Added to YB: 2026-09-11
Pitch date: 2026-09-09
LE [bullish]
Lands' End, Inc.
Author Info
No bio for this author
Company Info
Lands' End, Inc. operates as a digital retailer of apparel, swimwear, outerwear, accessories, footwear, home products, and uniforms in the United States, Europe, and internationally.
Market Cap
$313.2M
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
4.48
P/E
0.93
EV/Sales
0.28
Sector
Specialty Retail
Category
value
Lands’ End part 4- Can They Tell A Good Story?
LE (earnings): Lands’ End remains an asymmetric opportunity at roughly 6x with little debt: warehouse problems are resolved, but the revenue beat reflected a pull-forward and normalized e-commerce was flat year over year. Guidance narrowed as the revenue ceiling and EBITDA guidance moved down while EPS guidance rose. The upside depends on profitable growth from inventory, European assortments and WHP licensing, while the downside is tracking stock in highly levered WHP and a conversion option upon a WHP IPO or sale offers additional upside.
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