View ValuationLands' End 将来の成長Future 基準チェック /46Lands' End利益と収益がそれぞれ年間64.4%と2.5%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に38.9% 63.8%なると予測されています。主要情報64.4%収益成長率63.84%EPS成長率Specialty Retail 収益成長9.8%収益成長率2.5%将来の株主資本利益率38.91%アナリストカバレッジLow最終更新日14 Apr 2026今後の成長に関する最新情報お知らせ • Dec 09Lands' End, Inc. Provides Earnings Guidance for the Fourth Quarter and Fiscal Year of 2026Lands' End, Inc. provided earnings guidance for the fourth quarter and fiscal year of 2026. For Fourth Quarter fiscal 2026, the Company expects net revenue to be between $460.0 million and $490.0 million. Net income to be between $21.0 million and $25.0 million and diluted earnings per share to be between $0.68 and $0.81. For fiscal 2026, the company now expects net revenue to be between $1.33 billion and $1.36 billion. Net income to be between $14.0 million and $18.0 million and diluted earnings per share to be between $0.45 and $0.58.Major Estimate Revision • Sep 16Consensus EPS estimates increase by 11%, revenue downgradedThe consensus outlook for fiscal year 2026 has been updated. 2026 revenue forecast fell from US$1.37b to US$1.35b. EPS estimate rose from US$0.64 to US$0.71. Net income forecast to grow 298% next year vs 9.3% growth forecast for Specialty Retail industry in the US. Consensus price target up from US$16.00 to US$18.00. Share price rose 7.8% to US$15.30 over the past week.お知らせ • Sep 10Lands' End, Inc. Provides Earnings Guidance for the Third Quarter Ending October 31, 2025 and Full Year Ending January 30, 2026Lands' End, Inc. provided earnings guidance for the third quarter ending October 31, 2025 and full year ending January 30, 2026. For the third quarter, the company expects net revenue to be between $320.0 million and $350.0 million. Net income to be between $2.0 million and $6.0 million and diluted earnings per share to be between $0.07 and $0.19. For the full year, the company expects net revenue to be between $1.33 billion and $1.40 billion. Net income to be between $12.0 million and $20.0 million and diluted earnings per share to be between $0.39 and $0.65.Price Target Changed • Sep 05Price target increased by 9.4% to US$17.50Up from US$16.00, the current price target is an average from 2 analysts. New target price is 22% above last closing price of US$14.40. Stock is up 9.3% over the past year. The company is forecast to post earnings per share of US$0.64 for next year compared to US$0.20 last year.お知らせ • Jun 05Lands' End, Inc. Provides Earnings Guidance for the Year 2025Lands' End, Inc. provided earnings guidance for the year 2025. For the year, the company expects net revenue to be between $1.33 billion and $1.45 billion. Net income to be between $8.0 million and $20.0 million and diluted earnings per share to be between $0.25 and $0.64.Price Target Changed • May 16Price target decreased by 7.9% to US$17.50Down from US$19.00, the current price target is an average from 2 analysts. New target price is 85% above last closing price of US$9.47. Stock is down 33% over the past year. The company is forecast to post earnings per share of US$0.57 for next year compared to US$0.20 last year.すべての更新を表示Recent updatesナラティブ更新 • May 09LE: New IP Venture And Buyback Framework Will Recast Future EconomicsAnalysts have adjusted their price target on Lands' End to $45.00. This reflects updated assumptions around discount rate, revenue growth, profit margin and future P/E, while keeping the overall fair value level steady in dollar terms.Buy Or Sell Opportunity • Apr 30Now 21% overvaluedOver the last 90 days, the stock has fallen 36% to US$11.29. The fair value is estimated to be US$9.32, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 6.3% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 5.0% in 2 years. Earnings are forecast to grow by 562% in the next 2 years.ナラティブ更新 • Apr 25LE: WHP Stake And Debt Repayment Will Support Future UpsideAnalysts have reduced their price target on Lands' End from $25.00 to $20.00, citing updated assumptions that include a lower fair value estimate, a higher discount rate, reduced revenue growth and profit margin expectations, and a higher future P/E multiple. What's in the News WHP Global completed the acquisition of a 7.27% stake in Lands' End for approximately US$100 million at US$45 per share, following a tender offer that ran through March 31, 2026.ナラティブ更新 • Apr 10LE: JV Cash Infusion And Buybacks Will Reshape Equity UpsideAnalysts have raised their price target for Lands' End from $17.50 to $32.50, citing updated assumptions around the discount rate, revenue growth, profit margins and future P/E levels. What's in the News WHP Global completed the acquisition of a 7.27% stake in Lands' End for approximately US$100 million at US$45 per share, following a tender offer that was subject to proration if oversubscribed (Key Developments).お知らせ • Apr 02WHP Global, LLC completed the acquisition of 7.27% stake in Lands' End, Inc. (NasdaqCM:LE).WHP Global, LLC intends to commence a tender offer to acquire 7.27% stake in Lands' End, Inc. (NasdaqCM:LE) for approximately $100 million on January 26, 2026. Under the terms of the acquisition, WHP Global will pay $45 in cash per share or for a total of up to $100 million. The tender offer will be subject to proration if oversubscribed. In a separate agreement, WHP Global, LLC entered into a Membership Interest Purchase Agreement to acquire 50% stake in Intellectual Property and Related Assets of Lands' End, Inc. for $300 million. Upon completion of the transactions, Lands’ End and WHP Global will remain separate and independent companies. The transaction will be financed through a debt financing provided by Morgan Stanley Senior Funding, Inc. As of February 26, 2026 LEWHP, announced the commencement of a tender offer. The Tender Offer will expire at one minute past 11:59 p.m., New York City time, on March 26, 2026. As of WHP Global, LLC, announced an extension of the expiration of the offer until 7:00 a.m., Eastern Time, on March 31, 2026. The transaction will be conditioned on the closing of the Membership Interest Purchase Agreement transaction and is subject to regulatory approvals and other customary closing conditions. The transactions are expected to close during the first half of 2026. Perella Weinberg Partners LP acted as financial advisor to Lands' End, Inc. Igor Kirman of Wachtell, Lipton, Rosen & Katz LLP acted as legal advisor to Lands' End, Inc. Morgan Stanley & Co. LLC acted as financial advisor to WHP Global, LLC. Hamed Meshki of Kirkland & Ellis LLP acted as legal advisor to WHP Global, LLC. Georgeson LLC acted as information agent, and Computershare Trust Company, N.A. acted as the depositary to Lands' End, Inc. WHP Global, LLC completed the acquisition of 7.27% stake in Lands' End, Inc. (NasdaqCM:LE) on April 1, 2026.Valuation Update With 7 Day Price Move • Apr 02Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to US$11.54, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 11x in the Specialty Retail industry in the US. Total returns to shareholders of 25% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$9.39 per share.Buy Or Sell Opportunity • Apr 01Now 23% overvaluedOver the last 90 days, the stock has fallen 20% to US$11.56. The fair value is estimated to be US$9.38, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 6.3% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 5.0% in 2 years. Earnings are forecast to grow by 562% in the next 2 years.お知らせ • Mar 30Lands' End, Inc., Annual General Meeting, May 07, 2026Lands' End, Inc., Annual General Meeting, May 07, 2026. Location: at the gary c. comer activity center, 3 lands end lane, dodgevile, wisconsin 53595, United Statesナラティブ更新 • Mar 27LE: Joint Venture And IP Sale Will Reshape Future Brand EconomicsAnalysts have kept the Lands' End fair value estimate steady at $45.00 while adjusting key inputs such as the discount rate, revenue growth, profit margin and future P/E assumptions. These factors together shape the updated price target rationale.Recent Insider Transactions Derivative • Mar 26CEO & Director exercised options and sold US$159k worth of stockOn the 24th of March, Andrew McLean exercised options to acquire 13k shares at no cost and sold these for an average price of US$12.56 per share. This trade did not impact their existing holding. For the year to January 2023, Andrew's total compensation was 25% salary and 75% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2025, Andrew's direct individual holding has increased from 56.25k shares to 208.34k. Company insiders have collectively sold US$1.5m more than they bought, via options and on-market transactions in the last 12 months.Reported Earnings • Mar 19Full year 2026 earnings: EPS misses analyst expectationsFull year 2026 results: EPS: US$0.18 (down from US$0.20 in FY 2025). Revenue: US$1.34b (down 2.0% from FY 2025). Net income: US$5.51m (down 12% from FY 2025). Profit margin: 0.4% (down from 0.5% in FY 2025). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 77%. Over the last 3 years on average, earnings per share has increased by 50% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Mar 16Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to US$13.54, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 11x in the Specialty Retail industry in the US. Total returns to shareholders of 57% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$15.12 per share.ナラティブ更新 • Mar 10LE: WHP Deal And Debt Repayment Will Support Future UpsideAnalysts have kept their price target for Lands' End steady at $25.00, reflecting updated assumptions around discount rate, revenue growth, profit margin and future P/E that balance each other out in their models. What's in the News WHP Global plans to launch a tender offer to acquire a 7.27% stake in Lands' End for up to US$100 million, offering US$45 in cash per share.お知らせ • Mar 05Lands' End, Inc. to Report Q4, 2026 Results on Mar 19, 2026Lands' End, Inc. announced that they will report Q4, 2026 results Pre-Market on Mar 19, 2026Valuation Update With 7 Day Price Move • Feb 27Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to US$16.07, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 12x in the Specialty Retail industry in the US. Total returns to shareholders of 106% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$15.61 per share.ナラティブ更新 • Feb 24LE: WHP Partnership And Debt Repayment Will Drive Future UpsideAnalysts have kept their $25.00 price target on Lands' End unchanged, citing small adjustments to discount rates, revenue growth, profit margin assumptions, and a slightly lower future P/E outlook as reasons to maintain their prior valuation view. What's in the News WHP Global plans to launch a tender offer to acquire up to a 7.27% stake in Lands' End for about US$100 million at US$45 per share.Recent Insider Transactions Derivative • Feb 20CEO & Director exercised options and sold US$474k worth of stockOn the 17th of February, Andrew McLean exercised 84.04k options at around US$10.81, then sold 63k of the shares acquired at an average of US$18.32 per share and kept the remainder. For the year to January 2023, Andrew's total compensation was 25% salary and 75% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2025, Andrew's direct individual holding has increased from 56.25k shares to 145.93k. Company insiders have collectively sold US$1.3m more than they bought, via options and on-market transactions in the last 12 months.ナラティブ更新 • Feb 10LE: WHP Deal And Debt Repayment Will Support Future UpsideAnalysts have raised their fair value estimate for Lands' End from US$15.00 to US$25.00. They cite updated assumptions for revenue growth, profit margins and future P/E that they see as better aligned with the company’s current outlook.Recent Insider Transactions Derivative • Jan 29CEO & Director exercised options and sold US$477k worth of stockOn the 26th of January, Andrew McLean exercised 84.04k options at around US$10.81, then sold 60k of the shares acquired at an average of US$18.72 per share and kept the remainder. For the year to January 2023, Andrew's total compensation was 25% salary and 75% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2025, Andrew's direct individual holding has increased from 56.25k shares to 122.13k. Company insiders have collectively sold US$1.1m more than they bought, via options and on-market transactions in the last 12 months.