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as of 09-11-2026 3:42pm EST

$10.39
+$0.06
+0.58%
Stocks Consumer Discretionary Clothing/Shoe/Accessory Stores Nasdaq

Lands' End Inc is a United States-based digital retailer of solution-based apparel, swimwear, outerwear, accessories, footwear, home products, and uniforms. It offers products online at the website (www.landsend.com), through third-party distribution channels, its own company-operated stores, and third-party license agreements. Lands' End also offers products to businesses and schools, for their employees and students, through the Outfitters distribution channel. The company's operating segments consist of: U.S. eCommerce, Europe eCommerce, Outfitters, Third Party, Licensing, and Retail. The majority of its revenue is generated from the U.S. eCommerce segment. Geographically, Lands' End derives maximum revenue from the United States, and the rest from Europe and other markets.

Founded: 1963 Country:
United States
United States
Employees: N/A City: DODGEVILLE
Market Cap: 375.0M IPO Year: 1994
Target Price: $32.50 AVG Volume (30 days): 165.2K
Analyst Decision: Strong Buy Number of Analysts: 2
Dividend Yield:
N/A
Dividend Payout Frequency: N/A
EPS: 10.96 EPS Growth: -10.00
52 Week Low/High: $9.56 - $20.04 Next Earning Date: 06-04-2026
Revenue: $1,162,769,000 Revenue Growth: 0.72%
Revenue Growth (this year): 5.53% Revenue Growth (next year): 2.48%
P/E Ratio: 0.97 Index: N/A
Free Cash Flow: 20.4M FCF Growth: +32.69%

Earnings Transcripts

SEC 8-K filings with transcript text

View All
2026
Q2

Q2 2026 Earnings

8-K BUY

Sep 3, 2026 · 100% conf.

AI Prediction BUY

1D

+1.12%

$11.12

Act: -0.50%

5D

+6.92%

$11.76

20D

+5.58%

$11.61

Price: $10.99 Prob +5D: 100% AUC: 1.000
0001193125-26-380961

EX-99.1

2 le-ex99_1.htm

EX-99.1

EX-99.1

Exhibit 99.1

Lands’ End Announces Second Quarter Fiscal 2026 Results

DODGEVILLE, Wis., September 3, 2026 (GLOBE NEWSWIRE) – Lands’ End, Inc. (NASDAQ: LE) today announced financial results for the second quarter ended July 31, 2026.

Charlie Cole, Chief Executive Officer, stated, “Since joining Lands’ End, I have been energized by what I see ahead for this iconic American company. What excites me most is the clear runway we have to utilize our stellar brand strength and deep customer loyalty to further strengthen our customer engagement, expand our digital capabilities, and more effectively reach and convert new customers. Our focus now is on excellence in execution to ensure we have the right infrastructure, technology, and customer acquisition capabilities in place as we head into the holiday season. I am confident we are well positioned, and I look forward to sharing more in the months ahead.”

Second Quarter Financial Highlights

• Net revenue was $302.0 million for the second quarter of 2026, an increase of $7.9 million or 2.7% from $294.1 million during the second quarter of 2025.

• U.S. Digital Segment Net revenue was $268.9 million for the second quarter of 2026, an increase of $13.6 million or 5.3% from $255.3 million in the second quarter of 2025.

• U.S. eCommerce Net revenue was $182.4 million for the second quarter of 2026, an increase of $15.1 million or 9.0% from $167.3 million in the second quarter of 2025. The increase was primarily driven by carryover shipments from the temporary disruption associated with the rollout of the new warehouse management system in the first quarter of 2026.

• Outfitters Net revenue was $69.3 million for the second quarter of 2026, an increase of $2.9 million or 4.4% from $66.4 million in the second quarter of 2025. The increase was driven by enterprise accounts which more than offset the impact of warehouse management system challenges affecting the processing of value-added service products in our school uniform business.

