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Leslie's, Inc.NasdaqGS:LESL 주식 보고서

시가총액 US$15.0m
주가
US$1.61
US$4.97
67.6% 저평가 내재 할인율
1Y-89.9%
7D3.2%
포트폴리오 가치
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Leslie's, Inc.

NasdaqGS:LESL 주식 리포트

시가총액: US$15.0m

Leslie's (LESL) 주식 개요

는 미국에서 소비자 직접 판매 방식의 수영장 및 스파 케어 브랜드로 운영되고 있습니다. 자세히 보기

LESL 펀더멘털 분석
스노우플레이크 점수
가치 평가3/6
미래 성장0/6
과거 실적0/6
재무 건전성0/6
배당0/6

LESL Community Fair Values

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Leslie's, Inc. 경쟁사

가격 이력 및 성과

Leslie's 주가의 최고가, 최저가 및 변동 요약
과거 주가
현재 주가US$1.61
52주 최고가US$18.56
52주 최저가US$0.87
베타1.52
1개월 변동23.85%
3개월 변동24.81%
1년 변동-89.87%
3년 변동-99.23%
5년 변동-99.70%
IPO 이후 변동-99.63%

최근 뉴스 및 업데이트

내러티브 업데이트 Apr 28

LESL: Reset Expectations Could Benefit From Future Comparable Sales Stabilization

Analysts have cut their price target on Leslie's to about $4 from roughly $20, reflecting concerns about a 15.5% fiscal Q1 comparable sales decline, weaker unit growth, and what they see as limited visibility into a sustained sales rebound. Analyst Commentary Recent research points to ongoing caution around Leslie's, with the cut in the price target to US$1 from US$1.50 reflecting concern about the 15.5% fiscal Q1 comparable sales decline and slowing unit growth.
내러티브 업데이트 Apr 14

LESL: Weaker Comps And Unit Uncertainty Will Shape A Cautious Fairly Valued Outlook

Analysts have trimmed their price target on Leslie's to $1.00 from $1.50. This reflects weaker same store sales trends and reduced visibility on unit growth after a 15.5% fiscal Q1 comp decline.
내러티브 업데이트 Mar 31

LESL: Reset Expectations Suggest Future Upside As Sales Trends Stabilize

Analysts now estimate fair value for Leslie's at approximately $20.00 per share, up from about $16.55. This reflects revised assumptions around revenue growth, profit margins, and future P/E, despite recent price target reductions tied to weak comparable sales and limited visibility on a sales recovery.
내러티브 업데이트 Mar 17

LESL: Future Returns Will Depend On A Gradual Sales Inflection

Analysts have trimmed their price target on Leslie's to $1 from $1.50, citing weak recent comps, lower unit growth, and reduced confidence in a clear sales rebound, even though updated assumptions point to slightly better revenue growth and profit margin expectations than before. Analyst Commentary Recent research highlights growing concern about Leslie's near term sales trends and growth execution, which is feeding directly into more conservative valuation work.

Recent updates

내러티브 업데이트 Apr 28

LESL: Reset Expectations Could Benefit From Future Comparable Sales Stabilization

Analysts have cut their price target on Leslie's to about $4 from roughly $20, reflecting concerns about a 15.5% fiscal Q1 comparable sales decline, weaker unit growth, and what they see as limited visibility into a sustained sales rebound. Analyst Commentary Recent research points to ongoing caution around Leslie's, with the cut in the price target to US$1 from US$1.50 reflecting concern about the 15.5% fiscal Q1 comparable sales decline and slowing unit growth.
내러티브 업데이트 Apr 14

LESL: Weaker Comps And Unit Uncertainty Will Shape A Cautious Fairly Valued Outlook

Analysts have trimmed their price target on Leslie's to $1.00 from $1.50. This reflects weaker same store sales trends and reduced visibility on unit growth after a 15.5% fiscal Q1 comp decline.
내러티브 업데이트 Mar 31

LESL: Reset Expectations Suggest Future Upside As Sales Trends Stabilize

Analysts now estimate fair value for Leslie's at approximately $20.00 per share, up from about $16.55. This reflects revised assumptions around revenue growth, profit margins, and future P/E, despite recent price target reductions tied to weak comparable sales and limited visibility on a sales recovery.
내러티브 업데이트 Mar 17

LESL: Future Returns Will Depend On A Gradual Sales Inflection

Analysts have trimmed their price target on Leslie's to $1 from $1.50, citing weak recent comps, lower unit growth, and reduced confidence in a clear sales rebound, even though updated assumptions point to slightly better revenue growth and profit margin expectations than before. Analyst Commentary Recent research highlights growing concern about Leslie's near term sales trends and growth execution, which is feeding directly into more conservative valuation work.
내러티브 업데이트 Mar 03

