Lands' End AI Stock Analysis
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Lands' End (LE) AI Stock Analysis
Lands' End
(NASDAQ:LE)
The overall score of 61 reflects a company with significant strengths offset by material risks. The primary positive is an extremely attractive valuation (P/E of 0.86) and a dramatically improved, debt-free balance sheet. However, the most significant risk is the company's inability to convert reported profits into positive cash flow, which undermines earnings quality. This is compounded by a bearish technical trend, with the stock trading below all major moving averages. The earnings call provided a mixed but net-positive outlook, with strong customer acquisition and brand momentum balancing operational disruptions and tariff headwinds.
Lands' End Key Performance Indicators (KPIs)
Net Revenue by GeographyHighlights 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.
U.S. sales are the engine — seasonal Q1 spikes and recent sequential recoveries drive overall revenue and margin gains — while Europe is showing intermittent rebounds (management cited Q4 European e‑commerce +9%) but remains volatile and tariff‑sensitive. Asia revenue effectively disappears after 2024, suggesting a market exit or reclassification that materially increases geographic concentration and reliance on marketplaces (Amazon growth noted). The WHP cash infusion to retire debt should free investment to scale U.S. digital and margin initiatives, but Europe tariff exposure and marketplace concentration are the main near‑term risks.
The FlyLands' End (LE) vs. SPDR S&P 500 ETF (SPY)
- Market Cap
- $267.38M
- Dividend Yield
- ―
- Average Volume (3M)
- 181.96K
- Price to Earnings (P/E)
- 0.8
- Beta (1Y)
- 1.18
- Revenue Growth
- 0.40%
- EPS Growth
- 5804.60%
- Country
- US
- Employees
- 3,900
- Sector
- Consumer Cyclical
- Sector Strength
- 61
- Industry
- Apparel - Retail
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, and...
How the Company Makes Money
Lands' End primarily makes money by selling its branded products at a markup over product and operating costs across multiple channels. The largest driver is direct-to-consumer revenue, generated through its website and legacy catalog/direct-mail pro...
Lands' End Earnings Call Summary
The call was predominantly positive. Management highlighted revenue growth, strong U.S. e-commerce performance, double-digit new-customer growth, successful brand activations, improved gross profit and margin, enterprise account momentum, strengthened liquidity, and substantial long-term opportunities from the WHP Global joint venture and technology initiatives. These positives were partly offset by the warehouse management system disruption, a 20% decline in third-party marketplace revenue, lower adjusted EBITDA, higher SG&A and inventory, flat year-to-date underlying U.S. e-commerce growth, and ongoing tariff headwinds.
Q2-2026 Updates
Positive Updates
Negative Updates
Company Guidance
For the third quarter of 26, the company expects net revenue of $300 million to $330 million, adjusted net income of $2 million to $6 million, adjusted diluted earnings per share of $0.07 to $0.20, and adjusted EBITDA in the range of $14 million to $18 million; for fiscal 26, it now expects net revenue of $1.3 billion to $1.35 billion, adjusted net income of $13 million to $21 million, adjusted diluted earnings per share of $0.44 to $0.72, and adjusted EBITDA in the range of $62 million to $70 million, with full year guidance incorporating approximately $40 million in capital expenditures. Guidance reflects the impacts of tariffs at current implemented rates, and the company is continuing to execute mitigation measures to manage tariff headwinds for the remainder of fiscal 26; it does not anticipate any effect on guidance from the warehouse management system with the exception of the catch up that will come out of the Lands' End Outfitters division.
Lands' End Financial Statement Overview
Summary
Financial performance is mixed. The balance sheet is strong (Score 78) due to aggressive deleveraging, but cash flow is a critical concern (Score 35) as profits are not converting to cash. The income statement shows a dramatic but potentially unsustainable TTM profitability turnaround (Score 65). The cash flow weakness significantly drags down the overall financial health.
