Lands' End, Inc. (LE)
NASDAQConsumer DiscretionaryApparel - RetailSnapshot 2026-09-04
$10.94+1.11%
Close 2026-09-04 · 1-day change
NASDAQConsumer DiscretionaryApparel - RetailSnapshot 2026-09-04
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Put LE beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Apparel Retail: structurally weak cohort (structural / late-cycle), so the cyclical early-warning is suppressed.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar under pressure — Leverage WHP Global joint venture for growth: FY26 rev $1.3B-$1.35B vs target growth; Q2 earnings miss.
View ThesisMiddle-of-the-pack management execution.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationThis stock is volatile — it swings about 2% on a typical day and fell roughly 47% in its worst 12-month stretch.
View RiskLE must leverage its WHP Global joint venture for growth to justify its price. Revenue guidance for FY26 is $1.3B-$1.35B, but the latest quarter missed expectations. It trades at 14× P/E versus a peer median of 16×, indicating modest growth expectations. The primary risk is the pressure on its growth strategy due to recent earnings performance. Peer multiples imply a price about 14% above where it trades. Our read is provisional.
Trailing returns as of 2026-09-04. LE is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 2 analysts currently covering LE (as of Sep 2026).
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
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Compare LE with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| LE Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 4 valuation methods, at three horizons. As of 2026-09-04. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Apparel Retail — fair value, gap to price, and forward P/E.
Compare the value case
Put LE next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Strengthen customer engagement and digital capabilities
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-09-04. EPS is implied from price ÷ P/E. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Top 10% on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
AI-led push enhances customer engagement and digital capabilities.
Advances: Focus on financial results improvement
AI vision and margin gains support financial improvement goals.
Advances: Focus on financial results improvement
Earnings call confirms focus on financial results improvement.
Advances: Focus on financial results improvement
Earnings call provides insights on financial results improvement.
Threatens: Focus on financial results improvement
Revenue guidance below expectations threatens financial results improvement.
Advances: Strategic partnership with WHP Global
New CEO aligns with strategic growth objectives.
New CEO may disrupt strategic direction and execution.
Advances: Strategic partnership with WHP Global
Debt reduction and partnership support growth objectives.