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Leslie's (LESL)
NASDAQ:LESL
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Leslie's (LESL) Price & Analysis

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LESL Stock Chart & Stats

$1.05
-$0.15(-14.18%)
At close: 4:00 PM EDT
$1.05
-$0.15(-14.18%)

Bulls Say, Bears Say

Bulls Say
Improving Sales And Customer EngagementGrowth in comparable sales, customer registrations, and reactivations indicates improving engagement across the installed customer base. If sustained, these trends can support recurring chemical purchases and strengthen Leslie’s customer relationships over the next several months.
Gross Margin And Operating ImprovementThe margin rebound reflects pricing, higher volumes, and lower distribution and occupancy costs rather than sales growth alone. This provides evidence that operational discipline may improve profitability, although the company still needs further gains to reach positive EBITDA.
Cost And Inventory OptimizationReducing excess inventory, removing roughly 2,000 low-turnover SKUs, and optimizing the store base can improve working-capital efficiency and operating costs. These initiatives create identifiable savings levers that may support cash generation and margins beyond one quarter.
Bears Say
Sustained Revenue And Profitability DeteriorationThe multiyear revenue decline and sharp shift from profitability to substantial losses show that the business has not yet stabilized. Continued margin compression and negative operating profit weaken the ability to fund reinvestment and absorb further category pressure.
Stressed Balance Sheet And Limited LiquidityDeeply negative equity and high leverage constrain financial flexibility, while limited available liquidity raises execution risk for pricing, convenience, and store initiatives. The capital structure leaves less capacity to withstand prolonged losses or weaker seasonal demand.
Store Closures And Category PressureStore closures may improve EBITDA over time, but they reduce the physical footprint and create a durable revenue headwind while the company restructures. Ongoing softness in key categories adds uncertainty to demand recovery and makes growth targets harder to achieve.

Leslie's News

LESL FAQ

What was Leslie's’s price range in the past 12 months?
Leslie's lowest stock price was $0.55 and its highest was $12.53 in the past 12 months.
    What is Leslie's’s market cap?
    Leslie's’s market cap is $5.63M.
      When is Leslie's’s upcoming earnings report date?
      Leslie's’s upcoming earnings report date is Dec 01, 2026 which is in 97 days.
        How were Leslie's’s earnings last quarter?
        Leslie's released its earnings results on Aug 12, 2026. The company reported $3.96 earnings per share for the quarter, missing the consensus estimate of $4.86 by -$0.9.
          Is Leslie's overvalued?
          According to Wall Street analysts Leslie's’s price is currently Overvalued. Get more investment ideas with TipRanks Premium
            Does Leslie's pay dividends?
            Leslie's does not currently pay dividends.
            What is Leslie's’s EPS estimate?
            Leslie's’s EPS estimate is 2.43.
              How many shares outstanding does Leslie's have?
              Leslie's has 9,365,475 shares outstanding.
                What happened to Leslie's’s price movement after its last earnings report?
                Leslie's reported an EPS of $3.96 in its last earnings report, missing expectations of $4.86. Following the earnings report the stock price went down -41.742%.
                  Which hedge fund is a major shareholder of Leslie's?
                  Currently, no hedge funds are holding shares in LESL
                  What is the TipRanks Smart Score and how is it calculated?
                  Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                    Company Description

                    Leslie's

                    Leslie's, Inc. operates as a leading direct-to-consumer brand specializing in comprehensive pool and spa care throughout the United States. The company actively markets and sells a vast array of supplies, equipment, and related services to ensure optimal pool and spa maintenance for its diverse clientele, which includes residential homeowners, pool and spa professionals, and commercial consumers. Their extensive product offerings encompass essential pool chemicals like chlorine, sanitizers, water balancers, specialty chemicals, and algae control solutions. They also provide various pool covers (e.g., winter, solar, safety options, leaf nets, reels) and critical pool equipment such as cleaners, pumps, filters, heating systems, and lighting. For those looking to set up a pool, Leslie's stocks diverse pool types—ranging from above-ground and soft-side models to liners, essential equipment, ladders, rails, and diving boards. Beyond initial setup, the company supplies a full spectrum of maintenance products, including seasonal opening and closing kits, filter cartridges, chemical dispensers, and cleaning accessories (like hoses and attachments). A wide selection of replacement parts is available for automatic pool cleaners, filters, pumps, and heating systems. Additionally, Leslie's offers safety, recreational, and fitness-related products for an enhanced pool and spa experience. Complementing its product lines, Leslie's also provides vital pool equipment repair services. The company reaches its customers through a significant network of 952 company-operated locations spread across 38 states, further supported by robust e-commerce platforms. Founded in 1963, Leslie's, Inc. maintains its corporate headquarters in Phoenix, Arizona.

                    Leslie's (LESL) Earnings & Revenues

                    LESL Earnings Call

                    Q3 2026
                    0:00 / 0:00
                    Earnings Call Sentiment|Positive
                    The call emphasized solid operational and commercial progress: revenue and comparable sales growth, strong customer reactivation, meaningful gross margin expansion, inventory reductions, and a $9.2M improvement in adjusted EBITDA. Management outlined concrete cost-savings levers (store optimization, SKU rationalization, expense reductions) and reiterated full-year guidance while rolling out the Price Drop initiative and convenience capabilities (BOPIS, Uber). However, significant headwinds remain—GAAP and adjusted net losses are still material, adjusted EBITDA remains negative, store closures create a near-term sales drag, there is an upcoming one-time margin impact from inventory optimization, and leverage is high at $753M. On balance, the progress and momentum in customer metrics, margin expansion, and operational initiatives outweigh the outstanding challenges, but the company is not yet profitable and execution risk into the peak season and back half of the year is meaningful.View all LESL earnings summaries
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                    Ownership Overview

                    7.57%38.38%36.00%14.90%
                    36.00% Other Institutional Investors
                    14.90% Public Companies and
                    Individual Investors
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