The earnings call highlighted strong growth in licensing revenue, record gross margins, and successful expansion in European e-commerce and B2B outfitters. However, it also reported a decrease in total revenue and a net loss for the quarter, along with challenges in the third-party marketplace business. While there are significant achievements, the financial setbacks suggest a balanced overall performance.

Company Guidance

During the first quarter 2025 earnings call, Lands' End, Inc. provided guidance for the full fiscal year, projecting total revenue between $1.33 to $1.45 billion and GMV (Gross Merchandise Value) growth in the mid to high single digits. The company expects adjusted net income to range from $15 million to $27 million, with adjusted diluted earnings per share between $0.48 to $0.86. Adjusted EBITDA is anticipated to be between $95 million and $107 million. Capital expenditures for the year are estimated at approximately $25 million. The guidance accounts for tariff impacts, with rates at 30% for China and around 10% for the rest of the world, which the company plans to mitigate. The call highlighted strong performance in licensing, with revenues up over 60% year-on-year, and a focus on expanding their brand through strategic partnerships and digital marketing initiatives.

Record Gross Margin Rate

Achieved a record gross margin rate for the quarter at just shy of 51%, 210 basis points greater than last year.

Significant Growth in Licensing Revenue

Licensing revenue increased by over 60% year over year, with new licenses for travel accessories, men's underwear and base layer, and women's intimates.

Expansion in European E-commerce

European e-commerce sales increased 28% year over year, driven by the relaunch of the German and UK websites and marketplace expansion.

Successful B2B Outfitters Performance

B2B outfitters business met revenue and profit objectives, with strong performance in school uniform business and a new partnership with Delta Airlines.

Improved Customer Acquisition and Engagement

Generated nearly 400,000 new SMS marketing subscribers in Q1 and improved customer engagement with a new AI-driven recommendation engine.

Lands' End (LE) Earnings, Revenues Date & History

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LE Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Sep 09, 2025	2025 (Q2)	-0.03 / -	-0.02	―	―	―
Jun 05, 2025	2025 (Q1)	-0.18 / -0.18	-0.2	10.00% (+0.02)	―
Mar 20, 2025	2024 (Q4)	0.57 / 0.57	0.25	128.00% (+0.32)	―
Dec 05, 2024	2024 (Q3)	0.03 / 0.06	-0.11	154.55% (+0.17)	―
Sep 05, 2024	2024 (Q2)	-0.10 / -0.02	-0.25	92.00% (+0.23)	―
Jun 05, 2024	2024 (Q1)	-0.26 / -0.20	-0.05	-300.00% (-0.15)	―
Mar 27, 2024	2023 (Q4)	0.27 / 0.25	-0.1	350.00% (+0.35)	―
Dec 05, 2023	2023 (Q3)	-0.17 / -0.11	-0.14	21.43% (+0.03)	―
Aug 31, 2023	2023 (Q2)	-0.12 / -0.25	-0.07	-257.14% (-0.18)	―
Jun 01, 2023	2023 (Q1)	-0.13 / -0.05	-0.07	28.57% (+0.02)	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

LE Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jun 05, 2025	$7.91	$8.94	+13.02%
Mar 20, 2025	$11.44	$10.16	-11.19%
Dec 05, 2024	$16.09	$14.00	-12.99%
Sep 05, 2024	$15.11	$14.27	-5.56%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.