Expectations trend
FY2028 · fiscal year ending 2028-01-30 · fmp
Lands' End, Inc. (LE)
NASDAQConsumer DiscretionaryApparel - RetailSnapshot 2026-11-04
$10.19+6.81%
Close 2026-11-04 · 1-day change
NASDAQConsumer DiscretionaryApparel - RetailSnapshot 2026-11-04
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.
Next-FY EPS estimate change · 30 days
0.85 → 0.85 EPS · FY ending Jan 30, 2028 · 2 analysts
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
Change in the same fiscal period’s mean EPS estimate from Oct 5, 2026 to Nov 4, 2026: (new ÷ prior − 1). Contributor count changed from 2 to 2; this is not the number of analysts revising. The ±10% axis is a display range.
The EPS and P/E reference is not available for LE yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
5 published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
EPS around $10.18 in fiscal 2027 | The company expects $1.35 billion revenue and $10.18 EPS in fiscal 2027. | Intact | EPS falls below $10.02 in fiscal 2027 | Diluted EPS: $0.11 per share FY2027-Q2; GAAP. Published target: ~$10.18. Annual target cannot be compared with a quarterly or TTM observation. Sep 3, 20260.11 USD/share · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Compare these dated observations with the operating requirements above
FY2028 · fiscal year ending 2028-01-30 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Observed price history; separate from operating scenarios
The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.
LE is a small-cap apparel retailer with a recovery-oriented thesis, rather than a proven durable compounder. The thesis has improved over recent months, but earnings quality remains fragile and the evidence supports a cautious watch state.
The valuation evidence describes LE as cheap versus peers, with medium model confidence. The snapshot says fragility is low in what appears priced in, so it does not suggest the market is fully pricing a broad stack of weak execution and turbulence.
Near-term results show progress: revenue and U.S. digital revenue grew, gross margin improved, and the company moved from a quarterly loss to income. Management is making progress on digital engagement and repurchases, while operational execution remains mixed; a recent earnings miss and performance below the industry cohort leave near-term risk elevated.
The next guidance update is a key near-term swing factor, since a cut would add to concerns about execution. Over the multi-year view, continued improvement in operations and customer engagement matters, while results and guidance from TJX, ROST, and BURL may signal whether the sector backdrop remains supportive.
For the next 1 to 3 years, LE’s case rests on turning recent financial improvement into steadier execution; the low valuation versus peers is balanced by fragile earnings quality and elevated risk. Not investment advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
| They plan to improve profits with $68 million adjusted EBITDA. |
| Intact |
| Adjusted EBITDA falls below $68 million in fiscal 2027 |
Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Revenue reaches about $1.35 billion in fiscal 2027 | The company expects $1.35 billion revenue and $10.18 EPS in fiscal 2027. | Intact | Revenue falls below $1.3 billion in fiscal 2027 | Revenue: $268.898M FY2027-Q2; GAAP. Published target: ~$1.35B. Annual target cannot be compared with a quarterly or TTM observation. Sep 3, 2026268,898,000 USD · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Complete $100 million share repurchase program by 2029 | A $100 million share buyback shows confidence. | Intact | Company cancels or fails to execute share buyback program | Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Leverage WHP Global joint venture for growth | A primary condition in Lands' End, Inc.'s published investment case. The stated target is Successful growth from WHP partnership. | Improving | Partnership fails to deliver growth or causes losses | Q2 net revenue +2.7% vs growth target Q2 2026 results show 2.7% revenue growth and a return to profitability, supporting the strategic partnership's contribution to the turnaround. Nov 4, 2026Last status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.
$0.83 → $0.85 · observed estimates
$1.39B → $1.38B · observed estimates
One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.
