Kontoor Brands (KTB)
Market Price (8/6/2026): $83.72 | Market Cap: $4.6 BilSector: Consumer Discretionary | Industry: Apparel, Accessories & Luxury Goods
Kontoor Brands (KTB)
Market Price (8/6/2026): $83.72Market Cap: $4.6 BilSector: Consumer DiscretionaryIndustry: Apparel, Accessories & Luxury Goods
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
Attractive yieldTotal YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 8.5%, Dividend Yield is 2.5%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 4.2%, FCF Yield is 8.5% Strong revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is 31% Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 14%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 13% Low stock price volatilityVol 12M is 50% Megatrend and thematic driversMegatrends include E-commerce & Digital Retail, and Sustainable Consumption. Themes include Direct-to-Consumer Brands, Eco-friendly Products, Show more. | Weak multi-year price returns2Y Excs Rtn is -14% | Key risksKTB key risks include [1] slower progress in rejuvenating its key brands to adapt to evolving consumer preferences and [2] vulnerability to supply chain disruptions and trade policy volatility that could increase costs and impair its ability to meet customer demand. |
| Attractive yieldTotal YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 8.5%, Dividend Yield is 2.5%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 4.2%, FCF Yield is 8.5% |
| Strong revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is 31% |
| Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 14%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 13% |
| Low stock price volatilityVol 12M is 50% |
| Megatrend and thematic driversMegatrends include E-commerce & Digital Retail, and Sustainable Consumption. Themes include Direct-to-Consumer Brands, Eco-friendly Products, Show more. |
| Weak multi-year price returns2Y Excs Rtn is -14% |
| Key risksKTB key risks include [1] slower progress in rejuvenating its key brands to adapt to evolving consumer preferences and [2] vulnerability to supply chain disruptions and trade policy volatility that could increase costs and impair its ability to meet customer demand. |
Qualitative Assessment
AI Analysis | Feedback
Kontoor Brands (KTB) stock has gained about 15% since 4/30/2026 because of the following key factors:
1. Increased Full-Year Fiscal 2026 Financial Outlook. Despite reporting lower-than-expected earnings and revenue for fiscal Q1 2026, which ended around April 4, 2026, Kontoor Brands raised its full-year fiscal 2026 guidance. On May 7, 2026, the company updated its earnings per share (EPS) guidance to $6.60-$6.70, exceeding the prior consensus of $6.49, and its revenue guidance to $3.4 billion-$3.5 billion, compared to the previous consensus estimate of $3.4 billion. This upward revision signaled management's confidence in the company's future performance.
2. Strategic Divestiture of the Lee® Business. Kontoor Brands announced on May 21, 2026, that it entered into a definitive agreement to sell its Lee® business to Authentic Brands Group. This strategic move, initially announced with the fiscal Q1 2026 results, is anticipated to allow Kontoor Brands to concentrate on its Wrangler® and Helly Hansen® brands, aiming to streamline its brand portfolio and potentially enhance long-term shareholder value.
Show more
Kontoor Brands (KTB) stock has gained about 15% since 4/30/2026 because of the following key factors:
1. Increased Full-Year Fiscal 2026 Financial Outlook. Despite reporting lower-than-expected earnings and revenue for fiscal Q1 2026, which ended around April 4, 2026, Kontoor Brands raised its full-year fiscal 2026 guidance. On May 7, 2026, the company updated its earnings per share (EPS) guidance to $6.60-$6.70, exceeding the prior consensus of $6.49, and its revenue guidance to $3.4 billion-$3.5 billion, compared to the previous consensus estimate of $3.4 billion. This upward revision signaled management's confidence in the company's future performance.
2. Strategic Divestiture of the Lee® Business. Kontoor Brands announced on May 21, 2026, that it entered into a definitive agreement to sell its Lee® business to Authentic Brands Group. This strategic move, initially announced with the fiscal Q1 2026 results, is anticipated to allow Kontoor Brands to concentrate on its Wrangler® and Helly Hansen® brands, aiming to streamline its brand portfolio and potentially enhance long-term shareholder value.
3. Initiation of a $750 Million Share Repurchase Program. Concurrent with the release of its fiscal Q1 2026 results on May 7, 2026, Kontoor Brands announced a new $750 million share repurchase program. This action demonstrated the company's commitment to returning capital to shareholders and indicated management's belief that the company's stock was undervalued.
4. Positive Analyst Sentiment and Upgraded Price Targets. Following the company's fiscal Q1 2026 earnings report and strategic announcements, several investment analysts reiterated or upgraded their ratings and price targets for Kontoor Brands. For instance, Barclays raised its price target to $96 from $93 on May 11, 2026, maintaining an Overweight rating, and UBS reiterated a Buy rating with a $131 price target on June 30, 2026, reflecting increased confidence in Kontoor Brands' strategic direction and future prospects.