LESL: Weaker Comps And Slowing Units Will Shape A Cautious But Balanced Outlook

Analysts have trimmed their price target on Leslie's to $1 from $1.50, as weaker fiscal Q1 comps, low visibility on a sales inflection, and slowing unit growth weigh on expectations. This has fed into a slightly lower fair value estimate and modest tweaks to discount rate, revenue trends, profit margin, and forward P/E assumptions.
내러티브 업데이트 Feb 17

LESL: Future Returns Will Hinge On Margin Execution After Model Reset

Analysts have raised their price target for Leslie's from $5.53 to $5.88, citing updated assumptions for discount rates, revenue trends, profit margins and future P/E expectations. Analyst Commentary Recent research has focused on how updated assumptions for discount rates, revenue trends and profit margins line up with the new price target range for Leslie's, as well as how future P/E expectations compare with perceived execution risk.
내러티브 업데이트 Feb 02

LESL: Downgrade And Goodwill Impairment Will Shape A Cautious But Balanced Outlook

Analysts have reduced their price targets on Leslie's, pointing to a lower implied fair value of about $0.33, compared with roughly $1.50 previously, as they factor in updated views on discount rates, revenue growth, profit margins, and future P/E multiples following recent research, including the Morgan Stanley downgrade. Analyst Commentary Recent research has shifted more cautious on Leslie's, with bearish analysts flagging both valuation and execution risks after the latest downgrade.
내러티브 업데이트 Jan 19

LESL: Reset Expectations And Seasonality Will Support Upside After Downgrade

Analysts have nudged their price target for Leslie's slightly higher to US$16.55 from US$16.53, reflecting updated views on revenue trends, profit margins, and the stock's forward P/E following recent research, including a downgrade from Morgan Stanley. Analyst Commentary Although the latest research includes a downgrade from Morgan Stanley, commentary across the Street still points to areas where bullish analysts see room for upside in Leslie's shares and valuation.
내러티브 업데이트 Jan 05

LESL: Future Returns Will Depend On Post Reset Earnings And Guidance Execution

Narrative Update Analysts cut their price target on Leslie's to US$5 from US$20, citing refreshed models after recent earnings results and updated guidance that led to lower fair value estimates and revised growth assumptions. Analyst Commentary Analysts updated their models on Leslie's after the latest earnings release and guidance, which led to a much lower price target of US$5, down from US$20, and a Neutral stance on the shares.
내러티브 업데이트 Dec 15

LESL: Compressed Multiple And Reverse Split Will Set Stage For Upside

Analysts have cut their price target on Leslie's sharply, from about $16.53 to roughly $1.00. They cited recalibrated valuation multiples, softer revenue growth expectations, and a more cautious view of competitive and macro headwinds, despite improved margin assumptions and a lower anticipated future P/E.
내러티브 업데이트 Nov 30

LESL: Future Share Performance Will Depend On 1-For-20 Reverse Stock Split Execution

Leslie's fair value estimate has been revised downward from $9.34 to $8.90 per share as analysts lower price targets in response to recent earnings, ongoing market share pressure, and a challenging retail environment. Analyst Commentary Following recent earnings results and market developments, analysts have provided updated perspectives on Leslie's valuation and outlook.
내러티브 업데이트 Nov 16

LESL: Future Performance Will Depend On Execution Following Reverse Stock Split

Analysts have lowered their price targets for Leslie's, citing recent earnings results, updated guidance, market share losses, and challenging retail conditions. Targets have dropped significantly from levels such as $20 to $5 and $0.60 to $7 following a reverse stock split.
분석 기사 Nov 05

Capital Allocation Trends At Leslie's (NASDAQ:LESL) Aren't Ideal

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'd want to...
내러티브 업데이트 Nov 01

LESL: Balance Sheet Actions Will Support Recovery Amid Competitive Pressures

Analysts have reduced their price target for Leslie's significantly from approximately $11.57 to $9.34. They cite weaker revenue growth forecasts, competitive pressures, and recent earnings results as key factors behind the more cautious outlook.
내러티브 업데이트 Oct 17

Sunbelt Migration And Outdoor Living Will Expand Opportunities

Analysts have sharply reduced Leslie's price target, with a notable decrease from levels as high as $20 to a range near $5 to $7. They cite weak earnings, lingering market share losses, and a cloudy outlook for sales growth as key reasons for the downgrade.
내러티브 업데이트 Oct 03

Sunbelt Migration And Outdoor Living Will Expand Opportunities

Analysts have significantly raised their price target for Leslie's, increasing the fair value estimate from approximately $0.59 to $11.57 per share. This shift reflects recent adjustments for the reverse stock split as well as concerns over ongoing market share losses and challenging industry conditions.
내러티브 업데이트 Aug 08

Sunbelt Migration And Outdoor Living Will Expand Opportunities

Despite a notable improvement in net profit margin and a much lower future P/E, the consensus analyst price target for Leslie's has been sharply reduced from $0.997 to $0.622. What's in the News Leslie's, Inc.
분석 기사 Jul 23

Are Investors Undervaluing Leslie's, Inc. (NASDAQ:LESL) By 27%?

