Overview
- Q4 revenue rose 46% to $1.02 billion and full-year revenue reached $3.15 billion, with the Helly Hansen deal adding a 36‑percentage point lift to Q4.
- Wrangler posted Q4 global revenue of $562 million, up 12% on strong direct‑to‑consumer gains, while Lee’s repositioning targets a return to growth in the second half of 2026.
- Helly Hansen generated $475 million from June through December and exceeded initial expectations, including a near‑doubling of revenue in its China joint venture.
- Project Genius is expected to hit full run rate in the first half of 2026, delivering roughly $100 million in gross savings, and inventory fell to $567 million, down $198 million from Q3.
- Kontoor guided 2026 revenue to $3.4–$3.45 billion and flagged tariffs as a gross headwind of over $100 million, or about 160–180 basis points of margin pressure as mitigation actions phase in over 12–18 months.