NasdaqCM:LE

Stock Analysis Report

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Executive Summary

Lands’ End, Inc. operates as a uni-channel retailer of casual clothing, accessories, footwear, and home products in the United States, Europe, Asia, and internationally. More Details


Snowflake Analysis

Proven track record with mediocre balance sheet.


Similar Companies

Share Price & News

How has Lands' End's share price performed over time and what events caused price changes?


Latest Share Price and Events

Stable Share Price: LE's share price has been volatile over the past 3 months.


Market Performance


7 Day Return

3.4%

LE

-1.1%

US Online Retail

-5.3%

US Market


1 Year Return

37.7%

LE

73.9%

US Online Retail

10.4%

US Market

Return vs Industry: LE underperformed the US Online Retail industry which returned 77% over the past year.

Return vs Market: LE exceeded the US Market which returned 12% over the past year.


Shareholder returns

LEIndustryMarket
7 Day3.4%-1.1%-5.3%
30 Day25.9%3.4%-2.1%
90 Day86.2%7.4%1.7%
1 Year37.7%37.7%74.0%73.9%12.9%10.4%
3 Year42.0%42.0%113.5%113.3%34.3%25.4%
5 Year-33.3%-33.3%264.9%264.2%73.7%54.3%

Price Volatility Vs. Market

How volatile is Lands' End's share price compared to the market and industry in the last 5 years?


Simply Wall St News

Valuation

Is Lands' End undervalued compared to its fair value and its price relative to the market?

40.51x

Price to Earnings (PE) ratio


Share Price vs. Fair Value

Below Fair Value: LE ($16.05) is trading above our estimate of fair value ($7.4)

Significantly Below Fair Value: LE is trading above our estimate of fair value.


Price To Earnings Ratio

PE vs Industry: LE is poor value based on its PE Ratio (40.5x) compared to the US Online Retail industry average (31.7x).

PE vs Market: LE is poor value based on its PE Ratio (40.5x) compared to the US market (18.1x).


Price to Earnings Growth Ratio

PEG Ratio: LE is poor value based on its PEG Ratio (96x)


Price to Book Ratio

PB vs Industry: LE is good value based on its PB Ratio (1.6x) compared to the US Online Retail industry average (4.5x).


Next Steps

Future Growth

How is Lands' End forecast to perform in the next 1 to 3 years based on estimates from 2 analysts?

0.4%

Forecasted annual earnings growth


Earnings and Revenue Growth Forecasts


Analyst Future Growth Forecasts

Earnings vs Savings Rate: LE's forecast earnings growth (0.4% per year) is below the savings rate (2.2%).

Earnings vs Market: LE's earnings (0.4% per year) are forecast to grow slower than the US market (22% per year).

High Growth Earnings: LE's earnings are forecast to grow, but not significantly.

Revenue vs Market: LE's revenue (3.1% per year) is forecast to grow slower than the US market (10% per year).

High Growth Revenue: LE's revenue (3.1% per year) is forecast to grow slower than 20% per year.


Earnings per Share Growth Forecasts


Future Return on Equity

Future ROE: Insufficient data to determine if LE's Return on Equity is forecast to be high in 3 years time


Next Steps

Past Performance

How has Lands' End performed over the past 5 years?

19.8%

Historical annual earnings growth


Earnings and Revenue History

Quality Earnings: LE has a large one-off loss of $8.1M impacting its July 31 2020 financial results.

Growing Profit Margin: LE's current net profit margins (0.9%) are higher than last year (0.7%).


Past Earnings Growth Analysis

Earnings Trend: LE's earnings have grown by 19.8% per year over the past 5 years.

Accelerating Growth: LE's earnings growth over the past year (33.2%) exceeds its 5-year average (19.8% per year).

Earnings vs Industry: LE earnings growth over the past year (33.2%) exceeded the Online Retail industry 27.7%.


Return on Equity

High ROE: LE's Return on Equity (3.8%) is considered low.


Next Steps

Financial Health

How is Lands' End's financial position?


Financial Position Analysis

Short Term Liabilities: LE's short term assets ($578.4M) exceed its short term liabilities ($307.3M).

Long Term Liabilities: LE's short term assets ($578.4M) exceed its long term liabilities ($493.6M).


Debt to Equity History and Analysis

Debt Level: LE's debt to equity ratio (113.5%) is considered high.

Reducing Debt: LE's debt to equity ratio has reduced from 122.4% to 113.5% over the past 5 years.

Debt Coverage: LE's debt is not well covered by operating cash flow (4.8%).

Interest Coverage: LE's interest payments on its debt are not well covered by EBIT (2x coverage).


Balance Sheet


Next Steps

Dividend

What is Lands' End current dividend yield, its reliability and sustainability?


Dividend Yield vs Market

Notable Dividend: Unable to evaluate LE's dividend yield against the bottom 25% of dividend payers, as the company has not reported any recent payouts.

High Dividend: Unable to evaluate LE's dividend yield against the top 25% of dividend payers, as the company has not reported any recent payouts.


