Buy Or Sell Opportunity • Apr 30
Now 21% overvalued Over 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. Announcement • Apr 02
WHP 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 02
Investor 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 01
Now 23% overvalued Over 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. Announcement • Mar 30
Lands' End, Inc., Annual General Meeting, May 07, 2026 Lands' 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 Recent Insider Transactions Derivative • Mar 26
CEO & Director exercised options and sold US$159k worth of stock On 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 19
Full year 2026 earnings: EPS misses analyst expectations Full 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 16
Investor 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. Announcement • Mar 05
Lands' End, Inc. to Report Q4, 2026 Results on Mar 19, 2026 Lands' End, Inc. announced that they will report Q4, 2026 results Pre-Market on Mar 19, 2026 Valuation Update With 7 Day Price Move • Feb 27
Investor 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. Recent Insider Transactions Derivative • Feb 20
CEO & Director exercised options and sold US$474k worth of stock On 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. Recent Insider Transactions Derivative • Jan 29
CEO & Director exercised options and sold US$477k worth of stock On 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. Announcement • Jan 27
WHP 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. New Risk • Jan 27
New minor risk - Share price stability The 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 26
Investor 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 26
Now 35% overvalued after recent price rise Over 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 11
New minor risk - Earnings quality The 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 10
Third quarter 2026 earnings: EPS exceeds analyst expectations while revenues lag behind Third 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. Announcement • Dec 09
Lands' End, Inc. Provides Earnings Guidance for the Fourth Quarter and Fiscal Year of 2026 Lands' 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. Announcement • Nov 28
Lands' End, Inc. to Report Q3, 2026 Results on Dec 09, 2025 Lands' End, Inc. announced that they will report Q3, 2026 results Pre-Market on Dec 09, 2025 Valuation Update With 7 Day Price Move • Nov 20
Investor 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 05
CEO & Director exercised options and sold US$428k worth of stock On 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. Major Estimate Revision • Sep 16
Consensus EPS estimates increase by 11%, revenue downgraded The 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 10
Second quarter 2026 earnings: EPS and revenues miss analyst expectations Second 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. Announcement • Sep 10
Lands' End, Inc. Provides Earnings Guidance for the Third Quarter Ending October 31, 2025 and Full Year Ending January 30, 2026 Lands' 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 05
Price target increased by 9.4% to US$17.50 Up 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. Announcement • Aug 29
Lands' End, Inc. to Report Q2, 2026 Results on Sep 09, 2025 Lands' End, Inc. announced that they will report Q2, 2026 results on Sep 09, 2025 Buy Or Sell Opportunity • Aug 21
Now 20% overvalued after recent price rise Over 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 05
Now 22% overvalued after recent price rise Over 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. Announcement • Jul 02
Lands’ End Reportedly Attracts Bids from Authentic Brands, WHP Global Brand 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. Recent Insider Transactions Derivative • Jun 18
CEO & Director exercised options and sold US$149k worth of stock On 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 16
New minor risk - Share price stability The 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 06
First quarter 2026 earnings: EPS and revenues miss analyst expectations First 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. Announcement • Jun 05
Lands' End, Inc. Provides Earnings Guidance for the Year 2025 Lands' 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. Announcement • May 22
Lands' End, Inc. to Report Q1, 2026 Results on Jun 05, 2025 Lands' End, Inc. announced that they will report Q1, 2026 results on Jun 05, 2025 Price Target Changed • May 16
Price target decreased by 7.9% to US$17.50 Down 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 13
Investor 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. Valuation Update With 7 Day Price Move • Apr 08
Investor 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 04
CEO & Director exercised options and sold US$75k worth of stock On 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. Announcement • Apr 04
Lands' End, Inc., Annual General Meeting, May 21, 2025 Lands' End, Inc., Annual General Meeting, May 21, 2025. Location: watchtell lipton rosen & katz, 51 west 52nd street, ny 10019., new york United States New Risk • Mar 28
New minor risk - Earnings quality The 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 20
New major risk - Financial position The 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 20
Full year 2025 earnings: EPS and revenues miss analyst expectations Full 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. Announcement • Mar 20
Lands' End, Inc. Provides Earnings Guidance for the First Quarter and Full Year of 2025 Lands' 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. Announcement • Mar 06
Lands' End, Inc. to Report Q4, 2025 Results on Mar 20, 2025 Lands' End, Inc. announced that they will report Q4, 2025 results at 12:30 PM, US Eastern Standard Time on Mar 20, 2025 Announcement • Jan 30
Lands' End, Inc. Elects Gordon Hartogensis to the Board On 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 05
Third quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behind Third 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. Announcement • Dec 05
Lands' End Provides Earnings Guidance for the Fourth Quarter and Fiscal Year of 2025 Lands' 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. Announcement • Nov 21
Lands' End, Inc. to Report Q3, 2025 Results on Dec 05, 2024 Lands' End, Inc. announced that they will report Q3, 2025 results Pre-Market on Dec 05, 2024 Recent Insider Transactions Derivative • Nov 06
CEO & Director exercised options and sold US$219k worth of stock On 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. Announcement • Oct 08
Lands' End, Inc. Announces Retirement of Angela Rieger as Executive Vice President, Chief Transformation Officer, Effective April 15, 2025 On 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. Price Target Changed • Sep 06
Price target increased by 7.5% to US$19.00 Up 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 06
Second quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behind Second 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. Announcement • Sep 05
Lands' End, Inc. Provides Earnings Guidance for the Fiscal Third Quarter Ending November 1, 2024 and Full Year Ending January 31, 2025 Lands' 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. Announcement • Aug 22
Lands' End, Inc. to Report Q2, 2025 Results on Sep 05, 2024 Lands' End, Inc. announced that they will report Q2, 2025 results on Sep 05, 2024 Price Target Changed • Jul 18
Price target increased by 12% to US$18.67 Up 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. Recent Insider Transactions Derivative • Jun 19
CEO & Director exercised options and sold US$225k worth of stock On 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. Reported Earnings • Jun 07
First quarter 2025 earnings: EPS and revenues exceed analyst expectations First 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 06
New major risk - Revenue and earnings growth Earnings 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 06
Price target increased by 8.5% to US$17.00 Up 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. Announcement • Jun 06
Lands' End, Inc. Provides Earnings Guidance for the Fiscal Second Quarter Ending August 2, 2024 and Full Year Ending January 31, 2025 Lands' 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. Announcement • May 24
Lands' End, Inc. to Report Q1, 2025 Results on Jun 05, 2024 Lands' End, Inc. announced that they will report Q1, 2025 results on Jun 05, 2024 Announcement • Apr 10
Lands' End Launches New Sculpting Swimwear with WaveShaper Technology Lands' 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 27
Full year 2024 earnings: EPS misses analyst expectations Full 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. Announcement • Mar 27
Lands' End, Inc. Provides Earnings Guidance for the First Quarter and for Full Year 2024 Lands' 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. Announcement • Mar 15
Lands' 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. Announcement • Mar 14
Lands' End, Inc. to Report Q4, 2024 Results on Mar 27, 2024 Lands' End, Inc. announced that they will report Q4, 2024 results Pre-Market on Mar 27, 2024 Price Target Changed • Feb 29
Price target increased by 12% to US$10.67 Up 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. 
