summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Trading update summary21 Jul, 2026
Trading performance
FY26 group sales projected at $1,040m–$1,044m, a 5% increase at midpoint over FY25.
Underlying EBITDA for FY26 expected between $38m and $41m, up 123% at midpoint on FY25.
Kathmandu same store sales up 4.8% YoY; Rip Curl down 2.8% YoY for the first 24 weeks of H2.
Oboz sales returned to YoY growth in Q4 FY26, driven by strong online and new product launches.
Net debt forecasted at $63m–$66m by July 2026, elevated due to payment timing, inventory investment, and NZD weakness.
Business review and strategic actions
Decision to divest Southeast Asian manufacturing facility, with phased wind down over 12 months.
Expected net property proceeds of $5m–$7m and $6m in working capital to be unlocked.
Business review progressing well, with completion targeted for FY26 Annual Results announcement in September 2026.
Group will remain compliant with all bank covenants under the new facility at July 2026.
Rationale for divesting Southeast Asian facility
Drivers of the projected YoY net debt increase
Rip Curl sales headwinds in the fourth quarter
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Latest events from KMD Brands
- Sales and profit fell, no dividend declared, but FY25 targets margin and dividend recovery.KMD
AGM 20248 Jul 2026 - Modest sales growth, profit decline, and cost reset set the stage for renewed momentum.KMDAGM 20258 Jul 2026
- Sales fell 11.2% to $979.4m with a $48.3m net loss, but DTC and online channels outperformed.KMDH2 202416 Jun 2026
- Sales up 0.5%, profit down, online strong, wholesale weak, no dividend, net debt reduced.KMDH1 202516 Jun 2026
- Sales up 1% but profit fell sharply on margin pressure and Oboz impairment.KMDH2 202516 Jun 2026
- Brand-led transformation targets growth, efficiency, and digital innovation across global markets.KMDInvestor presentation15 May 2026
- Sales declined but digital and DTC growth, plus brand innovation, support a positive outlook.KMDInvestor presentation15 May 2026
- Sales growth and cost resets drive transformation amid ongoing losses and brand innovation.KMDInvestor presentation14 May 2026
- Sales up 7.3%, EBITDA rose, net loss narrowed, equity raise and refinancing support transformation.KMDH1 202613 May 2026
Next KMD Brands earnings date
H2 202621 Sep, 2026
KMD Brands
Next KMD Brands earnings date
H2 202621 Sep, 2026
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Amina0781App Store
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@theshortbearx.com
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