お知らせ • Jan 27WHP Global, LLC intends to commence a tender offer to acquire 7.27% stake in Lands' End, Inc. (NasdaqCM:LE) for approximately $100 million.WHP Global, LLC intends to commence a tender offer to acquire 7.27% stake in Lands' End, Inc. (NasdaqCM:LE) for approximately $100 million on January 26, 2026. Under the terms of the acquisition, WHP Global will pay $45 in cash per share or for a total of up to $100 million. The tender offer will be subject to proration if oversubscribed. In a separate agreement, WHP Global, LLC entered into a Membership Interest Purchase Agreement to acquire 50% stake in Intellectual Property and Related Assets of Lands' End, Inc. for $300 million. Upon completion of the transactions, Lands’ End and WHP Global will remain separate and independent companies. The transaction will be financed through a debt financing provided by Morgan Stanley Senior Funding, Inc. The transaction will be conditioned on the closing of the Membership Interest Purchase Agreement transaction and is subject to regulatory approvals and other customary closing conditions. The transactions are expected to close during the first half of 2026. Perella Weinberg Partners LP acted as financial advisor to Lands' End, Inc. Igor Kirman of Wachtell, Lipton, Rosen & Katz LLP acted as legal advisor to Lands' End, Inc. Morgan Stanley & Co. LLC acted as financial advisor to WHP Global, LLC. Hamed Meshki of Kirkland & Ellis LLP acted as legal advisor to WHP Global, LLC.ナラティブ更新 • Jan 27LE: Joint Venture And Debt Repayment Will Recast Brand Value PotentialNarrative Update on Lands' End The analyst price target for Lands' End has increased from US$20.00 to US$45.00. Analysts cite updated assumptions for revenue growth, profit margins, and future P/E as the key drivers of this change.分析記事 • Jan 27Optimistic Investors Push Lands' End, Inc. (NASDAQ:LE) Shares Up 28% But Growth Is LackingLands' End, Inc. ( NASDAQ:LE ) shareholders would be excited to see that the share price has had a great month, posting...New Risk • Jan 27New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 7.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.8x net interest cover). Minor Risks Share price has been volatile over the past 3 months (7.3% average weekly change). Large one-off items impacting financial results.Valuation Update With 7 Day Price Move • Jan 26Investor sentiment improves as stock rises 19%After last week's 19% share price gain to US$18.76, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 12x in the Specialty Retail industry in the US. Total returns to shareholders of 113% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$13.86 per share.Buy Or Sell Opportunity • Jan 26Now 35% overvalued after recent price riseOver the last 90 days, the stock has risen 12% to US$18.76. The fair value is estimated to be US$13.86, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 6.5% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 4.0% in a year. Earnings are forecast to grow by 133% in the next year.New Risk • Dec 11New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 40% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.8x net interest cover). Minor Risk Large one-off items impacting financial results.Reported Earnings • Dec 10Third quarter 2026 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2026 results: EPS: US$0.17 (up from US$0.019 loss in 3Q 2025). Revenue: US$317.5m (flat on 3Q 2025). Net income: US$5.16m (up US$5.76m from 3Q 2025). Profit margin: 1.6% (up from net loss in 3Q 2025). Revenue missed analyst estimates by 4.1%. Earnings per share (EPS) exceeded analyst estimates by 3.0%. Revenue is forecast to grow 3.7% p.a. on average during the next 2 years, compared to a 6.5% growth forecast for the Specialty Retail industry in the US. Over the last 3 years on average, earnings per share has increased by 23% per year whereas the company’s share price has increased by 24% per year.お知らせ • Dec 09Lands' End, Inc. Provides Earnings Guidance for the Fourth Quarter and Fiscal Year of 2026Lands' End, Inc. provided earnings guidance for the fourth quarter and fiscal year of 2026. For Fourth Quarter fiscal 2026, the Company expects net revenue to be between $460.0 million and $490.0 million. Net income to be between $21.0 million and $25.0 million and diluted earnings per share to be between $0.68 and $0.81. For fiscal 2026, the company now expects net revenue to be between $1.33 billion and $1.36 billion. Net income to be between $14.0 million and $18.0 million and diluted earnings per share to be between $0.45 and $0.58.Seeking Alpha • Dec 07Lands' End: Mixed Fundamentals And Declining FCF Suggests A 'Hold'Summary Lands' End has outperformed the S&P 500 in 2025, but faces declining revenues and free cash flow over the past five years. LE’s valuation metrics are broadly in line with peers, with mixed performance on key ratios and a C+ valuation grade versus competitors. Long-term debt has been reduced by nearly 50% over a decade, while cash and short-term investments remain flat. I rate LE a 'hold' due to balanced risks and limited near-term catalysts, advising close monitoring of revenue, FCF, and liquidity. Read the full article on Seeking Alphaお知らせ • Nov 28Lands' End, Inc. to Report Q3, 2026 Results on Dec 09, 2025Lands' End, Inc. announced that they will report Q3, 2026 results Pre-Market on Dec 09, 2025分析記事 • Nov 23Lands' End (NASDAQ:LE) Might Have The Makings Of A Multi-BaggerThere are a few key trends to look for if we want to identify the next multi-bagger. Typically, we'll want to notice a...Valuation Update With 7 Day Price Move • Nov 20Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to US$13.77, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 12x in the Specialty Retail industry in the US. Total returns to shareholders of 26% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$14.95 per share.Recent Insider Transactions Derivative • Nov 05CEO & Director exercised options and sold US$428k worth of stockOn the 1st of November, Andrew McLean exercised options to acquire 27k shares at no cost and sold these for an average price of US$15.74 per share. This trade did not impact their existing holding. For the year to January 2023, Andrew's total compensation was 25% salary and 75% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2025, Andrew's direct individual holding has increased from 56.25k shares to 91.48k. Company insiders have collectively sold US$835k more than they bought, via options and on-market transactions in the last 12 months.分析記事 • Nov 05Lands' End, Inc.'s (NASDAQ:LE) Business Is Trailing The Industry But Its Shares Aren'tWith a median price-to-sales (or "P/S") ratio of close to 0.4x in the Specialty Retail industry in the United States...Major Estimate Revision • Sep 16Consensus EPS estimates increase by 11%, revenue downgradedThe consensus outlook for fiscal year 2026 has been updated. 2026 revenue forecast fell from US$1.37b to US$1.35b. EPS estimate rose from US$0.64 to US$0.71. Net income forecast to grow 298% next year vs 9.3% growth forecast for Specialty Retail industry in the US. Consensus price target up from US$16.00 to US$18.00. Share price rose 7.8% to US$15.30 over the past week.Reported Earnings • Sep 10Second quarter 2026 earnings: EPS and revenues miss analyst expectationsSecond quarter 2026 results: US$0.12 loss per share (improved from US$0.17 loss in 2Q 2025). Revenue: US$294.1m (down 7.3% from 2Q 2025). Net loss: US$3.67m (loss narrowed 30% from 2Q 2025). Revenue missed analyst estimates by 8.8%. Earnings per share (EPS) also missed analyst estimates. Revenue is forecast to grow 3.3% p.a. on average during the next 2 years, compared to a 5.7% growth forecast for the Specialty Retail industry in the US. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 20% per year, which means it is well ahead of earnings.お知らせ • Sep 10Lands' End, Inc. Provides Earnings Guidance for the Third Quarter Ending October 31, 2025 and Full Year Ending January 30, 2026Lands' End, Inc. provided earnings guidance for the third quarter ending October 31, 2025 and full year ending January 30, 2026. For the third quarter, the company expects net revenue to be between $320.0 million and $350.0 million. Net income to be between $2.0 million and $6.0 million and diluted earnings per share to be between $0.07 and $0.19. For the full year, the company expects net revenue to be between $1.33 billion and $1.40 billion. Net income to be between $12.0 million and $20.0 million and diluted earnings per share to be between $0.39 and $0.65.Price Target Changed • Sep 05Price target increased by 9.4% to US$17.50Up from US$16.00, the current price target is an average from 2 analysts. New target price is 22% above last closing price of US$14.40. Stock is up 9.3% over the past year. The company is forecast to post earnings per share of US$0.64 for next year compared to US$0.20 last year.ナラティブ更新 • Sep 05Data-driven Personalization And Diversified Supply Chains Will Expand Global ReachLands' End’s consensus price target has increased to $17.50, primarily reflecting an improved earnings multiple (Future P/E rising from 10.19x to 11.42x), despite a slight dip in net profit margin. What's in the News Authentic Brands and WHP Global have submitted bids to acquire Lands' End as the company explores strategic alternatives, including a potential sale.お知らせ • Aug 29Lands' End, Inc. to Report Q2, 2026 Results on Sep 09, 2025Lands' End, Inc. announced that they will report Q2, 2026 results on Sep 09, 2025Buy Or Sell Opportunity • Aug 21Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 48% to US$13.14. The fair value is estimated to be US$10.93, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 5.9% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 3.5% in a year. Earnings are forecast to grow by 354% in the next year.Buy Or Sell Opportunity • Aug 05Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 71% to US$13.13. The fair value is estimated to be US$10.78, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 5.9% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 3.5% in a year. Earnings are forecast to grow by 306% in the next year.分析記事 • Jul 19Calculating The Intrinsic Value Of Lands' End, Inc. (NASDAQ:LE)Key Insights The projected fair value for Lands' End is US$11.32 based on 2 Stage Free Cash Flow to Equity Lands' End's...お知らせ • Jul 02Lands’ End Reportedly Attracts Bids from Authentic Brands, WHP GlobalBrand management companies Authentic Brands Global and WHP Global, LLC have submitted bids to acquire apparel retailer Lands' End, Inc. (NasdaqCM:LE), according to two people familiar with the matter. Lands’ End, known for its casual sweaters and other apparel, announced in March that it was exploring different strategic alternatives, including a potential sale, to maximize value for shareholders. The company is working with investment bank Perella Weinberg Partners. Before this report, the company was trading at nearly $11 per share for a roughly $360 million market capitalization on July 02, 2025. Lands’ End, WHP and Authentic declined to comment. Authentic’s brand portfolio includes Reebok and Champion while WHP owns Toys"R"Us and Vera Wang.