Lands' End, Inc (LE)
NASDAQ:LE
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Lands' End
(NASDAQ:LE)
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Rating:62Neutral
Price Target:
$13.00
▼(-18.50% Downside)
Action:Reiterated
Date:06/10/26
The score is anchored by mixed fundamentals: improved profitability and a stronger balance sheet are offset by ongoing revenue contraction and notably weak recent cash flow. The latest earnings call adds support via upbeat guidance, major deleveraging from the WHP JV, and capital return actions, while technicals are mixed (better short-term positioning but still below longer-term averages). Valuation is a key positive due to the extremely low P/E.
Positive Factors
Balance-sheet deleveraging
Closing the WHP JV generated $300M that was used to fully repay the term loan, cutting interest expense from roughly $37M to just over $4M and leaving ABL borrowings low. That materially reduces financial risk, increases liquidity and provides multi-quarter flexibility for capex, buybacks or reinvestment.
Negative Factors
Weak cash generation
Trailing‑twelve‑month operating and free cash flow are negative and free cash flow worsened materially versus the prior period. Persistent cash burn and working‑capital pressure limit the company’s ability to self‑fund growth, share repurchases or absorb shocks without JV distributions or tapping the ABL facility, constraining strategic optionality.
Read all positive and negative factors
Positive Factors
Negative Factors
Balance-sheet deleveraging
Closing the WHP JV generated $300M that was used to fully repay the term loan, cutting interest expense from roughly $37M to just over $4M and leaving ABL borrowings low. That materially reduces financial risk, increases liquidity and provides multi-quarter flexibility for capex, buybacks or reinvestment.
Read all positive factors
Lands' End Key Performance Indicators (KPIs)
Any
Net Revenue by Geography
Highlights revenue distribution across various regions, indicating where Lands' End is performing well and identifying markets with potential growth or risk due to local economic factors.
Highlights revenue distribution across various regions, indicating where Lands' End is performing well and identifying markets with potential growth or risk due to local economic factors.
Data provided by:
The Fly
The FlyLands' End (LE) vs. SPDR S&P 500 ETF (SPY)
Market Cap
$381.49M
Dividend YieldN/A
Average Volume (3M)246.91K
Price to Earnings (P/E)1.1
Beta (1Y)1.36
Revenue Growth-1.93%
EPS Growth7589.97%
CountryUS
Employees2,432
SectorConsumer Cyclical
Sector Strength84
IndustrySpecialty Retail
Share Statistics
EPS (TTM)11.19
Shares Outstanding30,740,868
10 Day Avg. Volume275,248
30 Day Avg. Volume246,906
Financial Highlights & Ratios
PEG Ratio-9.89
Price to Book (P/B)2.23
Price to Sales (P/S)0.41
P/FCF Ratio26.71
Enterprise Value/Market Cap0.98
Enterprise Value/Revenue0.29
Enterprise Value/Gross Profit0.61
Enterprise Value/Ebitda6.06
Forecast
1Y Price TargetN/A
Price Target UpsideN/A
Rating ConsensusN/A
Number of Analyst Covering0
EPS Forecast (FY)0.97
Revenue Forecast (FY)$1.37B
Lands' End Business Overview & Revenue Model
Company Description
Lands' End, Inc. operates as an international retailer utilizing a diverse array of sales channels to offer casual apparel, accessories, footwear, and home merchandise. The company's market presence extends across the United States, Europe, Asia, ...
How the Company Makes Money
Lands' End makes money primarily by designing, sourcing, and selling Lands' End–branded merchandise at a markup over product cost, generating revenue when products are sold through its direct-to-consumer and other channels. The core revenue stream...
