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Kontoor Brands (KTB) investor relations material
Kontoor Brands Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary7 Aug, 2025
Executive summary
Second quarter results exceeded expectations, driven by strong Wrangler growth, a progressing Lee turnaround, and Helly Hansen acquisition and integration.
Net revenues rose 8% year-over-year to $658M in Q2, with organic growth of 4% excluding Helly Hansen.
Helly Hansen contributed $29M in June revenue; integration is progressing well, though it posted a segment loss due to seasonality and purchase accounting.
Gross margin improved to 46.3%–46.4%, aided by lower product costs, Project Jeanius, and Helly Hansen accretion.
The company raised its full-year revenue and EPS outlook, supported by effective tariff mitigation and ongoing integration synergies.
Financial highlights
Q2 net revenues: $658.3M, up 8% year-over-year; six-month net revenues: $1.28B, up 3%.
Adjusted gross margin expanded 120 bps to 46.4%; reported gross margin 46.3%.
Q2 net income was $73.9M, up 43% year-over-year, including $33M in FX hedge gains.
Adjusted EPS was $1.21, up 23% year-over-year; diluted EPS $1.32, with a $0.12 loss per share from Helly Hansen.
Inventory including Helly Hansen was $686M; organic inventory down 1% year-over-year.
Outlook and guidance
Full-year 2025 revenue expected at $3.09B–$3.12B, up 19%–20%, with Helly Hansen contributing $455M.
Adjusted gross margin forecast at ~46.1%, up 100 bps, including 50 bps tariff impact.
Adjusted EPS now expected at ~$5.45, up 11%, including ~$0.20 impact from tariffs and $0.20 in incremental investments.
Cash from operations expected to exceed $375M; capex to be ~$40M.
Third quarter revenue expected at $855M, up 28% year-over-year.
How will Kontoor offset tariff increases?
Helly Hansen's expected 2025 revenue?
Why did Lee's US revenue decrease 5%?
Helly Hansen US growth strategy details
Lee distribution optimization plans
2026 tariff mitigation strategies
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Next Kontoor Brands earnings date
Q3 20253 Nov, 2025
Next Kontoor Brands earnings date
Q3 20253 Nov, 2025
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Frequently asked questions
Kontoor Brands, Inc. designs, manufactures, procures, markets, and distributes apparel under the Wrangler and Lee brands in the United States and internationally. It offers jeans under the Wrangler brand; and various types of casual clothing under the Lee brand. The company sells its products primarily through mass and mid-tier retailers; specialty stores; department stores; retailer-owned and third-party e-commerce sites; and direct-to-consumer channels, including full-price and outlet stores, as well as through its websites. As of January 2, 2021, it operated 86 retail stores across the Americas, Europe, the Middle East, Africa, and the Asia-Pacific regions. Kontoor Brands was incorporated in 2018 and is headquartered in Greensboro, North Carolina.
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