Lands' End (LE)


Market Price (9/24/2026): $10.31 | Market Cap: $308.3 MilSector: Consumer Discretionary | Industry: Apparel Retail

Lands' End (LE)


Market Price (9/24/2026): $10.31
Market Cap: $308.3 Mil
Sector: Consumer Discretionary
Industry: Apparel Retail

Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.

0

Attractive yield
Total YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 114%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 110%

Megatrend and thematic drivers
Megatrends include E-commerce & Digital Retail. Themes include Direct-to-Consumer Brands.

Weak multi-year price returns
2Y Excs Rtn is -73%, 3Y Excs Rtn is -24%

Meaningful short interest
Short Interest Days-to-CoverDTC = (Short Interest Share Quantity) / (Average Daily Trading Volume). Reflects how many days it would take to cover (close out) the short interest based on average volumes. High DTC can signify an increased risk of a short squeeze. is 10.36

Weak revenue growth
Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -4.8%

Not cash flow generative
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -2.8%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -5.6%

Key risks
LE key risks include [1] a heavy reliance on fourth-quarter performance and [2] a debt structure sensitive to interest rate hikes.

0 Attractive yield
Total YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 114%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 110%
1 Megatrend and thematic drivers
Megatrends include E-commerce & Digital Retail. Themes include Direct-to-Consumer Brands.
2 Weak multi-year price returns
2Y Excs Rtn is -73%, 3Y Excs Rtn is -24%
3 Meaningful short interest
Short Interest Days-to-CoverDTC = (Short Interest Share Quantity) / (Average Daily Trading Volume). Reflects how many days it would take to cover (close out) the short interest based on average volumes. High DTC can signify an increased risk of a short squeeze. is 10.36
4 Weak revenue growth
Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -4.8%
5 Not cash flow generative
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -2.8%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -5.6%
6 Key risks
LE key risks include [1] a heavy reliance on fourth-quarter performance and [2] a debt structure sensitive to interest rate hikes.

LE in ETFs

Weight = LE's share of each fund

VTI0.00%
IWM0.00%
IWN0.94%
AVUV0.02%
DFAS0.01%
VTWO0.00%
SCHA0.00%
DFAC0.00%

Valuation & Metrics

Price Chart

Why The Stock Moved

Qualitative Assessment

AI Analysis | Feedback

Updated on 9/22/2026

Lands' End (LE) stock has lost about 15% since 5/31/2026 because of the following key factors:

1. Lands' End's downward trend was significantly impacted by its revised guidance for fiscal Q3 2026 and the full fiscal year 2026. Lands' End operates on a fiscal calendar where its fiscal year ends on January 31, and fiscal Q2 2026 ended on July 31, 2026. On September 3, 2026, despite reporting Q2 fiscal 2026 adjusted diluted earnings per share (EPS) of $0.09, meeting consensus estimates, and revenue of $302.0 million (a 3% year-over-year increase), the stock declined by 3.22% in premarket trading. This decline was primarily driven by the company lowering its outlook. For fiscal Q3 2026 (ending October 31, 2026), Lands' End projected net revenue between $300 million and $330 million and adjusted diluted EPS of $0.07 to $0.20, falling below the $0.23 consensus EPS estimate. Furthermore, the full-year fiscal 2026 (ending January 31, 2027) adjusted diluted EPS guidance was reduced to $0.44 to $0.72, well below the $0.83 analyst consensus. The company also revised its full-year adjusted EBITDA guidance downward to a range of $62 million to $70 million, from the previously anticipated $68 million to $78 million.

2. A substantial reset of analyst price targets contributed to negative investor sentiment. On July 20, 2026, analysts significantly lowered their price target for Lands' End from $45 to $20, a major company-specific event that would have a considerable impact on valuation and investor outlook during the period.

Show more
Updated on 9/22/2026

Lands' End (LE) stock has lost about 15% since 5/31/2026 because of the following key factors:

1. Lands' End's downward trend was significantly impacted by its revised guidance for fiscal Q3 2026 and the full fiscal year 2026. Lands' End operates on a fiscal calendar where its fiscal year ends on January 31, and fiscal Q2 2026 ended on July 31, 2026. On September 3, 2026, despite reporting Q2 fiscal 2026 adjusted diluted earnings per share (EPS) of $0.09, meeting consensus estimates, and revenue of $302.0 million (a 3% year-over-year increase), the stock declined by 3.22% in premarket trading. This decline was primarily driven by the company lowering its outlook. For fiscal Q3 2026 (ending October 31, 2026), Lands' End projected net revenue between $300 million and $330 million and adjusted diluted EPS of $0.07 to $0.20, falling below the $0.23 consensus EPS estimate. Furthermore, the full-year fiscal 2026 (ending January 31, 2027) adjusted diluted EPS guidance was reduced to $0.44 to $0.72, well below the $0.83 analyst consensus. The company also revised its full-year adjusted EBITDA guidance downward to a range of $62 million to $70 million, from the previously anticipated $68 million to $78 million.

2. A substantial reset of analyst price targets contributed to negative investor sentiment. On July 20, 2026, analysts significantly lowered their price target for Lands' End from $45 to $20, a major company-specific event that would have a considerable impact on valuation and investor outlook during the period.

