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Lands' End
(NASDAQ:LE)
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Rating:62Neutral
Price Target:
$11.50
▼(-27.90% 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
The $300M JV proceeds paid off the term loan, materially lowering leverage and interest expense. This durable improvement increases financial flexibility, reduces fixed financing costs and enables strategic options (buybacks, reinvestment, opportunistic M&A) over the next several years.
Negative Factors
Weak operating cash generation
Negative trailing cash flow highlights working-capital strain and earnings quality concerns. Even with balance-sheet proceeds, persistently negative FCF limits internal reinvestment, elevates dependence on external funding or asset monetization, and raises execution risk for multi-year targets.
Read all positive and negative factors
Positive Factors
Negative Factors
Balance-sheet deleveraging
The $300M JV proceeds paid off the term loan, materially lowering leverage and interest expense. This durable improvement increases financial flexibility, reduces fixed financing costs and enables strategic options (buybacks, reinvestment, opportunistic M&A) over the next several years.
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
$382.42M
Dividend YieldN/A
Average Volume (3M)254.37K
Price to Earnings (P/E)1.1
Beta (1Y)1.35
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. Volume313,534
30 Day Avg. Volume254,374
Financial Highlights & Ratios
PEG Ratio-9.87
Price to Book (P/B)2.23
Price to Sales (P/S)0.41
P/FCF Ratio26.71
Enterprise Value/Market Cap1.01
Enterprise Value/Revenue0.29
Enterprise Value/Gross Profit0.62
Enterprise Value/Ebitda0.74
Forecast
1Y Price Target
$20.00Price Target Upside25.39% Upside
Rating ConsensusModerate Buy
Number of Analyst Covering1
EPS Forecast (FY)0.51
Revenue Forecast (FY)$1.34B
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 | 622.15M | 620.00M | 653.35M | 625.53M | 593.77M | 691.46M |
| EBITDA | 519.54M | 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 | 47.61M | 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
Negative
15.95
Price Trends
11.46
Negative
12.94
Negative
14.27
Negative
Market Momentum
-0.19
Positive
43.54
Neutral
35.97
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For LE, the sentiment is Negative. The current price of 15.95 is above the 20-day moving average (MA) of 11.62, above the 50-day MA of 11.46, and above the 200-day MA of 14.27, indicating a bearish trend. The MACD of -0.19 indicates Positive momentum. The RSI at 43.54 is Neutral, neither overbought nor oversold. The STOCH value of 35.97 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for LE.
Lands' End Risk Analysis
Lands' End disclosed 35 risk factors in its most recent earnings report. Lands' End reported the most risks in the "Finance & Corporate" 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 | $394.93M | 7.38 | 35.60% | 1.52% | 3.26% | 2.53% | |
66 Neutral | $669.65M | 9.83 | 17.10% | 8.47% | 5.55% | 111.23% | |
62 Neutral | $382.42M | 1.11 | 114.67% | ― | -1.93% | 7589.97% | |
61 Neutral | $18.38B | 12.79 | -2.54% | 3.03% | 1.52% | -15.83% | |
50 Neutral | $418.07M | -40.63 | -3.56% | ― | 10.09% | 99.49% | |
49 Neutral | $434.30M | -6.13 | -32.45% | ― | -14.77% | 79.60% |
* Consumer Cyclical Sector Average
LE
Lands' End
10.88
-0.58
-5.06%
BBW
BuildABear Workshop
31.50
-19.21
-37.89%
BBBY
Bed Bath & Beyond
5.83
-1.62
-21.74%
BNED
Barnes & Noble Education
12.19
0.87
7.69%
BWMX
Betterware de Mexico
17.98
10.03
126.08%
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...
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.