分析記事 • Jun 25Unpleasant Surprises Could Be In Store For Lands' End, Inc.'s (NASDAQ:LE) SharesThere wouldn't be many who think Lands' End, Inc.'s ( NASDAQ:LE ) price-to-sales (or "P/S") ratio of 0.2x is worth a...Recent Insider Transactions Derivative • Jun 18CEO & Director exercised options and sold US$149k worth of stockOn the 14th of June, Andrew McLean exercised options to acquire 17k shares at no cost and sold these for an average price of US$8.86 per share. This trade did not impact their existing holding. For the year to January 2023, Andrew's total compensation was 25% salary and 75% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since December 2024, Andrew's direct individual holding has increased from 56.25k shares to 71.40k. Company insiders have collectively sold US$626k more than they bought, via options and on-market transactions in the last 12 months.New Risk • Jun 16New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 12% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.5x net interest cover). Minor Risks Share price has been volatile over the past 3 months (12% average weekly change). Large one-off items impacting financial results.Reported Earnings • Jun 06First quarter 2026 earnings: EPS and revenues miss analyst expectationsFirst quarter 2026 results: US$0.27 loss per share (further deteriorated from US$0.20 loss in 1Q 2025). Revenue: US$261.2m (down 8.5% from 1Q 2025). Net loss: US$8.26m (loss widened 28% from 1Q 2025). Revenue missed analyst estimates by 4.2%. Earnings per share (EPS) also missed analyst estimates by 35%. Revenue is forecast to grow 2.3% p.a. on average during the next 2 years, compared to a 5.1% growth forecast for the Specialty Retail industry in the US. Over the last 3 years on average, earnings per share has fallen by 43% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.お知らせ • Jun 05Lands' End, Inc. Provides Earnings Guidance for the Year 2025Lands' End, Inc. provided earnings guidance for the year 2025. For the year, the company expects net revenue to be between $1.33 billion and $1.45 billion. Net income to be between $8.0 million and $20.0 million and diluted earnings per share to be between $0.25 and $0.64.新しいナラティブ • Jun 01Digital Engagement And Licensing Expansion Will Attract Younger Consumers Digital transformation and licensing expansion are driving customer acquisition, revenue diversification, and gross margin improvement while targeting younger consumers. お知らせ • May 22Lands' End, Inc. to Report Q1, 2026 Results on Jun 05, 2025Lands' End, Inc. announced that they will report Q1, 2026 results on Jun 05, 2025Price Target Changed • May 16Price target decreased by 7.9% to US$17.50Down from US$19.00, the current price target is an average from 2 analysts. New target price is 85% above last closing price of US$9.47. Stock is down 33% over the past year. The company is forecast to post earnings per share of US$0.57 for next year compared to US$0.20 last year.Valuation Update With 7 Day Price Move • May 13Investor sentiment improves as stock rises 19%After last week's 19% share price gain to US$9.38, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 11x in the Specialty Retail industry in the US. Total loss to shareholders of 30% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$8.53 per share.分析記事 • May 07We Like These Underlying Return On Capital Trends At Lands' End (NASDAQ:LE)If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. One common...Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to US$8.30, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 9x in the Specialty Retail industry in the US. Total loss to shareholders of 47% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$7.99 per share.Recent Insider Transactions Derivative • Apr 04CEO & Director exercised options and sold US$75k worth of stockOn the 1st of April, Andrew McLean exercised options to acquire 7k shares at no cost and sold these for an average price of US$10.47 per share. This trade did not impact their existing holding. For the year to January 2023, Andrew's total compensation was 25% salary and 75% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since June 2024, Andrew's direct individual holding has increased from 40.93k shares to 56.25k. Company insiders have collectively sold US$736k more than they bought, via options and on-market transactions in the last 12 months.分析記事 • Apr 04We Like Lands' End's (NASDAQ:LE) Earnings For More Than Just Statutory ProfitThe market seemed underwhelmed by last week's earnings announcement from Lands' End, Inc. ( NASDAQ:LE ) despite the...お知らせ • Apr 04Lands' End, Inc., Annual General Meeting, May 21, 2025Lands' End, Inc., Annual General Meeting, May 21, 2025. Location: watchtell lipton rosen & katz, 51 west 52nd street, ny 10019., new york United StatesSeeking Alpha • Mar 31Lands' End Remains Overvalued Compared To PeersSummary Lands' End's results were mixed, with revenues declining but gross margins improving due to a shift to high-margin licensing revenue and reduced promotions. The company is exploring strategic alternatives, including a potential sale, adding uncertainty and potential volatility to the stock. Despite a more reasonable valuation, the stock remains high compared to peers, prompting a Hold rating but increased interest at current prices. Positive FY25 guidance with projected flat to MSD revenue growth, but concerns remain about financial leverage and brand dilution from third-party retail channels. Read the full article on Seeking AlphaNew Risk • Mar 28New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 47% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.5x net interest cover). Minor Risk Large one-off items impacting financial results.New Risk • Mar 20New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 1.3x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. This is currently the only risk that has been identified for the company.Reported Earnings • Mar 20Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: US$0.20 (up from US$4.09 loss in FY 2024). Revenue: US$1.36b (down 7.4% from FY 2024). Net income: US$6.23m (up US$136.9m from FY 2024). Profit margin: 0.5% (up from net loss in FY 2024). The move to profitability was driven by lower expenses. Revenue missed analyst estimates by 1.2%. Earnings per share (EPS) also missed analyst estimates by 59%. Revenue is forecast to grow 2.4% p.a. on average during the next 2 years, compared to a 5.0% growth forecast for the Specialty Retail industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 56 percentage points per year, which is a significant difference in performance.お知らせ • Mar 20Lands' End, Inc. Provides Earnings Guidance for the First Quarter and Full Year of 2025Lands' End, Inc. provided earnings guidance for the first quarter and full year of 2025. For the quarter, the company expects net revenue to be between $260.0 million and $290.0 million. Net loss to be between $9.0 million and $6.0 million and diluted loss per share to be between $0.29 and $0.19. For the full year, the company expects net revenue to be between $1.33 billion and $1.45 billion. Net income to be between $8.0 million and $20.0 million and diluted earnings per share to be between $0.25 and $0.64.お知らせ • Mar 06Lands' End, Inc. to Report Q4, 2025 Results on Mar 20, 2025Lands' End, Inc. announced that they will report Q4, 2025 results at 12:30 PM, US Eastern Standard Time on Mar 20, 2025分析記事 • Mar 05Investor Optimism Abounds Lands' End, Inc. (NASDAQ:LE) But Growth Is LackingIt's not a stretch to say that Lands' End, Inc.'s ( NASDAQ:LE ) price-to-sales (or "P/S") ratio of 0.2x right now seems...お知らせ • Jan 30Lands' End, Inc. Elects Gordon Hartogensis to the BoardOn January 22, 2025, the Board of Directors (the “Board”) of Lands’ End, Inc. (the “Company”) increased the number of directors of the Company from six to seven and elected Gordon Hartogensis to the Board, effective immediately. There is no arrangement or understanding between Mr. Hartogensis and any other person pursuant to which he was selected as a director. Mr. Hartogensis has been named to the Compensation Committee of the Board and the Audit Committee of the Board. There are no related party transactions between the Company and Mr. Hartogensis that are required to be disclosed under Item 404(a) of Regulation S-K. Mr. Hartogensis will be compensated for his service on the Board and its committees in the same manner as the Company's other non-employee directors, pursuant to the Company's Director Compensation Policy.Reported Earnings • Dec 05Third quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2025 results: US$0.019 loss per share (improved from US$3.53 loss in 3Q 2024). Revenue: US$318.6m (down 1.9% from 3Q 2024). Net loss: US$593.0k (loss narrowed 100% from 3Q 2024). Revenue exceeded analyst estimates by 1.1%. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to stay flat during the next 2 years compared to a 4.7% growth forecast for the Specialty Retail industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 94 percentage points per year, which is a significant difference in performance.お知らせ • Dec 05Lands' End Provides Earnings Guidance for the Fourth Quarter and Fiscal Year of 2025Lands' End provided earnings guidance for the fourth quarter and full year of 2025. For the fourth quarter, the company expects net revenue to be between $440.0 million and $480.0 million, net income to be between $18.0 million and $21.0 million and diluted earnings per share to be between $0.58 and $0.67. For the fiscal year, the Company now expects net revenue to be between $1.36 billion and $1.40 billion, net income to be between $6.0 million and $9.0 million and diluted earnings per share to be between $0.19 and $0.29.お知らせ • Nov 21Lands' End, Inc. to Report Q3, 2025 Results on Dec 05, 2024Lands' End, Inc. announced that they will report Q3, 2025 results Pre-Market on Dec 05, 2024分析記事 • Nov 19Does Lands' End (NASDAQ:LE) Have A Healthy Balance Sheet?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Recent Insider Transactions Derivative • Nov 06CEO & Director exercised options and sold US$219k worth of stockOn the 1st of November, Andrew McLean exercised options to acquire 14k shares at no cost and sold these for an average price of US$16.09 per share. This trade did not impact their existing holding. For the year to January 2023, Andrew's total compensation was 23% salary and 77% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2024, Andrew's direct individual holding has increased from 19.66k shares to 40.93k. Company insiders have collectively sold US$579k more than they bought, via options and on-market transactions in the last 12 months.お知らせ • Oct 08Lands' End, Inc. Announces Retirement of Angela Rieger as Executive Vice President, Chief Transformation Officer, Effective April 15, 2025On October 2, 2024, Angela Rieger, Executive Vice President, Chief Transformation Officer, notified Lands’ End, Inc. (the Company) that she will be retiring from the Company and resigning from all positions held with the Company and its subsidiaries, effective April 15, 2025.分析記事 • Oct 06Lands' End, Inc.'s (NASDAQ:LE) 26% Price Boost Is Out Of Tune With RevenuesLands' End, Inc. ( NASDAQ:LE ) shareholders would be excited to see that the share price has had a great month, posting...Seeking Alpha • Sep 11Land's End Posted Adjusted Growth Fueled By Expensive Marketing. The Stock Is OvervaluedSummary Land's End's 2Q24 results showed adjusted revenue growth in US e-commerce and improved gross margins, but profits remained unchanged due to high SG&A costs. The company's market cap of $422 million seems excessive given the FY24 adjusted net income guidance of $9-15 million, leading to a Hold rating. Despite a 10% stock price increase since initiation, high customer acquisition costs and leverage issues pose significant risks, making the valuation unattractive. Land's End's low margins, heavy leverage, and inability to cover interest expenses from operations necessitate a high return, which the current earnings yield fails to provide. Read the full article on Seeking AlphaPrice Target Changed • Sep 06Price target increased by 7.5% to US$19.00Up from US$17.67, the current price target is an average from 3 analysts. New target price is 44% above last closing price of US$13.18. Stock is up 82% over the past year. The company is forecast to post earnings per share of US$0.36 next year compared to a net loss per share of US$4.09 last year.Reported Earnings • Sep 06Second quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2025 results: US$0.17 loss per share (improved from US$0.25 loss in 2Q 2024). Revenue: US$317.2m (down 1.9% from 2Q 2024). Net loss: US$5.25m (loss narrowed 35% from 2Q 2024). Revenue exceeded analyst estimates by 3.2%. Earnings per share (EPS) missed analyst estimates by 59%. Revenue is forecast to stay flat during the next 2 years compared to a 4.8% growth forecast for the Specialty Retail industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 107 percentage points per year, which is a significant difference in performance.