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.
| Specialty Retail Industry | Consumer Discretionary Sector | Andrew J. McLean CEO | XFRA 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.