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Apr 03, 2021

Kontoor Brands Q1 2021 Earnings Report

Kontoor Brands' Q1 2021 results exceeded expectations with revenue growth across regions, channels, and categories, driven by strategic investments and structural margin gains.

Key Takeaways

Kontoor Brands reported strong first-quarter 2021 results, with revenue increasing 29 percent to $652 million and adjusted EPS of $1.43. The company raised its fiscal 2021 outlook, expecting revenue to increase in the low-teens range and adjusted EPS to be in the range of $3.70 to $3.80.

Reported EPS was $1.09, and adjusted EPS was $1.43.

Reported revenue increased 29 percent year-over-year to $652 million.

Gross margin increased 830 basis points to 46.1 percent compared to the prior year.

The company raised its fiscal 2021 guidance for adjusted EPS to $3.70 to $3.80.

Total Revenue
$652M
Previous year: $504M
+29.2%
EPS
$1.43
Previous year: $0.27
+429.6%
Operating Margin
18.3%
Cash and Equivalents
$230M
Previous year: $479M
-52.1%

Kontoor Brands

Kontoor Brands

Kontoor Brands Revenue by Segment

Kontoor Brands Revenue by Geographic Location

Forward Guidance

The Company is raising its 2021 Fiscal Outlook. Revenue is now expected to increase in the low-teens range over 2020. Adjusted EPS is now expected to be in the range of $3.70 to $3.80.

Positive Outlook

  • Revenue is now expected to increase in the low-teens range over 2020.
  • Gross Margin is now expected to increase by 230 to 270 basis points.
  • SG&A investments will continue to be made in brands and capabilities.
  • Adjusted EPS is now expected to be in the range of $3.70 to $3.80.
  • Capital Expenditures are expected to be in the range of $40 million to $50 million.

Challenges Ahead

  • Impacts from the COVID-19 pandemic and macroeconomic factors remain uncertain.
  • ERP implementation will have timing impacts on quarterly revenue and profitability.
  • Includes a mid-single digit impact from the VF Outlet actions and India business model change.
  • An effective tax rate of approximately 22 percent is expected for 2021.
  • Interest expense is expected to be approximately $40 million to $45 million in 2021.