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Leslie's (LESL)
NASDAQ:LESL
US Market

Leslie's (LESL) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Jan 29, 2026
Before Open (Confirmed)
Period Ending
2026 (Q1)
Consensus EPS Forecast
-4.14
Last Year’s EPS
-4.4
Same Quarter Last Year
Based on 5 Analysts Ratings

Earnings Call Summary

Q4 2025
Earnings Call Date:Dec 02, 2025|
% Change Since:
|
Earnings Call Sentiment|Negative
The call highlighted significant operational improvements such as improved gross margin and successful inventory optimization. However, these were overshadowed by challenges including substantial customer loss, impairment charges, and store closures. The strategic initiatives aim to stabilize and improve business performance, but the immediate outlook reflects significant hurdles.
Company Guidance
During the fiscal fourth quarter and full year 2025 earnings call for Leslie's, the company outlined several key metrics and strategic actions aimed at transforming its business and returning to profitable growth. The company reported net sales for the fourth quarter at $389.2 million, a 2.2% decrease from the prior year, and a full year net sales of approximately $1.24 billion. The company experienced a net loss of 160,000 residential customers and an 8.6% decline in residential traffic, driven largely by pricing challenges on key value items. To address these issues, Leslie's announced a plan to close 80 to 90 underperforming stores, projected to improve annualized net EBITDA by $4 million to $10 million. Furthermore, the company aims to achieve an adjusted EBITDA of $55 million to $75 million for fiscal 2026, focusing on price optimization, cost structure improvement, and strategic asset utilization. The company's inventory was reduced by $26 million in 2025, with a goal of further rationalizing inventory by another $20 million to $40 million in 2026. Leslie's also emphasized its commitment to enhancing customer engagement through targeted marketing and leveraging its Pool Perks loyalty program, which captures data on over 85% of transactions.
Successful CFO Transition
Jeff White joined Leslie's as the new Chief Financial Officer and Treasurer, bringing financial and operational retail expertise.
Improved Gross Margin
Gross margin for the fourth quarter increased to 38.6% from 36% in the prior year, driven by favorable vendor rebates and freight costs.
Inventory Optimization
Inventory was reduced by $26 million year-over-year, exceeding the Q3 commitment of $20 million, while improving in-stock levels by over 400 basis points.
Conversion Rate Improvement
Conversion rates after water tests increased by 500 basis points year-over-year, reinforcing customer trust in technical expertise.
Expansion of Same-Day Delivery
Leslie's accelerated its omnichannel transformation by expanding same-day delivery through its Uber partnership, with plans to scale across the United States.

Leslie's (LESL) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

LESL Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Jan 29, 2026
2026 (Q1)
-4.14 / -
-4.4
Dec 02, 2025
2025 (Q4)
1.44 / 0.09
0.4-77.50% (-0.31)
Aug 06, 2025
2025 (Q3)
5.22 / 4.00
6.8-41.18% (-2.80)
May 08, 2025
2025 (Q2)
-4.88 / -5.00
-3.4-47.06% (-1.60)
Feb 06, 2025
2025 (Q1)
-4.20 / -4.40
-4-10.00% (-0.40)
Nov 25, 2024
2024 (Q4)
2.24 / 0.40
2.8-85.71% (-2.40)
Aug 07, 2024
2024 (Q3)
6.56 / 6.80
8.2-17.07% (-1.40)
May 08, 2024
2024 (Q2)
-3.58 / -3.40
-2.8-21.43% (-0.60)
Feb 01, 2024
2024 (Q1)
-4.19 / -4.00
-2.8-42.86% (-1.20)
Nov 28, 2023
2023 (Q4)
3.27 / 2.80
7-60.00% (-4.20)
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed

LESL Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Dec 02, 2025
$3.58$2.83-20.95%
Aug 06, 2025
$7.28$5.98-17.86%
May 08, 2025
$14.00$14.65+4.64%
Feb 06, 2025
$44.80$32.80-26.79%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Leslie's (LESL) report earnings?
Leslie's (LESL) is schdueled to report earning on Jan 29, 2026, Before Open (Confirmed).
    What is Leslie's (LESL) earnings time?
    Leslie's (LESL) earnings time is at Jan 29, 2026, Before Open (Confirmed).
      Where can I see when companies are reporting earnings?
      You can see which companies are reporting today on our designated earnings calendar.
        What companies are reporting earnings today?
        You can see a list of the companies which are reporting today on TipRanks earnings calendar.
          What is LESL EPS forecast?
          LESL EPS forecast for the fiscal quarter 2026 (Q1) is -4.14.