Lands' End (LED) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date

Jun 10, 2026

TBA (Confirmed)

Period Ending

2026 (Q1)

Consensus EPS Forecast

-0.17

Last Year’s EPS

-0.16

Same Quarter Last Year

Analyst Consensus

―

Based on 0 Analysts Ratings

Earnings Call Summary

Q4 2025

Earnings Call Date:Mar 19, 2026|

% Change Since:

Earnings Call Sentiment|Positive

The call emphasized a clear operational turnaround with returning top-line growth (5% revenue growth), improved profitability (adjusted EBITDA +10%, adjusted net income >100%), accelerated customer acquisition (+20% new-to-brand in Q4), and a strategic $300M WHP transaction expected to eliminate term loan debt and materially reduce interest expense. At the same time, management acknowledged tangible near-term headwinds — notably IEPA tariff impacts on margins, higher SG&A from marketing investments, a still-outstanding term loan until the transaction closes, and limited near-term guidance. On balance, the company presented multiple growth and profitability wins and a transformative balance-sheet solution that outweigh the primarily manageable operational and macro headwinds, positioning Lands' End for accelerated growth and strategic flexibility.

Company Guidance

The company said it is not providing forward financial guidance at this time because of the WHP Global transaction and expects to provide guidance with the Q1 release after the deal closes (anticipated by the end of Q1); it did, however, outline priorities and the financial context: fiscal 2025 revenue was $462 million (+5% vs. 2024) with GMV growth in the low‑ to mid‑single digits (Q4 GMV mid‑single) and Q4 comp growth of 5%, U.S. e‑commerce +5% in Q4, third‑party marketplace revenue +4% (Amazon up double‑digits), Europe Q4 sales +9%, and double‑digit growth in school uniforms and Outfitters; gross profit rose 4% y/y, Q4 gross margin was 45% (down ~30 bps year‑over‑year; excl. unmitigated IEPA tariffs Q4 margin +140 bps to 47%), FY gross margin ~49% (+~80 bps; excl. tariffs ~50%, +~180 bps), adjusted EBITDA was $102 million (+10% YoY; adjusted EBITDA margin ~8%, +90 bps), Q4 adjusted EBITDA $47 million (+9%), Q4 adjusted net income $24 million ($0.76/share) and FY adjusted net income $27 million (+>100%, $0.86/share), inventories were $269 million vs. $265 million a year ago, term loan balance was ~$234 million with zero ABL borrowings, and the WHP deal will deliver $300 million in cash (WHP acquiring a 50% JV stake), expected to be used primarily to repay the term loan (leaving no term loan debt and materially reduced interest expense), alongside a WHP tender offer for ~2.2 million shares at $45 and $9 million remaining on the share repurchase program.

Full-Year Revenue Growth

Total revenue for fiscal 2025 was $462,000,000, an increase of 5% versus fiscal 2024, marking a return to top-line growth.

Quarterly Comparable Sales and GMV Momentum

Q4 delivered 5% comparable sales growth and GMV grew mid-single digits in the quarter, driven by broad-based momentum across owned, licensed, and marketplace businesses.

Adjusted EBITDA and Profitability Improvement

Adjusted EBITDA for fiscal 2025 was $102 million, up 10% year-over-year; Q4 adjusted EBITDA was $47 million, up 9% versus prior year.

Significant Net Income and EPS Improvement

Adjusted net income for fiscal 2025 increased by over 100% to $27 million; adjusted EPS rose by $0.46 to $0.86. Q4 adjusted net income was $24 million, or $0.76 per share.

Customer Acquisition Acceleration

New-to-brand household acquisition surged 20% in Q4 versus prior year (the strongest performance since the pandemic), and the company finished the year with positive new-to-brand growth overall.

Marketplace & Partner Strength (Amazon, Nordstrom)

Third-party marketplace revenue grew ~4% overall, led by double-digit growth at Amazon (Bedford quarter-zip was the #1 pullover on Amazon during Black Friday weekend). Nordstrom delivered strong outerwear results.

International & Channel Recoveries

European e-commerce sales rebounded with a 9% increase in Q4, reversing prior multi-quarter weakness; the school uniform channel sustained double-digit growth, and Outfitters saw strong, sticky B2B traction with new large partners.

Tariff-Adjusted Gross Margin Improvement

For fiscal 2025 gross margin increased ~80 basis points to 49%. Excluding the impact of unmitigated IEPA tariffs, fiscal 2025 gross margin expanded ~180 basis points to 50%, and Q4 gross margin excluding tariffs rose ~140 basis points to 47%.

Balance Sheet & Strategic Transaction with WHP

Announced contribution of IP into a JV with WHP Global for $300 million cash for WHP's 50% stake. Majority of proceeds expected to fully repay the term loan, leaving zero term loan debt, materially reduced interest expense, enhanced liquidity, and expanded strategic flexibility. WHP also launched a tender offer for ~2.2M shares at $45 per share (a substantial premium).

Organizational & Infrastructure Investments

Hired a new Chief Marketing Officer (Sarah Sylvester) to boost brand and growth initiatives; plans to migrate front-end to Shopify and back-end to SAP before peak to support personalization, operational efficiency, and scalability.

Lands' End (DE:LED) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

DE:LED Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Jun 10, 2026	2026 (Q1)	-0.17 / -	-0.156	―	―	―
Mar 19, 2026	2025 (Q4)	0.67 / 0.66	0.493	33.33% (+0.16)	―
Dec 09, 2025	2025 (Q3)	0.15 / 0.18	0.052	250.00% (+0.13)	―
Sep 09, 2025	2025 (Q2)	-0.03 / -0.05	-0.017	-200.00% (-0.03)	―
Jun 05, 2025	2025 (Q1)	-0.16 / -0.16	-0.173	10.00% (+0.02)	―
Mar 20, 2025	2024 (Q4)	0.50 / 0.49	0.216	128.00% (+0.28)	―
Dec 05, 2024	2024 (Q3)	0.03 / 0.05	-0.095	154.55% (+0.15)	―
Sep 05, 2024	2024 (Q2)	-0.09 / -0.02	-0.216	92.00% (+0.20)	―
Jun 05, 2024	2024 (Q1)	-0.23 / -0.17	-0.043	-300.00% (-0.13)	―
Mar 27, 2024	2023 (Q4)	0.23 / 0.22	-0.086	350.00% (+0.30)	―

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

DE:LED Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Mar 19, 2026	€11.70	€11.70	0.00%
Dec 09, 2025	€14.10	€13.60	-3.55%
Sep 09, 2025	€12.20	€11.50	-5.74%
Jun 05, 2025	€7.40	€6.90	-6.76%

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.