Lands' End (LE) AI Stock Analysis

Compare

292 Followers

Top Page

Lands' End

(NASDAQ:LE)

Select Model

Neutral 53 (OpenAI - 4o)

Rating:53Neutral

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 (LE) vs. SPDR S&P 500 ETF (SPY)

Market Cap

$459.18M

Dividend YieldN/A

Average Volume (3M)180.27K

Price to Earnings (P/E)40.4

Beta (1Y)1.21

Revenue Growth-8.47%

EPS GrowthN/A

CountryUS

Employees2,432

SectorConsumer Cyclical

Sector Strength84

IndustrySpecialty Retail

Share Statistics

EPS (TTM)0.21

Shares Outstanding30,551,067

10 Day Avg. Volume128,306

30 Day Avg. Volume180,270

Financial Highlights & Ratios

PEG Ratio-0.59

Price to Book (P/B)1.62

Price to Sales (P/S)0.29

P/FCF Ratio25.28

Enterprise Value/Market Cap0.80

Enterprise Value/Revenue0.28

Enterprise Value/Gross Profit0.58

Enterprise Value/Ebitda4.63

Forecast

1Y Price TargetN/A

Price Target UpsideN/A

Rating ConsensusN/A

Number of Analyst Covering0

EPS Forecast (FY)0.74

Revenue Forecast (FY)$1.35B

Lands' End Business Overview & Revenue Model

Company DescriptionLands' 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 MoneyLands' 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 Key Performance Indicators (KPIs)

Any

Net Revenue by Geography

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.

Chart InsightsLands' End is experiencing significant challenges in Europe and Asia, with European sales declining due to supply chain issues and macroeconomic pressures, and Asian revenue dropping to zero. The U.S. remains a key revenue driver, though recent declines in e-commerce sales are concerning. Despite these hurdles, the company is seeing growth in its B2B and licensing segments, indicating potential areas for future expansion. Management's focus on innovative product lines and improved gross margins suggests strategic efforts to counteract revenue declines.

Data provided by:

The Fly

Lands' End Earnings Call Summary

Earnings Call Date:Dec 09, 2025

(Q3-2025)

% Change Since: |

Next Earnings Date:Mar 18, 2026

Earnings Call Sentiment Positive

The earnings call reflected a strong overall performance with significant gross margin expansion, successful partnerships, and robust growth in third-party marketplaces and school uniforms. However, challenges remain in Europe and in maintaining growth in U.S. e-commerce sales, with overall revenue remaining flat.

Q3-2025 Updates

Positive Updates

Gross Margin Expansion

Record gross margin in the third quarter of nearly 52%, with a 120 basis point improvement from 2024, despite tariff headwinds.

B2B Partnerships

Secured a long-term partnership with Delta Airlines for uniform design and manufacturing, outfitting over 60,000 employees.

Third-Party Marketplace Growth

Third-party sales increased 34% year-over-year, with Amazon and Macy's up approximately 40%.

U.S. Consumer Business Profitability

Profitability increased year-over-year, driven by strong performance in outerwear, knitwear, and bottoms.

School Uniform Business Growth

Sales in the school uniform channel grew over 20% during the back-to-school season.

Increase in New Customers

Largest new customer increase during a quarter other than peak COVID in Q3 2020, with traffic increases in digital channels.

Successful Holiday Strategy

Strong holiday shop launch in mid-September, with high double-digit year-over-year increases in Christmas needlepoint stockings.

Adjusted EBITDA Growth

Adjusted EBITDA increased by 28% year-over-year to $26 million.

Negative Updates

Flat Overall Revenue

Total revenue performance was $318 million, essentially flat year-over-year.

Decrease in U.S. E-Commerce Sales

U.S. e-commerce business generated $180 million, a decrease of approximately 3% compared to 2024.

Decline in European Sales

Sales in Europe decreased approximately 20% year-over-year, primarily due to increased promotional activity and macroeconomic pressures.

Company Guidance

During the Lands' End, Inc. Third Quarter 2025 Earnings Call, the company provided robust guidance and shared several positive financial metrics. For the fourth quarter, Lands' End expects net revenue between $460 million and $490 million, with GMV projected to grow in the mid to high single digits. The company anticipates adjusted net income ranging from $22 million to $26 million and adjusted diluted earnings per share between $0.71 and $0.84. Adjusted EBITDA is expected to be between $49 million and $54 million. For the full year, the guidance includes net revenue of $1.33 billion to $1.36 billion, with low single-digit GMV growth. Adjusted net income is projected between $21 million and $25 million, with adjusted diluted earnings per share ranging from $0.68 to $0.81, and adjusted EBITDA expected to be between $99 million and $104 million. Additionally, the company plans to incorporate approximately $28 million in capital expenditures for the year.

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 Price15.95

Price Trends

50DMA

15.41

Negative

100DMA

15.11

Negative

200DMA

12.64

Positive

Market Momentum

MACD

-0.18

Negative

RSI

50.51

Neutral

STOCH

80.32

Negative

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 14.83, above the 50-day MA of 15.41, and above the 200-day MA of 12.64, indicating a neutral trend. The MACD of -0.18 indicates Negative momentum. The RSI at 50.51 is Neutral, neither overbought nor oversold. The STOCH value of 80.32 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive 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

Overall Rating

UnderperformOutperform

Sector (61)

Financial Indicators

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
BBW	80 Outperform	$869.44M	15.43	41.18%	1.52%	6.16%	15.74%
BWMX	73 Outperform	$604.15M	11.51	79.76%	8.47%	-7.03%	1.04%
Sector *	61 Neutral	$18.38B	12.79	-2.54%	3.03%	1.52%	-15.83%
LE	53 Neutral	$459.18M	40.45	5.17%	―	-8.47%	―
BNED	49 Neutral	$283.33M	-1.40	―	―	1.38%	63.65%
BBBY	45 Neutral	$461.29M	―	-72.72%	―	-27.23%	62.19%

* Consumer Cyclical Sector Average

Performance Comparison

Lands' End

15.03

2.13

16.51%

BBW

BuildABear Workshop

65.33

24.49

59.97%

BBBY

Bed Bath & Beyond

6.70

0.76

12.79%

BNED

Barnes & Noble Education

8.32

-3.11

-27.21%

BWMX

Betterware de Mexico

16.19

6.42

65.71%

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.Date of analysis: Dec 10, 2025