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
Warn: Primary pillar under pressure — Leverage WHP Global joint venture for growth: FY26 rev $1.3B-$1.35B vs target growth; Q2 earnings miss.
Lands' End has a new CEO aligned with growth goals. The company expects $1.35 billion revenue and $10.18 EPS in fiscal 2027. They plan to improve profits with $68 million adjusted EBITDA. A $100 million share buyback shows confidence.
Revenue fell 8.5% last quarter. Warehouse problems hurt sales. Earnings are still negative and estimates are falling.
The price is about 6% above our fair value near $11. Analysts expect 15% revenue growth. We see risk as estimates are falling and earnings remain weak.
Breaks if: EPS falls below $10.02 in fiscal 2027
Breaks if: Adjusted EBITDA falls below $68 million in fiscal 2027
Breaks if: Revenue falls below $1.3 billion in fiscal 2027
This is not a price target or investment advice.
A long-form read on the 1–3 year hold thesis. It updates when the weekly evidence changes.
This is a speculative growth investment with a focus on recovery and improvement. The current thesis state is cautious, as recent performance has been mixed and management faces elevated risks.
The market seems to price LE as cheap compared to its peers, indicating that some fragility is already recognized. However, there is an expectations gap, suggesting that the market anticipates challenges ahead.
Fundamentals may show some improvement due to management's focus on customer engagement and digital capabilities. However, recent earnings misses and a volatile management situation introduce uncertainty in the near term.
The thesis hinges on several factors, including management's ability to execute on their priorities, sector performance from key competitors, and broader economic conditions like inflation. Any negative guidance or economic headwinds could significantly impact the outlook.
The most important moves since the prior daily snapshot.
Company quality rose by 11.8 points (from 47.2 to 59.0).
Company momentum fell by 19.3 points (from -53.3 to -72.6) after fresh earnings.
Yes, our read has weakened. The company’s revenue guidance is below expectations. This threatens financial results improvement. The latest earnings miss also adds to the concerns. A sharp drop in the stock may indicate a repricing of the thesis.
as of 2026-09-04
Review the evidence to watch, what would become a concern, and what would make it less concerning.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Breaks if: Company cancels or fails to execute share buyback program
Breaks if: Partnership fails to deliver growth or causes losses
Continue to develop and leverage the joint venture transaction with WHP Global to drive growth and strategic positioning.
In the next 1 to 3 years, LE's performance will depend on its operational execution and external market conditions. Not investment advice.