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Lands' End
(NASDAQ:LE)
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Rating:56Neutral
Price Target:
$11.50
▼(-4.56% Downside)
Action:Reiterated
Date:09/06/26
Overall score reflects a fundamentally mixed picture: improved leverage and a TTM earnings rebound are outweighed by negative/volatile cash flow. Technicals are notably weak (below key moving averages with negative MACD), limiting near-term confidence. Valuation is a supportive offset due to the extremely low P/E, and the latest earnings call was cautiously constructive with maintained guidance and balance-sheet/strategy positives, tempered by operational disruption and tariffs.
Positive Factors
U.S. e-commerce and customer acquisition momentum
Growth in U.S. e-commerce and double-digit new-customer acquisition indicate improving brand relevance and broader demand. Continued traction in differentiated products such as totes and swim can strengthen the owned-channel customer base and support more durable revenue growth.
Negative Factors
Negative and volatile cash generation
Negative TTM operating and free cash flow indicate that reported earnings are not currently converting reliably into cash. Continued volatility can constrain investment, increase reliance on working-capital management, and reduce the company's flexibility to absorb setbacks or pursue growth.
Read all positive and negative factors
Positive Factors
Negative Factors
U.S. e-commerce and customer acquisition momentum
Growth in U.S. e-commerce and double-digit new-customer acquisition indicate improving brand relevance and broader demand. Continued traction in differentiated products such as totes and swim can strengthen the owned-channel customer base and support more durable revenue growth.
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
$309.03M
Dividend YieldN/A
Average Volume (3M)180.92K
Price to Earnings (P/E)0.9
Beta (1Y)1.20
Revenue Growth0.40%
EPS Growth5804.60%
CountryUS
Employees3,900
SectorConsumer Cyclical
Sector Strength84
IndustryApparel - Retail
Share Statistics
EPS (TTM)11.43
Shares Outstanding29,544,153
10 Day Avg. Volume178,629
30 Day Avg. Volume180,919
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 Cap<0.01
Enterprise Value/Revenue<0.01
Enterprise Value/Gross Profit<0.01
Enterprise Value/Ebitda<0.01
Forecast
1Y Price Target
$20.00Price Target Upside65.98% 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 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 ...
Lands' End Earnings Call Summary
Earnings Call Date:Sep 03, 2026
(Q2-2026)
| % Change Since: |
Next Earnings Date:Nov 26, 2026
Earnings Call Sentiment Positive
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.Positive Updates
Revenue Growth and U.S. E-Commerce Recovery
Second-quarter total revenue was $302 million, an increase of 3% year over year. U.S. e-commerce revenue increased 9% compared with Q2 fiscal 25, reflecting the recovery and shipment catch-up following the warehouse management system rollout issues in the first quarter.
Negative Updates
Warehouse Management System Disruption
Challenges processing value-added service orders through the new warehouse management system affected Lands' End Outfitters, particularly school uniform shipments. Shipments were delayed, backlog levels were significantly higher than the prior year, and revenue recognition was reduced during the quarter. The company said core U.S. e-commerce operations are now normal, but it is still working through a backlog.
Read all updates
Q2-2026 Updates
Positive
Negative
Revenue Growth and U.S. E-Commerce Recovery
Second-quarter total revenue was $302 million, an increase of 3% year over year. U.S. e-commerce revenue increased 9% compared with Q2 fiscal 25, reflecting the recovery and shipment catch-up following the warehouse management system rollout issues in the first quarter.
Read all positive 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
Income Statement
56
Neutral
Balance Sheet
72
Positive
Cash Flow
38
Negative
| 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
Negative
12.05
Price Trends
11.76
Negative
11.61
Negative
13.24
Negative
Market Momentum
-0.50
Positive
38.11
Neutral
19.03
Positive
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 12.05 is above the 20-day moving average (MA) of 11.05, above the 50-day MA of 11.76, and below the 200-day MA of 13.24, indicating a bearish trend. The MACD of -0.50 indicates Positive momentum. The RSI at 38.11 is Neutral, neither overbought nor oversold. The STOCH value of 19.03 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.
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 |
|---|---|---|---|---|---|---|---|
80 Outperform | $621.60M | 8.73 | 17.36% | 7.58% | 15.53% | 136.38% | |
67 Neutral | $304.90M | 6.53 | 33.08% | 3.41% | -0.91% | -9.66% | |
61 Neutral | $18.38B | 12.79 | -2.54% | 3.03% | 1.52% | -15.83% | |
59 Neutral | $372.30M | 17.12 | 7.76% | 0.71% | 5.03% | -26.43% | |
56 Neutral | $309.03M | 0.94 | 95.71% | ― | 0.40% | 5804.60% |
* Consumer Cyclical Sector Average
LE
Lands' End
10.71
-4.71
-30.54%
BBW
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26.37
-44.45
-62.77%
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1.76
18.78%
BWMX
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16.75
4.46
36.25%
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...
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.