Kontoor Brands (KTB) Q2 FY26 earnings call

Kontoor Brands delivered a strong Q2 FY26, driven by the successful integration and outperformance of Helly Hansen and continued momentum in Wrangler's female, DTC, and Western categories. The company raised its full-year outlook, reflecting strong year-to-date results and confidence in its strategic priorities, including the upcoming Lee divestiture and significant capital allocation plans. Management is focused on offsetting stranded costs from the divestiture and navigating a cautious retail environment and new tariff landscape, while investing in brand building and growth initiatives.