Kontoor Brands, Inc. (KTB)

In the past six months, Kontoor Brands, Inc. reported its Second Quarter CY2025 earnings on August 7, 2025, surpassing revenue expectations with an 8.5% year-on-year increase to $658.3 million and an adjusted EPS of $1.21. The company slightly raised its full-year revenue guidance to $3.11 billion. On October 24, 2025, Kontoor Brands declared a quarterly dividend increase of 1.9%, raising it from $0.52 to $0.53 per share, payable on December 18, 2025. The stock traded down $1.09 on October 25, 2025, hitting $84.85. Over the last 52 weeks, the stock has seen a high of $96.80 and a low of $50.00. Analyst sentiment for KTB is generally positive, with a consensus rating of 'Moderate Buy' and a consensus price target of $95.38. The acquisition of Helly Hansen, which closed in July 2025, was also a significant event.

According to Kontoor Brands' CEO Scott Baxter, the demand for their products is 'pretty steady quarter by quarter.' Traditional back-to-school shopping patterns have evolved, with families now purchasing products throughout the year as needed rather than in large seasonal bulks. This indicates a less pronounced seasonality in demand for Kontoor Brands' products, as consumers buy their apparel for work and recreation consistently.

Kontoor Brands, Inc. is a global lifestyle apparel company that designs, manufactures, markets, distributes, and licenses denim, apparel, footwear, and accessories. The company operates primarily under its iconic brands: Wrangler, Lee, and Rock & Republic. Kontoor Brands acquired the global outdoor and workwear brand Helly Hansen in July 2025. The company's product offerings include jeans, pants, shirts, shorts, and jackets for men, women, and boys, sold through various channels, including mass merchants, specialty stores, company-operated stores, and online platforms.

Kontoor Brands has a broad international presence, with operational activities spanning Asia, Africa, Europe, the Middle East, the Americas, and the Asia-Pacific regions. The United States remains the company's largest market, generating a significant portion of its sales.

In the past year, Kontoor Brands has focused on maintaining and enhancing its brand reputation through demand creation and product innovation. The company builds 'great product' that consumers want to buy at full price, supported by 'incredible demand creation,' such as the collaboration with Lainey Wilson for their female western line. Kontoor Brands highlights its commitment to sustainability, focusing on responsible resource use, sustainable innovations, and protecting the environment. The company aims to be a 'consumer staple' by offering products for work and recreation at relevant price points, which has helped them gain market share even during challenging economic times.

Kontoor Brands is predominantly owned by institutional shareholders, who hold approximately 93.06% to 102.79% of the company's stock. Major institutional owners include BlackRock Inc., PNC Financial Services Group Inc., and Vanguard Group Inc. The largest individual shareholder is Scott H. Baxter, who owns 758,230 shares, representing 1.36% of the company. Insiders collectively own about 1.62% to 2.70% of the company.