← Back

Lands’ End Inc

Lands' End, Inc. is a digital retailer of apparel, swimwear, outerwear, accessories, footwear, home products, and uniforms, operating in the United States, Europe, and internationally. Its segments include U.S. eCommerce, Europe eCommerce, Outfitters, Third Party, Licensing, and Retail. The company sells uniform and logo apparel to businesses and their employees as well as student households, and earns royalties on the Lands' End trademark. Products are sold through e-commerce websites, company-operated stores, and third-party distribution channels under brands such as Lands' End, Lands' End Lighthouse, Squall, Tugless Tank, Drifter, Outrigger, Marinac, Wanderweight, Beach Living, Supima, No-Gape, Anyweather, Waveshaper, Starfish, Little Black Suit, Iron Knees, Hyde Park, Year'Rounder, ClassMate, Willis & Geiger, and ThermaCheck. Founded in 1963, the company is headquartered in Dodgeville, Wisconsin.

Country
Price · split & dividend adjusted
News & notes moving LE
LE▲5

Lands' End New CEO Sets Growth Agenda as Revenue Rises 2.7%

Lands' End, Inc. reported second-quarter revenue of $302.0 million, up 2.7% year-over-year, as new CEO Charlie Cole outlined a growth agenda focused on digital execution, AI-enabled customer engagement, and operating infrastructure. The company's U.S. eCommerce revenue grew 9.0% to $182.4 million, while new-to-file customers increased double digits and social traffic rose over 30%. The WHP joint venture generated $8.5 million in net earnings for the quarter, contributing to improved profitability despite a 25.2% decline in adjusted EBITDA to $11.3 million. Management guided third-quarter revenue to $300-$330 million and adjusted EBITDA to $14-$18 million, with full-year revenue expected between $1.30-$1.35 billion. Lands' End trades at 5.62x forward EV/EBITDA versus 7.60x for peers, suggesting potential for multiple expansion as margins and cash conversion improve.
LE ▲
ExecEdge·10dRead more →
LE▼

Lands' End shares fall on weak Q3 revenue guidance

Lands' End shares fell 3.6% in premarket trading after the company issued third-quarter revenue guidance below expectations. In its mixed second-quarter report, revenue rose 2.7% year over year to $302 million, edging past the consensus estimate, while adjusted diluted earnings per share of $0.09 missed the $0.10 consensus. The company's U.S. digital segment revenue increased 5.3% to $268.9 million, and Europe e-commerce revenue was up 0.5% to $19.7 million. Gross margin expanded approximately 320 basis points to 52.0%, driven by IEEPA tariff refunds. Looking ahead, Lands' End expects fiscal third-quarter revenue between $300.0 million and $330.0 million, with a midpoint of $315 million, versus the $326.4 million consensus.
LE ▼
Seeking Alpha·15dRead more →
LE3

Lands’ End appoints Charlie Cole as new CEO

Lands’ End has appointed Charlie Cole as its new CEO, effective July 13. Cole, whose background is heavily focused on technology, most recently served as interim chief digital officer at direct-to-consumer bedding brand Thuma. He replaces Andrew McLean, who led the apparel brand for three years. The leadership change comes less than six months after brand management firm WHP Global acquired a controlling stake in Lands’ End for $300 million. The company has been struggling with declining sales, and in its most recent quarter net revenue fell more than 8% to nearly $240 million, though it swung to a net income of over $330 million thanks to WHP Global’s investment.
LE
Retail Dive·79dRead more →
LE▲

Lands' End Stock Gets Outperform Rating After Debt Repayment and WHP Global Deal

Noble Capital Markets initiated coverage of Lands' End with an Outperform rating and a $20 price target, citing the company's improved financial position after repaying its term loan and a strategic partnership with WHP Global. The firm noted the agreement creates opportunities to generate additional value from Lands' End's brand and intellectual property assets while supporting future growth initiatives. Lands' End reported first-quarter fiscal 2026 net revenue of $238.9 million, which would have shown low single-digit growth without temporary disruptions from a new warehouse management system implementation. Net income reached $330.7 million, primarily driven by the WHP Global transaction, while adjusted net loss was $3.5 million. The company also provided updated full-year 2026 guidance for revenue, earnings, and adjusted EBITDA.
LE ▲
Insider Monkey·85dRead more →
© 2026 MarketDXAsset