Show less
Stock Movement Drivers
Fundamental Drivers
The 14.9% change in KTB stock from 4/30/2026 to 8/5/2026 was primarily driven by a 14.4% change in the company's Net Income Margin (%).| (LTM values as of) | 4302026 | 8052026 | Change |
|---|---|---|---|
| Stock Price ($) | 72.81 | 83.65 | 14.9% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 2,953 | 3,143 | 6.4% |
| Net Income Margin (%) | 7.7% | 8.8% | 14.4% |
| P/E Multiple | 17.8 | 16.7 | -6.1% |
| Shares Outstanding (Mil) | 56 | 55 | 0.5% |
| Cumulative Contribution | 14.9% |
Market Drivers
4/30/2026 to 8/5/2026| Return | Correlation | |
|---|---|---|
| KTB | 14.9% | |
| Market (SPY) | 7.1% | 17.4% |
| Sector (XLY) | 0.2% | 45.6% |
Fundamental Drivers
The 42.1% change in KTB stock from 1/31/2026 to 8/5/2026 was primarily driven by a 19.3% change in the company's Total Revenues ($ Mil).| (LTM values as of) | 1312026 | 8052026 | Change |
|---|---|---|---|
| Stock Price ($) | 58.85 | 83.65 | 42.1% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 2,634 | 3,143 | 19.3% |
| Net Income Margin (%) | 8.3% | 8.8% | 6.6% |
| P/E Multiple | 15.0 | 16.7 | 11.0% |
| Shares Outstanding (Mil) | 56 | 55 | 0.6% |
| Cumulative Contribution | 42.1% |
Market Drivers
1/31/2026 to 8/5/2026| Return | Correlation | |
|---|---|---|
| KTB | 42.1% | |
| Market (SPY) | 11.5% | 18.3% |
| Sector (XLY) | -1.9% | 36.8% |
Fundamental Drivers
The 54.6% change in KTB stock from 7/31/2025 to 8/5/2026 was primarily driven by a 31.0% change in the company's Total Revenues ($ Mil).| (LTM values as of) | 7312025 | 8052026 | Change |
|---|---|---|---|
| Stock Price ($) | 54.10 | 83.65 | 54.6% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 2,399 | 3,143 | 31.0% |
| Net Income Margin (%) | 9.6% | 8.8% | -7.7% |
| P/E Multiple | 13.1 | 16.7 | 27.6% |
| Shares Outstanding (Mil) | 55 | 55 | 0.2% |
| Cumulative Contribution | 54.6% |
Market Drivers
7/31/2025 to 8/5/2026| Return | Correlation | |
|---|---|---|
| KTB | 54.6% | |
| Market (SPY) | 22.8% | 24.5% |
| Sector (XLY) | 7.8% | 36.8% |
Fundamental Drivers
The 116.7% change in KTB stock from 7/31/2023 to 8/5/2026 was primarily driven by a 79.3% change in the company's P/E Multiple.| (LTM values as of) | 7312023 | 8052026 | Change |
|---|---|---|---|
| Stock Price ($) | 38.60 | 83.65 | 116.7% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 2,619 | 3,143 | 20.0% |
| Net Income Margin (%) | 8.8% | 8.8% | -0.1% |
| P/E Multiple | 9.3 | 16.7 | 79.3% |
| Shares Outstanding (Mil) | 56 | 55 | 0.8% |
| Cumulative Contribution | 116.7% |
Market Drivers
7/31/2023 to 8/5/2026| Return | Correlation | |
|---|---|---|
| KTB | 116.7% | |
| Market (SPY) | 74.1% | 36.1% |
| Sector (XLY) | 39.7% | 41.4% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| KTB Return | 30% | -18% | 63% | 41% | -26% | 39% | 149% |
| Peers Return | 48% | -45% | 26% | 18% | 11% | 0% | 36% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 13% | 106% |
Monthly Win Rates [3] | |||||||
| KTB Win Rate | 50% | 50% | 67% | 75% | 42% | 62% | |
| Peers Win Rate | 58% | 30% | 53% | 55% | 50% | 55% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 50% | |
Max Drawdowns [4] | |||||||
| KTB Max Drawdown | -29% | -38% | -28% | -14% | -45% | -22% | |
| Peers Max Drawdown | -27% | -57% | -37% | -33% | -47% | -32% | |
| S&P 500 Max Drawdown | -5% | -25% | -10% | -8% | -19% | -9% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: LEVI, VFC, BOOT, PVH, AEO.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 8/5/2026 (YTD)
How Low Can It Go
| Event | KTB | S&P 500 |
|---|---|---|
| 2025 US Tariff Shock | ||
| % Loss | -41.0% | -18.8% |
| % Gain to Breakeven | 69.5% | 23.1% |
| Time to Breakeven | 454 days | 79 days |
| 2023 SVB Regional Banking Crisis | ||
| % Loss | -19.9% | -6.7% |
| % Gain to Breakeven | 24.9% | 7.1% |
| Time to Breakeven | 27 days | 31 days |
| 2022 Inflation Shock & Fed Tightening | ||
| % Loss | -37.0% | -24.5% |
| % Gain to Breakeven | 58.8% | 32.4% |
| Time to Breakeven | 230 days | 427 days |
| 2020 COVID-19 Crash | ||
| % Loss | -64.2% | -33.7% |
| % Gain to Breakeven | 179.2% | 50.9% |
| Time to Breakeven | 227 days | 140 days |
In The Past
Kontoor Brands's stock fell -41.0% during the 2025 US Tariff Shock. Such a loss loss requires a 69.5% gain to breakeven.
Preserve Wealth
Limiting losses and compounding gains is essential to preserving wealth.
Asset Allocation
Actively managed asset allocation strategies protect wealth. Learn more.
| Event | KTB | S&P 500 |
|---|---|---|
| 2025 US Tariff Shock | ||
| % Loss | -41.0% | -18.8% |
| % Gain to Breakeven | 69.5% | 23.1% |
| Time to Breakeven | 454 days | 79 days |
| 2022 Inflation Shock & Fed Tightening | ||
| % Loss | -37.0% | -24.5% |
| % Gain to Breakeven | 58.8% | 32.4% |
| Time to Breakeven | 230 days | 427 days |
| 2020 COVID-19 Crash | ||
| % Loss | -64.2% | -33.7% |
| % Gain to Breakeven | 179.2% | 50.9% |
| Time to Breakeven | 227 days | 140 days |
In The Past
Kontoor Brands's stock fell -41.0% during the 2025 US Tariff Shock. Such a loss loss requires a 69.5% gain to breakeven.
Preserve Wealth
Limiting losses and compounding gains is essential to preserving wealth.
Asset Allocation
Actively managed asset allocation strategies protect wealth. Learn more.
About Kontoor Brands (KTB)
Kontoor Brands (NYSE: KTB) is a global lifestyle apparel company specializing in the design, manufacturing, and distribution of denim, apparel, and accessories. The company's core business revolves around its renowned brand portfolio, primarily operating through its Wrangler and Lee segments, which are integral to its market strategy and product development.
