Leslie's（LESL）株式概要
レスリーズ社は、米国でプールとスパのケア・ブランドを消費者向けに直接販売している。 詳細
LESL Community Fair Values
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Analyst Price Targets
Leslie's, Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$8.84 |
| 52週高値 | US$13.57 |
| 52週安値 | US$0.87 |
| ベータ | 1.95 |
| 1ヶ月の変化 | 156.23% |
| 3ヶ月変化 | 726.17% |
| 1年変化 | -6.20% |
| 3年間の変化 | -95.35% |
| 5年間の変化 | -98.39% |
| IPOからの変化 | -97.96% |
最新ニュース
ナラティブの更新 • Jun 22
LESL: Cost Cutting Reliance Will Sustain A Cautious Overvaluation-Skewed Outlook
Analysts have raised their price target on Leslie's stock to $3 from $2, citing relatively strong Q2 results and ongoing cost-cutting efforts as key factors supporting the revised outlook. What's in the News for Leslie's Leslie's reiterated full year 2026 earnings guidance, with expected sales in a range of $1,100 million to $1,250 million.
ナラティブの更新 • Jun 05
LESL: Future Cost Cuts And Q2 Strength May Not Offset Overvaluation
Analysts have raised their price target on Leslie's to $3 from $2, citing relatively strong Q2 results and anticipated benefits from further cost-cutting over the coming 12 months. What's in the News Leslie's reiterated full year 2026 earnings guidance, with expected sales in a range of $1,100 million to $1,250 million.ナラティブの更新 • May 21
LESL: Cost Cutting Dependence Will Shape A Cautious Overvaluation-Skewed Outlook
Analysts have raised the price target on Leslie's stock to $3 from $2, citing relatively strong Q2 results and expectations that additional cost-cutting over the next 12 months could support the business. Analyst Commentary The recent research note highlights that the updated US$3 price target reflects a view that Leslie's Q2 performance and planned cost reductions could support the business over the next year.Recent updates
ナラティブの更新 • Jun 22
LESL: Cost Cutting Reliance Will Sustain A Cautious Overvaluation-Skewed Outlook
Analysts have raised their price target on Leslie's stock to $3 from $2, citing relatively strong Q2 results and ongoing cost-cutting efforts as key factors supporting the revised outlook. What's in the News for Leslie's Leslie's reiterated full year 2026 earnings guidance, with expected sales in a range of $1,100 million to $1,250 million.ナラティブの更新 • Jun 05
LESL: Future Cost Cuts And Q2 Strength May Not Offset Overvaluation
Analysts have raised their price target on Leslie's to $3 from $2, citing relatively strong Q2 results and anticipated benefits from further cost-cutting over the coming 12 months. What's in the News Leslie's reiterated full year 2026 earnings guidance, with expected sales in a range of $1,100 million to $1,250 million.ナラティブの更新 • May 21
LESL: Cost Cutting Dependence Will Shape A Cautious Overvaluation-Skewed Outlook
Analysts have raised the price target on Leslie's stock to $3 from $2, citing relatively strong Q2 results and expectations that additional cost-cutting over the next 12 months could support the business. Analyst Commentary The recent research note highlights that the updated US$3 price target reflects a view that Leslie's Q2 performance and planned cost reductions could support the business over the next year.ナラティブの更新 • Apr 28
LESL: Reset Expectations Could Benefit From Future Comparable Sales Stabilization
Analysts have cut their price target on Leslie's to about $4 from roughly $20, reflecting concerns about a 15.5% fiscal Q1 comparable sales decline, weaker unit growth, and what they see as limited visibility into a sustained sales rebound. Analyst Commentary Recent research points to ongoing caution around Leslie's, with the cut in the price target to US$1 from US$1.50 reflecting concern about the 15.5% fiscal Q1 comparable sales decline and slowing unit growth.ナラティブの更新 • Apr 14
LESL: Weaker Comps And Unit Uncertainty Will Shape A Cautious Fairly Valued Outlook
Analysts have trimmed their price target on Leslie's to $1.00 from $1.50. This reflects weaker same store sales trends and reduced visibility on unit growth after a 15.5% fiscal Q1 comp decline.ナラティブの更新 • Mar 31
LESL: Reset Expectations Suggest Future Upside As Sales Trends Stabilize
Analysts now estimate fair value for Leslie's at approximately $20.00 per share, up from about $16.55. This reflects revised assumptions around revenue growth, profit margins, and future P/E, despite recent price target reductions tied to weak comparable sales and limited visibility on a sales recovery.
