Lands' End, Inc. (LE) Q4 2025 Earnings Call Transcript
Lands' End, Inc. (LE) Q1 2027 Earnings Call Transcript
Lands' End, Inc. is now rated neutral after Q1 results and a strengthened balance sheet post-WHP Global JV. LE's Q1 revenue missed by $29M, driven by distribution center disruptions and a new warehouse management system. Margins contracted 410 bps to 46.7%, with adjusted EBITDA turning negative and EPS at a $0.11 loss.
Lands' End NASDAQ: LE reported lower first-quarter revenue as a distribution center systems rollout delayed shipments, but executives said underlying demand improved and described the recently completed joint venture with WHP Global as a major strategic reset for the apparel retailer.
Lands' End (LE) came out with a quarterly loss of $0.11 per share versus the Zacks Consensus Estimate of a loss of $0.21. This compares to a loss of $0.18 per share a year ago.
Lands' End Q1 Preview: Watching Growth Momentum As Shares Reasonably Valued
LE posts modest fiscal fourth quarter growth as e-commerce strength lifts sales, though tariffs weigh on margins and profitability.
Lands' End just reported its Q4 results, and I view the print in a positive light. The apparel company returned to growth at the topline and grew gross profit 4.1% YOY. In January, Lands' End announced the formation of a joint venture with WHP Global. I believe this venture will be the key catalyst for the company from current levels.
Lands' End, Inc. ( LE ) Q3 2026 Earnings Call December 9, 2025 8:30 AM EST Company Participants Tom Altholz Andrew McLean - CEO & Director Bernard McCracken - CFO & Treasurer Conference Call Participants Dana Telsey - Telsey Advisory Group LLC Eric Beder - Small Cap Consumer Research, LLC Steven Silver - Argus Research Company Presentation Operator Hello, and welcome, everyone, joining today's Lands' End Third Quarter 2025 Earnings Call. [Operator Instructions] Please note, this call is being recorded.
Lands' End, Inc. is rated a Sell after shares nearly doubled from the $8 entry, as fundamentals now justify profit-taking. LE's Q3 saw gross margin expand 120 bps to 51.8% and adjusted EBITDA rise 28% to $25.9 million, but overall sales declined 0.3%. Forward LE guidance narrows FY revenue to $1.33–$1.36 billion with adjusted EPS midpoint at $0.74, reflecting cost control but limited sales growth.
Lands' End (LE) came out with quarterly earnings of $0.21 per share, beating the Zacks Consensus Estimate of $0.17 per share. This compares to earnings of $0.06 per share a year ago.
Here is how Lands' End (LE) and Tesco PLC (TSCDY) have performed compared to their sector so far this year.