Lands' End (LE) AI Stock Analysis

• Market Cap: $472.01M
• Dividend Yield: N/A
• Average Volume (3M): 181.87K
• Price to Earnings (P/E): 41.6
• Beta (1Y): 1.25
• Revenue Growth: -8.47%
• EPS Growth: N/A
• Country: US
• Employees: 2,432
• Sector: Consumer Cyclical
• Sector Strength: 84
• Industry: Specialty Retail
• EPS (TTM): 0.21
• Shares Outstanding: 30,551,067
• 10 Day Avg. Volume: 248,202
• 30 Day Avg. Volume: 181,865
• PEG Ratio: -0.59
• Price to Book (P/B): 1.62
• Price to Sales (P/S): 0.29
• P/FCF Ratio: 25.28
• Enterprise Value/Market Cap: 1.64
• Enterprise Value/Revenue: 0.59
• Enterprise Value/Gross Profit: 1.21
• Enterprise Value/Ebitda: 9.72
• 1Y Price Target: N/A
• Price Target Upside: N/A
• Rating Consensus: N/A
• Number of Analyst Covering: 0
• EPS Forecast (FY): 0.72
• Revenue Forecast (FY): $1.36B

• Rating: 53 Neutral
• Price Target: $14.50 ▼(-9.09% Downside)

Lands' End's overall stock score is driven by mixed financial performance and technical indicators suggesting caution. The high P/E ratio indicates overvaluation, while the earnings call provides some optimism with positive guidance and strategic partnerships. The company's ability to address revenue growth challenges and improve cash flow management will be crucial for future performance.

Positive Factors

Gross Margin Expansion

The improvement in gross margin indicates enhanced operational efficiency and pricing power, contributing to long-term profitability.

Third-Party Marketplace Growth

Strong growth in third-party marketplaces expands distribution channels and diversifies revenue streams, supporting sustained growth.

B2B Partnerships

The partnership with Delta Airlines showcases Lands' End's B2B capabilities, enhancing brand visibility and providing stable revenue.

Negative Factors

Revenue Decline

Flat revenue growth indicates challenges in expanding market share and could impact long-term financial performance if not addressed.

European Sales Decline

The decline in European sales reflects macroeconomic pressures and competitive challenges, potentially limiting international growth.

Cash Flow Concerns

Negative cash flow growth suggests liquidity issues, which could constrain investments in growth initiatives and operational flexibility.

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 apparel and home goods, leveraging a direct-to-consumer model that includes e-commerce, catalogs, and physical retail locations. Key revenue streams include seasonal collections, custom clothing options, and branded merchandise. The company also benefits from strategic partnerships, including collaborations with other brands and retailers, which expand its market reach. Additionally, Lands' End emphasizes customer loyalty programs and personalized marketing strategies to enhance sales and repeat purchases, contributing significantly to its overall earnings.

Lands' End Financial Statement Overview

Summary

Lands' End shows a mixed financial performance with strengths in gross profit margins and manageable leverage. However, challenges persist in revenue growth, profitability, and cash flow management. The company needs to improve operational efficiency and cash flow generation to enhance financial stability and growth prospects.

Income Statement

Lands' End shows a mixed performance in its income statement. The TTM (Trailing-Twelve-Months) data indicates a slight decline in revenue and profitability, with a negative revenue growth rate of -1.73%. Gross profit margin remains healthy at 48.54%, but net profit margin is low at 0.46%, indicating challenges in converting sales into profit. Historical data shows fluctuating revenue growth and profitability, with a notable decline in EBIT and EBITDA margins over the years.

Balance Sheet

The balance sheet reflects moderate financial stability. The TTM data shows a low debt-to-equity ratio of 0.16, indicating manageable leverage. However, historical data reveals higher leverage in previous years, with a debt-to-equity ratio peaking at 1.15. Return on equity is modest at 2.61%, suggesting limited efficiency in generating returns from equity. The equity ratio is not provided, but the overall asset management appears stable.