The company's main products include a wide range of denim wear, such as jeans, jackets, and shirts, complemented by other casual apparel and accessories. These offerings are marketed under widely recognized brands like Wrangler, Lee, and Rock & Republic, catering to consumers seeking durable and stylish everyday wear across various demographics.
Kontoor Brands serves a diverse international customer base, with significant presence in the United States, the Americas, Europe, the Middle East, Africa, and the Asia-Pacific regions. Its products are distributed through multiple channels, including large mass merchants, specialty and department stores, company-operated retail stores, and robust online platforms, ensuring broad accessibility to its target consumers.
```AI Analysis | Feedback
Here are 1-3 brief analogies to describe Kontoor Brands (KTB):
- Essentially a Levi Strauss & Co. (LEVI) for the Wrangler and Lee brands.
- Think of them as a Gap Inc. (GPS) specializing in classic American denim and casual wear.
AI Analysis | Feedback
- Denim: Kontoor Brands designs, manufactures, and distributes denim fabric and products, notably jeans, under its various brands.
- Apparel: The company offers a range of clothing items beyond denim, including shirts, jackets, and other garments.
- Accessories: Kontoor Brands also markets and distributes various accessories that complement its apparel lines.
AI Analysis | Feedback
Kontoor Brands (KTB) sells its products primarily to other companies, specifically a variety of retailers that then sell to individual consumers. The company's description of its primary distribution channels indicates that its major customers are large mass merchants, specialty stores, and mid-tier and traditional department stores.
Examples of major customer companies, based on the typical distribution for brands like Wrangler and Lee, include:
- Walmart Inc. (WMT)
- Target Corporation (TGT)
- Kohl's Corporation (KSS)
- Macy's, Inc. (M)
- Dillard's, Inc. (DDS)
AI Analysis | Feedback
AI Analysis | Feedback
Scott Baxter President, Chief Executive Officer and Chairman of the Board
Scott Baxter was appointed CEO of Kontoor Brands in August 2018 and led the newly formed corporation through a spin-off from VF Corporation into an independent, publicly traded company. He has more than 30 years of experience in retail, operations, marketing, merchandising, sales, and manufacturing. Prior to his role at Kontoor, he served as Group President, Americas West at VF Corporation, where he was responsible for brands such as The North Face® and Vans®. His other leadership positions at VF included Group President, Outdoor & Action Sports, Americas; Vice President, VF Corporation & Group President, Jeanswear, Imagewear and South America; and President of the Licensed Sports Group. Before joining VF in 2007, Mr. Baxter led the Services division at The Home Depot, Inc., and held leadership roles with Edward Don & Company, PepsiCo, and Nestle. He currently serves on the board of directors for Lowe's.
Joe Alkire Executive Vice President, Chief Financial Officer & Global Head of Operations
Joe Alkire was appointed Executive Vice President and Chief Financial Officer of Kontoor Brands in August 2023. Before joining Kontoor, he served as Chief Operating Officer and Chief Financial Officer for BrüMate, Inc., a high-growth, private equity-backed consumer products company. He also previously held the position of Vice President, Corporate Development, Treasury, and Investor Relations for VF Corporation. Mr. Alkire began his career as an investment banking and equity research analyst at William Blair & Company. He serves on the board of directors for BrüMate, Inc..
Jenni Broyles Executive Vice President, Chief Commercial Officer & Global Head of Brands
Jenni Broyles is responsible for global marketing, product, design, sales, merchandising, and analytics, as well as international and commercial operations for Lee® and Wrangler® brands. Her role expanded in July 2025 to encompass all international and commercial operations for the Lee and Wrangler brands.
Ezio Garciamendez EVP, Chief Supply Chain Officer
Ezio Garciamendez leads all aspects of Supply Chain management for Kontoor Brands, including global operations, planning, manufacturing, sourcing, quality, customer service, distribution, logistics, master data governance, product development, and sustainability. He brings more than 20 years of experience in the consumer-packaged goods industry.
Pete Kidd EVP and Chief Human Resources Officer
Pete Kidd is responsible for Kontoor Brands' global human resources strategy and operations, including talent acquisition and retention, organizational development, culture and engagement, total rewards, HR information systems, and corporate communications. He has more than 30 years of experience across Human Resources, Accounting, and Information Technology functions. He joined Kontoor Brands in 2022 as Senior Vice President, Global Total Rewards, and was promoted to his current role in 2023.
AI Analysis | Feedback
Key Risks to Kontoor Brands (KTB)
- Macroeconomic Conditions and Consumer Demand Volatility: Kontoor Brands operates in an apparel sector highly sensitive to global macroeconomic conditions, including inflation, elevated interest rates, and recessionary concerns. These factors, alongside fluctuating foreign currency exchange rates and inconsistent consumer demand, can significantly impact the company's revenue growth, profitability, and overall market position. The core denim business is particularly vulnerable to shifts in consumer spending and evolving fashion preferences.
- Global Supply Chain Disruptions and Geopolitical Events: The company's global supply chain is susceptible to volatility stemming from ongoing global supply chain issues and geopolitical events, such as conflicts and trade negotiations. These disruptions, coupled with increased tariff rates, can adversely affect Kontoor Brands' operational efficiency, lead to higher operating expenses, and pressure gross margins.
- Underperformance of Core Brands and High Debt Levels: Kontoor Brands faces challenges with weak organic growth in its core brands, notably the persistent underperformance of the Lee brand. While the Wrangler brand has shown some momentum, the overall growth of the established denim portfolio has been slow, indicating a mature business in a competitive market. This is compounded by a high net debt to equity ratio. The acquisition of Helly Hansen, while intended to diversify the portfolio, has stretched the company's balance sheet and introduced integration and execution risks, with some analysts questioning its strategic and financial rationale due to lower segment margins.
AI Analysis | Feedback
AI Analysis | Feedback
Kontoor Brands (KTB) operates within the global and U.S. denim and apparel markets. The addressable markets for their main products are substantial:
- Global Denim Market: The global denim market size was valued at USD 78.90 billion in 2025 and is projected to reach USD 131.38 billion by 2033, growing at a Compound Annual Growth Rate (CAGR) of 6.61% during 2026-2033.