3. Operational headwinds, including a decline in adjusted EBITDA and a strategic reduction in third-party marketplace sales, negatively affected profitability. In fiscal Q2 2026, Lands' End experienced a 25% year-over-year drop in adjusted EBITDA, which fell to $11.3 million. Additionally, the company's third-party marketplace business saw a decrease of approximately 20% in Q2 fiscal 2026. This was a strategic decision by management to prioritize profitable, high-quality sales and brand integrity over lower-margin promotional volume, but it impacted overall revenue. Ongoing operational and tariff-related costs also continued to weigh on the company's profitability.

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Stock Movement Drivers

Fundamental Drivers

The -12.5% change in LE stock from 5/31/2026 to 9/23/2026 was primarily driven by a -98.7% change in the company's P/E Multiple.
(LTM values as of)53120269232026Change
Stock Price ($)11.7510.28-12.5%
Change Contribution By: 
Total Revenues ($ Mil)1,3351,321-1.1%
Net Income Margin (%)0.4%26.6%6352.4%
P/E Multiple65.40.9-98.7%
Shares Outstanding (Mil)31302.5%
Cumulative Contribution-12.5%

LTM = Last Twelve Months as of date shown

Market Drivers

5/31/2026 to 9/23/2026
ReturnCorrelation
LE-12.5% 
Market (SPY)1.8%13.1%
Sector (XLY)-8.3%30.4%

Fundamental Drivers

The -36.0% change in LE stock from 2/28/2026 to 9/23/2026 was primarily driven by a -97.9% change in the company's P/E Multiple.
(LTM values as of)22820269232026Change
Stock Price ($)16.0710.28-36.0%
Change Contribution By: 
Total Revenues ($ Mil)1,3141,3210.5%
Net Income Margin (%)0.9%26.6%2876.7%
P/E Multiple41.70.9-97.9%
Shares Outstanding (Mil)31302.0%
Cumulative Contribution-36.0%

LTM = Last Twelve Months as of date shown

Market Drivers

2/28/2026 to 9/23/2026
ReturnCorrelation
LE-36.0% 
Market (SPY)12.5%20.5%
Sector (XLY)-4.9%31.7%

Fundamental Drivers

The -28.4% change in LE stock from 8/31/2025 to 9/23/2026 was primarily driven by a -99.1% change in the company's P/E Multiple.
(LTM values as of)83120259232026Change
Stock Price ($)14.3610.28-28.4%
Change Contribution By: 
Total Revenues ($ Mil)1,3391,321-1.3%
Net Income Margin (%)0.3%26.6%7974.7%
P/E Multiple100.40.9-99.1%
Shares Outstanding (Mil)31303.2%
Cumulative Contribution-28.4%

LTM = Last Twelve Months as of date shown

Market Drivers

8/31/2025 to 9/23/2026
ReturnCorrelation
LE-28.4% 
Market (SPY)20.3%26.6%
Sector (XLY)-3.8%27.7%

Fundamental Drivers

The 33.5% change in LE stock from 8/31/2023 to 9/23/2026 was primarily driven by a 44.3% change in the company's P/S Multiple.
(LTM values as of)83120239232026Change
Stock Price ($)7.7010.2833.5%
Change Contribution By: 
Total Revenues ($ Mil)1,5341,321-13.9%
P/S Multiple0.20.244.3%
Shares Outstanding (Mil)32307.4%
Cumulative Contribution33.5%

LTM = Last Twelve Months as of date shown

Market Drivers

8/31/2023 to 9/23/2026
ReturnCorrelation
LE33.5% 
Market (SPY)77.0%32.6%
Sector (XLY)32.8%34.1%

Return vs. Risk

Price Returns Compared

 202120222023202420252026Total [1]
Returns
LE Return-9%-61%26%37%11%-26%-50%
Peers Return23%-31%69%27%11%-10%84%
S&P 500 Return27%-19%24%23%16%13%107%

Monthly Win Rates [3]
LE Win Rate42%33%50%58%42%44% 
Peers Win Rate57%30%62%50%47%44% 
S&P 500 Win Rate75%42%67%75%67%56% 

Max Drawdowns [4]
LE Max Drawdown-59%-67%-40%-34%-44%-47% 
Peers Max Drawdown-28%-52%-34%-27%-50%-34% 
S&P 500 Max Drawdown-5%-25%-10%-8%-19%-9% 


[1] Cumulative total returns since the beginning of 2021
[2] Peers: VFC, COLM, RL, ANF, AEO. See LE Returns vs. Peers.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 9/23/2026 (YTD)

How Low Can It Go

EventLES&P 500
2025 US Tariff Shock
  % Loss-33.2%-18.8%
  % Gain to Breakeven49.6%23.1%
  Time to Breakeven55 days79 days
Summer-Fall 2023 Five Percent Yield Shock
  % Loss-31.3%-9.5%
  % Gain to Breakeven45.7%10.5%
  Time to Breakeven48 days24 days
2023 SVB Regional Banking Crisis
  % Loss-27.3%-6.7%
  % Gain to Breakeven37.5%7.1%
  Time to Breakeven2 days31 days
2022 Inflation Shock & Fed Tightening
  % Loss-60.8%-24.5%
  % Gain to Breakeven155.1%32.4%
  Time to Breakeven747 days427 days
2020 COVID-19 Crash
  % Loss-64.2%-33.7%
  % Gain to Breakeven179.3%50.9%
  Time to Breakeven139 days140 days
Q4 2018 Fed Policy Error / Growth Scare
  % Loss-19.8%-19.2%
  % Gain to Breakeven24.6%23.8%
  Time to Breakeven17 days105 days

Compare to VFC, COLM, RL, ANF, AEO

In The Past

Lands' End's stock fell -33.2% during the 2025 US Tariff Shock. Such a loss loss requires a 49.6% gain to breakeven.

