Lands' End (LE) AI Stock Analysis

• Market Cap: $346.17M
• Dividend Yield: N/A
• Average Volume (3M): 643.05K
• Price to Earnings (P/E): 81.9
• Beta (1Y): 0.89
• Revenue Growth: -7.58%
• EPS Growth: N/A
• Country: US
• Employees: 2,432
• Sector: Consumer Cyclical
• Sector Strength: 57
• Industry: Specialty Retail
• EPS (TTM): -0.18
• Shares Outstanding: 30,472,712
• 10 Day Avg. Volume: 561,545
• 30 Day Avg. Volume: 643,053
• PEG Ratio: -2.22
• Price to Book (P/B): 1.42
• Price to Sales (P/S): 0.00
• P/FCF Ratio: 18.77
• Enterprise Value/Market Cap: 1.74
• Enterprise Value/Revenue: 0.11
• Enterprise Value/Gross Profit: 0.93
• Enterprise Value/Ebitda: 3.80
• 1Y Price Target: $9.00
• Price Target Upside: -20.14% Downside
• Rating Consensus: Hold
• Number of Analyst Covering: 1

• Rating: 54 Neutral
• Price Target: $12.00 ▲(6.48%Upside)

The overall score is primarily impacted by weak financial performance and overvaluation concerns. While there are positive technical indicators and recent corporate governance improvements, the financial risks and lack of profitability weigh heavily on the stock.

Lands' End Business Overview & Revenue Model

Company Description

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.

How the Company Makes Money

Lands' End generates revenue primarily through the sale of its apparel and home products across various channels. The company capitalizes on its strong e-commerce presence, allowing customers to shop online, which is a significant source of its sales. Additionally, Lands' End maintains a direct mail catalog business that reaches a broad customer base, driving additional purchases. Retail partnerships, such as those with major department stores, also contribute to its revenue streams by expanding its physical retail presence. Lands' End's focus on product quality and customer loyalty programs further enhance its ability to generate repeat business, thereby supporting its overall earnings.

Lands' End Financial Statement Overview

Summary

Lands' End faces challenges with declining revenues and profitability. The company shows some improvements in cost control and cash generation, but high leverage and low profit margins are significant concerns.

Income Statement

Lands' End shows a declining gross profit margin, moving from 42.3% to 48.3% in TTM (Trailing-Twelve-Months), indicating some cost control improvements. However, net profit margin remains low at 0.3% in the TTM. Revenue has decreased over the past few years, from $1.64 billion in 2022 to $1.34 billion in TTM, reflecting challenges in maintaining sales growth. The EBIT and EBITDA margins are stable but low, indicating limited profitability.

Balance Sheet

The company's debt-to-equity ratio has increased, standing at 1.30 in TTM, indicating rising leverage which could pose financial risks. Return on Equity (ROE) improved from negative to 1.9% in TTM, reflecting slight profitability recovery. However, the equity ratio decreased from 39.2% to 30.3%, signaling a higher reliance on debt financing.

Cash Flow

Free cash flow has shown positive growth, from $61.5 million in 2021 to $17.2 million TTM, indicating some recovery in cash generation despite the challenges. Operating cash flow to net income ratio is high at 12.8, suggesting strong cash generation relative to net income. However, declining operational cash flow from the previous year signals potential cash flow issues.

Breakdown	TTM	Mar 2025	Mar 2024	Mar 2023	Mar 2022	Mar 2021
Income Statement
Total Revenue	1.34B	1.36B	1.47B	1.56B	1.64B	1.43B
Gross Profit	647.09M	653.35M	625.53M	593.77M	691.46M	605.85M
EBITDA	79.31M	84.71M	-45.06M	66.92M	119.58M	77.69M
Net Income	4.41M	6.23M	-130.68M	-12.53M	33.37M	10.84M
Balance Sheet
Total Assets	760.50M	765.48M	811.48M	1.08B	1.04B	1.05B
Cash, Cash Equivalents and Short-Term Investments	18.14M	16.18M	25.31M	39.56M	34.30M	33.93M
Total Debt	298.62M	262.43M	278.15M	373.76M	286.57M	327.38M
Total Liabilities	530.36M	526.26M	569.89M	701.40M	629.94M	675.80M
Stockholders Equity	230.14M	239.22M	241.59M	380.75M	406.70M	369.70M
Cash Flow
Free Cash Flow	17.18M	15.37M	95.65M	-68.17M	45.33M	61.48M
Operating Cash Flow	56.49M	53.14M	130.56M	-36.37M	70.57M	91.63M
Investing Cash Flow	-36.59M	-35.04M	-34.91M	-29.84M	-25.24M	-30.15M
Financing Cash Flow	-29.13M	-26.59M	-110.11M	73.46M	-45.09M	-103.08M

Lands' End Technical Analysis

• Technical Analysis Sentiment: Positive
• Last Price: 11.27
• 50DMA: Positive
• 100DMA: Positive
• 200DMA: Negative
• MACD: Negative
• RSI: Neutral
• STOCH: Neutral

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For LE, the sentiment is Positive. The current price of 11.27 is above the 20-day moving average (MA) of 10.26, above the 50-day MA of 9.32, and below the 200-day MA of 12.41, indicating a neutral trend. The MACD of 0.67 indicates Negative momentum. The RSI at 64.74 is Neutral, neither overbought nor oversold. The STOCH value of 39.38 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for LE.

Lands' End Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
HZO	71 Outperform	$575.92M	11.06	5.91%	―	-0.24%	-10.33%
Sector *	67 Neutral	¥252.05B	13.25	6.48%	2.75%	5.05%	-11.93%
LE	54 Neutral	$346.17M	81.90	1.90%	―	-7.58%	―
JMIA	53 Neutral	$518.02M	―	-134.38%	―	-23.23%	―
BNED	50 Neutral	$385.49M	―	-36.88%	―	1.38%	63.65%
FLWS	48 Neutral	$355.96M	―	-42.08%	―	-8.53%	-2070.29%
LOGC	41 Neutral	$199.85M	―	-14.89%	―	-84.75%	77.25%

Lands' End Corporate Events

Lands’ End Appoints New Board Members at Annual Meeting

On May 21, 2025, Lands’ End, Inc. held its Annual Meeting of Stockholders where several key decisions were made. The election of directors resulted in the appointment of Robert Galvin, Gordon Hartogensis, Elizabeth Leykum, Josephine Linden, John T. McClain, Andrew J. McLean, and Alicia Parker to the Board of Directors. Additionally, stockholders approved the compensation of the company’s named executive officers and ratified the appointment of Deloitte & Touche LLP as the independent registered public accounting firm for fiscal year 2025. These decisions are expected to influence the company’s governance and financial oversight positively.

The most recent analyst rating on (LE) stock is a Hold with a $15.00 price target. To see the full list of analyst forecasts on Lands’ End stock, see the LE Stock Forecast page.

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.