- U.S. Denim Market: The U.S. denim market size was valued at USD 21.96 billion in 2025 and is projected to reach USD 35.87 billion by 2033, growing at a CAGR of 6.36% during 2026-2033.
- Global Apparel Market: The global apparel market is valued at USD 1.84 trillion in 2025. It is expected to reach USD 2.54 trillion by 2033, with a CAGR of 4.1% from 2026 to 2033.
- U.S. Apparel Market: The United States apparel market is valued at USD 365.70 billion in 2025 and is projected to grow at a CAGR of 2.11% between 2025 and 2028.
AI Analysis | Feedback
Kontoor Brands (KTB) is expected to drive future revenue growth over the next 2-3 years through several strategic initiatives and brand-specific momentum:
- Helly Hansen Acquisition and Integration: The acquisition and ongoing integration of Helly Hansen are significant drivers of revenue growth, providing immediate accretion to revenue and earnings, and diversifying Kontoor Brands' portfolio into outdoor and workwear categories. The company anticipates continued strong revenue and earnings growth from Helly Hansen, including through its China joint venture.
- Continued Growth of the Wrangler Brand: The Wrangler brand consistently demonstrates strong performance, increasing global revenue, particularly in the U.S. direct-to-consumer (DTC) and wholesale channels. Kontoor Brands is making incremental brand and demand creation investments in Wrangler, aiming for continued market share expansion across its core bottoms business, female, western, and DTC segments.
- Lee Brand Turnaround and Rejuvenation: The company has identified the Lee brand turnaround as a strategic priority, with efforts progressing to improve its performance. While global revenue for Lee saw a decrease in a recent quarter, U.S. revenue rose, driven by growth in digital and wholesale, indicating positive momentum in its revitalization efforts.
- Direct-to-Consumer (DTC) Channel Acceleration: Kontoor Brands is strategically accelerating its shift towards direct-to-consumer channels to capture higher margins and foster a more direct connection with consumers. This includes investments in its owned e-commerce platforms and branded retail, with targets for DTC to represent a larger percentage of total revenue.
- Product Category and Geographic Expansion: Leveraging the Helly Hansen acquisition, Kontoor Brands plans to diversify its product mix through category extensions, such as technical outdoor, footwear, and workwear. Additionally, the company is focusing on international expansion, particularly in regions like EMEA and China, and is expanding brands like Wrangler into new categories such as outdoor and workwear with lines like Wrangler ATG.
AI Analysis | Feedback
Capital Allocation Decisions for Kontoor Brands (KTB)
Share Repurchases
- Kontoor Brands authorized a new share repurchase program of up to $300 million in December 2023, replacing a previous $200 million authorization from August 2021.
- The company repurchased $25 million of common stock during the fourth quarter of 2025.
- For the full year 2025, approximately $140 million was returned to shareholders through dividends and share repurchases.
Outbound Investments
- Kontoor Brands completed the acquisition of Helly Hansen for a cash consideration of $957.5 million (CAD 1.3 billion) in 2025, which was funded by debt and cash on hand.
- The Helly Hansen acquisition was a significant strategic move, contributing to a transformational year for Kontoor Brands in 2025.
Capital Expenditures
- Capital expenditures are expected to be approximately $45 million for 2026.
- Annual capital expenditures for 2024 were $22.122 million, representing a 40.82% decrease from the previous year.
- In 2023, annual capital expenditures for Kontoor Brands were $37.384 million.
Latest Trefis Analyses
Research & Analysis
Invest in Strategies
Wealth Management
Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 54.20 |
| Mkt Cap | 4.8 |
| Rev LTM | 6,133 |
| Op Inc LTM | 517 |
| FCF LTM | 473 |
| FCF 3Y Avg | 438 |
| CFO LTM | 575 |
| CFO 3Y Avg | 564 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 7.2% |
| Rev Chg 3Y Avg | 3.5% |
| Rev Chg Q | 8.9% |
| QoQ Delta Rev Chg LTM | 1.8% |
| Op Inc Chg LTM | 23.1% |
| Op Inc Chg 3Y Avg | 11.8% |
| Op Mgn LTM | 9.3% |
| Op Mgn 3Y Avg | 9.1% |
| QoQ Delta Op Mgn LTM | 0.2% |
| CFO/Rev LTM | 9.8% |
| CFO/Rev 3Y Avg | 10.3% |
| FCF/Rev LTM | 6.1% |
