Lands' End, Inc. (LE) AI Stock Analysis

Lands' End, Inc. functions as a versatile retailer specializing in casual apparel, accessories, footwear, and home goods across global markets, including the United States, Europe, and Asia. It operates through segments such as U.S. eCommerce, Europe eCommerce, Japan eCommerce, Outfitters, Third Party, and Retail. The company distributes products via e-commerce platforms, third-party distribution channels, and company-operated stores, numbering 30 locations as of January 2022. Its product lineup features proprietary and specialized brand lines such as Lands' End, Squall, Super-T, Supima, Drifter, Iron Knees, and Starfish, serving everyday, outdoor, and seasonal consumer needs.

Lands' End generated $1.34B in revenue in FY2026, down 2.0% from $1.36B in FY2025 and marking a five-year revenue CAGR of -1.3% from FY2021 to FY2026. Gross margin stood at 46.4% in FY2026, down from 47.9% in FY2025, while operating margin came in at 3.3%. Net income reached $5.5M in FY2026, compared to $6.2M in FY2025 and a net loss of -$130.7M in FY2024. Over the trailing twelve months, revenue was $1.32B with an operating margin of 5.2% and EPS of $11.53. In the latest quarter ended July 31, 2026, quarterly revenue increased 2.7% year-over-year, while quarterly earnings declined 32.7%.

As of July 31, 2026, Lands' End held $16.1M in cash and short-term investments against $76.7M in total debt, resulting in net debt of $60.6M. The company's debt-to-equity ratio is 0.16, with shareholders' equity of $492.9M, total assets of $949.6M, and a current ratio of 1.58. In FY2026, operating cash flow reached $49.6M and free cash flow was $20.4M. Capital expenditures totaled $29.2M in FY2026, alongside $4.5M allocated to share buybacks. Over five years, the company's share count decreased by 10.7%.

Lands' End trades at a trailing P/E of 0.9x and a forward P/E of 14.1x. Its price-to-sales multiple is 0.2x and EV/EBITDA is 0.7x, both well below the median of its US-listed Consumer Cyclical peers (0.7x and 11.1x, respectively). The company's market capitalization is $291.0M with an enterprise value of $364.4M. Over the past year, the stock dropped 36.6%, trailing the S&P 500 return of 16.8%. Over a 5-year period, the stock declined 55.3% while the S&P 500 rose 83.0%.

Wall Street coverage includes 2 Strong Buy ratings, with zero Buy, Hold, Sell, or Strong Sell recommendations. The mean price target is $19.00, representing a 92.9% upside compared to the last close of $9.85. For the current fiscal year ending January 31, 2027, consensus estimates forecast revenue of $1.33B and EPS of $0.51, reflecting an EPS decrease of 40.7%. For the following fiscal year, 3 analysts project revenue of $1.38B and EPS of $0.85. The company beat EPS estimates in 2 of the last 4 quarters, and its next earnings date is December 8, 2026.

This page is an AI-written research summary of Lands' End, Inc. (LE). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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