Lands End Inc
NASDAQ:LE
Decide at what price you'd be comfortable buying and we'll help you stay ready.
|
Lands End Inc
NASDAQ:LE
|
US |
|
Aviva PLC
OTC:AVVIY
|
UK |
|
M
|
Memphasys Ltd
ASX:MEM
|
AU |
|
N
|
Nordisk Bergteknik AB (publ)
STO:NORB B
|
SE |
|
Fleetpartners Group Ltd
ASX:FPR
|
AU |
|
BJ's Restaurants Inc
NASDAQ:BJRI
|
US |
|
Medtronic PLC
NYSE:MDT
|
IE |
|
Jensen-Group NV
XBRU:JEN
|
BE |
|
Aeries Technology Inc
NASDAQ:AERT
|
US |
|
B
|
Bergs Timber AB (publ)
STO:BRG B
|
SE |
|
Concejo AB (publ)
STO:CNCJO B
|
SE |
|
Eastone Century Technology Co Ltd
SZSE:300310
|
CN |
|
D
|
Dabaco Group
VN:DBC
|
VN |
|
Jiangsu Huaxin New Material Co Ltd
SZSE:300717
|
CN |
|
Perpetual Ltd
ASX:PPT
|
AU |
|
R
|
Rasan Information Technology Company SCJSC
SAU:8313
|
SA |
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: Q4 revenue was $462 million, up 5% year-over-year, driven by mid-single-digit GMV growth and a 5% comp in the quarter.
Profitability: Full-year adjusted EBITDA was $102 million, up 10% year-over-year; Q4 adjusted EBITDA was $47 million and adjusted net income in Q4 was $24 million, or $0.76 per share.
Balance sheet: Lands' End will receive $300 million from the WHP joint-venture transaction, plans to use the majority to fully repay its term loan (approx. $234 million), leaving no term loan debt and lower interest expense.
Strategic deal: The company is contributing IP to a 50/50 JV with WHP Global to accelerate licensing; WHP also launched a tender offer to buy ~2.2 million shares at $45 per share.
Customer growth: New-to-brand household acquisition accelerated 20% year-over-year in Q4 and management highlighted multigenerational reach and success on trend-driven channels (e.g., Quarter Zip on TikTok and Amazon).
Margins & headwinds: Q4 gross margin was 45%, down ~30 basis points YoY due to tariff headwinds; excluding unmitigated IEEPA tariffs, Q4 margin was 47% and full-year margin excluding tariffs was 50%.
No forward guidance: Management is not providing FY guidance now because of the pending WHP transaction and will provide guidance with Q1 results after the deal closes.