Income Statement
65PositiveBalance Sheet
78PositiveCash Flow
35Negative| Breakdown | TTM | Jan 2026 | Jan 2025 | Jan 2024 | Jan 2023 | Jan 2022 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 1.32B | 1.34B | 1.36B | 1.47B | 1.56B | 1.64B |
| Gross Profit | 629.60M | 620.00M | 653.35M | 625.53M | 593.77M | 691.46M |
| EBITDA | 529.66M | 74.64M | 84.71M | -45.06M | 63.83M | 118.95M |
| Net Income | 351.58M | 5.51M | 6.23M | -130.68M | -12.53M | 33.37M |
Balance Sheet | ||||||
| Total Assets | 949.57M | 751.07M | 765.48M | 811.48M | 1.08B | 1.04B |
| Cash, Cash Equivalents and Short-Term Investments | 16.11M | 17.69M | 16.18M | 25.31M | 39.56M | 34.30M |
| Total Debt | 76.67M | 245.91M | 262.43M | 278.15M | 373.76M | 292.19M |
| Total Liabilities | 456.70M | 506.77M | 526.26M | 569.89M | 701.40M | 629.94M |
| Stockholders Equity | 492.87M | 244.29M | 239.22M | 241.59M | 380.75M | 406.70M |
Cash Flow | ||||||
| Free Cash Flow | -73.40M | 20.40M | 15.37M | 95.65M | -68.17M | 45.33M |
| Operating Cash Flow | -37.33M | 49.62M | 53.14M | 130.56M | -36.37M | 70.57M |
| Investing Cash Flow | 262.76M | -29.17M | -35.04M | -34.91M | -29.84M | -25.24M |
| Financing Cash Flow | -232.84M | -20.08M | -26.59M | -110.11M | 73.46M | -45.09M |
Lands' End Technical Analysis
Price Trends
Market Momentum
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 9.05 is below the 20-day moving average (MA) of 9.53, below the 50-day MA of 10.04, and below the 200-day MA of 12.17, indicating a bearish trend. The MACD of -0.27 indicates Positive momentum. The RSI at 40.81 is Neutral, neither overbought nor oversold. The STOCH value of 6.87 is Positive, 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.
Latest Risks Added
1 New RiskLands' End Peers Comparison
Overall Rating
GAP69Neutral
JILL67Neutral- LE61Neutral
DLTH60Neutral
CURV49Neutral
PLCE38Underperform
Financial Indicators
| Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
| GAP | 69Neutral | $7.40B | 6.16 | 33.13% | 3.27% | 1.05% | 44.82% |
| JILL | 67Neutral | $332.04M | 12.27 | 21.10% | 1.57% | -2.25% | -24.65% |
| Sector * | 61Neutral | $18.38B | 12.79 | -2.54% | 3.03% | 1.52% | -15.83% |
| LE | 61Neutral | $267.37M | 0.79 | 95.71% | ― | 0.40% | 5804.60% |
| DLTH | 60Neutral | $150.50M | 24.75 | 3.54% | ― | -8.63% | ― |
| CURV | 49Neutral | $226.36M | -25.11 | 4.27% | ― | -11.16% | -384.28% |
| PLCE | 38Underperform | $6.34M | -0.05 | 172.19% | ― | -15.92% | -590.26% |
* Consumer Cyclical Sector Average
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| LE | Lands' End, Inc | 9.05 | -6.21 | -40.69% | |
| GAP | Gap, Inc. | 21.07 | -2.00 | -8.67% | |
| PLCE | Children's Place Retail Stores | 0.28 | -7.39 | -96.29% | |
| DLTH | Duluth Holdings Inc. | 3.96 | 1.06 | 36.55% | |
| JILL | J.Jill, Inc. | 22.34 | 9.19 | 69.85% | |
| CURV | Torrid Holdings, Inc. | 2.27 | 1.15 | 102.68% |
Lands' End Corporate Events
Lands’ End’s Technology Transformation Leader Announces Resignation
NegativeOn October 26, 2026, Lands’ End, Inc. disclosed that Martin Christopher, its Head of Technology Transformation, submitted his resignation. His departure from the company is scheduled to be effective November 6, 2026.The exit of the technology transfo...
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: Oct 30, 2026