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
QuarterlyIQ Insights · LE
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance sits below its industry cohort — worth keeping an eye on, though it has not freshly broken.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | -13.8% |
| Our one-year growth estimate | diamond |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the same direction.
Price observations: 365 days
Most sensitive to the broad stock market.
Based on historical daily prices through 2026-09-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
| 94.4% |
Growth built into the price is above our model estimate.
The price assumes 108.2 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Worth watching into the next print: this name has erratic recent earnings surprises and is a smaller-cap name (higher miss base rate). A fundamental tilt, not a price call.
Model as of 2026-09-04 · Compared with 16 industry peers · Company calendar date is not available
LE — earnings miss
Dated 2026-09-03
Results of Operations and Financial Condition. On September 3, 2026, Lands’ End, Inc. (the “Company”) announced its financial results for its second quarter ended July 31, 2026. A copy of the Company’s press release containing this information is being furnished as Exhibit 99.1 to this Current Report on Form 8-K and is incorporated herein by reference. The information contained herein and in the accompanying Exhibit 99.1 shall not be incorporated by reference into any filing of the Company, w…
Why it matters: Strong earnings could show that the company is improving its financial results. This would support the growth strategy.
Supportive ifQ2 earnings results show a year-over-year increase in revenue and profit margins.
Worry ifQ2 earnings results show a decline in revenue or profit margins compared to last year.
Why it matters: The buyback plan shows that management wants to give value to shareholders.
Supportive ifThey announced share buybacks of at least $10 million from the $100 million plan.
Worry ifNo share repurchases reported by the end of Q3 2026.
Why it matters: A successful buyback may show trust in the company's future and help the share price.
Supportive ifThe share price shows a positive trend following the announcement of the buyback.
Worry ifThe share price declines despite the buyback announcement.
Why it matters: Changes in strategy with new leadership could impact growth. It may also affect investor trust.
Watch forThe new CEO announced positive plans that could boost growth.
Also watch forNegative comments or unclear plans from the new CEO about company strategy.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$206 on $10,000 · ±2.1% | How much price usually moves either way. |
| Bad day | $638 loss on $10,000 · 6.4% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $4,731 loss on $10,000 · 47.3% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.
Why it matters: Changes in customer traffic can show how well marketing works and overall demand.
Watch forCustomer traffic is growing by more than 10%.
Also watch forCustomer traffic drops or levels off after recent growth.
Why it matters: Good updates would show the value of the partnership. It also shows potential for growth.
Supportive ifManagement reports strong early results from the WHP Global joint venture.
Worry ifManagement says there are problems with the WHP Global joint venture.
Why it matters: If they meet or exceed guidance, it shows recovery from recent issues. This supports growth.
Supportive ifQ2 net revenue reported at $310 million or higher.
Worry ifQ2 net revenue reported below $290 million.
Why it matters: Strong growth in Europe shows the company's strategy is working. It can offset U.S. revenue declines.
Supportive ifEuropean eCommerce revenue grew more than 10% compared to last year.
Worry ifEuropean eCommerce revenue grew less than 10% compared to last year.
Why it matters: This range shows if the company can recover from recent revenue declines. A strong performance would indicate positive momentum.
Supportive ifQ2 revenue is over $310 million. This shows a strong recovery from past drops.
Worry ifQ2 revenue falls below $290 million, suggesting ongoing struggles with growth.
Why it matters: Good news would show the value of the partnership. It would also show growth potential.
Supportive ifAnnouncement of profit-sharing or revenue growth from the WHP Global joint venture.
Worry ifNo news or bad news about the joint venture's performance.