KMD Brands (ASX:KMD): Rip Curl, Kathmandu and Oboz FY26 Results Date and Shareholder Activity

Sonal Goyal

15 September 2026 12:04 AM AEST

KMD Brands (ASX:KMD): Rip Curl, Kathmandu and Oboz FY26 Results Date and Shareholder Activity

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A company that owns Rip Curl, Kathmandu and Oboz is the kind of mismatch that keeps a name on watchlists. KMD Brands (ASX:KMD) has been through a prolonged period of investor caution. The immediate reason to pay attention is timing. The company has confirmed it will report full-year results for the 12 months to 31 July 2026 on 23 September 2026, giving investors a dated checkpoint rather than speculation.

Company Overview

KMD Brands describes itself as a global outdoor, lifestyle and sports company built on three brands. Kathmandu is the Australasian outdoor apparel and equipment retailer; Rip Curl is the surf brand, sold through retail, wholesale and licensing across Australia, North America, Europe and Asia; and Oboz is a United States hiking footwear business. The group is headquartered in Christchurch, New Zealand, listed on the ASX on 13 November 2009, and trades across owned stores, wholesale accounts and online channels.

On 3 September 2026 KMD Brands set the FY26 results release date as Wednesday 23 September 2026, covering the year ended 31 July 2026, with an investor and analyst briefing at 8:30am AEDT and a webcast to be posted on the investor website afterwards. Six days later the company published its governance calendar. The annual shareholders meeting will be held on Wednesday 25 November 2026 at 10:00am New Zealand time in Auckland, with nominations for election as a director closing at 5:00pm New Zealand time on Friday 25 September 2026.

Ownership disclosures have dominated the recent announcement flow. New Zealand Superannuation Fund Nominees lodged substantial holder notices on 21 August and 7 September 2026, and a separate becoming-a-substantial-holder notice was filed on 7 September 2026. Filings of this kind do not change the operating business, but they show institutional positions shifting in the weeks before a result.

Financial and Operational Position

Verified current-year figures are not yet public, which is the central point for anyone assessing the stock this month. Recent third-party data for the year ended 31 July 2024 shows group Revenue of about NZ$1,103 million, Gross Profit near NZ$576 million and a net loss of roughly NZ$49.8 million, with a Goodwill Impairment weighing on subsequent reporting periods.

Dividends per share are nil, with no current broker consensus coverage and performance well behind the S&P/ASX 200 over the 12 months to 11 September 2026. The FY26 accounts due on 23 September 2026 will be the first audited read on trading, margins and Balance Sheet position for the year just ended.

What Investors May Watch Next

The 23 September result is the dominant near-term event: sales by brand, gross margin, inventory, net Debt and whether any distribution is declared. The 25 September director nomination deadline and the 25 November annual shareholders meeting follow. Further substantial holder notices could also indicate how larger shareholders are positioning.

Risks

Discretionary apparel and outdoor retail remains exposed to consumer spending, weather and promotional intensity. Earnings are spread across New Zealand, Australian, North American and European markets, so currency movements affect reported results. Prior goodwill impairment points to carrying-value risk on acquired brands.

Key Takeaways

KMD Brands enters late September 2026 with a clear calendar rather than a clear answer. A portfolio of established global brands sits behind a Market Value of roughly A$111 million, and that gap is the reason the name keeps appearing on watchlists. Whether it proves to be a September 2026 stock to watch may hinge on what the FY26 accounts show on 23 September, and on the detail management provides at the briefing that follows.

FAQs

Q: What is the ASX ticker for KMD Brands Limited?

A: KMD Brands Limited trades under the ticker (ASX:KMD).

Q: Why is KMD Brands Limited in focus?

A: The article explains the company developments, operating context and key factors relevant to its current ASX profile.

Q: What should readers monitor next for KMD Brands Limited?

A: Readers can monitor company announcements, operational updates and financial disclosures for further developments.

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