お知らせ • Sep 05Lands' End, Inc. Provides Earnings Guidance for the Fiscal Third Quarter Ending November 1, 2024 and Full Year Ending January 31, 2025Lands' End, Inc. provided earnings guidance for the fiscal third quarter ending November 1, 2024 and full year ending January 31, 2025. For the third quarter Company expects: Net revenue to be between $300.0 million and $340.0 million. Net loss to be between $1.5 million to net profit of $1.5 million and diluted loss per share to be between $0.05 to net income per share of $0.05. For fiscal 2024 the Company now expects: Net revenue to be between $1.35 billion and $1.43 billion. Net income to be between $5.0 million and $11.0 million and diluted earnings per share to be between $0.16 and $0.35.お知らせ • Aug 22Lands' End, Inc. to Report Q2, 2025 Results on Sep 05, 2024Lands' End, Inc. announced that they will report Q2, 2025 results on Sep 05, 2024分析記事 • Jul 27What Lands' End, Inc.'s (NASDAQ:LE) 30% Share Price Gain Is Not Telling YouLands' End, Inc. ( NASDAQ:LE ) shareholders have had their patience rewarded with a 30% share price jump in the last...Price Target Changed • Jul 18Price target increased by 12% to US$18.67Up from US$16.67, the current price target is an average from 3 analysts. New target price is 10% above last closing price of US$16.93. Stock is up 91% over the past year. The company is forecast to post earnings per share of US$0.24 next year compared to a net loss per share of US$4.09 last year.分析記事 • Jul 12We Think Lands' End (NASDAQ:LE) Is Taking Some Risk With Its DebtLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Seeking Alpha • Jun 24Lands' End Has An Unattractive Base Scenario As Sales TrailSummary Lands' End has had a weak long-term history in attracting growing demand, and margins have followed revenues into a weak level leveraged by high debt. The company targets growth through third-party retailers' sales, which the company has achieved. Yet, the potential doesn't seem large enough to make total growth attractive. The company reported quite good Q1 results as third-party sales grew and the gross margin continued to rise after weak inventory management in prior years. The risen valuation now represents an unattractive valuation with my base scenario financial estimates. Read the full article on Seeking AlphaRecent Insider Transactions Derivative • Jun 19CEO & Director exercised options and sold US$225k worth of stockOn the 14th of June, Andrew McLean exercised options to acquire 16k shares at no cost and sold these for an average price of US$14.42 per share. This trade did not impact their existing holding. For the year to January 2023, Andrew's total compensation was 23% salary and 77% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since December 2023, Andrew has owned 19.66k shares directly. Company insiders have collectively sold US$381k more than they bought, via options and on-market transactions in the last 12 months.分析記事 • Jun 13Here's What To Make Of Lands' End's (NASDAQ:LE) Decelerating Rates Of ReturnIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'll want to see a proven...Reported Earnings • Jun 07First quarter 2025 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2025 results: US$0.20 loss per share (further deteriorated from US$0.051 loss in 1Q 2024). Revenue: US$285.5m (down 7.8% from 1Q 2024). Net loss: US$6.44m (loss widened 290% from 1Q 2024). Revenue exceeded analyst estimates by 6.2%. Earnings per share (EPS) also surpassed analyst estimates by 23%. Revenue is forecast to stay flat during the next 2 years compared to a 4.7% growth forecast for the Specialty Retail industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 103 percentage points per year, which is a significant difference in performance.New Risk • Jun 06New major risk - Revenue and earnings growthEarnings have declined by 62% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (0.8x net interest cover). Earnings have declined by 62% per year over the past 5 years.Price Target Changed • Jun 06Price target increased by 8.5% to US$17.00Up from US$15.67, the current price target is an average from 3 analysts. New target price is 30% above last closing price of US$13.07. Stock is up 43% over the past year. The company is forecast to post earnings per share of US$0.24 next year compared to a net loss per share of US$4.09 last year.お知らせ • Jun 06Lands' End, Inc. Provides Earnings Guidance for the Fiscal Second Quarter Ending August 2, 2024 and Full Year Ending January 31, 2025Lands' End, Inc. provided earnings guidance for the fiscal second quarter ending August 2, 2024 and full year ending January 31, 2025. For the second quarter of fiscal 2024 the Company expects: Net revenue to be between $290.0 million and $320.0 million. Net loss to be between $8.5 million and $6.0 million and diluted loss per share to be between $0.27 and $0.19.For fiscal 2024 the Company now expects: Net revenue to be between $1.36 billion and $1.45 billion. Net income to be between $2.5 million and $10.0 million and diluted earnings per share to be between $0.08 and $0.32.お知らせ • May 24Lands' End, Inc. to Report Q1, 2025 Results on Jun 05, 2024Lands' End, Inc. announced that they will report Q1, 2025 results on Jun 05, 2024分析記事 • May 04Revenues Not Telling The Story For Lands' End, Inc. (NASDAQ:LE) After Shares Rise 27%Despite an already strong run, Lands' End, Inc. ( NASDAQ:LE ) shares have been powering on, with a gain of 27% in the...分析記事 • Apr 12These 4 Measures Indicate That Lands' End (NASDAQ:LE) Is Using Debt ExtensivelyLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...お知らせ • Apr 10Lands' End Launches New Sculpting Swimwear with WaveShaper TechnologyLands' End, Inc. announced the launch of its new patent-pending WaveShaper technology that will be incorporated into a new line called Sculpting Suits. This technology, built right into the fabric of the suit, is designed with varying levels of targeted zoned compression that seamlessly sculpts the body into an hourglass effect. The launch continues the brand's long-standing tradition of innovative swim solutions. Inspired by the evolution of shapewear and the consumer's desire for control, function, and style, Sculpting Suits with patent-pending Wave Shaper technology are available starting April 10, 2024 in a one-piece swimsuit in sizes 4 to 18 regular as well as high-waisted swim bottoms in 4 to 18 regular and 16W to 26W. Additional styles with WaveShaper technology will continue to roll out throughout the upcoming seasons in swim and apparel. Lands' End continues to offer swim solution styles for every body type. Whether the customer is looking for support, control, or SPF protection, Lands' End provides a wide range of swimwear options from vibrant patterns to classic solids. Lands' End swim solutions and Sculpting Suit styles are available to shop now on.Reported Earnings • Mar 27Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: US$4.09 loss per share (further deteriorated from US$0.38 loss in FY 2023). Revenue: US$1.47b (down 5.3% from FY 2023). Net loss: US$130.7m (loss widened US$118.2m from FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 12%. Revenue is expected to decline by 3.6% p.a. on average during the next 2 years, while revenues in the Specialty Retail industry in the US are expected to grow by 5.0%. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 98 percentage points per year, which is a significant difference in performance.お知らせ • Mar 27Lands' End, Inc. Provides Earnings Guidance for the First Quarter and for Full Year 2024Lands' End, Inc. provides earnings guidance for the first quarter and for full year 2024. For the quarter, the company expects Net revenue to be between $255.0 million and $285.0 million. Net loss to be between $10.0 million and $8.0 million and diluted loss per share to be between $0.32 and $0.25. For the year, the company expects Net revenue to be between $1.33 billion and $1.45 billion, Net income to be between $1.0 million and $10.0 million and diluted earnings per share to be between $0.03 and $0.32.分析記事 • Mar 19Lands' End, Inc.'s (NASDAQ:LE) Business Is Trailing The Industry But Its Shares Aren'tIt's not a stretch to say that Lands' End, Inc.'s ( NASDAQ:LE ) price-to-sales (or "P/S") ratio of 0.2x right now seems...お知らせ • Mar 15Lands' End, Inc. (NasdaqCM:LE) announces an Equity Buyback for $25 million worth of its shares.Lands' End, Inc. (NasdaqCM:LE) announces a share repurchase program. Under the program, the company will repurchase up to $25 million worth of its shares. The Company expects to fund these repurchases through existing cash balances, borrowings under its asset-based senior secured credit facility or a combination of the foregoing. All repurchases will be subject to compliance with the Company’s Term Loan credit agreement which imposes a per fiscal year limitation on share repurchases. The program is valid till March 31, 2026.お知らせ • Mar 14Lands' End, Inc. to Report Q4, 2024 Results on Mar 27, 2024Lands' End, Inc. announced that they will report Q4, 2024 results Pre-Market on Mar 27, 2024Price Target Changed • Feb 29Price target increased by 12% to US$10.67Up from US$9.50, the current price target is an average from 3 analysts. New target price is 9.6% above last closing price of US$9.73. Stock is up 20% over the past year. The company is forecast to post a net loss per share of US$3.66 next year compared to a net loss per share of US$0.38 last year.業績と収益の成長予測NasdaqCM:LE - アナリストの将来予測と過去の財務データ ( )USD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数1/31/20281,4023628N/A21/31/20271,36830288N/A21/30/20261,33562050N/A10/31/20251,314121150N/A8/1/20251,3166549N/A5/2/20251,33941756N/A1/31/20251,36361553N/A11/1/20241,436-215382N/A8/2/20241,442-1335781N/A5/3/20241,448-13586116N/A2/2/20241,473-13196131N/A10/27/20231,487-12586126N/A7/28/20231,534-1896136N/A4/28/20231,561-123875N/A1/27/20231,555-13-68-36N/A10/28/20221,581-2-76-49N/A7/29/20221,58610-106-77N/A4/29/20221,61928-40-13N/A1/28/20221,637334571N/A10/29/20211,6204688111N/A7/30/20211,6044692114N/A4/30/20211,53234109133N/A1/29/20211,427116192N/A10/30/20201,4391690126N/A7/31/20201,41913-1618N/A5/1/20201,4055-51-17N/A1/31/20201,45019-1227N/A11/1/20191,40310N/A-25N/A8/2/20191,40510N/A40N/A5/3/20191,4147N/A53N/A2/1/20191,45212N/A48N/A11/2/20181,46035N/A64N/A8/3/20181,44432N/A66N/A5/4/20181,43833N/A48N/A2/2/20181,40728N/A28N/A10/27/20171,355-106N/A3N/A7/28/20171,341-114N/A9N/A4/28/20171,331-112N/A14N/A1/27/20171,336-110N/A24N/A10/28/20161,350-54N/A64N/A7/29/20161,373-36N/A35N/A4/29/20161,394-27N/A17N/A1/29/20161,420-20N/A36N/A10/30/20151,45153N/A31N/A7/31/20151,48960N/A109N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: LEの予測収益成長率 (年間64.4% ) は 貯蓄率 ( 3.5% ) を上回っています。収益対市場: LEの収益 ( 64.4% ) はUS市場 ( 16.7% ) よりも速いペースで成長すると予測されています。高成長収益: LEの収益は今後 3 年間で 大幅に 増加すると予想されています。収益対市場: LEの収益 ( 2.5% ) US市場 ( 11.6% ) よりも低い成長が予測されています。高い収益成長: LEの収益 ( 2.5% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: LEの 自己資本利益率 は、3年後には高くなると予測されています ( 38.9 %)成長企業の発掘7D1Y7D1Y7D1YRetail 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/11 05:37終値2026/05/08 00:00収益2026/01/30年間収益2026/01/30データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Lands' End, Inc. 2 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。2 アナリスト機関Eric BederSmall Cap Consumer Research LLCDana TelseyTelsey Advisory Group LLC
お知らせ • Dec 09Lands' End, Inc. Provides Earnings Guidance for the Fourth Quarter and Fiscal Year of 2026Lands' End, Inc. provided earnings guidance for the fourth quarter and fiscal year of 2026. For Fourth Quarter fiscal 2026, the Company expects net revenue to be between $460.0 million and $490.0 million. Net income to be between $21.0 million and $25.0 million and diluted earnings per share to be between $0.68 and $0.81. For fiscal 2026, the company now expects net revenue to be between $1.33 billion and $1.36 billion. Net income to be between $14.0 million and $18.0 million and diluted earnings per share to be between $0.45 and $0.58.