ナラティブの更新 • Mar 17
LESL: Future Returns Will Depend On A Gradual Sales Inflection
Analysts have trimmed their price target on Leslie's to $1 from $1.50, citing weak recent comps, lower unit growth, and reduced confidence in a clear sales rebound, even though updated assumptions point to slightly better revenue growth and profit margin expectations than before. Analyst Commentary Recent research highlights growing concern about Leslie's near term sales trends and growth execution, which is feeding directly into more conservative valuation work.ナラティブの更新 • Mar 03
LESL: Weaker Comps And Slowing Units Will Shape A Cautious But Balanced Outlook
Analysts have trimmed their price target on Leslie's to $1 from $1.50, as weaker fiscal Q1 comps, low visibility on a sales inflection, and slowing unit growth weigh on expectations. This has fed into a slightly lower fair value estimate and modest tweaks to discount rate, revenue trends, profit margin, and forward P/E assumptions.ナラティブの更新 • Feb 17
LESL: Future Returns Will Hinge On Margin Execution After Model Reset
Analysts have raised their price target for Leslie's from $5.53 to $5.88, citing updated assumptions for discount rates, revenue trends, profit margins and future P/E expectations. Analyst Commentary Recent research has focused on how updated assumptions for discount rates, revenue trends and profit margins line up with the new price target range for Leslie's, as well as how future P/E expectations compare with perceived execution risk.ナラティブの更新 • Feb 02
LESL: Downgrade And Goodwill Impairment Will Shape A Cautious But Balanced Outlook
Analysts have reduced their price targets on Leslie's, pointing to a lower implied fair value of about $0.33, compared with roughly $1.50 previously, as they factor in updated views on discount rates, revenue growth, profit margins, and future P/E multiples following recent research, including the Morgan Stanley downgrade. Analyst Commentary Recent research has shifted more cautious on Leslie's, with bearish analysts flagging both valuation and execution risks after the latest downgrade.ナラティブの更新 • Jan 19
LESL: Reset Expectations And Seasonality Will Support Upside After Downgrade
Analysts have nudged their price target for Leslie's slightly higher to US$16.55 from US$16.53, reflecting updated views on revenue trends, profit margins, and the stock's forward P/E following recent research, including a downgrade from Morgan Stanley. Analyst Commentary Although the latest research includes a downgrade from Morgan Stanley, commentary across the Street still points to areas where bullish analysts see room for upside in Leslie's shares and valuation.ナラティブの更新 • Jan 05
LESL: Future Returns Will Depend On Post Reset Earnings And Guidance Execution
Narrative Update Analysts cut their price target on Leslie's to US$5 from US$20, citing refreshed models after recent earnings results and updated guidance that led to lower fair value estimates and revised growth assumptions. Analyst Commentary Analysts updated their models on Leslie's after the latest earnings release and guidance, which led to a much lower price target of US$5, down from US$20, and a Neutral stance on the shares.ナラティブの更新 • Dec 15
LESL: Compressed Multiple And Reverse Split Will Set Stage For Upside
Analysts have cut their price target on Leslie's sharply, from about $16.53 to roughly $1.00. They cited recalibrated valuation multiples, softer revenue growth expectations, and a more cautious view of competitive and macro headwinds, despite improved margin assumptions and a lower anticipated future P/E.ナラティブの更新 • Nov 30
LESL: Future Share Performance Will Depend On 1-For-20 Reverse Stock Split Execution
Leslie's fair value estimate has been revised downward from $9.34 to $8.90 per share as analysts lower price targets in response to recent earnings, ongoing market share pressure, and a challenging retail environment. Analyst Commentary Following recent earnings results and market developments, analysts have provided updated perspectives on Leslie's valuation and outlook.ナラティブの更新 • Nov 16
LESL: Future Performance Will Depend On Execution Following Reverse Stock Split
Analysts have lowered their price targets for Leslie's, citing recent earnings results, updated guidance, market share losses, and challenging retail conditions. Targets have dropped significantly from levels such as $20 to $5 and $0.60 to $7 following a reverse stock split.分析記事 • Nov 05
Capital Allocation Trends At Leslie's (NASDAQ:LESL) Aren't Ideal
Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'd want to...ナラティブの更新 • Nov 01
LESL: Balance Sheet Actions Will Support Recovery Amid Competitive Pressures
Analysts have reduced their price target for Leslie's significantly from approximately $11.57 to $9.34. They cite weaker revenue growth forecasts, competitive pressures, and recent earnings results as key factors behind the more cautious outlook.ナラティブの更新 • Oct 17
Sunbelt Migration And Outdoor Living Will Expand Opportunities
Analysts have sharply reduced Leslie's price target, with a notable decrease from levels as high as $20 to a range near $5 to $7. They cite weak earnings, lingering market share losses, and a cloudy outlook for sales growth as key reasons for the downgrade.ナラティブの更新 • Oct 03
Sunbelt Migration And Outdoor Living Will Expand Opportunities
Analysts have significantly raised their price target for Leslie's, increasing the fair value estimate from approximately $0.59 to $11.57 per share. This shift reflects recent adjustments for the reverse stock split as well as concerns over ongoing market share losses and challenging industry conditions.ナラティブの更新 • Aug 08
Sunbelt Migration And Outdoor Living Will Expand Opportunities
Despite a notable improvement in net profit margin and a much lower future P/E, the consensus analyst price target for Leslie's has been sharply reduced from $0.997 to $0.622. What's in the News Leslie's, Inc.分析記事 • Jul 23
Are Investors Undervaluing Leslie's, Inc. (NASDAQ:LESL) By 27%?
