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Lands' End, Inc (LE)
:LE
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Lands' End
(NASDAQ:LE)
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Rating:60Neutral
Price Target:
$15.50
▼(-1.02% Downside)
Lands' End's overall stock score is driven by mixed financial performance and valuation concerns, despite positive technical indicators. The earnings call highlighted both strengths in specific segments and ongoing challenges, contributing to a cautious outlook.
Lands' End (LE) vs. SPDR S&P 500 ETF (SPY)
Market Cap
$496.81M
Dividend YieldN/A
Average Volume (3M)197.06K
Price to Earnings (P/E)87.7
Beta (1Y)1.14
Revenue Growth-8.78%
EPS GrowthN/A
CountryUS
Employees2,432
SectorConsumer Cyclical
Sector Strength84
IndustrySpecialty Retail
Share Statistics
EPS (TTM)-0.06
Shares Outstanding30,516,770
10 Day Avg. Volume127,813
30 Day Avg. Volume197,056
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 Cap1.25
Enterprise Value/Revenue0.47
Enterprise Value/Gross Profit0.97
Enterprise Value/Ebitda7.79
Forecast
1Y Price TargetN/A
Price Target UpsideN/A
Rating ConsensusN/A
Number of Analyst Covering0
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 Earnings Call Summary
Earnings Call Date:Sep 09, 2025
(Q2-2025)
| % Change Since: |
Next Earnings Date:Dec 04, 2025
Earnings Call Sentiment Neutral
The earnings call reflected a mixed sentiment. While there were significant achievements in the B2B segment, licensing, and innovative product lines, the company faced challenges in total revenue decline, European sales, and adjusted net loss.Q2-2025 Updates
Positive Updates
Strong Performance in B2B Business
The B2B business recorded growth in both top and bottom line performance, with significant results in the commercial uniform side and high single-digit revenue increases in the school uniform segment.
Expansion in Licensing and Third-Party Marketplaces
Licensing revenue grew by 19% year-over-year. The third-party marketplace business grew approximately 14%, highlighting strong performance in Macy's and a record-setting prime week on Amazon.
Innovative Product Lines and Strong Customer Engagement
The launch of the Lands' End Essentials line on Amazon and the success of new product lines, such as embroidered jeans and expanded barrel leg fit, contributed to strong customer engagement and sales.
Gross Margin Improvement
Despite revenue challenges, gross margin in the second quarter improved by approximately 90 basis points from the previous year, driven by full-price selling and the expansion of the licensing business.
Negative Updates
Decrease in Total Revenue
Total revenue for the second quarter was $294 million, a decrease of 7% compared to the same period last year, with U.S. E-commerce sales decreasing by 11%.
Supply Chain Challenges in Europe
Sales in Europe decreased by 15% year-over-year, affected by supply chain challenges on key seasonal products and broader macroeconomic pressures.
Adjusted Net Loss
The company reported an adjusted net loss of $1.9 million or $0.06 per share for the second quarter, with an 18% year-over-year decrease in adjusted EBITDA.
Company Guidance
During the second quarter of fiscal year 2025, Lands' End, Inc. reported total revenue of $294 million, representing a 7% decrease compared to the same period last year, while GMV remained approximately flat year-over-year. The B2B business saw revenue from the school uniform channel increase by high single digits due to new customer wins, and the business uniform channel also experienced a year-over-year revenue increase. The licensing business showed strong growth with a 19% increase in revenue, reflecting enhanced brand visibility. Despite facing challenges such as initial tariff headwinds and a slow start to the swim season, the company managed to deliver a gross margin of 49%, an improvement of approximately 90 basis points from 2024. For the third quarter, Lands' End projected net revenue between $320 million to $350 million, with adjusted EBITDA ranging from $24 million to $28 million. For the full fiscal year, the company expects net revenue between $1.33 billion to $1.4 billion, with adjusted EBITDA projected to be in the range of $98 million to $107 million.Lands' End Financial Statement Overview
Summary
Lands' End demonstrates 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 focus on improving 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.55
Neutral
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.60
Neutral
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.50
Neutral
| Breakdown | TTM | Dec 2024 | Dec 2019 | Dec 2018 | Dec 2017 | Dec 2016 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 1.32B | 1.36B | 1.45B | 1.45B | 1.41B | 1.34B |
| Gross Profit | 638.62M | 653.35M | 621.89M | 616.06M | 597.20M | 576.41M |
| EBITDA | 79.69M | 84.71M | 78.48M | 66.10M | 51.29M | -135.25M |
| Net Income | 6.00M | 6.23M | 19.29M | 11.59M | 28.20M | -109.78M |
Balance Sheet | ||||||
| Total Assets | 800.64M | 765.48M | 1.11B | 1.11B | 1.12B | 1.11B |
| Cash, Cash Equivalents and Short-Term Investments | 21.25M | 16.18M | 77.15M | 193.41M | 195.58M | 213.11M |
| Total Debt | 35.59M | 262.43M | 429.51M | 482.45M | 486.25M | 490.04M |
| Total Liabilities | 575.52M | 526.26M | 765.25M | 788.20M | 817.04M | 842.98M |
| Stockholders Equity | 225.12M | 239.22M | 348.38M | 322.71M | 307.09M | 271.41M |
Cash Flow | ||||||
| Free Cash Flow | 5.24M | 15.37M | -11.59M | 3.35M | -9.71M | -9.63M |
| Operating Cash Flow | 48.70M | 53.14M | 27.29M | 48.20M | 28.44M | 23.69M |
| Investing Cash Flow | -40.74M | -35.04M | -37.97M | -44.40M | -37.13M | -33.27M |
| Financing Cash Flow | -11.41M | -26.59M | -105.91M | -5.75M | -7.41M | -5.15M |
Lands' End Technical Analysis
Positive
15.66
Price Trends
15.02
Positive
13.30
Positive
11.82
Positive
Market Momentum
0.40
Negative
58.72
Neutral
69.01
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 15.66 is above the 20-day moving average (MA) of 15.55, above the 50-day MA of 15.02, and above the 200-day MA of 11.82, indicating a bullish trend. The MACD of 0.40 indicates Negative momentum. The RSI at 58.72 is Neutral, neither overbought nor oversold. The STOCH value of 69.01 is Neutral, 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
UnderperformOutperform
Sector (61)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
| ― | $717.48M | 12.32 | 42.13% | 1.57% | 8.10% | 25.56% | |
| ― | $529.89M | 10.63 | 79.76% | 8.80% | -7.03% | 1.04% | |
| ― | $836.94M | 23.08 | 5.92% | ― | -9.64% | ― | |
| ― | $18.38B | 12.79 | -2.54% | 3.03% | 1.52% | -15.83% | |
| ― | $496.81M | 87.67 | 2.66% | ― | -8.78% | ― | |
| ― | $306.48M | ― | ― | ― | 1.38% | 63.65% | |
| ― | $563.85M | ― | -72.72% | ― | -27.23% | 62.19% |
* Consumer Cyclical Sector Average
LE
Lands' End
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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.