Cash Flow

Cash flow analysis reveals some concerns. The TTM free cash flow growth rate is significantly negative at -69.49%, indicating potential liquidity issues. The operating cash flow to net income ratio is 0.19, suggesting limited cash generation relative to net income. Historical data shows fluctuating free cash flow growth, with a notable decline in recent periods. The company needs to improve cash flow management to ensure long-term sustainability.

Breakdown	TTM	Dec 2024	Dec 2023	Dec 2022	Dec 2021	Dec 2020
Income Statement
Total Revenue	1.32B	1.36B	1.47B	1.56B	1.64B	1.43B
Gross Profit	638.62M	653.35M	625.53M	593.77M	691.46M	605.85M
EBITDA	79.69M	84.71M	-45.06M	63.83M	118.95M	77.69M
Net Income	6.00M	6.23M	-130.68M	-12.53M	33.37M	10.84M
Balance Sheet
Total Assets	800.64M	765.48M	811.48M	1.08B	1.04B	1.05B
Cash, Cash Equivalents and Short-Term Investments	21.25M	16.18M	25.31M	39.56M	34.30M	33.93M
Total Debt	35.59M	262.43M	278.15M	373.76M	292.19M	332.56M
Total Liabilities	575.52M	526.26M	569.89M	701.40M	629.94M	675.80M
Stockholders Equity	225.12M	239.22M	241.59M	380.75M	406.70M	369.70M
Cash Flow
Free Cash Flow	5.24M	15.37M	95.65M	-68.17M	45.33M	61.48M
Operating Cash Flow	48.70M	53.14M	130.56M	-36.37M	70.57M	91.63M
Investing Cash Flow	-40.74M	-35.04M	-34.91M	-29.84M	-25.24M	-30.15M
Financing Cash Flow	-11.41M	-26.59M	-110.11M	73.46M	-45.09M	-103.08M

Lands' End Technical Analysis

• Technical Analysis Sentiment: Positive
• Last Price: 15.95
• 50DMA: Negative
• 100DMA: Positive
• 200DMA: Positive
• 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 Positive. The current price of 15.95 is above the 20-day moving average (MA) of 15.50, above the 50-day MA of 15.62, and above the 200-day MA of 12.33, indicating a neutral trend. The MACD of -0.07 indicates Positive momentum. The RSI at 48.89 is Neutral, neither overbought nor oversold. The STOCH value of 44.11 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
BBW	76 Outperform	$688.07M	11.75	41.18%	1.67%	6.16%	15.74%
BWMX	73 Outperform	$525.79M	10.04	79.76%	8.31%	-7.03%	1.04%
Sector *	61 Neutral	$18.38B	12.79	-2.54%	3.03%	1.52%	-15.83%
ODP	60 Neutral	$836.34M	23.06	0.60%	―	-8.92%	―
LE	53 Neutral	$472.01M	41.58	5.17%	―	-8.47%	―
BNED	50 Neutral	$308.19M	―	―	―	1.38%	63.65%
BBBY	44 Neutral	$435.81M	―	-72.72%	―	-27.23%	62.19%

Lands' End Corporate Events

Lands’ End Earnings Call: Mixed Sentiments and Future Outlook

The recent earnings call for Lands’ End, Inc. revealed a mixed sentiment among stakeholders. While the company celebrated achievements in its B2B segment, licensing, and innovative product lines, it faced challenges with a decline in total revenue, European sales, and an adjusted net loss.

Lands’ End Reports Mixed Q2 2025 Results

Lands’ End, Inc. is a leading digital retailer specializing in solution-based apparel, swimwear, outerwear, accessories, footwear, home products, and uniforms, catering to both individual consumers and businesses through various distribution channels. In its second quarter of 2025, Lands’ End reported a mixed financial performance with a slight increase in gross margin and a reduction in inventory, but a decline in overall net revenue compared to the same period in 2024. The company’s net revenue stood at $294.1 million, marking a 7.3% decrease from the previous year, with notable declines in the U.S. eCommerce and European segments, although the Outfitters and Third Party channels saw revenue growth.