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Lands' End, Inc (LE)
NASDAQ:LE
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Lands' End (LE) Price & Analysis

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LE Stock Chart & Stats

$15.95
-$0.49(-3.66%)
At close: 4:00 PM EST
$15.95
-$0.49(-3.66%)

Bulls Say, Bears Say

Bulls Say
Deleveraged Balance SheetThe WHP JV proceeds that retire the term loan materially cut leverage and interest costs, improving liquidity and financial flexibility. Lower fixed financing charges reduces bankruptcy risk, enables strategic investments or buybacks, and gives management runway to execute multi‑year growth initiatives.
Stronger Cash GenerationConsistent operating cash generation and a marked FCF increase in 2026 strengthen the firm’s ability to self-fund inventories, marketing, and capex without recurring reliance on expensive debt. Over months, solid FCF supports disciplined capital allocation and resilience against cyclical revenue swings.
Returning Top‑Line Momentum & Customer AddsA return to revenue growth alongside EBITDA improvement and accelerated new‑customer acquisition signals durable operational traction. When sustained, higher customer intake and modest margin recovery can compound revenue base, diversify channel mix, and improve lifetime value over a multi‑quarter horizon.
Bears Say
Volatile Revenue & Thin MarginsPersistently low margins and revenue variability leave earnings highly sensitive to modest cost or demand shocks. Thin operating leverage constrains reinvestment capacity and makes multi‑period planning riskier, meaning profitability could quickly reverse without sustained top‑line or gross‑margin improvement.
Tariff ExposureMaterial tariff impacts create structural cost volatility across sourcing and inventory valuation. Persistent or reintroduced tariffs raise COGS and compress gross margins, forcing either sustained higher prices (hurting demand) or margin erosion, which undermines multi‑period margin sustainability and supply‑chain predictability.
Marketplace Concentration RiskHeavy exposure to large marketplaces centralizes customer acquisition but transfers pricing, promotional, and customer‑data control to platforms. Changes in platform algorithms, fees, or policies can materially affect sales and margins over several quarters, limiting Lands’ End’s direct customer economics and strategic autonomy.

Lands' End News

LE FAQ

What was Lands' End, Inc’s price range in the past 12 months?
Lands' End, Inc lowest stock price was $7.65 and its highest was $20.04 in the past 12 months.
    What is Lands' End, Inc’s market cap?
    Lands' End, Inc’s market cap is $345.34M.
      When is Lands' End, Inc’s upcoming earnings report date?
      Lands' End, Inc’s upcoming earnings report date is Jun 10, 2026 which is in 33 days.
        How were Lands' End, Inc’s earnings last quarter?
        Lands' End, Inc released its earnings results on Mar 19, 2026. The company reported $0.76 earnings per share for the quarter, missing the consensus estimate of $0.78 by -$0.02.
          Is Lands' End, Inc overvalued?
          According to Wall Street analysts Lands' End, Inc’s price is currently Overvalued. Get more investment ideas with TipRanks Premium
            Does Lands' End, Inc pay dividends?
            Lands' End, Inc does not currently pay dividends.
            What is Lands' End, Inc’s EPS estimate?
            Lands' End, Inc’s EPS estimate is -0.2.
              How many shares outstanding does Lands' End, Inc have?
              Lands' End, Inc has 30,751,337 shares outstanding.
                What happened to Lands' End, Inc’s price movement after its last earnings report?
                Lands' End, Inc reported an EPS of $0.76 in its last earnings report, missing expectations of $0.78. Following the earnings report the stock price went up 1.329%.
                  Which hedge fund is a major shareholder of Lands' End, Inc?
                  Currently, no hedge funds are holding shares in LE
                  What is the TipRanks Smart Score and how is it calculated?
                  Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                    Company Description

                    Lands' End, Inc

                    Lands' End, Inc. operates as a uni-channel retailer of casual clothing, accessories, footwear, and home products in the United States, Europe, Asia, and internationally. It operates through U.S. eCommerce, Europe eCommerce, Japan eCommerce, Outfitters, Third Party, and Retail segments. The company sells its products online through e-commerce, company operated stores, as well as through third party distribution channels under the Lands' End, Let's Get Comfy, Lands' End Lighthouse, Square Rigger, Squall, Super-T, Drifter, Outrigger, Marinac, Beach Living, as well as Supima, No-Gape, Starfish, Iron Knees, Hyde Park, Year' Rounder, ClassMate, Willis & Geiger, and ThermaCheck brands. As of January 28, 2022, it operated 30 stores. Lands' End, Inc. was founded in 1963 and is headquartered in Dodgeville, Wisconsin.

                    Lands' End (LE) Earnings & Revenues

                    LE Earnings Call

                    Q4 2026
                    0:00 / 0:00
                    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.View all LE earnings summaries
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                    Ownership Overview

                    53.36%7.34%3.29%28.60%
                    53.36% Insiders
                    3.29% Other Institutional Investors
                    28.60% Public Companies and
                    Individual Investors
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