• Third Party Net revenue was $17.2 million, for the second quarter of 2026, a decrease of $4.4 million or 20.4% from $21.6 million during the second quarter of 2025. The decrease was primarily due to prioritizing profitable high-quality sales and brand quality over lower-value promotional volume.

• Europe eCommerce Net revenue was $19.7 million for the second quarter of 2026, an increase of $0.1 million or 0.5%, from $19.6 million during the second quarter of 2025. The increase was primarily due to a strategic shift to a franchise-first assortment simplifying the business and improving product margins.

• Gross profit was $157.0 million for the second quarter of 2026, an increase of $13.6 million or 9.5% from $143.4 million during the second quarter of 2025. Gross margin increased approximately 320 basis points to 52.0% in the second quarter of 2026, compared with 48.8% in the second quarter of 2025. The gross margin increase was primarily driven by the IEEPA tariff refunds, partially offset by the new royalty structure associated with the JV, and temporary costs associated with our new warehouse management system.

• Selling and administrative expenses increased $5.9 million to $135.3 million or 44.8% of Net revenue in the second quarter of 2026, compared with $129.4 million or 44.0% of Net revenue in the second quarter of 2025. The approximately 80 basis point increase was driven by investment in digital marketing focused on new customer acquisition and operational inefficiencies from the temporary disruption of the new warehouse management system partially offset by leverage from higher net revenue.

• Net income was $3.5 million, and $0.11 earnings per diluted share in the second quarter of 2026 compared to Net loss of $3.7 million and $0.12 loss per diluted share in the second quarter of 2025.

• Adjusted net income was $2.7 million and Adjusted diluted earnings per share was $0.09 in the second quarter of 2026, compared to Adjusted net loss of $1.1 million and Adjusted diluted loss per share of $0.04 in the second quarter of 2025.

• Adjusted EBITDA was $11.3 million in the second quarter of 2026, a decrease of 25% compared to $15.1 million in the second quarter of 2025.

Balance Sheet and Cash Flow Highlights

Cash and cash equivalents were $16.1 million as of July 31, 2026, compared to $21.3 million as of August 1, 2025.

Inventories were $342.0 million as of July 31, 2026, and $301.8 million as of August 1, 2025, representing a 13% year over year increase. That increase primarily reflects inventory levels consistent with the Company’s normal seasonal build and support its current revenue projections compared to the intentionally lean inventory position the Company held a year ago amid tariff uncertainty.

Net cash used in operating activities was $86.5 million for the 26 weeks ended July 31, 2026, compared to net cash provided by operating activities of $0.5 million for the 26 weeks en

2026
Q1

Q1 2026 Earnings

8-K SELL

Jun 9, 2026 · 100% conf.

AI Prediction SELL

1D

-7.45%

$11.25

Act: +1.56%

5D

-8.67%

$11.11

Act: -0.25%

20D

-19.21%

$9.82

Act: -11.92%

Price: $12.16 Prob +5D: 0% AUC: 1.000
0001193125-26-262940

EX-99.1

2 le-ex99_1.htm

EX-99.1

EX-99.1

Exhibit 99.1

Lands’ End Announces First Quarter Fiscal 2026 Results

DODGEVILLE, Wis., June 9, 2026 (GLOBE NEWSWIRE) – Lands’ End, Inc. (NASDAQ: LE) today announced financial results for the first quarter ended May 1, 2026.

Andrew McLean, Chief Executive Officer, stated, “Our first quarter results reflect a business with real underlying momentum. Consumer traffic was up double digits, new customer acquisition improved, and our European business delivered strong double-digit revenue growth — confirmation that our solutions-based strategy is resonating with customers. We experienced a temporary operational disruption tied to our U.S. distribution center upgrades which caused a timing issue, and it is behind us. Additionally, we delivered year-over-year improvement in both adjusted net income and adjusted earnings per share.”

