LE · NASDAQ · Apparel - Retail

Lands' End (LE)

Sells apparel, uniforms, and home goods through eCommerce, marketplaces, stores, and licenses.

$10.74
vs last close+0.28 (+2.63%)
Loading prices…

Lands' End, Inc.LE
Consumer Discretionary

Sells apparel, swimwear, outerwear, accessories, footwear, home products, and uniforms through a digital-heavy model. Revenue is concentrated in the United States, with U.S. Digital grouping eCommerce, Outfitters, and marketplace sales while licensing and retail sit outside the main reportable segment.

Runs a catalog-born apparel brand now centered on online selling. Product lines include apparel, swimwear, outerwear, accessories, footwear, home products, and uniforms, with Outfitters serving businesses, employees, schools, and student households.

Revenue is concentrated in the United States, and the reportable U.S. Digital segment aggregates U.S. eCommerce, Outfitters, and marketplace sales. Europe eCommerce, Licensing, and Retail are smaller channels that sit outside separate reportable thresholds.

Execution depends on digital merchandising, customer service, fulfillment, and seasonal capacity for school-uniform and holiday peaks. After the WHP transaction, brand intellectual property sits in a joint venture, while Lands' End Direct Merchants operates under a royalty-bearing license for specified products, territories, and channels.

Company facts

CEOAndrew J. McLean
ListedApr 7, 2014
ExchangeNASDAQ
HeadquartersDodgeville, WI
CountryUnited States
Employees3,900
CIK0000799288
ISINUS51509F1057

Market cap$321.5M
EPS (ttm)$11.24
P/E (ttm)0.9306
ROE95.7%
P/B0.6524
P/S0.2434
Dividend yieldDiv yield
Beta1.35vs XLY 0.62

Price target$16.50+57.7%Average of 3 analysts
ConsensusBuy2 of 3 analysts
Ratings

Target rangeAs of Sep 21, 2026

Latest analyst notes

No analyst notes in the last 24 months.

Next report
Dec 8, 26
in 77 days
EPS estimate
$0.09
Revenue estimate
$320.8M
Fiscal quarter
Q3 FY26

EPSReportedEstimate

Mar '25Jun '25Sep '25Dec '25Mar '26Jun '26Sep '26Dec '26
Reported$0.57−$0.18−$0.06$0.21$0.76−$0.11$0.09Pending
Estimate$0.58−$0.19−$0.03$0.17$0.77−$0.21$0.09$0.09
Surprise−1.7%+5.3%−100.0%+23.5%−1.3%+47.6%−2.7%

RevenueReportedEstimate

Mar '25Jun '25Sep '25Dec '25Mar '26Jun '26Sep '26Dec '26
Reported$441.7M$261.2M$294.1M$317.5M$462.4M$238.9M$302.0MPending
Estimate$274.3M$323.9M$326.1M$471.0M$473.1M$268.7M$300.7M$320.8M
Surprise+61.0%−19.4%−9.8%−32.6%−2.3%−11.1%+0.5%
Estimate$0.09
ReportedDue Dec 8, 2026
Estimate$320.8M
ReportedDue Dec 8, 2026
View details

Debt to equity15.60%
Current ratio157.90%

ProfitabilityRevenueNet incomeNet margin

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Revenue$318.6M$441.7M$261.2M$294.1M$317.5M$462.4M$238.9M$302.0M
Net income−$593.0K$18.5M−$8.3M−$3.7M$5.2M$12.3M$330.7M$3.5M
Net margin0.0%4.2%0.0%0.0%1.6%2.7%138.4%1.1%

GrowthOperating income

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Operating income$9.3M$37.0M−$2.4M$4.0M$16.8M$32.6M−$44.1M$15.6M
YoY growthTurned profit+357.6%Turned loss+60.2%+80.5%−11.9%Loss widened+292.2%

Balance sheet, Jul 31, 2026Cash & short-term investments $16.1M · Total debt $76.7M · Total assets $949.6M · Shareholders' equity $492.9M

Revenue
$302.0M
Operating income
$15.6M
Net income
$3.5M
View details

No dividends on record.

Institutions≈ 34.39%10.16M shares
130 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail
Insiders62.71%18.53M shares
15 holders · as of Aug 4, 2026
Strategic holders7.52%2.22M shares
1 holder · as of Apr 2, 2026
Adds to104.62%

29.54M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.

These groups come from separate filings that can overlap, so they add to 104.62%; nothing is left for Other.

Top shareholders13F · 13D/G · Form 4

HolderStakeSharesDate
Edward S. LampertInsider10 percent owner
53.53%15.81Mfiled Apr 6, 2026
Lewhp, LLCStrategic
7.52%2.22Mfiled Apr 2, 2026
Tisch Thomas J.Insider
6.75%2.00Mfiled Mar 12, 2021
Frontier Capital Management Co., LLC.Institution
5.63%1.66Mfiled Feb 7, 2018
Dimensional Fund Advisors LPInstitution
3.90%1.15Mas of Jun 30, 2026

Insider tradesForm 4

DateInsiderRoleSharesAvg price
Apr 1, 2026BERNARD LOUIS III McCRACKENofficer: CFO and Treasurer−3,362$45.00
Apr 1, 2026Peter L. Grayofficer: PRES LE Licensing, CAO & GC−11,454$45.00
Apr 1, 2026Andrew J. McLeandirector, officer: Chief Executive Officer−16,918$45.00
Apr 1, 2026Kym Maasofficer: President, LE Consumer & CCO−1,440$45.00
Apr 1, 2026Martin D. Christopherofficer: EVP, Chief Technology Officer−530$45.00
View details

  • Gap

    Large specialty-apparel rival in family casualwear and e-commerce

  • Duluth

    Close catalog-to-digital peer in workwear and outdoor basics

  • Columbia Sportswear

    Outdoor apparel and footwear peer with strong DTC reach

  • Kohl's

    Department-store rival in value apparel, home, and online retail

  • Amazon

    Online marketplace pressure in apparel discovery and fulfillment

  • Target

    Mass-retail rival in family apparel, home, and marketplaces

  • Cintas

    Large B2B uniform rival for corporate outfitters accounts

  • Superior Group of Companies

    Direct branded-uniform peer named in Superior's filing

Compare

CompanyPriceChange
Lands' End$10.74+2.63%$321.5M0.931.30.2+2.7%
Gap$21.53+1.29%$7.65B6.38.50.5−2.0%
Duluth$4.23+1.08%$159.0M26.10.3−7.8%
Columbia Sportswear$58.30+2.77%$2.90B14.715.10.9+1.5%
Kohl's$18.14+4.04%$1.98B7.512.10.1−6.4%
Amazon$254.85−1.39%$2.78T20.827.33.6+19.6%
Target$159.10+0.88%$71.63B16.417.20.7+5.3%
Cintas$196.64−0.12%$78.79B40.135.77.0+8.9%
Superior Group of Companies$12.64+2.43%$192.9M22.416.90.3+2.6%
Median18.616.90.6+2.1%