Lands' End
About: Lands' End Inc is a United States-based multi-channel retailer of casual clothing, accessories, and footwear, as well as home products. The company's operating segment includes U.S. eCommerce; International; Outfitters; Third Party and Retail. It generates maximum revenue from the U.S. eCommerce segment. The U.S. eCommerce segment offers products through the company's eCommerce website. Geographically operates in USA, Europe, Asia, it derives a majority of its revenue from the United States.
Employees: 4,400
0
Funds holding %
of 7,296 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
122% more call options, than puts
Call options by funds: $120K | Put options by funds: $54K
29% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 28
0% more funds holding in top 10
Funds holding in top 10: 1 [Q4 2024] → 1 (+0) [Q1 2025]
1.81% less ownership
Funds ownership: 33.22% [Q4 2024] → 31.42% (-1.81%) [Q1 2025]
8% less funds holding
Funds holding: 127 [Q4 2024] → 117 (-10) [Q1 2025]
27% less capital invested
Capital invested by funds: $135M [Q4 2024] → $98.9M (-$36.1M) [Q1 2025]
32% less first-time investments, than exits
New positions opened: 17 | Existing positions closed: 25
Research analyst outlook
1 Wall Street Analyst provided 1 year price targets over the past 3 months
Low target
$20
126%
upside
Avg. target
$20
126%
upside
High target
$20
126%
upside
1 analyst rating
1 positive
100%
0 neutral
0%
0 negative
0%
Small Cap Consumer Research Eric Beder | 126%upside $20 | Buy Reiterated | 13 Jun 2025 |
Financial journalist opinion
Based on 6 articles about LE published over the past 30 days
Neutral
Seeking Alpha
5 days ago
Lands' End Operating Profits Are Getting Really Close To Interest Payments
Lands' End, Inc. continues to face revenue declines and worsening profitability, even after adjusting for restructuring and licensing changes in Q1 '25. Gross margins are slightly up, but gross profits and operating leverage continue to deteriorate, highlighting ongoing operational challenges. Debt remains a concern, with net debt rising and the credit facility reduced, signaling tighter lender confidence and high-interest burdens.
Positive
Seeking Alpha
1 week ago
Lands' End: At This Valuation, Hold Your Nose And Buy
Lands' End shares have been heavily discounted, presenting a compelling risk-reward setup for a swing trade back to double-digit prices. Despite Q1 sales declines, margin expansion and efficient inventory management signal operational improvements and a healthier business than last year. The company is exploring strategic alternatives, including a potential sale or merger, which could unlock additional value for shareholders.
Neutral
Seeking Alpha
1 week ago
Lands' End, Inc. (LE) Q1 2025 Earnings Call Transcript
Lands' End, Inc. (NASDAQ:LE ) Q1 2025 Earnings Conference Call June 5, 2025 8:30 AM ET Company Participants Andrew J. McLean - CEO & Director Bernard Louis McCracken - CFO & Treasurer Tom Altholz - Corporate Participant Conference Call Participants Dana Lauren Telsey - Telsey Advisory Group LLC Eric Martin Beder - Small Cap Consumer Research, LLC Marni Shapiro - Unidentified Company The Retail Tracker - Unidentified Company Steven Silver - Argus Research Company Operator Good day, everyone, and welcome to the Lands' End First Quarter 2025 Earnings Call.
Negative
Zacks Investment Research
1 week ago
Lands' End (LE) Reports Q1 Loss, Misses Revenue Estimates
Lands' End (LE) came out with a quarterly loss of $0.18 per share versus the Zacks Consensus Estimate of a loss of $0.19. This compares to loss of $0.20 per share a year ago.
Neutral
GlobeNewsWire
1 week ago
Lands' End Announces First Quarter 2025 Results
Continued GMV growth Increased Gross margin approximately 210 basis points Reduced inventory for the eighth consecutive quarter
Neutral
GlobeNewsWire
3 weeks ago
Lands' End Announces First Quarter 2025 Earnings Conference Call
DODGEVILLE, Wis., May 22, 2025 (GLOBE NEWSWIRE) -- Lands' End, Inc. (NASDAQ: LE) will host a conference call at 8:30 a.m. Eastern Time on Thursday, June 5, 2025, to discuss its first quarter 2025 financial results. A news release containing these results will be issued before the call. Listeners may access a live broadcast of the conference call on the Company's investor relations website: http://investors.landsend.com/ in the Events and Presentations section.
Neutral
Seeking Alpha
2 months ago
Lands' End Remains Overvalued Compared To Peers
Lands' End's results were mixed, with revenues declining but gross margins improving due to a shift to high-margin licensing revenue and reduced promotions. The company is exploring strategic alternatives, including a potential sale, adding uncertainty and potential volatility to the stock. Despite a more reasonable valuation, the stock remains high compared to peers, prompting a Hold rating but increased interest at current prices.
Neutral
Seeking Alpha
2 months ago
Lands' End, Inc. (LE) Q4 2024 Earnings Call Transcript
Lands' End, Inc. (NASDAQ:LE ) Q4 2024 Earnings Conference Call March 20, 2025 8:30 AM ET Company Participants Tom Altholz - Senior Director of Financial Planning and Analysis Andrew McLean - Chief Executive Officer Bernard McCracken - Chief Financial Officer Conference Call Participants Dana Telsey - Telsey Group Marni Shapiro - The Retail Tracker Eric Beder - SCC Research Alex Fuhrman - Craig-Hallum Capital Group Operator Good day, everyone, and welcome to today's Lands' End 4Q Fiscal Year 2024 End Earnings Call. At this time, all participants are in a listen-only mode.
Neutral
GlobeNewsWire
2 months ago
Lands' End Announces Fourth Quarter and Full Year Fiscal 2024 Results
Fourth quarter Gross margin increased approximately 760 basis points compared to fiscal 2023 All fourth quarter profitability measures improved when compared to fiscal 2023 Reduced inventory for the eighth consecutive quarter
Neutral
GlobeNewsWire
3 months ago
Lands' End Board of Directors Initiates Process to Maximize Shareholder Value
DODGEVILLE, Wis., March 07, 2025 (GLOBE NEWSWIRE) -- Lands' End, Inc. (NASDAQ: LE), today announced that its Board of Directors has initiated a process to explore strategic alternatives, including a sale, merger or similar transaction involving the Company, to maximize shareholder value.
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