Key Insights Leslie's' estimated fair value is US$0.69 based on 2 Stage Free Cash Flow to Equity Current share price of...分析記事 • Jun 17
Leslie's (NASDAQ:LESL) Might Be Having Difficulty Using Its Capital Effectively
To find a multi-bagger stock, what are the underlying trends we should look for in a business? One common approach is...分析記事 • May 13
There's Reason For Concern Over Leslie's, Inc.'s (NASDAQ:LESL) Massive 34% Price Jump
Leslie's, Inc. ( NASDAQ:LESL ) shareholders are no doubt pleased to see that the share price has bounced 34% in the...分析記事 • Apr 26
Why Leslie's, Inc. (NASDAQ:LESL) Could Be Worth Watching
While Leslie's, Inc. ( NASDAQ:LESL ) might not have the largest market cap around , it saw a decent share price growth...分析記事 • Feb 25
More Unpleasant Surprises Could Be In Store For Leslie's, Inc.'s (NASDAQ:LESL) Shares After Tumbling 38%
Unfortunately for some shareholders, the Leslie's, Inc. ( NASDAQ:LESL ) share price has dived 38% in the last thirty...Seeking Alpha • Feb 13
Leslie's, Inc.: Business Still Needs Macro Environment To Recover
Summary I recommend a hold rating for Leslie’s, Inc. due to weak profitability, macroeconomic headwinds, and early-stage turnaround strategy despite some stabilization signs. LESL's 1Q25 revenue showed slight growth, driven by Pro Pool sales, but the residential pool and hot tub sales declined, and profitability remains a concern. Management's cautious FY25 guidance and high debt levels limit LESL's ability to reinvest and grow, making a bullish stance difficult to justify. Read the full article on Seeking Alpha分析記事 • Feb 13
The Returns On Capital At Leslie's (NASDAQ:LESL) Don't Inspire Confidence
If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Typically, we'll...分析記事 • Dec 22
Leslie's, Inc. (NASDAQ:LESL) Shares Slammed 32% But Getting In Cheap Might Be Difficult Regardless
Leslie's, Inc. ( NASDAQ:LESL ) shares have had a horrible month, losing 32% after a relatively good period beforehand...分析記事 • Nov 28
Leslie's, Inc. Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now
There's been a notable change in appetite for Leslie's, Inc. ( NASDAQ:LESL ) shares in the week since its annual...Seeking Alpha • Nov 26
Leslie's Inc.: Sinking Fast In The Pool Care Market (Ratings Downgrade)
Summary Leslie's Inc. faces significant financial struggles, with a 77% stock decline, high debt, and weak sales, prompting a switch to a "Sell" rating. Despite logistical advantages and customer loyalty, rising costs and ineffective SG&A management are squeezing profits, impacting operating income and margins. Growth among PRO customers and improved inventory management offer some positives, but overall financial metrics and valuation remain concerning. Ongoing macroeconomic challenges and soft demand for non-essential items further complicate Leslie's path to recovery, making long-term stability uncertain. Read the full article on Seeking Alpha分析記事 • Oct 07
Leslie's (NASDAQ:LESL) Might Be Having Difficulty Using Its Capital Effectively
What trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...Seeking Alpha • Sep 30
Leslie's: Under New Management
Summary Today, we take a look at Leslie’s, Inc. whose shares have seen recent insider buying after the company brought in some new management. Leslie’s dominates the $15 billion pool care industry but faces declining sales and profitability due to post-pandemic normalization, inflation, and high interest rates. Can the company stage a turnaround? An analysis follows in the paragraphs below. Read the full article on Seeking Alpha
