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.
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.
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.
3 Jun 2025 Date | | - Cons. EPS | - EPS |
25 Mar 2025 Date | | 0.57 Cons. EPS | 0.57 EPS |
3 Dec 2024 Date | | 0.02 Cons. EPS | 0.06 EPS |
5 Sep 2024 Date | | - Cons. EPS | - EPS |
29 Aug 2024 Date | | - Cons. EPS | - EPS |
3 Jun 2025 Date | | - Cons. EPS | - EPS |
25 Mar 2025 Date | | 0.57 Cons. EPS | 0.57 EPS |
3 Dec 2024 Date | | 0.02 Cons. EPS | 0.06 EPS |
5 Sep 2024 Date | | - Cons. EPS | - EPS |
29 Aug 2024 Date | | - Cons. EPS | - EPS |
Specialty Retail Industry | Consumer Cyclical Sector | Mr. Andrew J. McLean CEO | XBER Exchange | US51509F1057 ISIN |
US Country | 2,432 Employees | - Last Dividend | - Last Split | 20 Mar 2014 IPO Date |
Lands' End, Inc. is recognized as a significant player in the digital retail industry, specializing in a diverse range of apparel, swimwear, outerwear, accessories, footwear, home products, and uniforms distributed across the United States and globally. The company prides itself on its multifaceted approach to retail, engaging customers through its U.S. eCommerce, International, Outfitters, Third Party, and Retail segments. Established in 1963 with its headquarters nestled in Dodgeville, Wisconsin, Lands' End continues to expand its brand presence worldwide, leveraging both e-commerce platforms and company-operated stores, along with strategic third-party distribution channels.