View ValuationLands' End 향후 성장Future 기준 점검 4/6Lands' End (는) 각각 연간 64.4% 및 2.5% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 63.8% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 38.9% 로 예상됩니다.핵심 정보64.4%이익 성장률63.84%EPS 성장률Specialty Retail 이익 성장9.8%매출 성장률2.5%향후 자기자본이익률38.91%애널리스트 커버리지Low마지막 업데이트14 Apr 2026최근 향후 성장 업데이트공지 • 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.공지 • 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.공지 • 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.모든 업데이트 보기Recent updates내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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).공지 • 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.공지 • 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 States내러티브 업데이트 • 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.내러티브 업데이트 • 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.공지 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.공지 • 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.내러티브 업데이트 • 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.분석 기사 • 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.공지 • 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 Alpha공지 • 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, 2025분석 기사 • 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.분석 기사 • 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.공지 • 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.내러티브 업데이트 • 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.공지 • 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.분석 기사 • 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...공지 • 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.분석 기사 • 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.공지 • 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.새 내러티브 • 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. 공지 • 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.분석 기사 • 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.분석 기사 • 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...공지 • 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.공지 • 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.공지 • 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, 2025분석 기사 • 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...공지 • 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.공지 • 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.공지 • 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, 2024분석 기사 • 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.공지 • 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.분석 기사 • 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.공지 • 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.공지 • 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, 2024분석 기사 • 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.분석 기사 • 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.분석 기사 • 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.공지 • 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.공지 • 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, 2024분석 기사 • 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...분석 기사 • 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...공지 • 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.공지 • 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.분석 기사 • 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...공지 • 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.공지 • 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.이익 및 매출 성장 예측NasdaqCM:LE - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수1/31/20281,4023628N/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/A더 보기애널리스트 향후 성장 전망수입 대 저축률: LE 의 연간 예상 수익 증가율(64.4%)이 saving rate(3.5%)보다 높습니다.수익 vs 시장: LE 의 연간 수익(64.4%)이 US 시장(16.7%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: LE 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.수익 대 시장: LE 의 수익(연간 2.5%)이 US 시장(연간 11.6%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: LE 의 수익(연간 2.5%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: LE의 자본 수익률은 3년 후 38.9%로 높을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YRetail 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/11 18:23종가2026/05/08 00:00수익2026/01/30연간 수익2026/01/30데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Lands' End, Inc.는 2명의 분석가가 다루고 있습니다. 이 중 2명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Eric BederSmall Cap Consumer Research LLCDana TelseyTelsey Advisory Group LLC
공지 • 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.
공지 • 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.
공지 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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).
공지 • 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.
공지 • 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
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
공지 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
공지 • 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.
내러티브 업데이트 • 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.
분석 기사 • 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.
공지 • 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
공지 • 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
분석 기사 • 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.
분석 기사 • 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.
공지 • 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.
내러티브 업데이트 • 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.
공지 • 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.
분석 기사 • 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...
공지 • 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.
분석 기사 • 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.
공지 • 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.
새 내러티브 • 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.
공지 • 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.
분석 기사 • 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.
분석 기사 • 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...
공지 • 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.
공지 • 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.
공지 • 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
분석 기사 • 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...
공지 • 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.
공지 • 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.
공지 • 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
분석 기사 • 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.
공지 • 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.
분석 기사 • 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.
공지 • 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.
공지 • 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
분석 기사 • 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.
분석 기사 • 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.
분석 기사 • 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.
공지 • 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.
공지 • 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
분석 기사 • 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...
분석 기사 • 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...
공지 • 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.
공지 • 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.
분석 기사 • 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...
공지 • 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.
공지 • 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.