McLean continued, “Looking forward, the creation of the joint venture with WHP Global marked a genuine inflection point for Lands’ End and positions us to deliver outstanding shareholder value. Whether from the continued growth of our existing commercial operations, a much more favorable capital structure with no term-loan debt, the Board’s April authorization of a $100 million share repurchase program, the profit-share we’ll receive from the JV or the potential exchange of our JV stake into equity in WHP Global at the same multiple WHP receives in a qualifying monetization event, the opportunity in front of Lands' End has never been clearer, and we are committed to building on our successes and focused on delivering on the potential in this great American company.”

First Quarter Financial Highlights

• Net revenue was $238.9 million for the first quarter of 2026, a decrease of $22.3 million or 8.5% from $261.2 million during the first quarter of 2025. The decrease in revenue was driven primarily by the temporary disruption associated with the rollout of a new warehouse management system and the deliberate pacing of shipments as the distribution centers ramped back to normal capacity. Excluding the impact of the temporary disruption, the Company estimates it would have delivered low single-digit revenue growth in the quarter.

• U.S. Digital Segment Net revenue was $205.1 million for the first quarter of 2026, a decrease of $22.6 million or 9.9% from $227.7 million in the first quarter of 2025.

• U.S. eCommerce Net revenue was $153.3 million, a decrease of $17.4 million or 10.2% from $170.7 million in the first quarter of 2025. The decrease was driven by the temporary disruption associated with the rollout of the new warehouse management system and the deliberate pacing of shipments as the Company ramped its distribution centers back to normal capacity.

• Outfitters Net revenue was $38.5 million for the first quarter of 2026, a decrease of $4.4 million or 10.3% from $42.9 million in the first quarter of 2025. The decrease was driven by the temporary disruption of the new warehouse management system. Customer orders from the business uniform channel remained strong primarily driven by select enterprise accounts.

• Third Party Net revenue was $13.3 million, for the first quarter of 2026, a decrease of $0.8 million or 5.7% from $14.1 million during the first quarter of 2025. The decrease was primarily due to a strategic focus on higher-margin, higher-quality sales, prioritizing brand integrity over lower-value, promotion-driven volume.

• Europe eCommerce Net revenue was $20.5 million for the first quarter of 2026, an increase of $2.6 million or 14.5%, from $17.9 million during the first quarter of 2025. The increase was primarily due to strategic shift to a franchise-first assortment simplifying the business and improving inventory efficiency.

• Gross profit was $111.5 million for the first quarter of 2026, a decrease of $21.2 million or 16.0% from $132.7 million during the first quarter of 2025. Gross margin decreased approximately 410 basis points to 46.7% in the first quarter of 2026, compared with 50.8% in the first quarter of 2025. The gross margin decrease was primarily driven by the deleverage created by the temporary distribution center disruption, the new royalty structure associated with the WHP Global JV and continued tariff headwinds.

• Selling and administrative expenses increased $3.0 million to $126.5 million or 53.0% of Net revenue in the first quarter of 2026, compared with $123.5 million or 47.3% of Net revenue in the first quarter of 2025. The approximately 570 basis point increase was driven by deleverage from lower net revenue and investment in digital marketing focused on new customer acquisition.

• Net income was $330.7 million, or $10.56 earnings per diluted share first quarter of 2026 compared to Net loss of $8.3 million or $0.27 loss per diluted share in the first quarter of 2025. The Net income result was primarily driven by the WHP Global transaction.

• Adjusted net loss was $3.5 million and Adjusted diluted

2025
Q4

Q4 2025 Earnings

8-K

Mar 19, 2026

0001193125-26-115102

EX-99.1

2 le-ex99_1.htm

EX-99.1

EX-99.1

Exhibit 99.1

Lands’ End Announces Fourth Quarter and Full Year Fiscal 2025 Results

Company to host enhanced first quarter fiscal 2026 results conference call in June providing multi-year financial framework post closing of the joint venture transaction with WHP Global

Fourth Quarter Net revenue increased 4.7% compared to the prior year

Fourth Quarter GMV increased mid-single digits compared to the prior year

DODGEVILLE, Wis., March 19, 2026 (GLOBE NEWSWIRE) – Lands’ End, Inc. (NASDAQ: LE) (“Lands’ End” or the “Company”) today announced financial results for the fourth quarter and full year of fiscal 2025 ended January 30, 2026.