Stability and Growth of Payments

Stable Dividend: Insufficient data to determine if LE's dividends per share have been stable in the past.

Growing Dividend: Insufficient data to determine if LE's dividend payments have been increasing.


Current Payout to Shareholders

Dividend Coverage: Insufficient data to calculate payout ratio to determine if its dividend payments are covered by earnings.


Future Payout to Shareholders

Future Dividend Coverage: No need to calculate the sustainability of LE's dividend in 3 years as they are not forecast to pay a notable one for the US market.


Next Steps

Management

How experienced are the management team and are they aligned to shareholders interests?

3.5yrs

Average management tenure


CEO

Jerome Griffith (61 yo)

3.58yrs

Tenure

US$5,414,578

Compensation

Mr. Jerome Squire Griffith has been the Chief Executive Officer and President at Lands' End, Inc. since March 6, 2017. Mr. Griffith serves as an Executive Director of ECOR-SF Inc. He has over 20 years' exp ...


CEO Compensation Analysis

Compensation vs Market: Jerome's total compensation ($USD5.41M) is above average for companies of similar size in the US market ($USD1.96M).

Compensation vs Earnings: Jerome's compensation has increased by more than 20% in the past year.


Leadership Team

NamePositionTenureCompensationOwnership
Jerome Griffith
CEO, President & Director3.58yrsUS$5.41m0.80%
$ 4.2m
James Gooch
Executive VP4.75yrsUS$2.26m0.15%
$ 786.7k
Peter Gray
Executive VP3.42yrsUS$1.83m0.11%
$ 551.0k
Kelly Ritchie
Senior Vice President of Employee Services17.75yrsUS$1.26m0.11%
$ 556.9k
Chieh Tsai
Chief Product Officer1.75yrsUS$1.50m0.030%
$ 158.0k
Bernard McCracken
VP, Controller & Chief Accounting Officer6yrsno data0.015%
$ 77.9k
Frank Giannantonio
Chief Information Officer & Senior VPno datano datano data
Michael Zhang
Head of Innovation3.25yrsno datano data
Michael Holahan
Senior Vice President of Multi-Channel Marketingno datano datano data
Angie Rieger
Senior Vice President of International & Wholesale4.25yrsno datano data
Claudia Mazo
Senior Vice President of Retail & Lands’ End Outfitters3.42yrsno datano data
Luciana Marsicano
Senior Vice President of Global Sourcing3.25yrsno datano data

3.5yrs

Average Tenure

57yo

Average Age

Experienced Management: LE's management team is considered experienced (3.5 years average tenure).


Board Members

NamePositionTenureCompensationOwnership
Jerome Griffith
CEO, President & Director3.58yrsUS$5.41m0.80%
$ 4.2m
Robert Galvin
Independent Director6.42yrsUS$147.50k0.038%
$ 201.1k
John McClain
Independent Director6.42yrsUS$130.00k0.019%
$ 97.2k
Jonah Staw
Independent Director6.42yrsUS$117.50k0.017%
$ 90.8k
Josephine Linden
Independent Chairman of the Board6yrsUS$170.00k0.084%
$ 441.4k
Elizabeth Leykum
Independent Director6.58yrsUS$130.00k0.038%
$ 197.4k
Jignesh Patel
Independent Director6.42yrsUS$137.50k0.067%
$ 353.1k
Maureen Mullen
Independent Director2.25yrsUS$110.00k0.021%
$ 108.3k

6.4yrs

Average Tenure

54yo

Average Age

Experienced Board: LE's board of directors are considered experienced (6.4 years average tenure).


Ownership

Who are the major shareholders and have insiders been buying or selling?


Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.


Recent Insider Transactions

Ownership Breakdown

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.


Top Shareholders

Company Information

Lands' End, Inc.'s company bio, employee growth, exchange listings and data sources


Key Information

  • Name: Lands' End, Inc.
  • Ticker: LE
  • Exchange: NasdaqCM
  • Founded: 1963
  • Industry: Internet and Direct Marketing Retail
  • Sector: Retail
  • Market Cap: US$523.289m
  • Shares outstanding: 32.60m
  • Website: https://www.landsend.com

Number of Employees


Location

  • Lands' End, Inc.
  • 1 Lands’ End Lane
  • Dodgeville
  • Wisconsin
  • 53595
  • United States

Listings

TickerExchangePrimary SecuritySecurity TypeCountryCurrencyListed on
LENasdaqCM (Nasdaq Capital Market)YesCommon StockUSUSDMar 2014

Biography

Lands’ End, Inc. operates as a uni-channel retailer of casual clothing, accessories, footwear, and home products in the United States, Europe, Asia, and internationally. It operates through U.S. eCommerce, ...


Company Analysis and Financial Data Status

All financial data provided by Standard & Poor's Capital IQ.
DataLast Updated (UTC time)
Company Analysis2020/10/31 00:26
End of Day Share Price2020/10/30 00:00
Earnings2020/07/31
Annual Earnings2020/01/31


Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.