Major Estimate Revision • Sep 16Consensus EPS estimates increase by 11%, revenue downgradedThe consensus outlook for fiscal year 2026 has been updated. 2026 revenue forecast fell from US$1.37b to US$1.35b. EPS estimate rose from US$0.64 to US$0.71. Net income forecast to grow 298% next year vs 9.3% growth forecast for Specialty Retail industry in the US. Consensus price target up from US$16.00 to US$18.00. Share price rose 7.8% to US$15.30 over the past week.
お知らせ • Sep 10Lands' End, Inc. Provides Earnings Guidance for the Third Quarter Ending October 31, 2025 and Full Year Ending January 30, 2026Lands' End, Inc. provided earnings guidance for the third quarter ending October 31, 2025 and full year ending January 30, 2026. For the third quarter, the company expects net revenue to be between $320.0 million and $350.0 million. Net income to be between $2.0 million and $6.0 million and diluted earnings per share to be between $0.07 and $0.19. For the full year, the company expects net revenue to be between $1.33 billion and $1.40 billion. Net income to be between $12.0 million and $20.0 million and diluted earnings per share to be between $0.39 and $0.65.
Price Target Changed • Sep 05Price target increased by 9.4% to US$17.50Up from US$16.00, the current price target is an average from 2 analysts. New target price is 22% above last closing price of US$14.40. Stock is up 9.3% over the past year. The company is forecast to post earnings per share of US$0.64 for next year compared to US$0.20 last year.
お知らせ • Jun 05Lands' End, Inc. Provides Earnings Guidance for the Year 2025Lands' End, Inc. provided earnings guidance for the year 2025. For the year, the company expects net revenue to be between $1.33 billion and $1.45 billion. Net income to be between $8.0 million and $20.0 million and diluted earnings per share to be between $0.25 and $0.64.
Price Target Changed • May 16Price target decreased by 7.9% to US$17.50Down from US$19.00, the current price target is an average from 2 analysts. New target price is 85% above last closing price of US$9.47. Stock is down 33% over the past year. The company is forecast to post earnings per share of US$0.57 for next year compared to US$0.20 last year.
ナラティブ更新 • May 09LE: New IP Venture And Buyback Framework Will Recast Future EconomicsAnalysts have adjusted their price target on Lands' End to $45.00. This reflects updated assumptions around discount rate, revenue growth, profit margin and future P/E, while keeping the overall fair value level steady in dollar terms.
Buy Or Sell Opportunity • Apr 30Now 21% overvaluedOver the last 90 days, the stock has fallen 36% to US$11.29. The fair value is estimated to be US$9.32, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 6.3% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 5.0% in 2 years. Earnings are forecast to grow by 562% in the next 2 years.
ナラティブ更新 • Apr 25LE: WHP Stake And Debt Repayment Will Support Future UpsideAnalysts have reduced their price target on Lands' End from $25.00 to $20.00, citing updated assumptions that include a lower fair value estimate, a higher discount rate, reduced revenue growth and profit margin expectations, and a higher future P/E multiple. What's in the News WHP Global completed the acquisition of a 7.27% stake in Lands' End for approximately US$100 million at US$45 per share, following a tender offer that ran through March 31, 2026.
ナラティブ更新 • Apr 10LE: JV Cash Infusion And Buybacks Will Reshape Equity UpsideAnalysts have raised their price target for Lands' End from $17.50 to $32.50, citing updated assumptions around the discount rate, revenue growth, profit margins and future P/E levels. What's in the News WHP Global completed the acquisition of a 7.27% stake in Lands' End for approximately US$100 million at US$45 per share, following a tender offer that was subject to proration if oversubscribed (Key Developments).
お知らせ • Apr 02WHP Global, LLC completed the acquisition of 7.27% stake in Lands' End, Inc. (NasdaqCM:LE).WHP Global, LLC intends to commence a tender offer to acquire 7.27% stake in Lands' End, Inc. (NasdaqCM:LE) for approximately $100 million on January 26, 2026. Under the terms of the acquisition, WHP Global will pay $45 in cash per share or for a total of up to $100 million. The tender offer will be subject to proration if oversubscribed. In a separate agreement, WHP Global, LLC entered into a Membership Interest Purchase Agreement to acquire 50% stake in Intellectual Property and Related Assets of Lands' End, Inc. for $300 million. Upon completion of the transactions, Lands’ End and WHP Global will remain separate and independent companies. The transaction will be financed through a debt financing provided by Morgan Stanley Senior Funding, Inc. As of February 26, 2026 LEWHP, announced the commencement of a tender offer. The Tender Offer will expire at one minute past 11:59 p.m., New York City time, on March 26, 2026. As of WHP Global, LLC, announced an extension of the expiration of the offer until 7:00 a.m., Eastern Time, on March 31, 2026. The transaction will be conditioned on the closing of the Membership Interest Purchase Agreement transaction and is subject to regulatory approvals and other customary closing conditions. The transactions are expected to close during the first half of 2026. Perella Weinberg Partners LP acted as financial advisor to Lands' End, Inc. Igor Kirman of Wachtell, Lipton, Rosen & Katz LLP acted as legal advisor to Lands' End, Inc. Morgan Stanley & Co. LLC acted as financial advisor to WHP Global, LLC. Hamed Meshki of Kirkland & Ellis LLP acted as legal advisor to WHP Global, LLC. Georgeson LLC acted as information agent, and Computershare Trust Company, N.A. acted as the depositary to Lands' End, Inc. WHP Global, LLC completed the acquisition of 7.27% stake in Lands' End, Inc. (NasdaqCM:LE) on April 1, 2026.
Valuation Update With 7 Day Price Move • Apr 02Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to US$11.54, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 11x in the Specialty Retail industry in the US. Total returns to shareholders of 25% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$9.39 per share.
Buy Or Sell Opportunity • Apr 01Now 23% overvaluedOver the last 90 days, the stock has fallen 20% to US$11.56. The fair value is estimated to be US$9.38, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 6.3% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 5.0% in 2 years. Earnings are forecast to grow by 562% in the next 2 years.
お知らせ • Mar 30Lands' End, Inc., Annual General Meeting, May 07, 2026Lands' End, Inc., Annual General Meeting, May 07, 2026. Location: at the gary c. comer activity center, 3 lands end lane, dodgevile, wisconsin 53595, United States
ナラティブ更新 • Mar 27LE: Joint Venture And IP Sale Will Reshape Future Brand EconomicsAnalysts have kept the Lands' End fair value estimate steady at $45.00 while adjusting key inputs such as the discount rate, revenue growth, profit margin and future P/E assumptions. These factors together shape the updated price target rationale.
Recent Insider Transactions Derivative • Mar 26CEO & Director exercised options and sold US$159k worth of stockOn the 24th of March, Andrew McLean exercised options to acquire 13k shares at no cost and sold these for an average price of US$12.56 per share. This trade did not impact their existing holding. For the year to January 2023, Andrew's total compensation was 25% salary and 75% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2025, Andrew's direct individual holding has increased from 56.25k shares to 208.34k. Company insiders have collectively sold US$1.5m more than they bought, via options and on-market transactions in the last 12 months.
Reported Earnings • Mar 19Full year 2026 earnings: EPS misses analyst expectationsFull year 2026 results: EPS: US$0.18 (down from US$0.20 in FY 2025). Revenue: US$1.34b (down 2.0% from FY 2025). Net income: US$5.51m (down 12% from FY 2025). Profit margin: 0.4% (down from 0.5% in FY 2025). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 77%. Over the last 3 years on average, earnings per share has increased by 50% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Mar 16Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to US$13.54, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 11x in the Specialty Retail industry in the US. Total returns to shareholders of 57% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$15.12 per share.
ナラティブ更新 • Mar 10LE: WHP Deal And Debt Repayment Will Support Future UpsideAnalysts have kept their price target for Lands' End steady at $25.00, reflecting updated assumptions around discount rate, revenue growth, profit margin and future P/E that balance each other out in their models. What's in the News WHP Global plans to launch a tender offer to acquire a 7.27% stake in Lands' End for up to US$100 million, offering US$45 in cash per share.
お知らせ • Mar 05Lands' End, Inc. to Report Q4, 2026 Results on Mar 19, 2026Lands' End, Inc. announced that they will report Q4, 2026 results Pre-Market on Mar 19, 2026
Valuation Update With 7 Day Price Move • Feb 27Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to US$16.07, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 12x in the Specialty Retail industry in the US. Total returns to shareholders of 106% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$15.61 per share.