Andrew McLean, Chief Executive Officer, stated, “The fourth quarter was a turning point for Lands’ End as we returned to topline growth, driven by our most significant businesses, and capped off a year in which we strengthened the foundation for sustainable, profitable, long-term growth.”

McLean continued, “From this position of strength, we recently announced a transaction to form a new joint venture with WHP Global to monetize and build on Lands’ End’s intellectual property and unlock near and long-term value creation opportunities. This transformative partnership enables us to eliminate our term loan debt and provides the opportunity for additional upside from the potential conversion of Lands’ End’s stake in the JV in certain WHP Global monetization events. This joint venture will accelerate brand licensing growth through new categories and channels, and internationally, leveraging WHP Global’s expertise and track record growing diverse and well-recognized brands like Lands’ End. Additionally, it expands our strategic flexibility as an operating company to consider and pursue opportunities to enhance growth. We’re confident that this transaction creates incremental, long-term, higher-return growth opportunities for Lands’ End shareholders.”

Fourth Quarter Financial Highlights

• Gross Merchandise Value (“GMV”) increased mid-single digits when compared to the fourth quarter of fiscal 2024. GMV is the total order value of all Lands’ End branded merchandise sold to customers through business-to-consumer and business-to-business channels, as well as the estimated retail value of the merchandise sold through third party distribution channels.

• Net revenue was $462.4 million for the fourth quarter of fiscal 2025, an increase of $20.7 million or 4.7% from $441.7 million during the fourth quarter of fiscal 2024.

• U.S. Digital Segment Net revenue was $402.3 million for the fourth quarter of fiscal 2025, an increase of $20.4 million or 5.3% from $381.9 million during the fourth quarter of fiscal 2024.

• U.S. eCommerce Net revenue was $312.0 million for the fourth quarter of fiscal 2025, an increase of $14.2 million or 4.8% from $297.8 million during the fourth quarter of fiscal 2024. The increase was driven primarily by higher average unit retails, supported by continued strength in solution-based products that contributed to gross margin expansion.

• Outfitters Net revenue was $53.7 million for the fourth quarter of fiscal 2025, an increase of $4.7 million or 9.6% from $49.0 million during the fourth quarter of fiscal 2024. The increase was driven by double-digit growth in our school uniform business, building on its strong back-to-school season, and strength in enterprise accounts.

• Third Party net revenue was $36.6 million for the fourth quarter of fiscal 2025, an increase of $1.5 million or 4.3% from $35.1 million during the fourth quarter of fiscal 2024. The increase was primarily driven by Amazon, increasing double-digits year-over-year.

• Europe eCommerce Net revenue was $32.9 million for the fourth quarter of fiscal 2025, an increase of $2.8 million or 9.3% from $30.1 million during the fourth quarter of fiscal 2024. The increase reversed a multi-quarter trend decline as key product franchises resonated with the customer across markets.

• Licensing and Retail Net revenue was $27.2 million for the fourth quarter of fiscal 2025, a decrease of $2.5 million or 8.4% from $29.7 million during the fourth quarter of fiscal 2024. The decrease reflects the planned transition of certain wholesale accounts to a licensing arrangement in 2024, which resulted in lower reported revenue but higher GMV.

• Gross profit was $209.6 million, an increase of $8.3 million or 4.1% from $201.3 million in the fourth quarter of fiscal 2024. Gross margin decreased approximately 30 basis points to 45.3% compared to 45.6% in the fourth quarter of fiscal 2024. The gross margin decrease was driven by tariffs partially offset by continued strength across key solution-based products and expansion of the licensing business. When excluding the impact of the unmitigated IEEPA tariffs of $7.6 million, gross margin would have increased by approximately 140 basis points to 47.0% compared to the prior year.

• Selling and administrative expenses increased $11.7 mi

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