| FCF/Rev 3Y Avg | 6.1% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 4.8 |
| P/S | 1.0 |
| P/Op Inc | 11.4 |
| P/EBIT | 11.9 |
| P/E | 18.4 |
| P/CFO | 9.4 |
| Total Yield | 7.7% |
| Dividend Yield | 2.3% |
| FCF Yield 3Y Avg | 9.1% |
| D/E | 0.5 |
| Net D/E | 0.4 |
Segment Financials
Revenue by Segment| $ Mil | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Wrangler | 1,915 | 1,806 | 1,754 | 1,746 | 1,575 |
| Lee | 750 | 791 | 843 | 874 | 887 |
| Helly Hansen | 460 | 0 | |||
| Other | 28 | 11 | 11 | 11 | 14 |
| Total | 3,152 | 2,608 | 2,607 | 2,631 | 2,476 |
| $ Mil | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|
| All other assets | 1,145 | 985 | |||
| Wrangler | 336 | 403 | 395 | 320 | 378 |
| Lee | 160 | 188 | 248 | 221 | 239 |
| Other inventories | 5 | 6 | |||
| Cash and cash equivalents | 185 | 248 | 107 | ||
| Deferred income taxes | 75 | 85 | 80 | ||
| Goodwill and intangible assets | 227 | 229 | 230 | ||
| Operating lease assets | 55 | 60 | 87 | ||
| Other accounts receivable and inventories | 10 | 31 | 70 | ||
| Other assets | 161 | 150 | 111 | ||
| Prepaid expenses and other current assets | 73 | 81 | 84 | ||
| Property, plant, and equipment, net | 105 | 119 | 132 | ||
| Total | 1,645 | 1,582 | 1,533 | 1,546 | 1,517 |
Price Behavior
| Market Price | $83.65 | |
| Market Cap ($ Bil) | 4.6 | |
| First Trading Date | 05/09/2019 | |
| Distance from 52W High | -5.1% | |
| 50 Days | 200 Days | |
| DMA Price | $80.27 | $71.36 |
| DMA Trend | up | up |
| Distance from DMA | 4.2% | 17.2% |
| 3M | 1YR | |
| Volatility | 46.2% | 49.8% |
| Downside Capture | 0.03 | 33.00 |
| Upside Capture | 50.07 | 71.41 |
| Correlation (SPY) | 16.0% | 23.9% |
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 1.15 | 0.70 | 0.69 | 0.73 | 0.98 | 1.02 |
| Up Beta | -1.43 | -0.06 | 0.63 | 1.83 | 2.30 | 1.49 |
| Down Beta | 2.75 | 0.75 | 1.19 | 0.87 | 0.86 | 0.72 |
| Up Capture | 147% | 157% | 79% | 62% | 69% | 89% |
| Bmk +ve Days | 11 | 22 | 35 | 67 | 138 | 427 |
| Stock +ve Days | 12 | 24 | 34 | 65 | 128 | 389 |
| Down Capture | 136% | 40% | 25% | -11% | 46% | 95% |
| Bmk -ve Days | 11 | 21 | 28 | 59 | 114 | 326 |
| Stock -ve Days | 10 | 19 | 29 | 60 | 123 | 362 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with KTB | |
|---|---|---|---|---|
| KTB | 51.8% | 49.7% | 0.99 | - |
| Sector ETF (XLY) | 9.2% | 19.4% | 0.33 | 36.4% |
| Equity (SPY) | 23.1% | 12.9% | 1.34 | 23.7% |
| Gold (GLD) | 25.4% | 28.3% | 0.79 | -0.7% |
| Commodities (DBC) | 29.5% | 19.8% | 1.19 | -19.9% |
| Real Estate (VNQ) | 14.4% | 13.7% | 0.74 | 34.8% |
| Bitcoin (BTCUSD) | -44.6% | 42.9% | -1.25 | 10.0% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with KTB | |
|---|---|---|---|---|
| KTB | 12.6% | 44.0% | 0.40 | - |
| Sector ETF (XLY) | 6.3% | 24.1% | 0.22 | 46.9% |
| Equity (SPY) | 13.4% | 17.2% | 0.60 | 43.5% |
| Gold (GLD) | 18.2% | 18.6% | 0.79 | 2.4% |
| Commodities (DBC) | 8.1% | 19.6% | 0.31 | 5.8% |
| Real Estate (VNQ) | 2.5% | 18.9% | 0.03 | 36.7% |
| Bitcoin (BTCUSD) | 9.9% | 53.0% | 0.37 | 17.1% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with KTB | |
|---|---|---|---|---|
| KTB | 10.4% | 50.2% | 0.47 | - |
| Sector ETF (XLY) | 12.4% | 22.2% | 0.51 | 47.2% |
| Equity (SPY) | 15.3% | 17.9% | 0.73 | 46.3% |
| Gold (GLD) | 12.0% | 16.2% | 0.60 | 0.7% |
| Commodities (DBC) | 7.1% | 18.0% | 0.31 | 13.6% |
| Real Estate (VNQ) | 4.9% | 20.7% | 0.20 | 42.5% |
| Bitcoin (BTCUSD) | 58.2% | 66.2% | 0.98 | 14.1% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Earnings Returns History
Updated 8/5/2026| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 5/7/2026 | 4.2% | -13.0% | -6.5% |
| 3/3/2026 | 20.6% | 12.5% | 9.2% |
| 11/3/2025 | -9.2% | -10.8% | -3.3% |
| 8/7/2025 | 12.8% | 24.7% | 41.5% |
| 5/6/2025 | 1.8% | 14.5% | 6.6% |
| 2/25/2025 | -13.5% | -26.7% | -25.0% |
| 10/31/2024 | 11.8% | 12.9% | 19.9% |
| 8/1/2024 | 2.7% | -3.8% | 6.0% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 16 | 14 | 13 |
| # Negative | 8 | 10 | 11 |
| Median Positive | 8.0% | 11.3% | 12.7% |
| Median Negative | -8.3% | -8.0% | -5.7% |
| Max Positive | 20.6% | 24.7% | 41.5% |
| Max Negative | -13.5% | -26.7% | -25.0% |
| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 5/7/2026 | 4.2% | -13.0% | -6.5% |
| 3/3/2026 | 20.6% | 12.5% | 9.2% |
| 11/3/2025 | -9.2% | -10.8% | -3.3% |
| 8/7/2025 | 12.8% | 24.7% | 41.5% |
| 5/6/2025 | 1.8% | 14.5% | 6.6% |
