Kontoor Brands vs Warby Parker
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KIRAβs take AI analyst
I put Kontoor Brands and Warby Parker side by side, using each oneβs latest annual report. Here is what stands out:
- Kontoor Brands is the larger business, with $3.2B of revenue in fiscal 2025 against $872M for Warby Parker, about 3.6 times as much.
- Kontoor Brands grew revenue faster (20.9%, against 13.0%).
- Kontoor Brands kept more of each dollar of sales as operating profit (10.7% operating margin, against β0.6%).
- Kontoor Brands turned more of its sales into free cash flow (13.8% FCF margin, against 5.0%).
- Kontoor Brands earned a higher return on the capital invested in it (21.2%, against β3.4%).
Who comes out ahead
Of the 11 measures where higher (or lower) is clearly better, how many each company leads.
Kontoor Brands
KTB
8/11
Revenue growthOperating marginNet marginFCF marginReturn on capitalReturn on equityPiotroski F-scoreShare count change
Warby Parker
WRBY
3/11
5-year growthGross marginNet debt / EBITDA
Side by side
Best in the row
| Latest fiscal year | KTB FY25 | WRBY FY25 |
|---|---|---|
| Size | ||
| Market cap | $4.2B | $3.2B |
| Revenue | $3.2B | $872M |
| Free cash flow | $435M | $43.7M |
| Net income | $228M | $1.6M |
| Growth | ||
| Revenue growth | 20.9% | 13.0% |
| 5-year growth | 8.5% | 17.2% |
| Share count change | β0.4% | 3.9% |
| Profitability | ||
| Gross margin | 45.2% | 54.0% |
| Operating margin | 10.7% | β0.6% |
| Net margin | 7.2% | 0.2% |
| FCF margin | 13.8% | 5.0% |
| Return on capital | 21.2% | β3.4% |
| Return on equity | 47.1% | 0.5% |
| Balance sheet | ||
| Net debt | $1.0B | β$286M |
| Net debt / EBITDA | 2.7x | β6.4x |
| Dividends and buybacks | $141M | $0.0M |
| Valuation & quality | ||
| P/E | 15.8x | β |
| Piotroski F-score | 6 | 4 |
Ten years
Revenue
Operating margin
Free cash flow
Return on capital
Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.