Key Insights Leslie's' estimated fair value is US$0.69 based on 2 Stage Free Cash Flow to Equity Current share price of...
분석 기사 Jun 17

Leslie's (NASDAQ:LESL) Might Be Having Difficulty Using Its Capital Effectively

To find a multi-bagger stock, what are the underlying trends we should look for in a business? One common approach is...
분석 기사 May 13

There's Reason For Concern Over Leslie's, Inc.'s (NASDAQ:LESL) Massive 34% Price Jump

Leslie's, Inc. ( NASDAQ:LESL ) shareholders are no doubt pleased to see that the share price has bounced 34% in the...
분석 기사 Apr 26

Why Leslie's, Inc. (NASDAQ:LESL) Could Be Worth Watching

While Leslie's, Inc. ( NASDAQ:LESL ) might not have the largest market cap around , it saw a decent share price growth...
분석 기사 Feb 25

More Unpleasant Surprises Could Be In Store For Leslie's, Inc.'s (NASDAQ:LESL) Shares After Tumbling 38%

Unfortunately for some shareholders, the Leslie's, Inc. ( NASDAQ:LESL ) share price has dived 38% in the last thirty...
Seeking Alpha Feb 13

Leslie's, Inc.: Business Still Needs Macro Environment To Recover

Summary I recommend a hold rating for Leslie’s, Inc. due to weak profitability, macroeconomic headwinds, and early-stage turnaround strategy despite some stabilization signs. LESL's 1Q25 revenue showed slight growth, driven by Pro Pool sales, but the residential pool and hot tub sales declined, and profitability remains a concern. Management's cautious FY25 guidance and high debt levels limit LESL's ability to reinvest and grow, making a bullish stance difficult to justify. Read the full article on Seeking Alpha
분석 기사 Feb 13

The Returns On Capital At Leslie's (NASDAQ:LESL) Don't Inspire Confidence

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Typically, we'll...
분석 기사 Dec 22

Leslie's, Inc. (NASDAQ:LESL) Shares Slammed 32% But Getting In Cheap Might Be Difficult Regardless

Leslie's, Inc. ( NASDAQ:LESL ) shares have had a horrible month, losing 32% after a relatively good period beforehand...
분석 기사 Nov 28

Leslie's, Inc. Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now

There's been a notable change in appetite for Leslie's, Inc. ( NASDAQ:LESL ) shares in the week since its annual...
Seeking Alpha Nov 26

Leslie's Inc.: Sinking Fast In The Pool Care Market (Ratings Downgrade)

Summary Leslie's Inc. faces significant financial struggles, with a 77% stock decline, high debt, and weak sales, prompting a switch to a "Sell" rating. Despite logistical advantages and customer loyalty, rising costs and ineffective SG&A management are squeezing profits, impacting operating income and margins. Growth among PRO customers and improved inventory management offer some positives, but overall financial metrics and valuation remain concerning. Ongoing macroeconomic challenges and soft demand for non-essential items further complicate Leslie's path to recovery, making long-term stability uncertain. Read the full article on Seeking Alpha
분석 기사 Oct 07

Leslie's (NASDAQ:LESL) Might Be Having Difficulty Using Its Capital Effectively

What trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...
Seeking Alpha Sep 30

Leslie's: Under New Management

Summary Today, we take a look at Leslie’s, Inc. whose shares have seen recent insider buying after the company brought in some new management. Leslie’s dominates the $15 billion pool care industry but faces declining sales and profitability due to post-pandemic normalization, inflation, and high interest rates. Can the company stage a turnaround?  An analysis follows in the paragraphs below. Read the full article on Seeking Alpha
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새 내러티브 Sep 24

Smart Water Tech And Calculated Expansions Set To Propel Revenue Growth

Accelerated adoption of the AccuBlue Home device is expected to foster customer loyalty and increase both revenue per customer and net margins.
Seeking Alpha Sep 01