| 2/25/2025 | -13.5% | -26.7% | -25.0% |
| 10/31/2024 | 11.8% | 12.9% | 19.9% |
| 8/1/2024 | 2.7% | -3.8% | 6.0% |
| 5/2/2024 | 8.4% | 8.2% | 18.0% |
| 2/28/2024 | -9.0% | -4.4% | -5.7% |
| 11/2/2023 | 4.8% | 9.1% | 19.2% |
| 8/3/2023 | 17.7% | 14.7% | 12.7% |
| 5/4/2023 | -7.6% | -9.3% | -9.4% |
| 2/28/2023 | 19.9% | 16.3% | 11.1% |
| 11/3/2022 | 10.5% | 3.4% | 30.7% |
| 8/4/2022 | 4.0% | 2.5% | -0.6% |
| 5/5/2022 | -0.3% | -1.8% | -2.2% |
| 3/1/2022 | -9.2% | -18.8% | -7.9% |
| 11/4/2021 | 1.9% | 3.6% | -5.2% |
| 8/5/2021 | -2.5% | -0.5% | -6.9% |
| 5/6/2021 | 5.1% | -6.7% | -1.3% |
| 3/2/2021 | 7.7% | 14.2% | 11.5% |
| 10/29/2020 | 11.2% | 10.1% | 38.2% |
| 8/6/2020 | -5.3% | 2.9% | 8.7% |
| SUMMARY STATS | |||
| # Positive | 16 | 14 | 13 |
| # Negative | 8 | 10 | 11 |
| Median Positive | 8.0% | 11.3% | 12.7% |
| Median Negative | -8.3% | -8.0% | -5.7% |
| Max Positive | 20.6% | 24.7% | 41.5% |
| Max Negative | -13.5% | -26.7% | -25.0% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 03/31/2026 | 05/14/2026 | 10-Q |
| 12/31/2025 | 03/04/2026 | 10-K |
| 09/30/2025 | 11/03/2025 | 10-Q |
| 06/30/2025 | 08/07/2025 | 10-Q |
| 03/31/2025 | 05/06/2025 | 10-Q |
| 12/31/2024 | 02/25/2025 | 10-K |
| 09/30/2024 | 10/31/2024 | 10-Q |
| 06/30/2024 | 08/01/2024 | 10-Q |
| 03/31/2024 | 05/02/2024 | 10-Q |
| 12/31/2023 | 02/28/2024 | 10-K |
| 09/30/2023 | 11/08/2023 | 10-Q |
| 06/30/2023 | 08/03/2023 | 10-Q |
| 03/31/2023 | 05/04/2023 | 10-Q |
| 12/31/2022 | 03/01/2023 | 10-K |
| 09/30/2022 | 11/04/2022 | 10-Q |
| 06/30/2022 | 08/08/2022 | 10-Q |
| Report Date | Filing Date | Filing |
|---|---|---|
| 03/31/2026 | 05/14/2026 | 10-Q |
| 12/31/2025 | 03/04/2026 | 10-K |
| 09/30/2025 | 11/03/2025 | 10-Q |
| 06/30/2025 | 08/07/2025 | 10-Q |
| 03/31/2025 | 05/06/2025 | 10-Q |
| 12/31/2024 | 02/25/2025 | 10-K |
| 09/30/2024 | 10/31/2024 | 10-Q |
| 06/30/2024 | 08/01/2024 | 10-Q |
| 03/31/2024 | 05/02/2024 | 10-Q |
| 12/31/2023 | 02/28/2024 | 10-K |
| 09/30/2023 | 11/08/2023 | 10-Q |
| 06/30/2023 | 08/03/2023 | 10-Q |
| 03/31/2023 | 05/04/2023 | 10-Q |
| 12/31/2022 | 03/01/2023 | 10-K |
| 09/30/2022 | 11/04/2022 | 10-Q |
| 06/30/2022 | 08/08/2022 | 10-Q |
| 03/31/2022 | 05/09/2022 | 10-Q |
| 12/31/2021 | 03/02/2022 | 10-K |
| 09/30/2021 | 11/08/2021 | 10-Q |
| 06/30/2021 | 08/09/2021 | 10-Q |
| 03/31/2021 | 05/12/2021 | 10-Q |
| 12/31/2020 | 03/03/2021 | 10-K |
| 09/30/2020 | 11/06/2020 | 10-Q |
| 06/30/2020 | 08/07/2020 | 10-Q |
| 03/31/2020 | 05/08/2020 | 10-Q |
| 12/31/2019 | 03/11/2020 | 10-K |
| 09/30/2019 | 11/12/2019 | 10-Q |
| 06/30/2019 | 08/13/2019 | 10-Q |
Recent Forward Guidance
Updated 7/12/2026Latest: Q1 2026 Earnings Reported 5/7/2026
| Forward Guidance | Guidance Change | ||||||
|---|---|---|---|---|---|---|---|
| Metric | Low | Mid | High | % Chg | % Delta | Change | Prior |
| 2026 Revenue | 3.41 Bil | 3.44 Bil | 3.46 Bil | 0.3% | Raised | Guidance: 3.42 Bil for 2026 | |
| 2026 Revenue from continuing operations | 2.66 Bil | 2.69 Bil | 2.71 Bil | ||||
| 2026 Adjusted EPS | 6.6 | 6.65 | 6.7 | 3.1% | Raised | Guidance: 6.45 for 2026 | |
| 2026 Adjusted EPS from continuing operations | 5.15 | 5.2 | 5.25 | ||||
| 2026 Adjusted gross margin | 48.3% | 48.4% | 48.5% | 1.1% | Raised | Guidance: 47.3% for 2026 | |
| 2026 Adjusted operating income | 411.00 Mil | 414.50 Mil | 418.00 Mil | -18.6% | Lowered | Guidance: 509.00 Mil for 2026 | |
| 2026 Capital expenditures | 40.00 Mil | -11.1% | Lowered | Guidance: 45.00 Mil for 2026 | |||
| 2026 Interest expense | 55.00 Mil | 0 | Affirmed | Guidance: 55.00 Mil for 2026 | |||
| 2026 Cash from operations | 450.00 Mil | 5.9% | Raised | Guidance: 425.00 Mil for 2026 | |||
Prior: Q4 2025 Earnings Reported 3/3/2026
| Forward Guidance | Guidance Change | ||||||
|---|---|---|---|---|---|---|---|
| Metric | Low | Mid | High | % Chg | % Delta | Change | Prior |
| 2026 Revenue | 3.40 Bil | 3.42 Bil | 3.45 Bil | 10.3% | Higher New | Guidance: 3.10 Bil for 2025 | |
| 2026 Adjusted Gross Margin | 47.2% | 47.3% | 47.4% | 0.9% | Higher New | Guidance: 46.4% for 2025 | |
| 2026 Adjusted Operating Income | 506.00 Mil | 509.00 Mil | 512.00 Mil | 13.4% | Higher New | Guidance: 449.00 Mil for 2025 | |
| 2026 Adjusted EPS | 6.4 | 6.45 | 6.5 | 17.3% | Higher New | Guidance: 5.5 for 2025 | |
| 2026 Cash from operations | 425.00 Mil | 6.2% | Higher New | Guidance: 400.00 Mil for 2025 | |||
| 2026 Capital expenditures | 45.00 Mil | ||||||