ナラティブ更新 • Feb 24LE: WHP Partnership And Debt Repayment Will Drive Future UpsideAnalysts have kept their $25.00 price target on Lands' End unchanged, citing small adjustments to discount rates, revenue growth, profit margin assumptions, and a slightly lower future P/E outlook as reasons to maintain their prior valuation view. What's in the News WHP Global plans to launch a tender offer to acquire up to a 7.27% stake in Lands' End for about US$100 million at US$45 per share.
Recent Insider Transactions Derivative • Feb 20CEO & Director exercised options and sold US$474k worth of stockOn the 17th of February, Andrew McLean exercised 84.04k options at around US$10.81, then sold 63k of the shares acquired at an average of US$18.32 per share and kept the remainder. For the year to January 2023, Andrew's total compensation was 25% salary and 75% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2025, Andrew's direct individual holding has increased from 56.25k shares to 145.93k. Company insiders have collectively sold US$1.3m more than they bought, via options and on-market transactions in the last 12 months.
ナラティブ更新 • Feb 10LE: WHP Deal And Debt Repayment Will Support Future UpsideAnalysts have raised their fair value estimate for Lands' End from US$15.00 to US$25.00. They cite updated assumptions for revenue growth, profit margins and future P/E that they see as better aligned with the company’s current outlook.
Recent Insider Transactions Derivative • Jan 29CEO & Director exercised options and sold US$477k worth of stockOn the 26th of January, Andrew McLean exercised 84.04k options at around US$10.81, then sold 60k of the shares acquired at an average of US$18.72 per share and kept the remainder. For the year to January 2023, Andrew's total compensation was 25% salary and 75% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2025, Andrew's direct individual holding has increased from 56.25k shares to 122.13k. Company insiders have collectively sold US$1.1m more than they bought, via options and on-market transactions in the last 12 months.
お知らせ • Jan 27WHP Global, LLC intends to commence a tender offer to acquire 7.27% stake in Lands' End, Inc. (NasdaqCM:LE) for approximately $100 million.WHP Global, LLC intends to commence a tender offer to acquire 7.27% stake in Lands' End, Inc. (NasdaqCM:LE) for approximately $100 million on January 26, 2026. Under the terms of the acquisition, WHP Global will pay $45 in cash per share or for a total of up to $100 million. The tender offer will be subject to proration if oversubscribed. In a separate agreement, WHP Global, LLC entered into a Membership Interest Purchase Agreement to acquire 50% stake in Intellectual Property and Related Assets of Lands' End, Inc. for $300 million. Upon completion of the transactions, Lands’ End and WHP Global will remain separate and independent companies. The transaction will be financed through a debt financing provided by Morgan Stanley Senior Funding, Inc. The transaction will be conditioned on the closing of the Membership Interest Purchase Agreement transaction and is subject to regulatory approvals and other customary closing conditions. The transactions are expected to close during the first half of 2026. Perella Weinberg Partners LP acted as financial advisor to Lands' End, Inc. Igor Kirman of Wachtell, Lipton, Rosen & Katz LLP acted as legal advisor to Lands' End, Inc. Morgan Stanley & Co. LLC acted as financial advisor to WHP Global, LLC. Hamed Meshki of Kirkland & Ellis LLP acted as legal advisor to WHP Global, LLC.
ナラティブ更新 • Jan 27LE: Joint Venture And Debt Repayment Will Recast Brand Value PotentialNarrative Update on Lands' End The analyst price target for Lands' End has increased from US$20.00 to US$45.00. Analysts cite updated assumptions for revenue growth, profit margins, and future P/E as the key drivers of this change.
分析記事 • Jan 27Optimistic Investors Push Lands' End, Inc. (NASDAQ:LE) Shares Up 28% But Growth Is LackingLands' End, Inc. ( NASDAQ:LE ) shareholders would be excited to see that the share price has had a great month, posting...
New Risk • Jan 27New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 7.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.8x net interest cover). Minor Risks Share price has been volatile over the past 3 months (7.3% average weekly change). Large one-off items impacting financial results.
Valuation Update With 7 Day Price Move • Jan 26Investor sentiment improves as stock rises 19%After last week's 19% share price gain to US$18.76, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 12x in the Specialty Retail industry in the US. Total returns to shareholders of 113% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$13.86 per share.
Buy Or Sell Opportunity • Jan 26Now 35% overvalued after recent price riseOver the last 90 days, the stock has risen 12% to US$18.76. The fair value is estimated to be US$13.86, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 6.5% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 4.0% in a year. Earnings are forecast to grow by 133% in the next year.
New Risk • Dec 11New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 40% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.8x net interest cover). Minor Risk Large one-off items impacting financial results.
Reported Earnings • Dec 10Third quarter 2026 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2026 results: EPS: US$0.17 (up from US$0.019 loss in 3Q 2025). Revenue: US$317.5m (flat on 3Q 2025). Net income: US$5.16m (up US$5.76m from 3Q 2025). Profit margin: 1.6% (up from net loss in 3Q 2025). Revenue missed analyst estimates by 4.1%. Earnings per share (EPS) exceeded analyst estimates by 3.0%. Revenue is forecast to grow 3.7% p.a. on average during the next 2 years, compared to a 6.5% growth forecast for the Specialty Retail industry in the US. Over the last 3 years on average, earnings per share has increased by 23% per year whereas the company’s share price has increased by 24% per year.
お知らせ • Dec 09Lands' End, Inc. Provides Earnings Guidance for the Fourth Quarter and Fiscal Year of 2026Lands' End, Inc. provided earnings guidance for the fourth quarter and fiscal year of 2026. For Fourth Quarter fiscal 2026, the Company expects net revenue to be between $460.0 million and $490.0 million. Net income to be between $21.0 million and $25.0 million and diluted earnings per share to be between $0.68 and $0.81. For fiscal 2026, the company now expects net revenue to be between $1.33 billion and $1.36 billion. Net income to be between $14.0 million and $18.0 million and diluted earnings per share to be between $0.45 and $0.58.
Seeking Alpha • Dec 07Lands' End: Mixed Fundamentals And Declining FCF Suggests A 'Hold'Summary Lands' End has outperformed the S&P 500 in 2025, but faces declining revenues and free cash flow over the past five years. LE’s valuation metrics are broadly in line with peers, with mixed performance on key ratios and a C+ valuation grade versus competitors. Long-term debt has been reduced by nearly 50% over a decade, while cash and short-term investments remain flat. I rate LE a 'hold' due to balanced risks and limited near-term catalysts, advising close monitoring of revenue, FCF, and liquidity. Read the full article on Seeking Alpha
お知らせ • Nov 28Lands' End, Inc. to Report Q3, 2026 Results on Dec 09, 2025Lands' End, Inc. announced that they will report Q3, 2026 results Pre-Market on Dec 09, 2025
分析記事 • Nov 23Lands' End (NASDAQ:LE) Might Have The Makings Of A Multi-BaggerThere are a few key trends to look for if we want to identify the next multi-bagger. Typically, we'll want to notice a...
Valuation Update With 7 Day Price Move • Nov 20Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to US$13.77, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 12x in the Specialty Retail industry in the US. Total returns to shareholders of 26% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$14.95 per share.
Recent Insider Transactions Derivative • Nov 05CEO & Director exercised options and sold US$428k worth of stockOn the 1st of November, Andrew McLean exercised options to acquire 27k shares at no cost and sold these for an average price of US$15.74 per share. This trade did not impact their existing holding. For the year to January 2023, Andrew's total compensation was 25% salary and 75% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2025, Andrew's direct individual holding has increased from 56.25k shares to 91.48k. Company insiders have collectively sold US$835k more than they bought, via options and on-market transactions in the last 12 months.
分析記事 • Nov 05Lands' End, Inc.'s (NASDAQ:LE) Business Is Trailing The Industry But Its Shares Aren'tWith a median price-to-sales (or "P/S") ratio of close to 0.4x in the Specialty Retail industry in the United States...
Major Estimate Revision • Sep 16Consensus EPS estimates increase by 11%, revenue downgradedThe consensus outlook for fiscal year 2026 has been updated. 2026 revenue forecast fell from US$1.37b to US$1.35b. EPS estimate rose from US$0.64 to US$0.71. Net income forecast to grow 298% next year vs 9.3% growth forecast for Specialty Retail industry in the US. Consensus price target up from US$16.00 to US$18.00. Share price rose 7.8% to US$15.30 over the past week.
Reported Earnings • Sep 10Second quarter 2026 earnings: EPS and revenues miss analyst expectationsSecond quarter 2026 results: US$0.12 loss per share (improved from US$0.17 loss in 2Q 2025). Revenue: US$294.1m (down 7.3% from 2Q 2025). Net loss: US$3.67m (loss narrowed 30% from 2Q 2025). Revenue missed analyst estimates by 8.8%. Earnings per share (EPS) also missed analyst estimates. Revenue is forecast to grow 3.3% p.a. on average during the next 2 years, compared to a 5.7% growth forecast for the Specialty Retail industry in the US. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 20% per year, which means it is well ahead of earnings.
お知らせ • Sep 10Lands' End, Inc. Provides Earnings Guidance for the Third Quarter Ending October 31, 2025 and Full Year Ending January 30, 2026Lands' End, Inc. provided earnings guidance for the third quarter ending October 31, 2025 and full year ending January 30, 2026. For the third quarter, the company expects net revenue to be between $320.0 million and $350.0 million. Net income to be between $2.0 million and $6.0 million and diluted earnings per share to be between $0.07 and $0.19. For the full year, the company expects net revenue to be between $1.33 billion and $1.40 billion. Net income to be between $12.0 million and $20.0 million and diluted earnings per share to be between $0.39 and $0.65.
Price Target Changed • Sep 05Price target increased by 9.4% to US$17.50Up from US$16.00, the current price target is an average from 2 analysts. New target price is 22% above last closing price of US$14.40. Stock is up 9.3% over the past year. The company is forecast to post earnings per share of US$0.64 for next year compared to US$0.20 last year.
ナラティブ更新 • Sep 05Data-driven Personalization And Diversified Supply Chains Will Expand Global ReachLands' End’s consensus price target has increased to $17.50, primarily reflecting an improved earnings multiple (Future P/E rising from 10.19x to 11.42x), despite a slight dip in net profit margin. What's in the News Authentic Brands and WHP Global have submitted bids to acquire Lands' End as the company explores strategic alternatives, including a potential sale.
お知らせ • Aug 29Lands' End, Inc. to Report Q2, 2026 Results on Sep 09, 2025Lands' End, Inc. announced that they will report Q2, 2026 results on Sep 09, 2025
Buy Or Sell Opportunity • Aug 21Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 48% to US$13.14. The fair value is estimated to be US$10.93, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 5.9% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 3.5% in a year. Earnings are forecast to grow by 354% in the next year.