Leslie's: Insider Buys Could Signal An Upcoming Recovery

Summary Leslie’s has experienced a wider-than-expected post-pandemic slump amid weak consumer sentiment, weak weather, and a demand hangover that has ravaged the industry. Lower interest rates and an eventual recovery in consumer sentiment should aid earnings back to a considerably better level. Recent insider buys seem to suggest a likely recovery. LESL stock is valued with conservative estimates, but within a fair margin of safety as the company has faced significant earnings challenges. Read the full article on Seeking Alpha
분석 기사 Aug 15

There May Be Some Bright Spots In Leslie's' (NASDAQ:LESL) Earnings

The market was pleased with the recent earnings report from Leslie's, Inc. ( NASDAQ:LESL ), despite the profit numbers...
분석 기사 Jul 15

Leslie's, Inc.'s (NASDAQ:LESL) Earnings Haven't Escaped The Attention Of Investors

There wouldn't be many who think Leslie's, Inc.'s ( NASDAQ:LESL ) price-to-sales (or "P/S") ratio of 0.5x is worth a...
Seeking Alpha Jun 04

Why Leslie's Faces A Tough Path To Profitability

Summary Leslie's revenue declined by 11.36% due to unfavorable weather conditions and increased competition. The company launched the AccuBlue Home Smart Tech Water Testing Device and expanded PRO service locations to boost sales and customer loyalty. Challenges include the risk of stretching resources, potential declining service quality, and losing market share to competitors. Valuation analysis suggests overvaluation. Read the full article on Seeking Alpha
분석 기사 Jun 04

What Is Leslie's, Inc.'s (NASDAQ:LESL) Share Price Doing?

Leslie's, Inc. ( NASDAQ:LESL ), is not the largest company out there, but it received a lot of attention from a...

주주 수익률

LESLUS Specialty RetailUS 시장
7D3.2%-1.6%2.2%
1Y-89.9%5.6%31.1%

수익률 대 산업: LESL은 지난 1년 동안 5.6%의 수익을 기록한 US Specialty Retail 산업보다 저조한 성과를 냈습니다.

수익률 대 시장: LESL은 지난 1년 동안 31.1%를 기록한 US 시장보다 저조한 성과를 냈습니다.

주가 변동성

Is LESL's price volatile compared to industry and market?
LESL volatility
LESL Average Weekly Movement18.5%
Specialty Retail Industry Average Movement7.4%
Market Average Movement7.3%
10% most volatile stocks in US Market16.1%
10% least volatile stocks in US Market3.2%

안정적인 주가: LESL의 주가는 지난 3개월 동안 US 시장보다 변동성이 컸습니다.

시간에 따른 변동성: LESL의 주간 변동성(19%)은 지난 1년 동안 안정적이었지만 US 종목 중 상위 75%보다 높습니다.

회사 소개

설립직원 수CEO웹사이트
19633,790Jason McDonelllesliespool.com

는 미국에서 소비자 직접 판매 방식의 수영장 및 스파 케어 브랜드로 운영되고 있습니다. 이 회사는 수영장 및 스파 용품과 관련 제품 및 서비스를 마케팅 및 판매합니다. 또한 화학약품, 장비 및 부품, 청소 액세서리와 같은 다양한 수영장 및 스파 유지 관리 품목과 안전, 레크리에이션 및 피트니스 관련 제품도 제공합니다.

Leslie's, Inc. 기초 지표 요약

Leslie's의 순이익과 매출은 시가총액과 어떻게 비교됩니까?
LESL 기초 통계
시가총액US$15.00m
순이익 (TTM)-US$275.38m
매출 (TTM)US$1.21b
0.0x
주가매출비율(P/S)
-0.1x
주가수익비율(P/E)

LESL는 고평가되어 있습니까?

공정 가치 및 평가 분석 보기

순이익 및 매출

최근 실적 보고서(TTM)의 주요 수익성 지표
LESL 손익계산서 (TTM)
매출US$1.21b
매출원가US$794.82m
총이익US$419.00m
기타 비용US$694.38m
순이익-US$275.38m

최근 보고된 실적

Jan 03, 2026

다음 실적 발표일

May 13, 2026

주당순이익(EPS)-29.56
총이익률34.52%
순이익률-22.69%
부채/자본 비율-158.7%

LESL의 장기 실적은 어땠습니까?

과거 실적 및 비교 보기

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/11 18:52
종가2026/05/08 00:00
수익2026/01/03
연간 수익2025/10/04

데이터 소스

당사의 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 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 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 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

Leslie's, Inc.는 9명의 분석가가 다루고 있습니다. 이 중 4명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Alexander MarocciaBerenberg
Katharine McShaneGoldman Sachs
Jonathan MatuszewskiJefferies LLC