Preserve Wealth

Limiting losses and compounding gains is essential to preserving wealth.

Asset Allocation

Actively managed asset allocation strategies protect wealth. Learn more.

EventLES&P 500
2025 US Tariff Shock
  % Loss-33.2%-18.8%
  % Gain to Breakeven49.6%23.1%
  Time to Breakeven55 days79 days
Summer-Fall 2023 Five Percent Yield Shock
  % Loss-31.3%-9.5%
  % Gain to Breakeven45.7%10.5%
  Time to Breakeven48 days24 days
2023 SVB Regional Banking Crisis
  % Loss-27.3%-6.7%
  % Gain to Breakeven37.5%7.1%
  Time to Breakeven2 days31 days
2022 Inflation Shock & Fed Tightening
  % Loss-60.8%-24.5%
  % Gain to Breakeven155.1%32.4%
  Time to Breakeven747 days427 days
2020 COVID-19 Crash
  % Loss-64.2%-33.7%
  % Gain to Breakeven179.3%50.9%
  Time to Breakeven139 days140 days
2014-2016 Oil Price Collapse
  % Loss-39.6%-6.8%
  % Gain to Breakeven65.6%7.3%
  Time to Breakeven1861 days15 days
2013 Taper Tantrum
  % Loss-22.8%-0.2%
  % Gain to Breakeven29.5%0.2%
  Time to Breakeven64 days1 days

Compare to VFC, COLM, RL, ANF, AEO

In The Past

Lands' End's stock fell -33.2% during the 2025 US Tariff Shock. Such a loss loss requires a 49.6% gain to breakeven.

Preserve Wealth

Limiting losses and compounding gains is essential to preserving wealth.

Asset Allocation

Actively managed asset allocation strategies protect wealth. Learn more.

About Lands' End (LE)

Lands' End, Inc. (LE) is a uni-channel retailer specializing in casual apparel, accessories, footwear, and home goods. The company engages with its customers through various sales channels, including its own e-commerce websites across the U.S., Europe, and Japan, company-operated stores, and third-party distribution partners. Founded in 1963 and headquartered in Wisconsin, Lands' End maintains a global presence, serving customers across the United States, Europe, Asia, and other international markets.

Its product offerings encompass a wide range of casual clothing for men, women, and children, alongside practical accessories, comfortable footwear, and an assortment of home products. Key brands under its umbrella include Lands' End, Let's Get Comfy, Square Rigger, Squall, Super-T, and Starfish, among others, indicating a focus on quality, comfort, and durability in everyday wear and home essentials.

The primary customer base for Lands' End consists of individuals and families seeking durable, comfortable, and classic casual wear and home items. By operating through diverse channels globally, including dedicated e-commerce sites and a network of physical stores, Lands' End effectively reaches a broad international market that values its established brands and product categories.

AI Analysis | Feedback

Lands' End is like L.L.Bean for classic casual clothing and home products.

Imagine a more classic, quality-focused version of Gap or J.Crew that also sells a range of home goods.

AI Analysis | Feedback

  • Casual Clothing: A broad range of apparel designed for everyday wear and comfort.
  • Accessories: Items that complement outfits, such as bags, scarves, and hats.
  • Footwear: A variety of shoes, boots, and sandals for different occasions.
  • Home Products: Merchandise for the home, which may include bedding, bath linens, and decor items.

AI Analysis | Feedback

Lands' End (LE) primarily sells its products directly to individual consumers through its e-commerce platforms, company-operated stores, and third-party distribution channels. As a "uni-channel retailer" of clothing, accessories, footwear, and home products, it serves a broad base of individual customers rather than selling primarily to other companies.

Based on its product offerings and business segments, Lands' End serves the following major categories of individual customers:

  1. Everyday Consumers (Individuals and Families): This is the largest segment, comprising individuals and families purchasing casual clothing, accessories, footwear, and home goods for daily wear, comfort, and general household use. These customers shop for personal wardrobes, gifts, and items for their homes.
  2. Customers Seeking Uniforms and Co-branded Apparel: Through its "Outfitters" segment, Lands' End serves individuals purchasing uniforms for schools, businesses, or other organizations. This also includes customers seeking customized or co-branded apparel for corporate events, teams, or special groups.
  3. Seasonal and Lifestyle Shoppers: This category includes customers who purchase specific apparel and home items tailored to particular seasons, activities, or lifestyle needs. Examples include individuals looking for swimwear ("Beach Living"), outerwear ("Squall"), comfortable loungewear ("Let's Get Comfy"), or specific durable items for children ("Iron Knees").

AI Analysis | Feedback

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Andrew McLean, Chief Executive Officer

Andrew McLean was appointed Chief Executive Officer of Lands' End in January 2023, having joined as CEO-designate on November 1, 2022. Prior to leading Lands' End, he served as President, International at American Eagle Outfitters (AEO). He also held the role of Executive Vice President, Chief Commercial Officer at AEO after joining the company in 2016. McLean began his career as a strategy consultant with AT Kearney and has held senior positions at other prominent retailers including Gap, Liz Claiborne, and Urban Outfitters.