| Snapshot | EPS | Revenue | EPS / revenue analysts |
|---|---|---|---|
| 2026-07-24 | $0.83 | $1,389,909,000 | 3 / 3 |
| 2026-07-25 | $0.83 | $1,389,909,000 | 3 / 3 |
| 2026-07-26 | $0.83 | $1,389,909,000 | 3 / 3 |
| 2026-07-27 | $0.83 | $1,389,909,000 | 3 / 3 |
| 2026-07-28 | $0.83 | $1,389,909,000 | 3 / 3 |
| 2026-07-29 | $0.83 | $1,389,909,000 | 3 / 3 |
| 2026-07-30 | $0.83 | $1,389,909,000 | 3 / 3 |
| 2026-07-31 | $0.83 | $1,389,909,000 | 3 / 3 |
| 2026-08-01 | $0.83 | $1,389,909,000 | 3 / 3 |
| 2026-08-02 | $0.83 | $1,389,909,000 | 3 / 3 |
| 2026-08-03 | $0.83 | $1,389,909,000 | 3 / 3 |
| 2026-08-04 | $0.83 | $1,389,909,000 | 3 / 3 |
| 2026-08-05 | $0.83 | $1,389,909,000 | 3 / 3 |
| 2026-08-06 | $0.83 | $1,389,909,000 | 3 / 3 |
| 2026-08-07 | $0.83 | $1,389,909,000 | 3 / 3 |
| 2026-08-08 | $0.83 | $1,389,909,000 | 3 / 3 |
| 2026-08-09 | $0.83 | $1,389,909,000 | 3 / 3 |
| 2026-08-10 | $0.83 | $1,389,909,000 | 3 / 3 |
| 2026-08-12 | $0.83 | $1,389,909,000 | 3 / 3 |
| 2026-08-13 | $0.83 | $1,389,909,000 | 3 / 3 |
| 2026-08-14 | $0.83 | $1,389,909,000 | 3 / 3 |
| 2026-08-15 | $0.83 | $1,389,909,000 | 3 / 3 |
| 2026-08-16 | $0.83 | $1,389,909,000 | 3 / 3 |
| 2026-08-17 | $0.83 | $1,389,909,000 | 3 / 3 |
| 2026-08-18 | $0.83 | $1,389,909,000 | 3 / 3 |
| 2026-08-19 | $0.83 | $1,389,909,000 | 3 / 3 |
| 2026-08-20 | $0.83 | $1,389,909,000 | 3 / 3 |
| 2026-08-21 | $0.83 | $1,389,909,000 | 3 / 3 |
| 2026-08-22 | $0.83 | $1,389,909,000 | 3 / 3 |
| 2026-08-23 | $0.83 | $1,389,909,000 | 3 / 3 |
| 2026-08-24 | $0.83 | $1,389,909,000 | 3 / 3 |
| 2026-08-25 | $0.83 | $1,389,909,000 | 3 / 3 |
| 2026-08-26 | $0.83 | $1,389,909,000 | 3 / 3 |
| 2026-08-27 | $0.83 | $1,389,909,000 | 3 / 3 |
| 2026-08-28 | $0.83 | $1,389,909,000 | 3 / 3 |
| 2026-08-29 | $0.83 | $1,389,909,000 | 3 / 3 |
| 2026-08-30 | $0.83 | $1,389,909,000 | 3 / 3 |
| 2026-08-31 | $0.83 | $1,389,909,000 | 3 / 3 |
| 2026-09-01 | $0.83 | $1,389,909,000 | 3 / 3 |
| 2026-09-02 | $0.83 | $1,389,909,000 | 3 / 3 |
| 2026-09-03 | $0.83 | $1,389,909,000 | 3 / 3 |
| 2026-09-04 | $0.84 | $1,390,940,000 | 2 / 2 |
| 2026-09-05 | $0.80 | $1,382,765,000 | 2 / 3 |
| 2026-09-06 | $0.80 | $1,382,765,000 | 2 / 3 |
| 2026-09-07 | $0.80 | $1,382,765,000 | 2 / 3 |
| 2026-09-08 | $0.80 | $1,382,765,000 | 2 / 3 |
| 2026-09-09 | $0.80 | $1,382,765,000 | 2 / 3 |
| 2026-09-10 | $0.80 | $1,382,765,000 | 2 / 3 |
| 2026-09-11 | $0.80 | $1,382,765,000 | 2 / 3 |
| 2026-09-12 | $0.80 | $1,382,765,000 | 2 / 3 |
| 2026-09-13 | $0.80 | $1,382,765,000 | 2 / 3 |
| 2026-09-14 | $0.80 | $1,382,765,000 | 2 / 3 |
| 2026-09-15 | $0.80 | $1,382,765,500 | 2 / 3 |
| 2026-09-16 | $0.80 | $1,382,765,500 | 2 / 3 |
| 2026-09-17 | $0.80 | $1,382,765,500 | 2 / 3 |
| 2026-09-18 | $0.80 | $1,382,765,500 | 2 / 3 |
| 2026-09-19 | $0.80 | $1,382,765,500 | 2 / 3 |
