Leslie's (LESL)
Pool-and-spa aftermarket retailer combining products, water testing, and repair services.
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Sells recurring pool-and-spa care products, equipment, and services through specialty stores and digital channels, pairing proprietary merchandise with water testing and technical help. A vertically integrated network is concentrated in warm-weather states and depends on seasonal demand, inventory, skilled service, and digital systems.
Supplies the aftermarket care of residential and commercial pools and spas through chemicals, equipment and replacement parts, cleaning and maintenance products, and installation and repair services. Products reach do-it-yourself owners, pool professionals, and commercial operators through stores, e-commerce, the mobile app, and marketplaces.
Combines proprietary and custom-formulated merchandise with AccuBlue water analysis, in-store repair support, Pool Perks, and field technicians. Its network is concentrated in warm-weather states—particularly California, Arizona, Texas, and Florida—while digital channels extend reach nationwide.
Service quality relies on trained staff, accurate testing, timely inventory, and working digital systems. Demand and operations remain tied to pool-season weather, Sunbelt conditions, supply availability, competition, cybersecurity and privacy obligations, and water-use and chemical regulation.
Company facts
Target rangeAs of Sep 22, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Feb 18, 2026 | Morgan Stanley | Reiterate | Rating: —Target: $1.50 | Target: $1 |
| Jan 15, 2026 | Morgan Stanley | Downgrade | Target: $3.50 | Target: $1.50 |
| Dec 10, 2025 | Morgan Stanley | Target | Target: $7 | Target: $3.50 |
| Dec 3, 2025 | Jefferies | Reiterate | Rating: —Target: $3.25 | Target: $3.75 |
| Nov 28, 2025 | Telsey Advisory | Target | Target: $8.50 | Target: $3 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jul 4, 2026Cash & short-term investments $45.9M · Total debt $1.02B · Total assets $722.2M · Shareholders' equity −$492.7M
- Revenue
- $458.5M
- Operating income
- $61.5M
- Net income
- $47.8M
No dividends on record.
| Institutions | 55.09% | 5.16M shares | |
|---|---|---|---|
| 49 holders · as of Jun 30, 2026 | |||
| Insiders | 1.22% | 114.0K shares | |
| 16 holders · as of Sep 10, 2026 | |||
| Other | 43.69% | 4.09M shares | |
| remainder | |||
9.37M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Ariel Investments, LLCInstitution | 25.80% | 2.42M | as of Jun 30, 2026 |
Jane Street Group, LLCInstitution | 5.84% | 546,799 | as of Jun 30, 2026 |
Lind Value Ii ApsInstitution | 4.85% | 454,620 | as of Jun 30, 2026 |
Josh Arnold Investment Consultant, LLCInstitution | 4.06% | 380,270 | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 2.70% | 253,234 | as of Jun 30, 2026 |
Insider tradesForm 4
No open-market trades in the last 12 months.
- POOLCORP
Specialty pool retail and service rival through Pinch A Penny.
- Home Depot
Large-format home-improvement retailer for pool supplies and parts.
- Lowe's
Home-improvement chain selling pool chemicals and maintenance essentials.
- Amazon
Online marketplace rival for pool parts and long-tail replenishment.
- Walmart
Mass merchant for pool chemicals, supplies, and seasonal merchandise.
- Costco
Warehouse-club rival for bulk pool chemicals and seasonal kits.
CompareAfter hours
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Leslie's | $0.4278 | −1.45% | $4.0M | — | — | 0.0 | −8.4% |
| POOLCORP | $168.60 | +0.04% | $6.12B | 15.4 | 14.8 | 1.1 | +2.2% |
| Home Depot | $305.35 | −0.03% | $296.34B | 20.8 | 19.8 | 1.8 | +5.7% |
| Lowe's | $196.08 | −0.03% | $107.12B | 16.1 | 15.7 | 1.2 | +8.3% |
| Amazon | $255.05 | +0.01% | $2.78T | 20.8 | 27.3 | 3.6 | +19.6% |
| Walmart | $109.97 | −0.16% | $855.02B | 38.8 | 36.8 | 1.2 | +5.9% |
| Costco | $900.24 | +0.10% | $398.46B | 45.2 | 41.0 | 1.4 | +11.6% |
| Median | 20.8 | 23.5 | 1.3 | +7.1% |