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Earnings transcript
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LESL
Leslie’s, Inc.
$1.65
-0.06
(-3.51%)
| Exchange: | |
| Market Cap: | 15.329M |
| Shares Outstanding: | 186.606M |
Delayed data
About The Company
| Sector: | Consumer CyclicalView sector performance | |||||
| Industry: | Home ImprovementView industry performance | |||||
| CEO: | Jason McDonell | |||||
| Full Time Employees: | 3850 | |||||
| Address: |
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| Website: | https://lesliespool.com |
Leslie’s, Inc. operates as a direct-to-consumer pool and spa care brand in the United States. The company markets and sells pool and spa supplies and related products and services. It offers pool chemicals consisting of chlorine, sanitizers, water balancers, specialty chemicals, and algae control; pool covers, including winter, solar and safety covers, leaf nets, cover reels, and cover alternatives; pool equipment, which comprise pool cleaners, pool pumps, pool filters, pool heating, and lighting; and pools, such as above ground pools, soft side pools, above ground pools liners and equipment, ladders and rails, and diving boards. The company also provides pool maintenance products, including pool closing and opening supplies, filter catridges, chlorine floaters, backwash and vacuum hoses, and cleaning attachments; parts, such as automatic pool cleaner parts, pool filter and pump parts, and pool heater and heat pump parts; and safety, recreational, and fitness-related products. In addition, it provides pool equipment and repair services. The company markets its products through 952 company operated locations in 38 states and e-commerce websites. It serves the residential, professional, and commercial consumers. The company was founded in 1963 and is headquartered in Phoenix, Arizona.
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Revenue Segmentation
LESL full analysis
Welcome to MARKETSNAP’s SWOT analysis for Leslie’s, Inc., the go-to name in pool and spa care. If you’re a long-term investor looking to dive into a niche retail stock, stick around as we break down the strengths, weaknesses, opportunities, and threats for this company. We’ll keep it conversational, packed with insights, and focused on what matters for your portfolio. Let’s get started! Quick Overview of Leslie’s, Inc. For those who might not be as familiar, Leslie’s, Inc. is a leading…
Industry Peers
| TICKER | COMPANY | MKT CAP | P/E | FWD P/E | ROIC |
|---|---|---|---|---|---|
| LESL | Leslie's, Inc. | 15.3M | — | — | 1.8% |
 TTSH | Tile Shop Holdings, Inc. | 112.7M | — | — | -1.8% |
 HVT | Haverty Furniture Companies, Inc. | 452.0M | 37.3 | 12.8 | 1.8% |
 FND | Floor & Decor Holdings, Inc. | 5.0B | 22.0 | 24.0 | 4.9% |
 LOW | Lowe's Companies, Inc. | 107.9B | 16.6 | 15.7 | 20.6% |
 HD | The Home Depot, Inc. | 299.1B | 21.6 | 20.7 | 18.8% |
EPS
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Earnings Call
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Key takeaways
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Login — it's freeIncome Statement
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Revenue | 1,451,209 | 1,330,121 | 1,241,915 |
| Gross Profit | 548,223 | 476,790 | 439,647 |
| EBITDA | 136,321 | 57,117 | -169,855 |
| Operating Income | 102,179 | 57,117 | -169,855 |
| Net Income | 27,242 | -23,379 | -236,970 |
(* All numbers are in thousands)
Balance Sheet
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Total Assets | 1,034,435 | 1,050,325 | 741,475 |
| Total Liabilities | 1,195,797 | 1,227,474 | 1,149,467 |
| Total Stockholders Equity | -161,362 | -177,149 | -407,992 |
| Total Debt | 1,037,392 | 1,049,589 | 1,011,851 |
| Cash and Cash Equivalents | 55,420 | 108,505 | 64,340 |
(* All numbers are in thousands)
Cash Flow Statement
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Operating Cash Flow | 6,470 | 107,466 | 8,822 |
| Capital Expenditure | -38,577 | -47,244 | -25,491 |
| Free Cash Flow | -32,107 | 60,222 | -16,669 |
| Net Income | 27,242 | -23,379 | -236,970 |
| Net Change in Cash | -56,873 | 53,085 | -44,165 |
(* All numbers are in thousands)
Analyst Estimates
| Fiscal Year | 2028 | Research Access | Research Access | Research Access | Research Access |
|---|---|---|---|---|---|
| Estimated Revenue (Low) | 1,233,676.278 | Research Access | Research Access | Research Access | Research Access |
| Estimated Revenue (High) | 1,233,676.279 | Research Access | Research Access | Research Access | Research Access |
| Estimated Revenue (Avg) | 1,233,676.279 | Research Access | Research Access | Research Access | Research Access |
| Estimated Ebitda (Low) | 89,843.531 | Research Access | Research Access | Research Access | Research Access |
| Estimated Ebitda (High) | 89,843.531 | Research Access | Research Access | Research Access | Research Access |
