Lands' End (LE) AI Stock Analysis

• Market Cap: $275.15M
• Dividend Yield: N/A
• Average Volume (3M): 157.21K
• Price to Earnings (P/E): 44.5
• Beta (1Y): 0.89
• Revenue Growth: -7.44%
• EPS Growth: N/A
• Country: US
• Employees: 2,432
• Sector: Consumer Cyclical
• Sector Strength: 64
• Industry: Specialty Retail
• EPS (TTM): 0.20
• Shares Outstanding: 30,881,428
• 10 Day Avg. Volume: 180,867
• 30 Day Avg. Volume: 157,213
• PEG Ratio: N/A
• Price to Book (P/B): N/A
• Price to Sales (P/S): 0.22
• Price to Cash Flow (P/CF): -4.60
• P/FCF Ratio: 0.00
• Enterprise Value/Market Cap: N/A
• Enterprise Value/Revenue: N/A
• Enterprise Value/Gross Profit: N/A
• Enterprise Value/Ebitda: N/A
• 1Y Price Target: $15.00
• Price Target Upside: 68.35% Upside
• Rating Consensus: Moderate Buy
• Number of Analyst Covering: 2

Lands' End's overall score reflects mixed financial performance with operational improvements but significant revenue declines. Weak technical indicators and high valuation limit its attractiveness. Positive corporate events and strategic initiatives are overshadowed by market challenges.

Lands' End Business Overview & Revenue Model

Company Description

Lands' End (LE) is a classic American lifestyle brand that specializes in high-quality apparel and home products. Established in 1963, the company offers a wide range of clothing and accessories for men, women, and children, as well as footwear and home décor items. Known for its commitment to quality, value, and exceptional customer service, Lands' End operates through multiple channels, including e-commerce, direct mail, and retail stores, to cater to a diverse customer base.

How the Company Makes Money

Lands' End generates revenue primarily through the sale of its clothing, footwear, and home products. The company's revenue streams are diversified across its e-commerce platform, direct mail catalogs, and physical retail locations. A significant portion of Lands' End's sales comes from its online business, which allows customers to shop from a wide selection of products. Additionally, the company engages in partnerships with other retailers to expand its reach and increase brand visibility. Factors contributing to Lands' End's earnings include its focus on high-quality, classic designs, strong customer loyalty, and an efficient supply chain that helps manage inventory and reduce costs.

Lands' End Financial Statement Overview

Summary

Lands' End faces challenges with fluctuating profit margins and revenue declines. However, improvements in EBIT and EBITDA margins and positive cash flow generation provide some stability. The balance sheet shows high leverage but with recent improvement.

Income Statement

The gross profit margin and net profit margin have seen significant fluctuations, with a concerning negative gross profit in the latest period. Revenue has declined year-over-year, indicating potential challenges in sales growth. However, the company showed improvement in EBIT and EBITDA margins in the most recent year, suggesting some operational efficiencies.

Balance Sheet

The debt-to-equity ratio has improved, reflecting a reduction in leverage, but remains relatively high. Stockholders' equity has decreased over time, impacting the equity ratio negatively. The return on equity has also been volatile, indicating inconsistent profitability.

Cash Flow

Operating cash flow has been positive, with a notable recovery in the latest period. The free cash flow growth rate is positive, suggesting better cash management. However, the operating cash flow to net income ratio indicates potential profitability issues as operating cash flow exceeds net income.

Breakdown
TTM	Mar 2025	Mar 2024	Mar 2023	Mar 2022	Mar 2021
Income Statement		Total Revenue
1.44B	7.14M	1.47B	1.56B	1.64B	1.43B
	Gross Profit
637.38M	-702.45M	625.53M	593.77M	691.46M	605.85M
	EBIT
22.08M	50.96M	-77.52M	24.73M	79.79M	41.14M
	EBITDA
51.53M	84.71M	-45.06M	66.92M	119.58M	77.69M
	Net Income Common Stockholders
-20.91M	6.23M	-130.68M	-12.53M	33.37M	10.84M
Balance Sheet		Cash, Cash Equivalents and Short-Term Investments
16.33M	16.18M	25.31M	39.56M	34.30M	33.93M
	Total Assets
1.30B	765.48M	811.48M	1.08B	1.04B	1.05B
	Total Debt
0.00	37.54M	278.15M	373.76M	286.57M	327.38M
	Net Debt
-16.33M	21.36M	252.83M	334.21M	252.27M	293.44M
	Total Liabilities
244.43M	526.26M	569.89M	701.40M	629.94M	675.80M
	Stockholders Equity
858.98M	239.22M	241.59M	380.75M	406.70M	369.70M
Cash Flow		Free Cash Flow
53.16M	15.37M	95.65M	-68.17M	45.33M	61.48M
	Operating Cash Flow
81.69M	53.14M	130.56M	-36.37M	70.57M	91.63M
	Investing Cash Flow
-28.50M	-35.04M	-34.91M	-29.84M	-25.24M	-30.15M
	Financing Cash Flow
-59.34M	-26.59M	-110.11M	73.46M	-45.09M	-103.08M