| 2026 Effective tax rate | 20.0% | ||||||
| 2026 Interest expense | 55.00 Mil | ||||||
| 2026 Average shares outstanding | 56.00 Mil | ||||||
Q3 2025 Earnings Reported 11/3/2025
| Forward Guidance | Guidance Change | ||||||
|---|---|---|---|---|---|---|---|
| Metric | Low | Mid | High | % Chg | % Delta | Change | Prior |
| 2025 Revenue | 3.09 Bil | 3.10 Bil | 3.12 Bil | 0 | Affirmed | Guidance: 3.10 Bil for 2025 | |
| 2025 Revenue Growth | 19.0% | 19.5% | 20.0% | 0 | Affirmed | Guidance: 19.5% for 2025 | |
| 2025 Adjusted Gross Margin | 46.4% | 0.3% | Raised | Guidance: 46.1% for 2025 | |||
| 2025 Adjusted Operating Income | 449.00 Mil | 1.4% | Raised | Guidance: 443.00 Mil for 2025 | |||
| 2025 Adjusted EPS | 5.5 | 0.9% | Raised | Guidance: 5.45 for 2025 | |||
| 2025 Cash from Operations | 400.00 Mil | 6.7% | Raised | Guidance: 375.00 Mil for 2025 | |||
| Q4 2025 Revenue | 970.00 Mil | 975.00 Mil | 980.00 Mil | ||||
| Q4 2025 Adjusted EPS | 1.64 | ||||||
KTB Trade Sentinel
Constructive
CONVICTION RATIONALE
Kontoor is executing a significant portfolio upgrade, divesting a declining brand to focus on its growing Wrangler and Helly Hansen franchises. Strong operational momentum, including 16 straight quarters of market share gains for Wrangler, is currently overshadowed by the financial complexity of the transition. The path to a higher-growth profile is clear but hinges on management successfully navigating near-term costs.
STOCK ARCHETYPE
Branded Consumer GoodsVolume (units sold) x Average Selling Price (ASP) Mix shift towards the higher-margin Helly Hansen brand and DTC channel, coupled with cost efficiencies from the 'Project Jeanius' transformation initiative.
INVESTMENT THESIS
Evidence suggests the strategic shift is creating a stronger growth profile, despite near-term financial complexity.
- Wrangler achieved its 16th consecutive quarter of market share gains.
- Helly Hansen grew 16% on a pro forma basis in its most recent quarter.
- Inventory growth of 4.6% is well below revenue growth of 45%.
- A new $750 million share repurchase program was announced in May 2026.
PRIMARY RISK
The divestiture of the Lee brand creates significant execution risk and has already triggered a material reduction in the company's profit outlook for 2026.
- Full-year 2026 adjusted operating income guidance was lowered by 18.6%.
- The company must absorb $40 million in unmitigated costs from the Lee business.
- Operating expenses grew 41% year-over-year, outpacing revenue growth of 31%.
- Net debt is 2.81 times trailing-twelve-month EBITDA.
| KPI | Status | Rationale |
|---|---|---|
| Wrangler Brand Global Revenue Growth | 4.6% year-over-year growth in 2026 - Accelerating | Wrangler's growth has shown consistent acceleration over the last three quarters. Management commentary highlights broad-based strength, particularly in the U.S. wholesale channel and categories like Western, outdoor, and female apparel. |
| Helly Hansen Brand Global Revenue Growth | 16% year-over-year pro forma growth in Q1 2026 - Accelerating | Helly Hansen, acquired in May 2025, is positioned as the company's primary growth engine. The latest quarter's 16% pro forma growth represents a significant step-up. Management noted strong sell-through, clean retail inventories, and healthy order books. |
| Wrangler Market Share Gains | 16th consecutive quarter of market share gains (Q1 2026) | Signals the sustained brand momentum and competitive strength of the Wrangler brand in its core men's and women's bottoms business. |
| Inventory vs. Revenue Growth Divergence | -40.4 percentage points (Q2 2026 (latest quarter ended 6/30/2026)) | This metric, showing inventory growth (4.6%) far below revenue growth (45%), indicates strong inventory management and robust demand, reducing the risk of markdowns and margin pressure. |
Brand Momentum vs. Restructuring Drag
BULL VIEW
The underlying strength, with Wrangler gaining share for 16 straight quarters and Helly Hansen growing 16%, will power through the temporary financial drag of the Lee divestiture.
CORE TENSION
Can accelerating growth at core brands offset the $40 million in stranded costs that prompted a negative market reaction to the last earnings report?
PREVAILING SENTIMENT
The latest evidence favors the bull case on operations but the bear case on near-term financials. Momentum in the core business is confirmed, but so is the financial headwind.