Lands' End Earnings Call Summary
Earnings Call Date:Jun 09, 2026
(Q1-2026)
| % Change Since: |
Next Earnings Date:Aug 27, 2026
Earnings Call Sentiment Positive
The call presented a mix of near-term operational and margin headwinds (Q1 revenue down 9%, adjusted EBITDA -$6M, tariff pressure and elevated inventory) driven largely by timing-related distribution center upgrades and structural royalty reclassification. Offsetting these challenges are material strategic positives: a transformative JV with WHP that generated $300M in proceeds used to eliminate the term loan, a $100M share repurchase authorization, early JV license wins expected to deliver >$150M of guaranteed royalties, improved European performance (+15% sales, +70 bps margin), strengthening customer acquisition and digital engagement (social +30%, traffic up mid-teens), and clear guidance for improved profitability (Q2 and full-year adjusted EBITDA growth guidance and multi-year margin targets). Management characterized Q1 headwinds as temporary and expects operational normalization to support revenue and margin recovery. Given the substantial balance-sheet improvement and the multi-layered upside from the JV alongside manageable and addressable short-term issues, the overall tone is constructive and optimistic.Positive Updates
Joint Venture with WHP Global and $300M Proceeds
Completed April 1 JV with WHP Global; Lands' End contributed IP and received $300 million gross proceeds which were used to fully repay the term loan, materially deleveraging the balance sheet and reducing interest expense (recast interest expense from roughly $37M to just over $4M).
Negative Updates
First Quarter Revenue Decline
Total Q1 revenue of $239M, a decline of 9% versus Q1 2025, driven primarily by temporary distribution center/WMS rollout disruptions and deliberate shipment pacing.
Read all updates
Q1-2026 Updates
Positive
Negative
Joint Venture with WHP Global and $300M Proceeds
Completed April 1 JV with WHP Global; Lands' End contributed IP and received $300 million gross proceeds which were used to fully repay the term loan, materially deleveraging the balance sheet and reducing interest expense (recast interest expense from roughly $37M to just over $4M).
Read all positive updates
Company Guidance
Lands' End guided Q2 FY2026 net revenue of $290–$310 million, adjusted EBITDA of $11–$14 million, adjusted net income of $2–$5 million and adjusted diluted EPS of $0.06–$0.16; for full‑year FY2026 it expects net revenue of $1.3–$1.4 billion, adjusted EBITDA of $68–$78 million, adjusted net income of $10–$20 million and adjusted diluted EPS of $0.32–$0.65, and said the full‑year outlook incorporates approximately $40 million of capital expenditures; the company also set three‑year targets of mid‑single‑digit annual revenue growth and adjusted EBITDA margins expanding to the high single digits, and noted guidance reflects tariffs at currently implemented rates.Lands' End Financial Statement Overview
Summary
Income Statement
56
Neutral
Balance Sheet
62
Positive
Cash Flow
33
Negative
| Breakdown | TTM | Jan 2026 | Jan 2025 | Jan 2024 | Jan 2023 | Jan 2022 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 1.31B | 1.34B | 1.36B | 1.47B | 1.56B | 1.64B |
| Gross Profit | 614.73M | 620.00M | 653.35M | 625.53M | 593.77M | 691.46M |
| EBITDA | 61.92M | 74.64M | 84.71M | -45.06M | 63.83M | 118.95M |
| Net Income | 344.46M | 5.51M | 6.23M | -130.68M | -12.53M | 33.37M |
Balance Sheet | ||||||
| Total Assets | 905.70M | 751.07M | 765.48M | 811.48M | 1.08B | 1.04B |
| Cash, Cash Equivalents and Short-Term Investments | 23.12M | 17.69M | 16.18M | 25.31M | 39.56M | 34.30M |
| Total Debt | 17.61M | 245.91M | 262.43M | 278.15M | 373.76M | 292.19M |
| Total Liabilities | 404.58M | 506.77M | 526.26M | 569.89M | 701.40M | 629.94M |
| Stockholders Equity | 501.12M | 244.29M | 239.22M | 241.59M | 380.75M | 406.70M |
Cash Flow | ||||||
| Free Cash Flow | -33.25M | 20.40M | 15.37M | 95.65M | -68.17M | 45.33M |
| Operating Cash Flow | -2.10M | 49.62M | 53.14M | 130.56M | -36.37M | 70.57M |
| Investing Cash Flow | 267.69M | -29.17M | -35.04M | -34.91M | -29.84M | -25.24M |
| Financing Cash Flow | -261.68M | -20.08M | -26.59M | -110.11M | 73.46M | -45.09M |
Lands' End Technical Analysis
Neutral
15.95
Price Trends
11.46
Positive
13.65
Negative
14.45
Negative
Market Momentum
0.19
Negative
57.82
Neutral
83.05
Negative
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For LE, the sentiment is Neutral. The current price of 15.95 is above the 20-day moving average (MA) of 11.64, above the 50-day MA of 11.46, and above the 200-day MA of 14.45, indicating a neutral trend. The MACD of 0.19 indicates Negative momentum. The RSI at 57.82 is Neutral, neither overbought nor oversold. The STOCH value of 83.05 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for LE.