Lands' End Technical Analysis

• Technical Analysis Sentiment: Negative
• Last Price: 8.91
• 50DMA: Negative
• 100DMA: Negative
• 200DMA: Negative
• MACD: Positive
• RSI: Neutral
• STOCH: Neutral

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For LE, the sentiment is Negative. The current price of 8.91 is below the 20-day moving average (MA) of 10.12, below the 50-day MA of 10.98, and below the 200-day MA of 14.20, indicating a bearish trend. The MACD of -0.35 indicates Positive momentum. The RSI at 44.29 is Neutral, neither overbought nor oversold. The STOCH value of 31.25 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for LE.

Lands' End Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
HZO	69 Neutral	$428.26M	7.92	5.75%	―	-1.73%	-40.39%
Sector *	59 Neutral	$11.48B	10.33	-0.84%	4.02%	1.25%	-16.06%
FLWS	53 Neutral	$335.81M	―	-1.52%	―	-7.84%	88.34%
LE	50 Neutral	$275.15M	44.46	2.59%	―	-7.44%	―
BNED	50 Neutral	$295.93M	―	-36.88%	―	1.38%	63.65%
JMIA	46 Neutral	$251.05M	―	-127.01%	―	-15.87%	―
LOGC	34 Underperform	$173.41M	―	-40.76%	―	-84.75%	77.25%

Lands' End Corporate Events

Lands’ End Secures Key Executives with Retention Agreements

On April 7, 2025, Lands’ End, Inc. entered into retention agreements with key executives, including CEO Andrew J. McLean, CFO Bernard McCracken, and President Peter L. Gray, to ensure their continued employment through a potential change in control or until September 7, 2025. These agreements, which include significant cash payments, are designed to maintain leadership stability and potentially enhance the company’s strategic positioning during a period of transition.

Spark’s Take on LE Stock

According to Spark, TipRanks’ AI Analyst, LE is a Neutral.

Lands’ End’s overall score reflects mixed financial performance with operational improvements but significant revenue declines. Weak technical indicators and high valuation limit its attractiveness. Positive corporate events and strategic initiatives are overshadowed by market challenges.

To see Spark’s full report on LE stock, click here.

Lands’ End Updates CFO Severance Agreement

On March 11, 2025, Lands’ End, Inc. and its Chief Financial Officer, Bernard McCracken, entered into an Amended and Restated Executive Severance Agreement. This agreement outlines the terms of severance if Mr. McCracken’s employment is terminated without cause or for good reason, including financial compensation, health insurance continuation, and outplacement services. It also includes non-competition, non-solicitation, non-disparagement, and confidentiality covenants, impacting the company’s operational continuity and executive management stability.

Lands’ End Expands Board, Appoints New Director

On January 22, 2025, Lands’ End, Inc. expanded its Board of Directors from six to seven members by appointing Gordon Hartogensis. This strategic move involves Mr. Hartogensis joining both the Compensation Committee and the Audit Committee, aligning with the company’s governance policies, and suggests a strengthening of its leadership team to potentially enhance oversight and strategic decision-making within the company.

Lands’ End Highlights Growth Strategies at ICR Conference

Lands’ End is participating in the 27th Annual ICR Conference, where it will present its investor presentation focused on strategies for growth and value creation. The company is emphasizing its strategic priorities such as brand building, customer base expansion, and enhanced profitability through a digitally-native and data-driven approach. The announcement highlights Lands’ End’s plans to leverage its strengths, streamline operations, and drive higher quality sales, which are expected to positively impact its market positioning and stakeholder interests.