LE · Lands' End, Inc.
Price & Indicators
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Metrics snapshot
Useful current figures from the complete screener profile.
AI Brief
Q2 FY27 earnings call · Sep 3, 2026TL;DR. Lands' End reported Q2 net revenue of $302.0 million, up 2.7% year-over-year, with a swing to GAAP net income of $3.5 million from a prior-year loss, alongside a $491.6 million Gain on WHP Transaction that funded full repayment of the term loan. The company updated fiscal 2026 guidance to $1.30–$1.35 billion net revenue, $13.0–$21.0 million Adjusted net income, and $62.0–$70.0 million Adjusted EBITDA.
- + Gross margin expanded ~320 basis points to 52.0% in Q2, driven by IEEPA tariff refunds
- + Company swung to GAAP net income of $3.5 million ($0.11 diluted EPS) from a prior-year loss
- + WHP Global JV transaction delivered $300 million proceeds used to fully repay the term loan
- + Repurchased $10.5 million of stock (~3% of shares) with $89.2 million remaining under program
- − Adjusted EBITDA declined ~25% to $11.3 million in Q2 from $15.1 million
- − Third Party net revenue fell 20.4% to $17.2 million as the company prioritized higher-quality sales
- − S&A expenses rose ~80 bps to 44.8% of revenue from digital marketing and warehouse disruption
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders SellIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Adjusted diluted earnings (loss) per share non-GAAP | $0.09 | 13 Weeks Ended July 31, 2026 | — |
| Adjusted diluted loss per share non-GAAP | -$0.03 | 26 Weeks Ended July 31, 2026 | — |
| Adjusted EBITDA non-GAAP | 5.05M | 26 Weeks Ended July 31, 2026 | — |
| Adjusted net income (loss) non-GAAP | 2.68M | 13 Weeks Ended July 31, 2026 | — |
| Adjusted net loss non-GAAP | -831K | 26 Weeks Ended July 31, 2026 | — |
| U.S. Digital Segment variable profit non-GAAP | $71.4M | Second Quarter of 2026 filing | — |
| U.S. Digital Segment variable profit as a percentage of U.S. Digital Segment revenue | 26.6% | Second Quarter 2026 filing | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Apparel Retail — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
LE
this stock
Lands' End, Inc.
|
$303.12M | -29.1% | +0.7% | 0.9 | 5.4% |
|
IDEXF
Industria de Diseno Textil Inditex SA / ADR
|
$192.45B | -10.7% | — | — | 0.0% |
|
TJX
Tjx Companies Inc /De/
|
$143.06B | -13.6% | +6.0% | 24.1 | 1.7% |
|
ROST
Ross Stores, Inc.
|
$75.43B | +26.9% | +7.7% | 28.6 | 3.0% |
|
BURL
Burlington Stores, Inc.
|
$16.96B | -4.7% | +8.8% | 24.3 | 5.0% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| LE | +0.3% | -4.9% | -9.1% | +0.1% | -29.1% |
| SPY | -0.2% | -0.5% | +12.2% | +0.9% | +12.9% |
| vs SPY | +0.5% | -4.4% | -21.3% | -0.8% | -42.0% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.