Bernard McCracken, Chief Financial Officer

Bernard McCracken was named Chief Financial Officer of Lands' End in September 2023, after serving as interim CFO since January 2023. He has also served as the company's Chief Accounting Officer since April 2014. With nearly four decades of experience, McCracken has held various finance, accounting, audit, and controller positions at companies such as The Children's Place, Inc., Footstar, Inc., Deloitte & Touche LLP, The Leslie Fay Companies, Inc., and Loehmann's Inc.

Peter Gray, President, Lands' End Licensing; Chief Administrative Officer and General Counsel

Peter Gray was appointed Chief Commercial Officer in January 2023, having previously served as the Executive Vice President, Chief Administrative Officer and General Counsel. In his role, he is responsible for driving revenue growth and overseeing various business segments including eCommerce, Outfitters, Third Party, Retail, International, and licensing. Before joining Lands' End, Gray was the Executive Vice President and General Counsel at Tumi Holdings, Inc., where he was also a member of Tumi's Executive Committee, which guided the company's strategic direction.

Martin Christopher, Executive Vice President, Chief Technology Officer

Martin Christopher serves as the Executive Vice President and Chief Technology Officer for Lands' End.

Kym Maas, President, Lands' End Consumer & Chief Creative Officer

Kym Maas joined Lands' End in January 2023, initially as Senior Vice President, Product and Merchandising, and later assumed the role of President, Lands' End Consumer & Chief Creative Officer. She brings over 28 years of industry experience, having held senior merchandising roles at various companies. Her previous experience includes serving as Vice President of Women's Merchandising at American Eagle Outfitters, Abercrombie & Fitch, and LOFT Ann Taylor, Inc., and as Executive Director, GMM Accessories and Shoes at Anthropologie.

AI Analysis | Feedback

The key risks to Lands' End's business are primarily centered around intense competition, declining sales, and financial leverage in a challenging macroeconomic environment.

  1. Intense Competition and Shifting Consumer Preferences: Lands' End operates in a highly competitive retail landscape, facing pressure from fierce digital-native competitors and fast-fashion retailers. The company also contends with weak brand differentiation and an aging brand image, making it challenging to attract new customers and respond effectively to evolving consumer preferences. Failure to offer merchandise and services that resonate with customers, whose desires change over time, could adversely affect the business and its operational results.
  2. Declining Sales and Revenue Challenges: Lands' End has experienced a decline in overall revenue, notably in its international e-commerce segment following the closure of operations in Japan. U.S. e-commerce revenue has also decreased, partly due to ongoing promotional activities. This sales downturn has contributed to increased net losses and highlights a weak long-term trend in attracting growing demand. The company also experiences seasonal fluctuations, with a significant portion of its revenue and earnings generated in the fourth fiscal quarter, making it vulnerable to lower-than-expected performance during this period.
  3. Financial Leverage and Macroeconomic Headwinds: Lands' End carries a notable amount of debt, with interest payments not always well covered by earnings, indicating an overleveraged financial position. The company's profitability and ability to invest in growth are further challenged by rising costs, supply chain issues, and general macroeconomic headwinds such as inflation and an uncertain global environment. These factors negatively impact consumer spending on discretionary items and can compress profit margins.

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The increasing consumer shift towards circular economy models, particularly the widespread adoption of apparel rental, resale, and recommerce platforms.

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The addressable markets for Lands' End's main products and services are substantial across the regions in which it operates.

Casual Clothing

  • The global casual wear market was valued at approximately USD 645.22 billion in 2025.
  • In the United States, the casual wear market was valued at USD 196.22 billion in 2024.
  • The European apparel market, which includes casual clothing, was valued at USD 375.98 billion in 2024.
  • The Asia Pacific casual wear market accounted for approximately USD 268.34 billion in 2025, representing 41.51% of the global casual wear market.

Footwear

  • The global footwear market size was estimated at USD 495.46 billion in 2025.
  • The United States footwear market size was valued at USD 97.16 billion in 2025.
  • In Europe, the footwear market size was valued at USD 93.52 billion in 2025.
  • The Asia Pacific footwear market size was valued at USD 168.1 billion in 2025.

Home Products

  • The global home decor market (a proxy for home products) was approximately USD 959.08 billion in 2024.
  • The Europe home decor market (a proxy for home products) was valued at USD 211.12 billion in 2025.
  • North America is projected to lead the global home decor market in terms of revenue by 2030.
  • The Asia Pacific home decor market is projected to reach USD 364.0169 billion by 2030.

AI Analysis | Feedback

Lands' End (LE) is focusing on several strategic initiatives to drive revenue growth over the next two to three years:

  1. Expansion of the Asset-Light Licensing Model: The company is actively broadening its product offerings through licensing partnerships for categories such as hosiery, intimates, travel accessories, home decor, and footwear. This strategy, which expanded licensing revenue significantly in Q1 FY2025, is designed to enhance gross margins and contribute to Gross Merchandise Value (GMV).
  2. Growth in the B2B Outfitters Segment: Lands' End anticipates mid-single-digit annual growth through 2026 for its Outfitters division, which supplies uniforms to businesses and schools. This includes securing new school uniform contracts and reacquiring the Delta Air Lines uniform business.
  3. Increased International Digital Presence: Lands' End is prioritizing its international digital footprint, particularly in Europe. European e-commerce saw a substantial 28% year-over-year growth in Q1 FY2025, driven by rebranding efforts, influencer marketing, and strategic product assortment adjustments.
  4. Enhanced Digital Marketing and Third-Party Marketplace Expansion: The company is utilizing improved digital marketing strategies to acquire new customers and expanding its presence across third-party platforms like Amazon, Kohl's, and Target. This approach aims to extend brand reach and engagement while reducing reliance on direct-to-consumer channels.
  5. Product Innovation and Focus on Solution-Based Categories: Lands' End is committed to product newness and innovation, especially in core categories like outerwear and swimwear. The company is also expanding its range of solution-based products, such as those offering sun protection, waterproofing, and body shaping features, and introducing capsule collections to attract younger demographics.

