NasdaqCM:LE

Stock Analysis Report

Executive Summary

Lands' End, Inc. operates as a multi-channel retailer in the United States, the United Kingdom, Germany, and Japan.

Snowflake

Fundamentals

Mediocre balance sheet with moderate growth potential.


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


Market Performance


7 Day Return

-10.7%

LE

2.3%

US Online Retail

1.3%

US Market


1 Year Return

-28.4%

LE

4.5%

US Online Retail

5.9%

US Market

Return vs Industry: LE underperformed the US Online Retail industry which returned 4.5% over the past year.

Return vs Market: LE underperformed the US Market which returned 5.9% over the past year.


Shareholder returns

LEIndustryMarket
7 Day-10.7%2.3%1.3%
30 Day-26.0%-5.3%-1.9%
90 Day-1.1%-8.4%-1.8%
1 Year-28.4%-28.4%4.5%4.5%8.3%5.9%
3 Year-29.6%-29.6%76.8%76.6%45.6%36.2%
5 Year-77.5%-77.5%177.0%165.2%66.1%47.9%

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?

34.77x

Price to Earnings (PE) ratio


Share Price vs. Fair Value

Undervalued: LE ($10.43) is trading above our estimate of fair value ($0.8)

Significantly Undervalued: 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 (34.8x) compared to the Online Retail industry average (31.9x).

PE vs Market: LE is poor value based on its PE Ratio (34.8x) compared to the US market (17.5x).


Price to Earnings Growth Ratio

Low PEG Ratio: LE is poor value based on its PEG Ratio (1.2x)


Price to Book Ratio

PB vs Industry: LE is good value based on its PB Ratio (1.1x) compared to the US Online Retail industry average (2.7x).


Next Steps

Future Growth

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

29.2%

Forecasted annual earnings growth


Earnings and Revenue Growth Forecasts


Analyst Future Growth Forecasts

Earnings vs Savings Rate: LE's forecast earnings growth (29.2% per year) is above the savings rate (2.7%).

Earnings vs Market: LE's earnings (29.2% per year) are forecast to grow faster than the US market (14.4% per year).

High Growth Earnings: earnings are expected to grow significantly over the next 3 years.

Revenue vs Market: LE's revenue (3.5% per year) is forecast to grow slower than the US market (7.3% per year).

High Growth Revenue: LE's revenue (3.5% per year) is forecast to grow slower than 20% per year.


Earnings per Share Growth Forecasts


Future Return on Equity

High 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?

-24.9%

Historical annual earnings growth


Earnings and Revenue History


Past Earnings Growth Analysis

Earnings Trend: LE's earnings have declined by -24.9% per year over the past 5 years.

Accelerating Growth: LE's has had negative earnings growth over the past year, so it can't be compared to its 5-year average.

Earnings vs Industry: LE had negative earnings growth (-69.8%) over the past year, making it difficult to compare to the Online Retail industry average (-15.1%).


Return on Equity

High ROE: LE's Return on Equity (3.1%) is considered low.


Return on Assets

ROA vs Industry: LE's Return on Assets is below or equal to the Online Retail industry average last year.


Return on Capital Employed

ROCE Improving: LE's Return on Capital Employed has declined over the past 3 years.


Next Steps

Financial Health

How is Lands' End's financial position?


Financial Position Analysis

Short Term Liabilities: LE's short term assets ($554.3M) exceeds its short term liabilities ($330.1M)

Long Term Liabilities: LE's short term assets (554.3M) exceeds its long term liabilities (467.1M)


Debt to Equity History and Analysis

Debt Level: LE's debt to equity ratio (123.5%) is considered high

Reducing Debt: LE's debt to equity ratio has reduced from 143.6% to 123.5% over the past 5 years.

Debt Coverage: LE's debt is not well covered by operating cash flow (10.5%).

Interest Coverage: LE's interest payments on its debt are not well covered by EBIT (1.2x coverage).


Balance Sheet

Inventory Level: LE has a high level of physical assets or inventory.

Debt Coverage by Assets: LE's debt is covered by short term assets (assets are 1.436990x debt).


Next Steps

Dividend

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


Dividend Yield vs Market

companyn/amarketbottom25%1.5%markettop25%3.8%industryaverage1.0%forecastin3Yearsn/a

Current dividend yield vs market & industry


Stability and Growth of Payments

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

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

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

What is the CEO of Lands' End's salary, the management and board of directors tenure and is there insider trading?

