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Earnings transcript
Read the complete earnings call transcript.
LE
Lands’ End, Inc.
$12.16
0.95
(8.47%)
| Exchange: | NASDAQ |
| Market Cap: | 374.466M |
| Shares Outstanding: | 38.966M |
Delayed data
About The Company
| Sector: | Consumer Cyclical | |||||
| Industry: | Specialty Retail | |||||
| CEO: | Andrew J. McLean | |||||
| Full Time Employees: | 2432 | |||||
| Address: |
| |||||
| Website: | https://www.landsend.com |
Lands’ End, Inc. operates as an international retailer utilizing a diverse array of sales channels to offer casual apparel, accessories, footwear, and home merchandise. The company’s market presence extends across the United States, Europe, Asia, and other global regions. Its operations are segmented into specific divisions, including U.S. eCommerce, Europe eCommerce, Japan eCommerce, Outfitters, Third Party channels, and its dedicated Retail segment. Customers can procure the company’s products through its digital e-commerce platforms, its network of proprietary physical stores, and via external distribution partners. These items are marketed under a comprehensive portfolio of brands such as Lands’ End, Let’s Get Comfy, Lands’ End Lighthouse, Square Rigger, Squall, Super-T, Drifter, Outrigger, Marinac, Beach Living, Supima, No-Gape, Starfish, Iron Knees, Hyde Park, Year’ Rounder, ClassMate, Willis & Geiger, and ThermaCheck. As of January 28, 2022, Lands’ End maintained 30 company-operated retail outlets. Established in 1963, the enterprise has its principal offices located in Dodgeville, Wisconsin.
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Revenue Segmentation
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 | 1,472,508 | 1,362,935 | 1,335,146 |
| Gross Profit | 625,527 | 653,345 | 620,001 |
| EBITDA | -45,061 | 84,707 | 74,637 |
| Operating Income | -77,515 | 50,957 | 44,265 |
| Net Income | -130,684 | 6,233 | 5,508 |
(* All numbers are in thousands)
Balance Sheet
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Total Assets | 811,479 | 765,481 | 751,066 |
| Total Liabilities | 569,886 | 526,259 | 506,771 |
| Total Stockholders Equity | 241,593 | 239,222 | 244,295 |
| Total Debt | 278,146 | 262,429 | 245,909 |
| Cash and Cash Equivalents | 25,314 | 16,180 | 17,694 |
(* All numbers are in thousands)
Cash Flow Statement
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Operating Cash Flow | 130,565 | 53,143 | 49,618 |
| Capital Expenditure | -34,916 | -37,770 | -29,220 |
| Free Cash Flow | 95,649 | 15,373 | 20,398 |
| Net Income | -130,684 | 6,233 | 5,508 |
| Net Change in Cash | -14,101 | -8,478 | -529 |
(* All numbers are in thousands)
Analyst Estimates
| Fiscal Year | 2028 | Full Access | Full Access | Full Access | Full Access |
|---|---|---|---|---|---|
| Estimated Revenue (Low) | 1,408,211.667 | Full Access | Full Access | Full Access | Full Access |
| Estimated Revenue (High) | 1,418,270.321 | Full Access | Full Access | Full Access | Full Access |
| Estimated Revenue (Avg) | 1,408,211.667 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (Low) | 56,657.674 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (High) | 57,062.372 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (Avg) | 56,657.674 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (Low) | 35,895.872 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (High) | 36,290.301 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (Avg) | 36,093.087 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (Low) | 415,216.451 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (High) | 418,182.283 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (Avg) | 415,216.451 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (Avg) | 1.170 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (High) | 1.170 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (Low) | 1.160 | Full Access | Full Access | Full Access | Full Access |
| Number of Analysts (Estimated Revenue) | 1 | Full Access | Full Access | Full Access | Full Access |
| Number of Analysts (Estimated EPS) | 1 | Full Access | Full Access | Full Access | Full Access |
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Current Key Metrics
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Login — it's freeSWOT Analysis
Strengths (preview)
- Solid Financial Performance in Recent Quarter: Lands' End reported a successful fourth quarter in fiscal year 2024, as highlighted in the earnings call transcript. Key financial results indicate strong revenue and profitability metrics, positioning the company favorably within its sector.
- Strategic Focus on Innovation: The company is emphasizing technology and personalized customer engagement, as noted in the 4Q 2024 earnings call summary. This focus on innovation could enhance operational efficiency and customer retention, providing a competitive edge.
- Positive Free Cash Flow: Based on cash flow statements, Lands' End demonstrates consistent free cash flow generation (specific figures to be reviewed from provided data). This financial health supports reinvestment in growth initiatives and debt management.
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At what price to buy it? -
Intrinsic Value Calculator
Based on current fundamentals and analyst forecasts, MARKETSnap estimates LE intrinsic value between $7.14 – $9.40 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.
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Common questions about LE valuation
Is Lands' End, Inc. (LE) overvalued or undervalued right now?
MARKETSnap estimates intrinsic value for Lands' End, Inc. (LE) 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 LE a buy, hold, or sell for long-term investors?
MARKETSnap does not give one-word “buy” or “sell” calls. Instead, it shows whether LE 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 LE’s P/E ratio?
You can see LE’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 LE?
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 LE a good long-term investment?
Whether LE 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.
LE
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Daily snapshot
8.47
Trading Metrics:
| Open: | 10.89 | Previous Close: | 11.21 | |
| Day Low: | 10.51 | Day High: | 12.23 | |
| Year Low: | 8.5 | Year High: | 20.04 | |
| Price Avg 50: | 11.42 | Price Avg 200: | 14.49 | |
| Volume: | 586185 | Average Volume: | 391369 |
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Welcome to MARKETSNAP’s SWOT analysis for Lands’ End, a name many of you might recognize in the retail space. If you’re not familiar, Lands’ End is a well-established player in the apparel and home goods market, operating primarily in the clothing industry within the broader consumer cyclical sector. They’ve been around for decades, known for their catalog business and quality casual wear, and they’re headquartered in the U.S. with a solid workforce behind them. Today, we’re diving deep into what…