Lands' End Risk Analysis
Lands' End disclosed 33 risk factors in its most recent earnings report. Lands' End reported the most risks in the "Production" category.
Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy
Latest Risks Added 0 New Risks
Lands' End Peers Comparison
UnderperformOutperform
Sector (61)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
66 Neutral | $402.83M | 7.41 | 35.60% | 1.52% | 3.26% | 2.53% | |
66 Neutral | $671.51M | 9.75 | 118.50% | 8.47% | 5.55% | 111.23% | |
62 Neutral | $381.49M | 1.10 | 2.37% | ― | -1.93% | 7589.97% | |
61 Neutral | $18.38B | 12.79 | -2.54% | 3.03% | 1.52% | -15.83% | |
52 Neutral | $434.76M | -6.89 | -32.45% | ― | -14.77% | 79.60% | |
50 Neutral | $381.37M | -39.88 | -3.56% | ― | 10.09% | 99.49% |
* Consumer Cyclical Sector Average
LE
Lands' End
12.33
3.09
33.44%
BBW
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32.51
-19.41
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BBBY
Bed Bath & Beyond
6.10
-0.34
-5.28%
BNED
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11.35
-0.15
-1.30%
BWMX
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18.07
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144.26%
Lands' End Corporate Events
Business Operations and StrategyStock BuybackFinancial Disclosures
Lands’ End Reports Q1 Results, Highlights Strategic Shift
Positive
Jun 9, 2026
On June 9, 2026, Lands’ End reported first-quarter fiscal 2026 results for the period ended May 1, 2026, highlighting an 8.5% year-on-year decline in net revenue to $238.9 million, driven mainly by temporary disruption from U.S. distribution...
Executive/Board ChangesShareholder Meetings
Lands’ End Stockholders Back Board, Pay and Auditor
Positive
May 7, 2026
On May 7, 2026, Lands’ End, Inc. held its 2026 annual meeting of stockholders, at which shareholders elected seven directors, including CEO Andrew J. McLean, to serve until the 2027 annual meeting, reinforcing continuity and stability in the...
Business Operations and StrategyStock BuybackPrivate Placements and Financing
Lands’ End Forms Brand JV, Restructures Capital with WHP
Positive
Apr 1, 2026
On April 1, 2026, Lands’ End and brand manager WHP Global closed a joint venture in which Lands’ End contributed its brand intellectual property and related licensing assets in exchange for $300 million in cash and a 50% interest in th...
Business Operations and StrategyStock Buyback
Lands’ End Authorizes New $100 Million Share Repurchase
Positive
Apr 1, 2026
On April 1, 2026, Lands’ End announced that its board authorized a new share repurchase program allowing the company to buy back up to $100 million of its common stock from April 1, 2026 through March 31, 2029, via open-market purchases, pri...
Business Operations and StrategyExecutive/Board ChangesM&A Transactions
Lands’ End Approves Executive Bonuses Tied to WHP Deal
Neutral
Mar 12, 2026
In connection with its previously announced transaction with WH Topco, L.P. (d/b/a WHP Global), Lands’ End’s board on March 5, 2026, approved transaction success bonuses for executives Andrew J. McLean, Bernard McCracken and Peter L. G...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.