2.5yrs

Average management tenure


CEO

Jerome Griffith (60yo)

2.6yrs

Tenure

US$4,107,583

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 ($USD4.11M) is about average for companies of similar size in the US market ($USD1.83M).

Compensation vs Earnings: Insufficient data to compare Jerome's compensation with company performance.


Management Age and Tenure

2.5yrs

Average Tenure

56yo

Average Age

Experienced Management: LE's management team is considered experienced (2.5 years average tenure).


Board Age and Tenure

5.4yrs

Average Tenure

58yo

Average Age

Experienced Board: LE's board of directors are considered experienced (5.4 years average tenure).


Insider Trading

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


Recent Insider Transactions

BuyUS$145,82914 Dec 18
Jerome Griffith
EntityIndividual
Role
Chief Executive Officer
CEO, President & Director
Shares10,000
Max PriceUS$14.58
BuyUS$25,20014 Dec 18
Peter Gray
EntityIndividual
Role
Chief Administrative Officer
Executive VP
Shares1,800
Max PriceUS$14.00
BuyUS$55,92414 Dec 18
James Gooch
EntityIndividual
Role
Chief Financial Officer
Executive VP
Shares4,000
Max PriceUS$13.98
BuyUS$14,08313 Dec 18
John McClain
EntityIndividual
Role
Member of the Board of Directors
Independent Director
Shares1,000
Max PriceUS$14.08
BuyUS$28,00012 Dec 18
Jignesh Patel
EntityIndividual
Role
Member of the Board of Directors
Independent Director
Shares2,000
Max PriceUS$14.00

Ownership Breakdown


Management Team

  • Frank Giannantonio (73yo)

    Chief Information Officer & Senior VP

    • Tenure: 0yrs
  • Kelly Ritchie (56yo)

    Senior Vice President of Employee Services

    • Tenure: 16.8yrs
    • Compensation: US$1.03m
  • Peter Gray (51yo)

    Executive VP

    • Tenure: 2.4yrs
    • Compensation: US$1.51m
  • Mike Zhang

    Head of Innovation

    • Tenure: 2.3yrs
  • Jerome Griffith (60yo)

    CEO, President & Director

    • Tenure: 2.6yrs
    • Compensation: US$4.11m
  • James Gooch (51yo)

    Executive VP

    • Tenure: 3.8yrs
    • Compensation: US$1.87m
  • Bernard McCracken (58yo)

    VP, Controller & Chief Accounting Officer

    • Tenure: 5yrs
  • Joe Ferreri

    Senior Vice President of Lands' End Business Outfitters

    • Tenure: 0yrs
  • Mike Holahan

    Senior Vice President of Marketing

    • Tenure: 1.8yrs
  • Chieh Tsai (53yo)

    Chief Product Officer

    • Tenure: 0.8yrs
    • Compensation: US$905.40k

Board Members

  • Bob Galvin (59yo)

    Independent Director

    • Tenure: 5.4yrs
    • Compensation: US$139.83k
  • Jerome Griffith (60yo)

    CEO, President & Director

    • Tenure: 2.6yrs
    • Compensation: US$4.11m
  • John McClain (58yo)

    Independent Director

    • Tenure: 5.4yrs
    • Compensation: US$122.67k
  • Jonah Staw (43yo)

    Independent Director

    • Tenure: 5.5yrs
    • Compensation: US$110.41k
  • Josephine Linden (67yo)

    Independent Chairman of the Board

    • Tenure: 5yrs
    • Compensation: US$161.89k
  • Elizabeth Leykum (41yo)

    Independent Director

    • Tenure: 5.6yrs
    • Compensation: US$122.67k
  • Jignesh Patel (48yo)

    Independent Director

    • Tenure: 5.5yrs
    • Compensation: US$130.02k
  • Maureen Mullen

    Independent Director

    • Tenure: 1.3yrs
    • Compensation: US$66.56k

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$337.457m
  • Shares outstanding: 32.37m
  • 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 multi-channel retailer in the United States, the United Kingdom, Germany, and Japan. The company operates through U.S. eCommerce, Outfitters, Europe eCommerce, Japan eCommerc ...


Company Analysis and Financial Data Status

All financial data provided by Standard & Poor's Capital IQ.
DataLast Updated (UTC time)
Company Analysis2019/10/15 00:26
End of Day Share Price2019/10/14 00:00
Earnings2019/08/02
Annual Earnings2019/02/01


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.