BEAR VIEW
The $40 million in stranded costs and 18.6% cut to operating income guidance are the first signs that the complexity of the transformation will destroy value.
| Timeline | Event & Metric To Watch |
|---|---|
Wednesday, August 12, 2026 | Lee Divestiture Stranded Costs Watch: Updates on stranded costs exceeding the guided $40 million annual run-rate in the Q2 earnings report. |
Wednesday, August 12, 2026 | Second Quarter Earnings Report Watch: The company will release its second quarter 2026 financial results on August 12, 2026. |
8/24/2026 | Peer PVH Earnings Report Watch: Peer company PVH is scheduled to report earnings. |
8/31/2026 | Peer AEO Earnings Report Watch: Peer company American Eagle Outfitters is scheduled to report earnings. |
September 2, 2026 | Helly Hansen Integration Update Watch: Any negative revisions to synergy targets, growth outlook, or disclosure of unexpected integration costs during the investor day. |
September 2, 2026 | Helly Hansen Investor Day Watch: The company will host an investor day focused on the Helly Hansen brand in Oslo, Norway. |
September 18, 2026 | Quarterly Dividend Payment Watch: A regular quarterly cash dividend of $0.53 per share will be payable to shareholders. |
September 2026 | Term Loan Repayments Commence Watch: Quarterly principal repayment installments of $4.4 million are scheduled to begin for the Term Loan A-1 facility. |
10/7/2026 | Peer Read-Through on Denim Demand Watch: LEVI's commentary on wholesale inventory levels, consumer spending on apparel, and denim category trends. |
11/2/2026 | Next Quarterly Earnings Report Watch: The next scheduled earnings report for Kontoor Brands is dated November 2, 2026. |
| Date | Event | Stock Impact |
|---|---|---|
2026-07-24 | Quarterly Dividend Declared Details: The Board of Directors declared a regular quarterly cash dividend of $0.53 per share, payable on September 18, 2026. | +2.9% $83.37 -> $85.78 |
2026-07-22 | New Director Elected to Board Details: On July 22, 2026, the company announced that Tom Waldron was elected to its Board of Directors, increasing the board size from six to seven directors. | -2.3% $85.30 -> $83.37 |
2026-06-02 | Positive Commentary on Lee Divestment Details: Press reports in early June indicated the divestment of the Lee brand, valued at up to $1 billion, was viewed positively as it would allow focus on higher-growth brands. | -4.8% $71.01 -> $67.63 |
2026-05-07 | New Share Repurchase Program Details: Concurrent with its Q1 earnings on May 7, 2026, the company announced a new $750 million share repurchase program, replacing its prior authorization. | -1.7% $74.37 -> $73.09 |
2026-05-07 | Major Strategic Shift Announced Details: On May 7, 2026, the company announced plans to divest the Lee brand, raised its full-year revenue and Adjusted EPS guidance, but lowered its Adjusted Operating Income guidance by 18.6%. | -1.7% $74.37 -> $73.09 |
2026-03-03 | Strong Q4 Results and Stock Reaction Details: The company reported fourth quarter and full year 2025 results on March 3, 2026. The stock had a two-day positive reaction of 20.0%. | +20.4% $63.86 -> $76.90 |
2026-01-22 | Negative Analyst Note Published Details: An analyst note assigned a sell rating, citing a stretched balance sheet following the Helly Hansen acquisition and weak organic growth at core brands. | -3.8% $59.21 -> $56.98 |
Position Sizing
4% - 6%
NORMAL POSITION
Sizing is volatility-based: KTB trades at roughly 43% annualized options-implied volatility versus about 15% for the S&P 500 (2.9x the market), around the 50th percentile of its own trailing year. A 4% - 6% position keeps a single-name swing of that size within a diversified portfolio's risk budget.
Diversification Alternatives
LEVI - a business partner
Pure-Play Denim Leadera business partner has a stronger brand premium, reflected in its 61.7% gross margin, and a more developed direct-to-consumer business.
VFC - VF Corp
Diversified Outdoor ApparelVF Corp offers broader exposure to the outdoor and performance apparel market through a larger portfolio of brands, including The North Face.
An apparel company executing a strategic pivot, shedding a declining legacy denim brand to fund and focus on its stable cash-cow (Wrangler) and a newly acquired, higher-growth premium outdoor brand (Helly Hansen).
Kontoor Brands is in a transformational phase, divesting the underperforming Lee brand to sharpen its focus on its two core assets. The strategy is to leverage the stable cash flow from the iconic Wrangler brand to support the global expansion of the recently acquired Helly Hansen, aiming for a higher-growth, higher-margin portfolio. The successful execution of this portfolio reshaping is the central pillar of the investment thesis.
Successful completion of the Lee divestiture at a favorable valuation, continued market share gains for Wrangler, accelerated growth for Helly Hansen in the U.S., and effective deployment of divestiture proceeds into share buybacks or debt reduction.
A failure to sell Lee or a sale at a low valuation, a slowdown in Wrangler's momentum, underperformance or integration issues with Helly Hansen, or an inability to mitigate stranded costs post-divestiture.
Quarter-to-quarter volatility in wholesale channel shipments, general macroeconomic commentary on consumer spending.
Repricing Catalyst
The planned divestiture of the Lee brand, announced in May 2026, and the subsequent capital allocation, including a new $750 million share repurchase program.
Wrangler
$1.9B TTM (61% of Total)What It Is
Sells denim, apparel, footwear, and accessories rooted in the American Western lifestyle to consumers through wholesale channels (mass merchants, specialty stores) and direct-to-consumer (DTC) channels.
Who Pays & How
Wholesale retailers like Walmart, Target, and Boot Barn, as well as end consumers, pay for Wrangler products. They are chosen for the brand's 79-year heritage, authenticity in the Western lifestyle, and value proposition.
Competition
Helly Hansen
$460M TTM (15% of Total)What It Is
Sells technical outdoor and workwear apparel, footwear, and accessories to consumers through wholesale (outdoor/sporting goods stores, specialty retailers) and DTC channels.
Who Pays & How
Wholesale customers like REI and Vail Resorts, as well as end consumers, pay for Helly Hansen products. They are chosen for the brand's 149-year history of developing professional-grade, innovative products for demanding outdoor and work environments.
Competition
Industry Resources
| Consumer Discretionary Resources |
| Retail Dive |
| Business of Fashion (BoF) |
| WWD (Women's Wear Daily) |
| National Retail Federation (NRF) |
| McKinsey & Company - Consumer |
| Mintel Consumer Trends |
| Apparel, Accessories & Luxury Goods Resources |
| Vogue Business |
| Jing Daily |
| Luxury Daily |
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
Prefer one of these to Trefis? Tell us why.