Buy Or Sell Opportunity • Aug 05Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 71% to US$13.13. The fair value is estimated to be US$10.78, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 5.9% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 3.5% in a year. Earnings are forecast to grow by 306% in the next year.
分析記事 • Jul 19Calculating The Intrinsic Value Of Lands' End, Inc. (NASDAQ:LE)Key Insights The projected fair value for Lands' End is US$11.32 based on 2 Stage Free Cash Flow to Equity Lands' End's...
お知らせ • Jul 02Lands’ End Reportedly Attracts Bids from Authentic Brands, WHP GlobalBrand management companies Authentic Brands Global and WHP Global, LLC have submitted bids to acquire apparel retailer Lands' End, Inc. (NasdaqCM:LE), according to two people familiar with the matter. Lands’ End, known for its casual sweaters and other apparel, announced in March that it was exploring different strategic alternatives, including a potential sale, to maximize value for shareholders. The company is working with investment bank Perella Weinberg Partners. Before this report, the company was trading at nearly $11 per share for a roughly $360 million market capitalization on July 02, 2025. Lands’ End, WHP and Authentic declined to comment. Authentic’s brand portfolio includes Reebok and Champion while WHP owns Toys"R"Us and Vera Wang.
分析記事 • Jun 25Unpleasant Surprises Could Be In Store For Lands' End, Inc.'s (NASDAQ:LE) SharesThere wouldn't be many who think Lands' End, Inc.'s ( NASDAQ:LE ) price-to-sales (or "P/S") ratio of 0.2x is worth a...
Recent Insider Transactions Derivative • Jun 18CEO & Director exercised options and sold US$149k worth of stockOn the 14th of June, Andrew McLean exercised options to acquire 17k shares at no cost and sold these for an average price of US$8.86 per share. This trade did not impact their existing holding. For the year to January 2023, Andrew's total compensation was 25% salary and 75% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since December 2024, Andrew's direct individual holding has increased from 56.25k shares to 71.40k. Company insiders have collectively sold US$626k more than they bought, via options and on-market transactions in the last 12 months.
New Risk • Jun 16New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 12% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.5x net interest cover). Minor Risks Share price has been volatile over the past 3 months (12% average weekly change). Large one-off items impacting financial results.
Reported Earnings • Jun 06First quarter 2026 earnings: EPS and revenues miss analyst expectationsFirst quarter 2026 results: US$0.27 loss per share (further deteriorated from US$0.20 loss in 1Q 2025). Revenue: US$261.2m (down 8.5% from 1Q 2025). Net loss: US$8.26m (loss widened 28% from 1Q 2025). Revenue missed analyst estimates by 4.2%. Earnings per share (EPS) also missed analyst estimates by 35%. Revenue is forecast to grow 2.3% p.a. on average during the next 2 years, compared to a 5.1% growth forecast for the Specialty Retail industry in the US. Over the last 3 years on average, earnings per share has fallen by 43% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.
お知らせ • Jun 05Lands' End, Inc. Provides Earnings Guidance for the Year 2025Lands' End, Inc. provided earnings guidance for the year 2025. For the year, the company expects net revenue to be between $1.33 billion and $1.45 billion. Net income to be between $8.0 million and $20.0 million and diluted earnings per share to be between $0.25 and $0.64.
新しいナラティブ • Jun 01Digital Engagement And Licensing Expansion Will Attract Younger Consumers Digital transformation and licensing expansion are driving customer acquisition, revenue diversification, and gross margin improvement while targeting younger consumers.
お知らせ • May 22Lands' End, Inc. to Report Q1, 2026 Results on Jun 05, 2025Lands' End, Inc. announced that they will report Q1, 2026 results on Jun 05, 2025
Price Target Changed • May 16Price target decreased by 7.9% to US$17.50Down from US$19.00, the current price target is an average from 2 analysts. New target price is 85% above last closing price of US$9.47. Stock is down 33% over the past year. The company is forecast to post earnings per share of US$0.57 for next year compared to US$0.20 last year.
Valuation Update With 7 Day Price Move • May 13Investor sentiment improves as stock rises 19%After last week's 19% share price gain to US$9.38, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 11x in the Specialty Retail industry in the US. Total loss to shareholders of 30% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$8.53 per share.
分析記事 • May 07We Like These Underlying Return On Capital Trends At Lands' End (NASDAQ:LE)If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. One common...
Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to US$8.30, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 9x in the Specialty Retail industry in the US. Total loss to shareholders of 47% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$7.99 per share.
Recent Insider Transactions Derivative • Apr 04CEO & Director exercised options and sold US$75k worth of stockOn the 1st of April, Andrew McLean exercised options to acquire 7k shares at no cost and sold these for an average price of US$10.47 per share. This trade did not impact their existing holding. For the year to January 2023, Andrew's total compensation was 25% salary and 75% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since June 2024, Andrew's direct individual holding has increased from 40.93k shares to 56.25k. Company insiders have collectively sold US$736k more than they bought, via options and on-market transactions in the last 12 months.
分析記事 • Apr 04We Like Lands' End's (NASDAQ:LE) Earnings For More Than Just Statutory ProfitThe market seemed underwhelmed by last week's earnings announcement from Lands' End, Inc. ( NASDAQ:LE ) despite the...
お知らせ • Apr 04Lands' End, Inc., Annual General Meeting, May 21, 2025Lands' End, Inc., Annual General Meeting, May 21, 2025. Location: watchtell lipton rosen & katz, 51 west 52nd street, ny 10019., new york United States
Seeking Alpha • Mar 31Lands' End Remains Overvalued Compared To PeersSummary Lands' End's results were mixed, with revenues declining but gross margins improving due to a shift to high-margin licensing revenue and reduced promotions. The company is exploring strategic alternatives, including a potential sale, adding uncertainty and potential volatility to the stock. Despite a more reasonable valuation, the stock remains high compared to peers, prompting a Hold rating but increased interest at current prices. Positive FY25 guidance with projected flat to MSD revenue growth, but concerns remain about financial leverage and brand dilution from third-party retail channels. Read the full article on Seeking Alpha
New Risk • Mar 28New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 47% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.5x net interest cover). Minor Risk Large one-off items impacting financial results.
New Risk • Mar 20New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 1.3x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. This is currently the only risk that has been identified for the company.
Reported Earnings • Mar 20Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: US$0.20 (up from US$4.09 loss in FY 2024). Revenue: US$1.36b (down 7.4% from FY 2024). Net income: US$6.23m (up US$136.9m from FY 2024). Profit margin: 0.5% (up from net loss in FY 2024). The move to profitability was driven by lower expenses. Revenue missed analyst estimates by 1.2%. Earnings per share (EPS) also missed analyst estimates by 59%. Revenue is forecast to grow 2.4% p.a. on average during the next 2 years, compared to a 5.0% growth forecast for the Specialty Retail industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 56 percentage points per year, which is a significant difference in performance.
お知らせ • Mar 20Lands' End, Inc. Provides Earnings Guidance for the First Quarter and Full Year of 2025Lands' End, Inc. provided earnings guidance for the first quarter and full year of 2025. For the quarter, the company expects net revenue to be between $260.0 million and $290.0 million. Net loss to be between $9.0 million and $6.0 million and diluted loss per share to be between $0.29 and $0.19. For the full year, the company expects net revenue to be between $1.33 billion and $1.45 billion. Net income to be between $8.0 million and $20.0 million and diluted earnings per share to be between $0.25 and $0.64.
お知らせ • Mar 06Lands' End, Inc. to Report Q4, 2025 Results on Mar 20, 2025Lands' End, Inc. announced that they will report Q4, 2025 results at 12:30 PM, US Eastern Standard Time on Mar 20, 2025
分析記事 • Mar 05Investor Optimism Abounds Lands' End, Inc. (NASDAQ:LE) But Growth Is LackingIt's not a stretch to say that Lands' End, Inc.'s ( NASDAQ:LE ) price-to-sales (or "P/S") ratio of 0.2x right now seems...
お知らせ • Jan 30Lands' End, Inc. Elects Gordon Hartogensis to the BoardOn January 22, 2025, the Board of Directors (the “Board”) of Lands’ End, Inc. (the “Company”) increased the number of directors of the Company from six to seven and elected Gordon Hartogensis to the Board, effective immediately. There is no arrangement or understanding between Mr. Hartogensis and any other person pursuant to which he was selected as a director. Mr. Hartogensis has been named to the Compensation Committee of the Board and the Audit Committee of the Board. There are no related party transactions between the Company and Mr. Hartogensis that are required to be disclosed under Item 404(a) of Regulation S-K. Mr. Hartogensis will be compensated for his service on the Board and its committees in the same manner as the Company's other non-employee directors, pursuant to the Company's Director Compensation Policy.
Reported Earnings • Dec 05Third quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2025 results: US$0.019 loss per share (improved from US$3.53 loss in 3Q 2024). Revenue: US$318.6m (down 1.9% from 3Q 2024). Net loss: US$593.0k (loss narrowed 100% from 3Q 2024). Revenue exceeded analyst estimates by 1.1%. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to stay flat during the next 2 years compared to a 4.7% growth forecast for the Specialty Retail industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 94 percentage points per year, which is a significant difference in performance.
お知らせ • Dec 05Lands' End Provides Earnings Guidance for the Fourth Quarter and Fiscal Year of 2025Lands' End provided earnings guidance for the fourth quarter and full year of 2025. For the fourth quarter, the company expects net revenue to be between $440.0 million and $480.0 million, net income to be between $18.0 million and $21.0 million and diluted earnings per share to be between $0.58 and $0.67. For the fiscal year, the Company now expects net revenue to be between $1.36 billion and $1.40 billion, net income to be between $6.0 million and $9.0 million and diluted earnings per share to be between $0.19 and $0.29.
お知らせ • Nov 21Lands' End, Inc. to Report Q3, 2025 Results on Dec 05, 2024Lands' End, Inc. announced that they will report Q3, 2025 results Pre-Market on Dec 05, 2024
分析記事 • Nov 19Does Lands' End (NASDAQ:LE) Have A Healthy Balance Sheet?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Recent Insider Transactions Derivative • Nov 06CEO & Director exercised options and sold US$219k worth of stockOn the 1st of November, Andrew McLean exercised options to acquire 14k shares at no cost and sold these for an average price of US$16.09 per share. This trade did not impact their existing holding. For the year to January 2023, Andrew's total compensation was 23% salary and 77% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2024, Andrew's direct individual holding has increased from 19.66k shares to 40.93k. Company insiders have collectively sold US$579k more than they bought, via options and on-market transactions in the last 12 months.