AI Analysis | Feedback

Share Repurchases

  • Lands' End authorized a new share repurchase program for up to $25 million of common stock in March 2024, valid through March 31, 2026.
  • Since the beginning of fiscal year 2022, the company has returned over $40 million to shareholders through share repurchases.
  • Under the 2024 program, $3 million in shares were repurchased in Q1 2025, and $4.0 million in Q3 2024.

Inbound Investments

  • In January 2026, Lands' End formed a strategic partnership and joint venture with WHP Global, receiving $300 million in gross cash proceeds.
  • As part of this joint venture, WHP Global acquired a 50% ownership stake in Lands' End's intellectual property and related assets.
  • The $300 million proceeds are intended to fully repay the company's term loan, which was approximately $234 million as of January 26, 2026, and for general corporate purposes.

Capital Expenditures

  • Lands' End expects capital expenditures to be approximately $28 million for fiscal year 2025.
  • Capital expenditures were approximately $35 million in fiscal year 2024.
  • The primary focus of capital expenditures includes investments in marketing for customer base expansion, improving product speed to market, supply chain efficiency, and SAP SE platform efficiency programs.

Better Bets vs. Lands' End (LE)

Peer Outperformance in Apparel Retail

LE has trailed 60% of its 25 Apparel Retail peers over 5Y. Apparel Retail ranks 15th of 23 industries in Consumer Discretionary by median 5Y return. The sector’s gains have largely come from elsewhere.
Share of Apparel Retail constituents that LE has outperformed, by holding period. Peers without a full price history over a given window are excluded from that window.
1Y
26%
of 27 industry peers · -33.3% return
3Y
56%
of 27 industry peers · 43.0% return
5Y
40%
of 25 industry peers · -59.7% return
No Apparel Retail peer with a comparable growth profile has beaten LE by more than 20pp over 5Y.
Median price return by industry across the Consumer Discretionary sector, ranked by 5Y. Apparel Retail is LE's own industry. Use this to see which corners of the sector have carried the returns.
Industry Names 1Y med3Y med5Y med Top 3 by 5Y
Education Services 14 -17.2%74.5%65.4% LINC 282% · PRDO 219% · CVSA 218%
Homebuilding 18 -9.0%32.7%49.1% GRBK 215% · PHM 162% · TOL 138%
Specialty Stores 7 6.6%42.4%13.4% SIG 32% · ASO 20% · FIVE 18%
Home Improvement Retail 5 -25.7%-3.5%-0.2% HVT 9% · LOW 1% · HD 0%
Hotels, Resorts & Cruise Lines 22 14.9%42.5%-2.6% RCL 163% · MAR 141% · HLT 130%
Automotive Retail 18 -21.1%-2.4%-7.6% MUSA 215% · PAG 121% · ORLY 106%
Distributors 4 -11.6%-25.4%-13.7% ARMK 146% · GPC 21% · LKQ -48%
Home Furnishings 4 -8.3%20.7%-17.1% SGI 34% · LZB 1% · MHK -35%
Footwear 10 54.6%47.3%-18.3% WEYS 166% · DECK 21% · SHOO 16%
Specialized Consumer Services 10 -18.0%11.5%-18.8% HRB 97% · FTDR 75% · SCI 38%
Restaurants 35 -8.8%-18.3%-24.1% EAT 308% · CAKE 137% · RAVE 120%
Casinos & Gaming 21 -15.7%-23.5%-38.4% MCRI 96% · RRR 27% · BYD 17%
Leisure Products 13 -25.3%-19.0%-39.2% GOLF 74% · HAS 12% · MCFT -23%
Automotive Parts & Equipment 38 -15.8%-13.8%-40.7% MOD 1598% · GTX 266% · CAAS 83%
Apparel Retail ← 26 -4.4%17.3%-43.2% ANF 231% · URBN 134% · ROST 113%
Household Appliances 18 -8.5%6.4%-43.5% FLXS 195% · KEQU 157% · HBB 149%
Apparel, Accessories & Luxury Goods 28 -12.9%7.2%-44.4% RL 218% · TPR 218% · ELA 208%
Leisure Facilities 11 -21.6%-8.3%-44.6% OSW 127% · JAKK 116% · ESCA 21%
Computer & Electronics Retail 3 -9.7%40.9%-47.7% BBY 9% · GME -48% · UPBD -65%
Broadline Retail 15 0.0%14.8%-57.7% DDS 300% · EBAY 63% · AMZN 46%
Automobile Manufacturers 8 -77.7%-49.0%-72.1% GM 67% · TSLA 47% · F 28%
Consumer Electronics 11 -16.0%-15.9%-74.8% AXIL 2247% · GRMN 85% · SONO -52%
Other Specialty Retail 18 -35.5%-45.2%-79.5% TLF 108% · BBW 66% · WINA 57%
Median of constituents with a full price history over each window. Top names are unfiltered by size in this render.

