Kontoor Brands Fair Value Estimate Rises to $96.40 After Lee Sale and Q2 Update

Simply Wall St·15 Aug 2026·

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Analyst Textiles, Apparel & Luxury Goods

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Summary · why it matters

Kontoor Brands' fair value estimate has increased from $92.67 to $96.40 following updates related to the Lee divestiture, second-quarter earnings, margin expectations, and longer-term EPS potential into 2027. UBS, BTIG, Wells Fargo, Barclays, and JPMorgan all raised their price targets, with Wells Fargo citing management commentary that referenced EPS of more than $7.00 after the Lee sale, compared with a Street view of less than $6.50. BTIG credited the earnings beat in part to gross margin of 53.8%, above its 50.5% estimate, tied to channel and product mix, pricing, and Project Jeanius initiatives. Goldman Sachs removed Kontoor Brands from its US Conviction List in June 2026 without detailed reasoning. Revenue growth expectations now reflect a 7.66% fall, compared with a prior 6.85% fall, while the net profit margin estimate shifted from 12.71% to 14.54% and the future P/E multiple moved from 19.08x to 17.01x.

Kontoor Brands Inc ▲