お知らせ • Oct 08Lands' End, Inc. Announces Retirement of Angela Rieger as Executive Vice President, Chief Transformation Officer, Effective April 15, 2025On October 2, 2024, Angela Rieger, Executive Vice President, Chief Transformation Officer, notified Lands’ End, Inc. (the Company) that she will be retiring from the Company and resigning from all positions held with the Company and its subsidiaries, effective April 15, 2025.
分析記事 • Oct 06Lands' End, Inc.'s (NASDAQ:LE) 26% Price Boost Is Out Of Tune With RevenuesLands' End, Inc. ( NASDAQ:LE ) shareholders would be excited to see that the share price has had a great month, posting...
Seeking Alpha • Sep 11Land's End Posted Adjusted Growth Fueled By Expensive Marketing. The Stock Is OvervaluedSummary Land's End's 2Q24 results showed adjusted revenue growth in US e-commerce and improved gross margins, but profits remained unchanged due to high SG&A costs. The company's market cap of $422 million seems excessive given the FY24 adjusted net income guidance of $9-15 million, leading to a Hold rating. Despite a 10% stock price increase since initiation, high customer acquisition costs and leverage issues pose significant risks, making the valuation unattractive. Land's End's low margins, heavy leverage, and inability to cover interest expenses from operations necessitate a high return, which the current earnings yield fails to provide. Read the full article on Seeking Alpha
Price Target Changed • Sep 06Price target increased by 7.5% to US$19.00Up from US$17.67, the current price target is an average from 3 analysts. New target price is 44% above last closing price of US$13.18. Stock is up 82% over the past year. The company is forecast to post earnings per share of US$0.36 next year compared to a net loss per share of US$4.09 last year.
Reported Earnings • Sep 06Second quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2025 results: US$0.17 loss per share (improved from US$0.25 loss in 2Q 2024). Revenue: US$317.2m (down 1.9% from 2Q 2024). Net loss: US$5.25m (loss narrowed 35% from 2Q 2024). Revenue exceeded analyst estimates by 3.2%. Earnings per share (EPS) missed analyst estimates by 59%. Revenue is forecast to stay flat during the next 2 years compared to a 4.8% growth forecast for the Specialty Retail industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 107 percentage points per year, which is a significant difference in performance.
お知らせ • Sep 05Lands' End, Inc. Provides Earnings Guidance for the Fiscal Third Quarter Ending November 1, 2024 and Full Year Ending January 31, 2025Lands' End, Inc. provided earnings guidance for the fiscal third quarter ending November 1, 2024 and full year ending January 31, 2025. For the third quarter Company expects: Net revenue to be between $300.0 million and $340.0 million. Net loss to be between $1.5 million to net profit of $1.5 million and diluted loss per share to be between $0.05 to net income per share of $0.05. For fiscal 2024 the Company now expects: Net revenue to be between $1.35 billion and $1.43 billion. Net income to be between $5.0 million and $11.0 million and diluted earnings per share to be between $0.16 and $0.35.
お知らせ • Aug 22Lands' End, Inc. to Report Q2, 2025 Results on Sep 05, 2024Lands' End, Inc. announced that they will report Q2, 2025 results on Sep 05, 2024
分析記事 • Jul 27What Lands' End, Inc.'s (NASDAQ:LE) 30% Share Price Gain Is Not Telling YouLands' End, Inc. ( NASDAQ:LE ) shareholders have had their patience rewarded with a 30% share price jump in the last...
Price Target Changed • Jul 18Price target increased by 12% to US$18.67Up from US$16.67, the current price target is an average from 3 analysts. New target price is 10% above last closing price of US$16.93. Stock is up 91% over the past year. The company is forecast to post earnings per share of US$0.24 next year compared to a net loss per share of US$4.09 last year.
分析記事 • Jul 12We Think Lands' End (NASDAQ:LE) Is Taking Some Risk With Its DebtLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Seeking Alpha • Jun 24Lands' End Has An Unattractive Base Scenario As Sales TrailSummary Lands' End has had a weak long-term history in attracting growing demand, and margins have followed revenues into a weak level leveraged by high debt. The company targets growth through third-party retailers' sales, which the company has achieved. Yet, the potential doesn't seem large enough to make total growth attractive. The company reported quite good Q1 results as third-party sales grew and the gross margin continued to rise after weak inventory management in prior years. The risen valuation now represents an unattractive valuation with my base scenario financial estimates. Read the full article on Seeking Alpha
Recent Insider Transactions Derivative • Jun 19CEO & Director exercised options and sold US$225k worth of stockOn the 14th of June, Andrew McLean exercised options to acquire 16k shares at no cost and sold these for an average price of US$14.42 per share. This trade did not impact their existing holding. For the year to January 2023, Andrew's total compensation was 23% salary and 77% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since December 2023, Andrew has owned 19.66k shares directly. Company insiders have collectively sold US$381k more than they bought, via options and on-market transactions in the last 12 months.
分析記事 • Jun 13Here's What To Make Of Lands' End's (NASDAQ:LE) Decelerating Rates Of ReturnIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'll want to see a proven...
Reported Earnings • Jun 07First quarter 2025 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2025 results: US$0.20 loss per share (further deteriorated from US$0.051 loss in 1Q 2024). Revenue: US$285.5m (down 7.8% from 1Q 2024). Net loss: US$6.44m (loss widened 290% from 1Q 2024). Revenue exceeded analyst estimates by 6.2%. Earnings per share (EPS) also surpassed analyst estimates by 23%. Revenue is forecast to stay flat during the next 2 years compared to a 4.7% growth forecast for the Specialty Retail industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 103 percentage points per year, which is a significant difference in performance.
New Risk • Jun 06New major risk - Revenue and earnings growthEarnings have declined by 62% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (0.8x net interest cover). Earnings have declined by 62% per year over the past 5 years.
Price Target Changed • Jun 06Price target increased by 8.5% to US$17.00Up from US$15.67, the current price target is an average from 3 analysts. New target price is 30% above last closing price of US$13.07. Stock is up 43% over the past year. The company is forecast to post earnings per share of US$0.24 next year compared to a net loss per share of US$4.09 last year.
お知らせ • Jun 06Lands' End, Inc. Provides Earnings Guidance for the Fiscal Second Quarter Ending August 2, 2024 and Full Year Ending January 31, 2025Lands' End, Inc. provided earnings guidance for the fiscal second quarter ending August 2, 2024 and full year ending January 31, 2025. For the second quarter of fiscal 2024 the Company expects: Net revenue to be between $290.0 million and $320.0 million. Net loss to be between $8.5 million and $6.0 million and diluted loss per share to be between $0.27 and $0.19.For fiscal 2024 the Company now expects: Net revenue to be between $1.36 billion and $1.45 billion. Net income to be between $2.5 million and $10.0 million and diluted earnings per share to be between $0.08 and $0.32.
お知らせ • May 24Lands' End, Inc. to Report Q1, 2025 Results on Jun 05, 2024Lands' End, Inc. announced that they will report Q1, 2025 results on Jun 05, 2024
分析記事 • May 04Revenues Not Telling The Story For Lands' End, Inc. (NASDAQ:LE) After Shares Rise 27%Despite an already strong run, Lands' End, Inc. ( NASDAQ:LE ) shares have been powering on, with a gain of 27% in the...
分析記事 • Apr 12These 4 Measures Indicate That Lands' End (NASDAQ:LE) Is Using Debt ExtensivelyLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
お知らせ • Apr 10Lands' End Launches New Sculpting Swimwear with WaveShaper TechnologyLands' End, Inc. announced the launch of its new patent-pending WaveShaper technology that will be incorporated into a new line called Sculpting Suits. This technology, built right into the fabric of the suit, is designed with varying levels of targeted zoned compression that seamlessly sculpts the body into an hourglass effect. The launch continues the brand's long-standing tradition of innovative swim solutions. Inspired by the evolution of shapewear and the consumer's desire for control, function, and style, Sculpting Suits with patent-pending Wave Shaper technology are available starting April 10, 2024 in a one-piece swimsuit in sizes 4 to 18 regular as well as high-waisted swim bottoms in 4 to 18 regular and 16W to 26W. Additional styles with WaveShaper technology will continue to roll out throughout the upcoming seasons in swim and apparel. Lands' End continues to offer swim solution styles for every body type. Whether the customer is looking for support, control, or SPF protection, Lands' End provides a wide range of swimwear options from vibrant patterns to classic solids. Lands' End swim solutions and Sculpting Suit styles are available to shop now on.
Reported Earnings • Mar 27Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: US$4.09 loss per share (further deteriorated from US$0.38 loss in FY 2023). Revenue: US$1.47b (down 5.3% from FY 2023). Net loss: US$130.7m (loss widened US$118.2m from FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 12%. Revenue is expected to decline by 3.6% p.a. on average during the next 2 years, while revenues in the Specialty Retail industry in the US are expected to grow by 5.0%. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 98 percentage points per year, which is a significant difference in performance.
お知らせ • Mar 27Lands' End, Inc. Provides Earnings Guidance for the First Quarter and for Full Year 2024Lands' End, Inc. provides earnings guidance for the first quarter and for full year 2024. For the quarter, the company expects Net revenue to be between $255.0 million and $285.0 million. Net loss to be between $10.0 million and $8.0 million and diluted loss per share to be between $0.32 and $0.25. For the year, the company expects Net revenue to be between $1.33 billion and $1.45 billion, Net income to be between $1.0 million and $10.0 million and diluted earnings per share to be between $0.03 and $0.32.
分析記事 • Mar 19Lands' End, Inc.'s (NASDAQ:LE) Business Is Trailing The Industry But Its Shares Aren'tIt's not a stretch to say that Lands' End, Inc.'s ( NASDAQ:LE ) price-to-sales (or "P/S") ratio of 0.2x right now seems...
お知らせ • Mar 15Lands' End, Inc. (NasdaqCM:LE) announces an Equity Buyback for $25 million worth of its shares.Lands' End, Inc. (NasdaqCM:LE) announces a share repurchase program. Under the program, the company will repurchase up to $25 million worth of its shares. The Company expects to fund these repurchases through existing cash balances, borrowings under its asset-based senior secured credit facility or a combination of the foregoing. All repurchases will be subject to compliance with the Company’s Term Loan credit agreement which imposes a per fiscal year limitation on share repurchases. The program is valid till March 31, 2026.
お知らせ • Mar 14Lands' End, Inc. to Report Q4, 2024 Results on Mar 27, 2024Lands' End, Inc. announced that they will report Q4, 2024 results Pre-Market on Mar 27, 2024
Price Target Changed • Feb 29Price target increased by 12% to US$10.67Up from US$9.50, the current price target is an average from 3 analysts. New target price is 9.6% above last closing price of US$9.73. Stock is up 20% over the past year. The company is forecast to post a net loss per share of US$3.66 next year compared to a net loss per share of US$0.38 last year.