Recent Active Movers

Peer Comparisons

Peers to compare with:

Financials

LEVFCCOLMRLANFAEOMedian
NameLands' E.VF Columbia.Ralph La.Abercrom.American. 
Mkt Price10.2813.5256.78337.47132.2515.9236.35
Mkt Cap0.35.32.920.35.8-5.3
Rev LTM1,3219,5143,4078,3555,341-5,341
Op Inc LTM26112861,372732-611
FCF LTM-735813211,002566-566
FCF 3Y Avg-4489418894486-486
CFO LTM-377543831,317820-754
CFO 3Y Avg316424791,176693-642

Growth & Margins

LEVFCCOLMRLANFAEOMedian
NameLands' E.VF Columbia.Ralph La.Abercrom.American. 
Rev Chg LTM0.4%0.2%-0.1%14.7%4.7%-0.4%
Rev Chg 3Y Avg-4.8%-4.4%-1.5%9.1%11.7%--1.5%
Rev Chg Q2.7%-5.2%1.5%14.0%4.8%-2.7%
QoQ Delta Rev Chg LTM0.6%-1.0%0.3%3.0%1.1%-0.6%
Op Inc Chg LTM-94.8%42.2%4.8%28.6%-1.5%-4.8%
Op Inc Chg 3Y Avg9.0%10.1%-9.5%21.1%69.7%-10.1%
Op Mgn LTM0.2%6.4%8.4%16.4%13.7%-8.4%
Op Mgn 3Y Avg1.7%4.6%8.4%14.6%14.2%-8.4%
QoQ Delta Op Mgn LTM-0.0%0.1%1.6%0.4%0.7%-0.4%
CFO/Rev LTM-2.8%7.9%11.2%15.8%15.3%-11.2%
CFO/Rev 3Y Avg2.2%6.7%14.1%15.8%13.8%-13.8%
FCF/Rev LTM-5.6%6.1%9.4%12.0%10.6%-9.4%
FCF/Rev 3Y Avg-0.4%5.1%12.3%12.1%9.7%-9.7%

Valuation

LEVFCCOLMRLANFAEOMedian
NameLands' E.VF Columbia.Ralph La.Abercrom.American. 
Mkt Cap0.35.32.920.35.8-5.3
P/S0.20.60.92.41.1-0.9
P/Op Inc123.68.710.214.87.9-10.2
P/EBIT0.610.310.215.67.6-10.2
P/E0.919.314.120.610.8-14.1
P/CFO-8.27.07.615.47.1-7.1
Total Yield114.4%7.8%9.3%5.9%9.3%-9.3%
Dividend Yield0.0%2.7%2.2%1.1%0.0%-1.1%
FCF Yield 3Y Avg-2.8%8.7%10.8%5.7%9.7%-8.7%
D/E0.20.90.20.10.2-0.2
Net D/E0.20.8-0.10.10.1-0.1

Returns

LEVFCCOLMRLANFAEOMedian
NameLands' E.VF Columbia.Ralph La.Abercrom.American. 
1M Rtn-16.2%-4.9%-5.5%-9.0%17.7%-5.6%-5.6%
3M Rtn-13.8%-20.9%-11.5%-18.3%48.9%-13.3%-13.5%
6M Rtn-22.9%-20.5%3.6%-1.9%49.4%-2.2%-2.1%
12M Rtn-33.3%-6.8%10.1%9.8%51.5%-9.0%1.5%
3Y Rtn43.0%-17.3%-14.4%215.1%161.2%16.1%29.5%
1M Excs Rtn-16.8%-5.6%-6.2%-9.7%17.0%-6.3%-6.3%
3M Excs Rtn-18.5%-25.7%-16.3%-23.1%44.2%-18.0%-18.3%
6M Excs Rtn-35.7%-38.4%-14.3%-18.8%31.3%-18.6%-18.7%
12M Excs Rtn-48.9%-18.6%-5.8%-4.2%35.6%-24.0%-12.2%
3Y Excs Rtn-24.3%-89.6%-88.1%135.0%86.8%-52.9%-38.6%

Financials

Segment Financials

Revenue by Segment
$ Mil20262025202420232022
Single segment1,3351,3631,4731,5551,637
Total1,3351,3631,4731,5551,637


Operating Income by Segment
$ Mil20182017201420022001
Direct8263150  
Loss on disposal of property and equipment-0-1   
Transfer of corporate functions-4    
Licensing and Retail-9-71  
Corporate/other-40-35   
Intangible asset impairment -173   
Product recall 0   
Corporate/Other  -22  
Core   780
Europe eCommerce   6-0
Specialty   250
Total29-1531281100


Assets by Segment
$ Mil20182017201620152014
Direct8578059541,0231,074
Corporate/other217239   
Licensing and Retail5070696876
Corporate/Other  26626245
Total1,1241,1141,2891,3531,194


Price Behavior

Price Behavior
Market Price$10.28 
Market Cap ($ Bil)0.3 
First Trading Date03/20/2014 
Distance from 52W High-46.3% 
   50 Days200 Days
DMA Price$11.73$13.18
DMA Trenddowndown
Distance from DMA-12.4%-22.0%
 3M1YR
Volatility49.3%66.0%
Downside Capture60.57201.20
Upside Capture-25.65118.63
Correlation (SPY)3.7%25.8%
LE Betas & Captures as of 8/31/2026

 1M2M3M6M1Y3Y
Beta1.850.750.470.861.391.32
Up Beta1.84-0.65-1.02-0.140.541.07
Down Beta4.442.971.840.981.361.34
Up Capture112%108%42%68%167%314%
Bmk +ve Days10213268138427
Stock +ve Days10243463121357
Down Capture229%20%47%156%152%109%
Bmk -ve Days11213259113324
Stock -ve Days11183064130385