| 2026-09-20 | $0.80 | $1,382,765,500 | 2 / 3 |
| 2026-09-21 | $0.80 | $1,382,765,500 | 2 / 3 |
| 2026-09-22 | $0.80 | $1,382,765,500 | 2 / 3 |
| 2026-09-23 | $0.80 | $1,382,765,500 | 2 / 3 |
| 2026-09-24 | $0.80 | $1,382,765,500 | 2 / 3 |
| 2026-09-25 | $0.85 | $1,383,687,333 | 2 / 3 |
| 2026-09-26 | $0.85 | $1,383,687,333 | 2 / 3 |
| 2026-09-27 | $0.85 | $1,383,687,333 | 2 / 3 |
| 2026-09-28 | $0.85 | $1,383,687,333 | 2 / 3 |
| 2026-09-29 | $0.85 | $1,383,687,333 | 2 / 3 |
| 2026-09-30 | $0.85 | $1,383,687,333 | 2 / 3 |
| 2026-10-01 | $0.85 | $1,383,687,333 | 2 / 3 |
| 2026-10-02 | $0.85 | $1,383,687,333 | 2 / 3 |
| 2026-10-03 | $0.85 | $1,383,687,333 | 2 / 3 |
| 2026-10-04 | $0.85 | $1,383,687,333 | 2 / 3 |
| 2026-10-05 | $0.85 | $1,383,687,333 | 2 / 3 |
| 2026-10-06 | $0.85 | $1,383,687,333 | 2 / 3 |
| 2026-10-07 | $0.85 | $1,383,687,333 | 2 / 3 |
| 2026-10-08 | $0.85 | $1,383,687,333 | 2 / 3 |
| 2026-10-09 | $0.85 | $1,383,687,333 | 2 / 3 |
| 2026-10-10 | $0.85 | $1,383,687,333 | 2 / 3 |
| 2026-10-11 | $0.85 | $1,383,687,333 | 2 / 3 |
| 2026-10-12 | $0.85 | $1,383,687,333 | 2 / 3 |
| 2026-10-13 | $0.85 | $1,383,687,333 | 2 / 3 |
| 2026-10-14 | $0.85 | $1,383,687,333 | 2 / 3 |
| 2026-10-15 | $0.85 | $1,383,687,333 | 2 / 3 |
| 2026-10-16 | $0.85 | $1,383,687,333 | 2 / 3 |
| 2026-10-17 | $0.85 | $1,383,687,333 | 2 / 3 |
| 2026-10-18 | $0.85 | $1,383,687,333 | 2 / 3 |
| 2026-10-19 | $0.85 | $1,383,687,333 | 2 / 3 |
| 2026-10-20 | $0.85 | $1,383,687,333 | 2 / 3 |
| 2026-10-21 | $0.85 | $1,383,687,333 | 2 / 3 |
| 2026-10-22 | $0.85 | $1,383,687,333 | 2 / 3 |
| 2026-10-23 | $0.85 | $1,383,687,333 | 2 / 3 |
| 2026-10-24 | $0.85 | $1,383,687,333 | 2 / 3 |
| 2026-10-25 | $0.85 | $1,383,687,333 | 2 / 3 |
| 2026-10-26 | $0.85 | $1,383,687,333 | 2 / 3 |
| 2026-10-27 | $0.85 | $1,383,687,333 | 2 / 3 |
| 2026-10-28 | $0.85 | $1,383,687,333 | 2 / 3 |
| 2026-10-29 | $0.85 | $1,383,687,333 | 2 / 3 |
| 2026-10-30 | $0.85 | $1,383,687,333 | 2 / 3 |
| 2026-10-31 | $0.85 | $1,383,687,333 | 2 / 3 |
| 2026-11-01 | $0.85 | $1,383,687,333 | 2 / 3 |
| 2026-11-02 | $0.85 | $1,383,687,333 | 2 / 3 |
| 2026-11-03 | $0.85 | $1,383,687,333 | 2 / 3 |
| 2026-11-04 | $0.85 | $1,383,687,333 | 2 / 3 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 2 Buy / Strong Buy · 0 Hold · 0 Sell / Strong Sell
Recent actions · Oct 6–Nov 4 · 0 recorded
Individual price-target observations are unavailable.
0 raises · 0 cuts · 0 unchanged · 0 without a comparable prior
Oct 6, 2026–Nov 4, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.
Dec 8, 2026
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
Review earnings4 of 5 published conditions remain under pressure or need verification. The next results need to address those conditions.
The dated weekly assessment and its assumptions are available in Read detailed Outlook.