Lands End Inc
NASDAQ:LE
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Lands End Inc
Lands' End, Inc. is a multi-channel retailer of casual clothing, accessories, and footwear, as well as home products. The company is headquartered in Dodgeville, Wisconsin and currently employs 5,000 full-time employees. The firm's segments include U.S. eCommerce, Europe eCommerce, Japan eCommerce, Outfitters, Third Party, and Retail. The company has five distribution channels, which include U.S. eCommerce, International, Outfitters, Third Party and Retail. Its U.S. eCommerce offers products through its e-commerce Website. Its International offers products primarily to consumers located in Europe and Japan through e-commerce international Websites and third-party affiliates. Its Outfitters sells uniform and logo apparel to businesses and their employees, as well as to student households through school relationships, located primarily in the United States. Its Third Party sells the same products as U.S. eCommerce direct to consumers through third-party marketplace Websites and through domestic wholesale customers. Its Retail sells products through Company-operated stores.
Lands' End, Inc. is a multi-channel retailer of casual clothing, accessories, and footwear, as well as home products. The company is headquartered in Dodgeville, Wisconsin and currently employs 5,000 full-time employees. The firm's segments include U.S. eCommerce, Europe eCommerce, Japan eCommerce, Outfitters, Third Party, and Retail. The company has five distribution channels, which include U.S. eCommerce, International, Outfitters, Third Party and Retail. Its U.S. eCommerce offers products through its e-commerce Website. Its International offers products primarily to consumers located in Europe and Japan through e-commerce international Websites and third-party affiliates. Its Outfitters sells uniform and logo apparel to businesses and their employees, as well as to student households through school relationships, located primarily in the United States. Its Third Party sells the same products as U.S. eCommerce direct to consumers through third-party marketplace Websites and through domestic wholesale customers. Its Retail sells products through Company-operated stores.
Revenue: Q3 revenue was $318 million, essentially flat year-over-year, but GMV grew low single digits, with strength in North America offset by weakness in Europe.
Gross Margin: Record gross margin near 52%, up about 120 basis points from last year, driven by promotional discipline, licensing growth, and operational efficiencies.
Profitability: Adjusted net income reached $7 million, with adjusted EBITDA up 28% year-over-year to $26 million, marking a return to EPS profitability.
Growth Channels: Third-party marketplace sales rose 34% year-over-year, led by Amazon and Macy's (both up ~40%), and licensing revenue grew over 30%.
B2B Momentum: Secured a long-term Delta Air Lines uniform partnership and saw school uniform sales up over 20%.
Customer Acquisition: Added more new customers in Q3 than any quarter outside peak COVID, with U.S. eCommerce traffic up 25% and Instagram followers reaching 0.5 million.
Inventory: Inventory increased just 3% year-over-year despite tariff headwinds, with management signaling continued tight control.
Outlook: Full-year revenue guidance held at $1.33 billion to $1.36 billion, with low single-digit GMV growth and improved profitability expected.
