NYSE$KTB

Kontoor Brands Inc. · Q3 2024 earnings

Q3 2024 earnings · · Investor relations

Briefing

Kontoor Brands reported a revenue increase of 2 percent, driven by growth in global direct-to-consumer and U.S. wholesale, alongside a significant decrease in inventory and share repurchases.

Kontoor Brands reported strong Q3 2024 results, exceeding expectations with revenue growth and improved profitability. The company is raising its full-year outlook, driven by better-than-expected third-quarter results, stronger profitability and cash generation.

  • Revenue increased by 2 percent compared to the prior year, reaching $670 million.
  • Adjusted EPS increased 12 percent compared to the prior year, reaching $1.37.
  • Inventory decreased 24 percent compared to the prior year.
  • The company repurchased $40 million of shares.

Headline financials

Total Revenue

$670M

Previous: $655M+2.4%
EPS

$1.26

Previous: $1.22+3.3%
Adjusted Gross Margin

45.0%

No prior period
Adjusted Operating Margin

15.9%

No prior period
Gross Margin

44.7%

No prior period
Capital Expenditures

-$11.8M

Previous: -$21.6M+45.1%
Free Cash Flow

$58.7M

Previous: $38M+54.6%
Net Income

$70.5M

Previous: $59.5M+18.5%
Operating Income

$98.3M

Previous: $85.5M+15.0%
Gross Profit

$300M

Previous: $271M+10.3%
Cash & Equivalents

$269M

Previous: $77.8M+246.2%
Total Assets

$1.65B

Previous: $1.63B+1.7%
Stock-Based Comp

$2.65M

Previous: $1.99M+32.7%

Revenue & EPS history

Kontoor Brands · Revenue · Quarterly

$670M

Q3 2024+2.4%vs Q3 2023
Beat estimate in 6 of 15 quarters(40%)
ActualEstimate

Revenue by segment

Kontoor Brands · $613M total across 3 segments · Q1 2026

  • Wrangler
    $436M
  • Helly Hansen
    $165M
  • Other
    $12M

Forward guidance

Kontoor Brands is raising its full year outlook driven by better-than-expected third quarter results, stronger profitability and cash generation.

Tailwinds

  • Revenue is now expected to be $2.60 billion, including fourth quarter revenue of approximately $695 million, reflecting growth of approximately 4 percent.
  • Adjusted gross margin is now expected to be 45.1 percent, representing an increase of 260 basis points compared to adjusted gross margin in the prior year, excluding the out-of-period duty expense in that period.
  • Adjusted SG&A is expected to increase 4 percent compared to adjusted SG&A in the prior year.
  • Adjusted operating income is expected to be $385 million, reflecting an increase of 11 percent compared to adjusted operating income in the prior year, excluding the out-of-period duty expense in that period.
  • Adjusted EPS is now expected to be $4.83, including an incremental $0.08 impact from supply chain and inventory management actions compared to the prior outlook.

Headwinds

  • The Company continues to expect market share gains, growth from channel and category expansion, and expanded distribution to be offset by conservative retailer inventory management and macroeconomic pressures on consumer spending around the globe.
  • Full year 2024 adjusted EPS includes an approximate 5-percentage point headwind from a higher tax rate, including an approximate 25-percentage point headwind in the fourth quarter.
  • Macroeconomic conditions, including elevated interest rates, inflation, recessionary concerns and fluctuating foreign currency exchange rates, as well as continuing global supply chain issues and geopolitical events, continue to adversely impact global economic conditions
  • The level of consumer demand for apparel
  • The Company’s ability to gauge consumer preferences and product trends, and to respond to constantly changing markets

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q3 2024

Historical avgQ3 2024

+1.3%

Avg return

Earnings day

+1.4%

Avg return

5 days after

+4.6%

Avg return

30 days after

58%

19 / 33 earnings

Positive

+18.6%

Q4 2025

Best reaction

-17.3%

Q4 2017

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-2.4%-1.9%+21.2%
Q4 2025+18.6%+17.7%+6.5%
Q3 2025-9.4%-10.8%-3.3%
Q2 2025+12.4%+24.0%+41.5%
Q1 2025+1.5%+8.0%+7.3%
Q4 2024-13.5%+0.5%-25.7%
Q3 2024+6.6%+10.7%+19.9%
Q2 2024-1.5%-2.2%+6.7%
Q1 2024+5.6%+9.0%+18.0%
Q4 2023-6.8%-7.8%-5.0%
Q3 2023+6.3%+9.7%+19.2%
Q2 2023+16.6%+16.3%+13.7%
Q1 2023-7.9%-9.8%-9.4%
Q4 2022+18.5%+21.7%+9.1%
Q3 2022+10.8%+9.6%+30.7%
Q2 2022+2.1%-1.0%-3.0%
Q1 2022+2.9%+0.0%-2.2%
Q4 2021-3.0%-12.7%-16.5%
Q3 2021+1.5%+5.4%-5.2%
Q2 2021-0.7%-2.0%-6.4%
Q1 2021+0.9%-0.7%-1.3%
Q3 2020+5.3%+14.4%+38.2%
Q2 2020-2.1%+4.0%+13.7%
Q1 2020-8.1%-20.8%+16.2%
Q4 2017-17.3%-18.0%-37.1%
Q4 2019-3.3%-6.6%-60.1%
Q3 2018+1.0%-0.3%+8.5%
Q3 2019-5.8%-5.7%+0.6%
Q2 2018-4.7%+0.8%+11.6%
Q2 2019+16.0%+9.1%+21.5%
Q1 2019+0.5%-4.6%+7.7%
Q4 2018+0.5%-4.6%+7.7%
Q1 2018+0.5%-4.6%+7.7%

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