[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with LE
LE-33.9%65.9%-0.37-
Sector ETF (XLY)-7.3%19.5%-0.5127.7%
Equity (SPY)16.2%13.0%0.8826.2%
Gold (GLD)13.9%29.3%0.448.4%
Commodities (DBC)46.6%20.7%1.75-7.1%
Real Estate (VNQ)4.5%13.7%0.0825.1%
Bitcoin (BTCUSD)-23.2%44.8%-0.4610.0%

Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 5-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with LE
LE-16.0%67.3%0.02-
Sector ETF (XLY)4.6%24.1%0.1538.2%
Equity (SPY)12.9%17.2%0.5736.7%
Gold (GLD)18.6%18.8%0.804.9%
Commodities (DBC)10.5%19.5%0.413.7%
Real Estate (VNQ)0.8%18.9%-0.0630.9%
Bitcoin (BTCUSD)12.5%52.6%0.4118.0%

Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with LE
LE-5.4%73.6%0.25-
Sector ETF (XLY)12.1%22.2%0.5038.9%
Equity (SPY)15.5%17.9%0.7338.0%
Gold (GLD)12.1%16.4%0.600.2%
Commodities (DBC)8.5%18.1%0.389.3%
Real Estate (VNQ)4.9%20.7%0.2033.3%
Bitcoin (BTCUSD)64.2%66.2%1.0414.3%

Smart multi-asset allocation framework can stack odds in your favor. Learn How

Short Interest

Short Interest: As Of Date8312026
Short Interest: Shares Quantity1.6 Mil
Short Interest: % Change Since 81520261.1%
Average Daily Volume0.2 Mil
Days-to-Cover Short Interest10.4 days
Basic Shares Quantity29.9 Mil
Short % of Basic Shares5.2%

Earnings Returns History

Updated 9/15/2026
Expand for More
 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
9/3/2026-4.0%-8.3% 
6/9/20268.5%10.0%-4.5%
3/19/20261.3%-1.5%-8.1%
12/9/2025-9.0%-3.3%-5.8%
9/9/20254.9%7.8%7.5%
6/5/202513.0%14.2%43.6%
3/20/2025-11.2%-10.2%-19.8%
12/5/2024-13.0%-5.6%-14.0%
...
SUMMARY STATS   
# Positive121010
# Negative131514
Median Positive9.7%18.5%19.9%
Median Negative-9.9%-9.3%-15.1%
Max Positive32.4%50.9%43.6%
Max Negative-30.4%-28.8%-44.1%
Collapse to Preview
 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
9/3/2026-4.0%-8.3% 
6/9/20268.5%10.0%-4.5%
3/19/20261.3%-1.5%-8.1%
12/9/2025-9.0%-3.3%-5.8%
9/9/20254.9%7.8%7.5%
6/5/202513.0%14.2%43.6%
3/20/2025-11.2%-10.2%-19.8%
12/5/2024-13.0%-5.6%-14.0%
9/5/2024-5.6%-8.8%6.9%
6/5/2024-5.8%1.1%-4.6%
3/27/20248.0%20.3%40.2%
12/5/20239.6%32.8%36.5%
8/31/2023-25.0%-28.8%-27.2%
6/1/202332.4%50.9%23.8%
3/16/202316.8%25.9%16.1%
12/1/2022-30.4%-24.8%-34.3%
9/1/2022-15.3%-26.1%-44.1%
6/2/202212.8%-2.7%3.1%
3/16/202213.5%16.6%5.9%
12/2/2021-9.9%-9.3%-10.5%
9/2/2021-9.1%-23.5%-31.5%
6/2/20216.5%22.4%36.7%
3/17/20219.7%-27.4%-31.8%
12/3/2020-17.5%-20.1%-16.2%
9/2/2020-2.4%-4.1%-13.7%
SUMMARY STATS   
# Positive121010
# Negative131514
Median Positive9.7%18.5%19.9%
Median Negative-9.9%-9.3%-15.1%
Max Positive32.4%50.9%43.6%
Max Negative-30.4%-28.8%-44.1%

SEC Filings

Expand for More
Report DateFiling DateFiling
07/31/202609/03/202610-Q
04/30/202606/09/202610-Q
01/31/202603/26/202610-K
10/31/202512/09/202510-Q
07/31/202509/09/202510-Q
04/30/202506/05/202510-Q
01/31/202503/27/202510-K
10/31/202412/05/202410-Q
07/31/202409/05/202410-Q
04/30/202406/05/202410-Q
01/31/202404/03/202410-K
10/31/202312/05/202310-Q
07/31/202308/31/202310-Q
04/30/202306/01/202310-Q
01/31/202304/10/202310-K
10/31/202212/01/202210-Q
Collapse to Preview
Report DateFiling DateFiling
07/31/202609/03/202610-Q
04/30/202606/09/202610-Q
01/31/202603/26/202610-K
10/31/202512/09/202510-Q
07/31/202509/09/202510-Q
04/30/202506/05/202510-Q
01/31/202503/27/202510-K
10/31/202412/05/202410-Q
07/31/202409/05/202410-Q
04/30/202406/05/202410-Q
01/31/202404/03/202410-K
10/31/202312/05/202310-Q
07/31/202308/31/202310-Q
04/30/202306/01/202310-Q
01/31/202304/10/202310-K
10/31/202212/01/202210-Q
07/31/202209/01/202210-Q
04/30/202206/02/202210-Q
01/31/202203/24/202210-K
10/31/202112/02/202110-Q
07/31/202109/02/202110-Q
04/30/202106/02/202110-Q
01/31/202103/25/202110-K
10/31/202012/03/202010-Q
07/31/202009/09/202010-Q
04/30/202007/22/202010-Q
01/31/202003/23/202010-K
10/31/201912/03/201910-Q

