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Lands' End, Inc (LE)
NASDAQ:LE

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
Material Deleveraging Via WHP TransactionThe $300M IPCo/JV cash proceeds earmarked to repay the ~ $234M term loan materially reduce leverage and interest burden. A structurally stronger balance sheet increases financial flexibility for capex, supply chain investments, and shocks, lowering bankruptcy risk and enabling strategic execution.
Improving Free Cash FlowConsistent positive free cash flow across recent years provides durable internal funding for deleveraging, reinvestment, and shareholder returns. While cash flow has had working-capital volatility, the recent upward trend supports ongoing operational investments and reduces reliance on external financing.
Diversified, Recovering Revenue ChannelsBroad-based channel recovery — e‑commerce, marketplace (Amazon), international, and sticky B2B Outfitters/uniforms — strengthens revenue resilience. Diversified demand drivers and accelerating new‑to‑brand acquisition reduce single‑channel risk and support sustained organic growth over coming quarters.
Bears Say
Volatile Revenue And Thin ProfitabilityRevenue variability and very thin margins mean modest cost or demand shocks can flip results negative. Despite recent recovery, low net margins and uneven returns suggest limited buffer for pricing, cost inflation, or promotional pressure, heightening execution risk for sustainable profitability.
Tariff-related Margin Exposure (IEPA)Ongoing tariff exposure is a structural cost headwind that directly compresses gross margins and can persist across sourcing cycles. Tariffs add unpredictability to product costs and inventory valuation, constrain pricing power, and force margin tradeoffs or higher promotional activity to protect volume.
Strategic Shift To IP JV Limits Control/upsideContributing core brand IP to a WHP‑controlled JV creates an asset‑light model but cedes governance and direct control of brand strategy. Long‑term royalty licensing can limit margin capture and strategic flexibility, making Lands' End more dependent on a partner's execution and monetization choices.

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 $418.22M.
      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 74 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 30,551,067 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

                    1.66%7.74%5.60%77.95%
                    5.60% Other Institutional Investors
                    77.95% Public Companies and
                    Individual Investors
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