新しいナラティブ • Sep 24
Smart Water Tech And Calculated Expansions Set To Propel Revenue Growth
Accelerated adoption of the AccuBlue Home device is expected to foster customer loyalty and increase both revenue per customer and net margins.Seeking Alpha • Sep 01
Leslie's: Insider Buys Could Signal An Upcoming Recovery
Summary Leslie’s has experienced a wider-than-expected post-pandemic slump amid weak consumer sentiment, weak weather, and a demand hangover that has ravaged the industry. Lower interest rates and an eventual recovery in consumer sentiment should aid earnings back to a considerably better level. Recent insider buys seem to suggest a likely recovery. LESL stock is valued with conservative estimates, but within a fair margin of safety as the company has faced significant earnings challenges. Read the full article on Seeking Alpha分析記事 • Aug 15
There May Be Some Bright Spots In Leslie's' (NASDAQ:LESL) Earnings
The market was pleased with the recent earnings report from Leslie's, Inc. ( NASDAQ:LESL ), despite the profit numbers...分析記事 • Jul 15
Leslie's, Inc.'s (NASDAQ:LESL) Earnings Haven't Escaped The Attention Of Investors
There wouldn't be many who think Leslie's, Inc.'s ( NASDAQ:LESL ) price-to-sales (or "P/S") ratio of 0.5x is worth a...株主還元
| LESL | US Specialty Retail | US 市場 | |
|---|---|---|---|
| 7D | 15.1% | 3.3% | -2.5% |
| 1Y | -6.2% | 8.7% | 20.1% |
業界別リターン: LESL過去 1 年間で8.7 % の収益を上げたUS Specialty Retail業界を下回りました。
リターン対市場: LESLは、過去 1 年間で20.1 % のリターンを上げたUS市場を下回りました。
価格変動
| LESL volatility | |
|---|---|
| LESL Average Weekly Movement | 48.0% |
| Specialty Retail Industry Average Movement | 7.6% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.7% |
| 10% least volatile stocks in US Market | 3.1% |
安定した株価: LESLの株価は、 US市場と比較して過去 3 か月間で変動しています。
時間の経過による変動: LESLの 週次ボラティリティ は、過去 1 年間で28%から48%に増加しました。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1963 | 3,790 | Jason McDonell | lesliespool.com |
レスリーズ社は、米国でプールとスパのケア・ブランドとして直販事業を展開している。同社は、プールやスパ用品や関連商品・サービスを販売・マーケティングしている。同社はまた、化学薬品、機器、部品、清掃用付属品など、様々なプールやスパのメンテナンス用品や、安全、レクリエーション、フィットネス関連商品も提供している。さらに、プールやスパ用品の設置や修理サービスも提供している。さらに、無料の業務用水質検査や店舗での機器修理サービスも提供している。同社は、eコマース・ウェブサイトやサードパーティーのマーケットプレイスを通じて、家庭用、プロ用、商業用の消費者にサービスを提供している。は1963年に設立され、アリゾナ州フェニックスに本社を置いている。
Leslie's, Inc. 基礎のまとめ
| LESL 基礎統計学 | |
|---|---|
| 時価総額 | US$92.47m |
| 収益（TTM） | -US$276.55m |
| 売上高(TTM) | US$1.22b |
0.1x
P/Sレシオ-0.3x
PER（株価収益率LESL は割高か？
公正価値と評価分析を参照収益と収入
| LESL 損益計算書（TTM） | |
|---|---|
| 収益 | US$1.22b |
| 売上原価 | US$793.03m |
| 売上総利益 | US$428.40m |
| その他の費用 | US$704.95m |
| 収益 | -US$276.55m |
直近の収益報告
Apr 04, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | -29.55 |
| グロス・マージン | 35.07% |
| 純利益率 | -22.64% |
| 有利子負債／自己資本比率 | -157.4% |
LESL の長期的なパフォーマンスは？
過去の実績と比較を見る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 | 2026/06/24 10:21 |
| 終値 | 2026/06/24 00:00 |
| 収益 | 2026/04/04 |
| 年間収益 | 2025/10/04 |
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 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 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
この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、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。
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
Leslie's, Inc. 3 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。9
| アナリスト | 機関 |
|---|---|
| Alexander Maroccia | Berenberg |
| Katharine McShane | Goldman Sachs |
| Jonathan Matuszewski | Jefferies LLC |