Recent Forward Guidance

Updated 9/4/2026

Latest: Q2 2026 Earnings Reported 9/3/2026

Forward GuidanceGuidance Change
MetricSourceLowMidHigh% Chg% DeltaChangePrior
Q3 2026 Net RevenueReported300.00 Mil315.00 Mil330.00 Mil5.0% Higher NewGuidance: 300.00 Mil for Q2 2026
Q3 2026 Adjusted EBITDAReported14.00 Mil16.00 Mil18.00 Mil28.0% Higher NewGuidance: 12.50 Mil for Q2 2026
Q3 2026 Net IncomeReported-1.00 Mil1.00 Mil3.00 Mil-128.6% Higher NewGuidance: -3.50 Mil for Q2 2026
Q3 2026 Adjusted Net IncomeReported2.00 Mil4.00 Mil6.00 Mil14.3% Higher NewGuidance: 3.50 Mil for Q2 2026
2026 Net RevenueReported1.30 Bil1.32 Bil1.35 Bil-1.8% LoweredGuidance: 1.35 Bil for 2026
2026 Adjusted EBITDAReported62.00 Mil66.00 Mil70.00 Mil-9.6% LoweredGuidance: 73.00 Mil for 2026
2026 Net IncomeReported317.00 Mil321.00 Mil325.00 Mil1.9% RaisedGuidance: 315.00 Mil for 2026
2026 Adjusted Net IncomeReported13.00 Mil17.00 Mil21.00 Mil13.3% RaisedGuidance: 15.00 Mil for 2026
2026 Capital ExpendituresReported 40.00 Mil 0 AffirmedGuidance: 40.00 Mil for 2026


Prior: Q3 2025 Earnings Reported 12/9/2025

Forward GuidanceGuidance Change
MetricSourceLowMidHigh% Chg% DeltaChangePrior
Q4 2025 Net RevenueReported460.00 Mil475.00 Mil490.00 Mil   
Q4 2025 Adjusted EBITDAReported49.00 Mil51.50 Mil54.00 Mil   
Q4 2025 Net IncomeReported21.00 Mil23.00 Mil25.00 Mil   
Q4 2025 Diluted EPSReported0.680.740.81   
2025 Net RevenueReported1.33 Bil1.34 Bil1.36 Bil-1.5% LoweredGuidance: 1.36 Bil for 2025
2025 Adjusted EBITDAReported99.00 Mil101.50 Mil104.00 Mil-1.0% LoweredGuidance: 102.50 Mil for 2025
2025 Net IncomeReported14.00 Mil16.00 Mil18.00 Mil0 AffirmedGuidance: 16.00 Mil for 2025
2025 Diluted EPSReported0.450.520.58-1.0% LoweredGuidance: 0.52 for 2025
2025 Capital ExpendituresReported 28.00 Mil 12.0% RaisedGuidance: 25.00 Mil for 2025

Insider Activity

Updated 9/10/2026
Expand for More
#OwnerTitleHoldingActionFiling DatePriceSharesTransacted
Value
Value of
Held Shares
Form
1Lampert, Edward S DirectSell406202645.001,300,50558,522,725711,626,625Form
2Parker, Alicia Uhlman DirectSell406202645.0028812,960157,860Form
3McClain, John IRASell406202645.0083237,440455,490Form
4McClain, John DirectSell406202645.0083604,140Form
5Leykum, Elizabeth Serenade Capital LLCSell406202645.0093542,075511,380Form
Collapse to Preview
#OwnerTitleHoldingActionFiling DatePriceSharesTransacted
Value
Value of
Held Shares
Form
1Lampert, Edward S DirectSell406202645.001,300,50558,522,725711,626,625Form
2Parker, Alicia Uhlman DirectSell406202645.0028812,960157,860Form
3McClain, John IRASell406202645.0083237,440455,490Form
4McClain, John DirectSell406202645.0083604,140Form
5Leykum, Elizabeth Serenade Capital LLCSell406202645.0093542,075511,380Form
6Galvin, Robert DirectSell406202645.002,548114,6601,394,055Form
7Galvin, Robert IRASell406202645.0026611,970145,530Form
8Galvin, Robert SEPSell406202645.001526,84083,160Form
9Hartogensis, Gordon DirectSell406202645.0075233,840411,390Form
10Linden, Josephine DirectSell406202645.003,482156,6901,905,075Form
11Christopher, Martin DEVP, Chief Technology OfficerDirectSell406202645.0053023,850289,980Form
12Maas, KymPresident, LE Consumer & CCODirectSell406202645.001,44064,800787,905Form
13McLean, Andrew JChief Executive OfficerDirectSell406202645.0016,918761,3109,257,355Form
14Gray, Peter LPRES LE Licensing, CAO & GCDirectSell406202645.0011,454515,4306,267,555Form
15McCracken, Bernard Louis IiiCFO and TreasurerDirectSell406202645.003,362151,2901,839,645Form
Core Cache Last Updated: 9/23/2026