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Lands End Inc
NASDAQ:LE

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Lands End Inc
NASDAQ:LE
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Price: 13.8 USD 3.45% Market Closed
Market Cap: $421.6m

Lands End Inc
Investor Relations

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.

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Last Earnings Call
Fiscal Period
Q4 2026
Call Date
Mar 19, 2026
AI Summary
Q4 2026

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.

Key Financials
Revenue (Q4)
$462 million
GMV (Q4)
mid-single digits growth
Comparable sales (Q4)
5% comp growth
Gross profit (Q4)
increased 4% YoY
Gross margin (Q4)
45%
Gross margin excluding IEEPA tariffs (Q4)
47%
U.S. e-commerce growth (Q4)
5%
Third-party marketplace revenue (Q4)
4% growth
Inventories (end of Q4)
$269 million
SG&A change (Q4)
increased $12 million
Adjusted EBITDA (Q4)
$47 million
Adjusted net income (Q4)
$24 million
Adjusted EPS (Q4)
$0.76
Adjusted EBITDA (Fiscal 2025)
$102 million
Adjusted EBITDA margin (Fiscal 2025)
8%
Gross margin (Fiscal 2025)
49%
Gross margin excluding IEEPA tariffs (Fiscal 2025)
50%
Adjusted net income (Fiscal 2025)
$27 million
Adjusted EPS (Fiscal 2025)
$0.86
Term loan balance (end of Q4)
approximately $234 million
ABL borrowings (end of Q4)
zero
WHP cash proceeds
$300 million
WHP tender offer
approximately 2.2 million shares at $45 per share
Remaining share repurchase authorization
$9 million
New-to-brand household acquisition (Q4)
20% year-over-year increase
Earnings Call Recording
Other Earnings Calls

Management

Mr. Andrew J. McLean
CEO & Director
No Bio Available
Mr. Bernard Louis McCracken III
CFO & Treasurer
No Bio Available
Mr. Peter L. Gray J.D.
President of Lands' End Licensing, Corporate Secretary, General Counsel & Administrative Officer
No Bio Available
Ms. Angela sue Rieger
Executive VP & Chief Transformation Officer
No Bio Available
Mr. Martin Christopher
Chief Technology Officer
No Bio Available
Ms. Kelly A. Ritchie
Chief Human Resource Officer
No Bio Available
Ms. Claudia Mazo
Managing Director of International
No Bio Available
Mr. Matt Trainor
Senior Vice President of Brand Creative
No Bio Available
Ms. Diaz Kwok
Managing Director
No Bio Available
Mr. Stuart Hogue
Senior Vice President of US Consumer
No Bio Available

Contacts

Address
WISCONSIN
Dodgeville
1 Lands End Ln
Contacts
+16089359341.0
www.landsend.com
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