Leslie's Inc (LESL)
NASDAQConsumer DiscretionarySpecialty RetailSnapshot 2026-11-05
$0.06+22.22%
Close 2026-11-03 · 1-day change
NASDAQConsumer DiscretionarySpecialty RetailSnapshot 2026-11-05
QuarterlyIQ Insights · LESL
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
"We continued to advance our strategic transformation in the third quarter, taking decisive action to right-size our cost structure and supply chain, realign our pricing strategy, and invest in omnic…
Stated in 2 of 2 supplied quarters. Management reported: “"We continued to advance our strategic transformation in the third quarter, taking decisive action to right-size our cost structure and supply chain, realign our pricing strategy, and invest in omnichannel capabilities.” ““Our comprehensive transformation plan delivered measurable results in the second quarter as we position Leslie’s for sustainable profitable growth.” Operating income was $61.461 million in 2026-Q3.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Consumer Discretionary names rated weak grew net income 56% of the time over the next year (vs 52% for the rest of the cohort, n=5250).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“"We continued to advance our strategic transformation in the third quarter, taking decisive action to right-size our cost structure and supply chain, realign our pricing strategy, and invest in omnic…”
““Our comprehensive transformation plan delivered measurable results in the second quarter as we position Leslie’s for sustainable profitable growth.”
In connection with this evaluation, Leslie’s today announced the closure of 76 stores.
Stated in 1 of 2 supplied quarters. Management reported: “In connection with this evaluation, Leslie’s today announced the closure of 76 stores.” “• Non-cash impairment was $8.3 million, comprised of asset write-offs related to the closure of 80 underperforming stores and one distribution center.”
“• Non-cash impairment was $8.3 million, comprised of asset write-offs related to the closure of 80 underperforming stores and one distribution center.”
Sales $1,100 million to $1,250 million Adjusted EBITDA $55 million to $75 million Capital Expenditures $20 million to $25 million *Note: A reconciliation of non-GAAP guidance measures to correspondin…
Stated in 1 of 2 supplied quarters. Management reported: “Sales $1,100 million to $1,250 million Adjusted EBITDA $55 million to $75 million Capital Expenditures $20 million to $25 million *Note: A reconciliation of non-GAAP guidance measures to corresponding GAAP measures is not available on a forward-looking basis without unreasonable effort due to the uncertainty of expenses that may be incurred in the future, although it is important to note that these factors could be material to our results computed in accordance with GAAP.” “Balance Sheet Highlights • Capital expenditures totaled $10.5 million in the period ended July 4, 2026 compared to $19.1 million in the period ended June 28, 2025.”
“Sales $1,100 million to $1,250 million Adjusted EBITDA $55 million to $75 million Capital Expenditures $20 million to $25 million *Note: A reconciliation of non-GAAP guidance measures to correspondin…”
Sales $1,100 million to $1,250 million Adjusted EBITDA $55 million to $75 million Capital Expenditures $20 million to $25 million *Note: A reconciliation of non-GAAP guidance measures to correspondin…
Stated in 1 of 2 supplied quarters. Management reported: “• Adjusted EBITDA was $55.7 million compared to $81.6 million in the prior year period.” “Sales $1,100 million to $1,250 million Adjusted EBITDA $55 million to $75 million Capital Expenditures $20 million to $25 million *Note: A reconciliation of non-GAAP guidance measures to corresponding GAAP measures is not available on a forward-looking basis without unreasonable effort due to the uncertainty of expenses that may be incurred in the future, although it is important to note that these factors could be material to our results computed in accordance with GAAP.”
“Sales $1,100 million to $1,250 million Adjusted EBITDA $55 million to $75 million Capital Expenditures $20 million to $25 million *Note: A reconciliation of non-GAAP guidance measures to correspondin…”
Focus on increasing revenue and comparable sales through pricing initiatives, customer reactivation, and marketing efforts.
Over the trailing year it converted 0.92x of net income into operating cash flow.
Not enough signal yet.
Not enough signal to read sensitivity to the broad stock market, the US dollar, real (inflation-adjusted) rates, long-term interest rates, Fed net liquidity (low R² over the window).
14 material management or governance events in the past 24 months, led by executive changes. Historically, Consumer Discretionary names rated volatile grew net income 55% of the time over the next year (vs 53% for the rest of the cohort, n=4931).
Not investment advice. As of 2026-11-05.