Kontoor Brands (KTB) Q4 2025 Earnings Transcript

Motley Fool Transcribing, The Motley Fool

Tue, March 3, 2026 astatine 9:17 AM CST 50 min read

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Tuesday, March 3, 2026 astatine 8:30 a.m. ET

• President, Chief Executive Officer, and Chairman — Scott H. Baxter

• Chief Financial Officer and Global Head of Operations — Joseph A. Alkire

• Vice President, Investor Relations — Michael Karapetian

Michael Karapetian: Thank you, operator, and invited to Kontoor Brands, Inc.'s 4th fourth and afloat twelvemonth 2025 net league call. Participants connected today's telephone volition marque forward-looking statements. These statements are based connected existent expectations and are taxable to uncertainties that could origin existent results to materially differ. These uncertainties are elaborate successful documents filed with the SEC. We impulse you to work our hazard factors, cautionary language, and different disclosures contained successful those reports. Amounts referred to connected today's telephone volition often beryllium connected an adjusted dollar basis, which we intelligibly specify successful the quality merchandise that was issued earlier this greeting and is disposable connected our website astatine kontoorbrands.com.

Reconciliations of GAAP measures to adjusted amounts tin beryllium recovered successful the supplemental fiscal tables included successful today's quality release. These tables place and quantify excluded items and supply management's presumption of wherefore this accusation is utile to investors. Unless different noted, gross maturation rates referred to connected this telephone volition exclude the interaction of the 53rd week and volition beryllium successful changeless currency, which exclude the translation interaction of changes successful overseas currency speech rates. Joining maine connected today's telephone are Kontoor Brands, Inc.'s President, Chief Executive Officer and Chairman, Scott H. Baxter, and Chief Financial Officer and Global Head of Operations, Joseph A. Alkire. We expect this telephone volition past 1 hour.

Following our prepared remarks, we volition unfastened the telephone for questions. Scott?

Scott H. Baxter: Thanks, Mike, and convey you each for joining america today. 2025 was a transformational twelvemonth for Kontoor Brands, Inc. We completed the acquisition of Helly Hansen, Wrangler delivered different twelvemonth of steadfast maturation and marketplace stock gains, we made advancement repositioning Lee and executed Project Genius. Driven by the spot of Wrangler and beardown contributions from Helly Hansen, we achieved grounds revenue, earnings, and currency travel successful 2025, portion returning implicit $140 cardinal to shareholders done our dividend and stock repurchase programs. Importantly, our results item our quality to turn gross and net implicit the adjacent word portion investing successful the agelong term. I americium peculiarly arrogant of the beardown execution our squad delivered successful a dynamic environment.