| Estimated Ebitda (Avg) | 89,843.531 | Research Access | Research Access | Research Access | Research Access |
| Estimated Net Income (Low) | -12,079.602 | Research Access | Research Access | Research Access | Research Access |
| Estimated Net Income (High) | -10,921.510 | Research Access | Research Access | Research Access | Research Access |
| Estimated Net Income (Avg) | -11,240.901 | Research Access | Research Access | Research Access | Research Access |
| Estimated SGA Expense (Low) | 376,047.758 | Research Access | Research Access | Research Access | Research Access |
| Estimated SGA Expense (High) | 376,047.758 | Research Access | Research Access | Research Access | Research Access |
| Estimated SGA Expense (Avg) | 376,047.758 | Research Access | Research Access | Research Access | Research Access |
| Estimated EPS (Avg) | -1.210 | Research Access | Research Access | Research Access | Research Access |
| Estimated EPS (High) | -1.180 | Research Access | Research Access | Research Access | Research Access |
| Estimated EPS (Low) | -1.300 | Research Access | Research Access | Research Access | Research Access |
| Number of Analysts (Estimated Revenue) | 1 | Research Access | Research Access | Research Access | Research Access |
| Number of Analysts (Estimated EPS) | 2 | Research Access | Research Access | Research Access | Research Access |
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Current Key Metrics
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Login — it's freeSWOT Analysis
Strengths (preview)
- Revenue Stability: Leslie's, Inc. reported revenue of $175 million in Q1 2025, reflecting resilience in a competitive retail environment. This stability indicates a consistent consumer base and effective sales strategies within the specialty retail sector.
- Operational Efficiency Focus: The Q1 2025 earnings call highlighted management's emphasis on improving inventory management, which could enhance margins and reduce operational costs over time, strengthening financial performance.
- Strong Sector Positioning: As part of the consumer cyclical sector and specialty retail industry, Leslie's benefits from industry trends that show positive performance metrics over multiple timeframes (e.g., industry_perf1y and industry_perf5y), providing a favorable backdrop for sustained growth.
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At what price to buy it? -
Intrinsic Value Calculator
Based on current fundamentals and analyst forecasts, MARKETSnap estimates LESL intrinsic value between $4.54 – $4.80 per share. This depends on revenue growth, margins, and discount rate.
This is an automatic estimate. The most reliable way to know fair value for your own assumptions is to run the calculator below.
[intrinsic_calculator]
Common questions about LESL valuation
Is Leslie's, Inc. (LESL) overvalued or undervalued right now?
MARKETSnap estimates intrinsic value for Leslie's, Inc. (LESL) using its proprietary valuation methodology, which incorporates discounted cash flow (DCF) analysis together with long-term earnings and fundamentals assumptions. By comparing intrinsic value to the current market price, long-term investors can see whether the stock screens as potentially overvalued, fairly valued, or undervalued today.
Is LESL a buy, hold, or sell for long-term investors?
MARKETSnap does not give one-word “buy” or “sell” calls. Instead, it shows whether LESL trades at a premium or discount to its estimated intrinsic value, how sensitive that value is to growth and margin assumptions, and how the stock fits into a diversified, long-term portfolio so investors can make their own buy, hold, or sell decision.
What is LESL’s P/E ratio?
You can see LESL’s trailing P/E (TTM) and forward P/E estimates in the Current Key Metrics and Forward P/E Ratios sections above. The P/E ratio compares the current share price to earnings per share and helps investors gauge valuation relative to earnings.
How is intrinsic value calculated for LESL?
MARKETSnap uses its own valuation framework—not a generic spreadsheet DCF alone. Future cash flows and earnings are projected, discounted, and combined with MARKETSnap’s methodology so intrinsic value reflects fundamentals and long-term assumptions. You can run your own inputs and see the result using the Intrinsic Value Calculator above.
Is LESL a good long-term investment?
Whether LESL fits a long-term portfolio depends on your assumptions about growth, margins, and risk. MARKETSnap provides the metrics, intrinsic value calculator, and SWOT context so you can form your own view rather than rely on a single buy/sell rating.
LESL
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Daily snapshot
-3.51
Trading Metrics:
| Open: | 1.73 | Previous Close: | 1.71 | |
| Day Low: | 1.62 | Day High: | 1.74 | |
| Year Low: | 1.6 | Year High: | 48.6 | |
| Price Avg 50: | 2.92 | Price Avg 200: | 8.39 | |
| Volume: | 159622 | Average Volume: | 206744 |
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