Lands' End, Inc.

LE Consumer Cyclical Apparel Retail

Lands' End, Inc.’s revenue for fiscal 2026 (year ended January 2026) was $1.3 billion, down 2.04% from fiscal 2025.

Revenue
+2.71%
EPS
+200.0%
Free cash flow
−285.5%
Total debt
−77.6%

Quarter to July 2026, against a year earlier

9.48 0.71 −6.97%
Market cap
$279.5M
P/E
0.8×
Fwd P/E
0.8×
Dividend yield
—
F-score
7/9
Altman Z
2.67
Beneish M
−2.88
Dividend safety
n/a

Insider Decisions last twelve months

Sold, $m 60.56
Trades a month
Jan 26 Apr 26 Jul 26 Oct 26
Buy — — — — — — — — — — — —
Sell — — — — 12 — — — — — 1 —
Insider Ownership 72.24%

Capital & Financial Ratios $m

Size
Market Cap 279.48
Revenue ttm 1,320.81
Net income ttm 351.58
Free cash flow ttm (73.32)
Net debt Q 43.30
Valuation
P/E 0.83
Forward P/E 0.83
Price / sales 0.21
Forward P/S Powerpack
Price / FCF 0.00
Price / book 0.58
Financial health
Current ratio Q 1.58 (at or above 1.5: strong)
Debt / equity Q 0.12 (at or below 0.5: strong)
Interest coverage Q 12.17
Growth
Revenue growth Q +2.71% (above 0%: growing)
Operating income growth Q +105.55% (above 0%: growing)
EPS, this year −45.74% (below 0%: weak)
EPS, next year A +82.14% (at or above 15%: strong)
Revenue, next year A −0.46% (below 0%: weak)
EPS, past 5 yrs −11.42% (below 0%: weak)
EPS, next 5 yrs A +20.00% (at or above 15%: strong)

Green and red mark values outside typical ranges; (Q) is the latest quarter, (A) analysts’ estimates. How we judge →

Valuation vs history

P/E against its own 10 years 0.24%
10-year low 10-year high
P/S against its own 10 years 19.69%
10-year low 10-year high
P/B against its own 10 years 0.95%
10-year low 10-year high
EV/Sales against its own 10 years 0.15%
10-year low 10-year high

Dividends

Yield
—
Annual rate
—
Payout ratio
—

Assets vs Liabilities $m

2024 2025 2026 Q'26
Cash 27 19 18 17
Receivables 35 48 41 38
Inventory 302 265 269 342
Other 8 5 5 0
410 370 361 428
2024 2025 2026 Q'26
Payables 132 111 115 162
ST’ Debt 13 13 13 —
Other 109 99 91 104
260 228 224 271

Compound Annual Growth %

10y 5y 3y
Sales (0.61%) (1.33%) (4.96%)
Cash Flow 3.16% (11.55%) 0.00%
Earnings 0.00% (12.66%) 0.00%
Book Value (4.43%) (7.95%) (13.75%)

Earnings Trends EPS, adjusted, against the consensus

EPS $

Apr Jul Oct Jan Year
’26 10.56 0.11 — — —
’26 (0.27) (0.12) 0.17 0.40 0.18
’25 (0.20) (0.17) (0.02) 0.59 0.20
’24 (0.05) (0.25) (3.52) (0.27) (4.09)
’23 (0.07) (0.07) (0.14) (0.10) (0.38)
’22 0.08 0.48 0.22 0.21 0.99
’21 (0.64) 0.13 0.22 0.60 0.33
Fiscal quarters ending in the months shown.

Revenue $m

Apr Jul Oct Jan Year
’26 239 302 — — —
’26 261 294 317 462 1,335
’25 285 317 319 442 1,363
’24 310 323 325 515 1,473
’23 304 351 371 530 1,555
’22 321 384 376 555 1,637
’21 217 312 360 538 1,427
Fiscal quarters ending in the months shown.

Operating Cash Flow $m

Apr Jul Oct Jan Year
’26 (74) (12) — — —
’26 (22) 23 (16) 65 50
’25 (26) 31 (17) 65 53
’24 (11) 66 (18) 94 131
’23 (122) 5 (8) 90 (36)
’22 (39) 69 (37) 77 71
’21 (80) 88 (34) 118 92
Fiscal quarters ending in the months shown.

Free Cash Flow $m

Apr Jul Oct Jan Year
’26 (84) (26) — — —
’26 (31) 14 (22) 60 20
’25 (33) 26 (28) 52 18
’24 (23) 55 (24) 88 96
’23 (129) (3) (14) 80 (66)
’22 (44) 62 (44) 70 45
’21 (91) 79 (40) 113 61
Fiscal quarters ending in the months shown.

Target Price Range

Analyst price targets

Recommendation Rating

1
1Buy 2 3Hold 4 5Sell

Ten years at a glance Fiscal years to January

Ten-year view Analyst estimates Powerpack
Group Line 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 TTM Jul ’26 Trend 10 yrs 2027e 2028e 2029e Next 3/yr
Income, $m
Income, $m Revenue 1,336 1,407 1,452 1,450 1,427 1,637 1,555 1,473 1,363 1,335 1,321 0.0% 1,329 1,384 — +1.8%
Gross margin, % 43.15 42.45 42.44 42.88 42.44 42.25 38.17 42.48 47.94 48.70 48.65 +5.5 pt
EBT (179) 0 10 21 13 46 (15) (132) 10 8 466 n/m
EBT margin, % (13.39) 0.03 0.66 1.47 0.88 2.81 (0.94) (8.95) 0.77 0.58 35.25 +14.0 pt
Net income (110) 28 12 19 11 33 (13) (131) 6 6 352 n/m
Per share, $
Per share, $ Revenue 41.72 43.85 45.09 44.84 43.83 49.70 46.98 46.06 43.67 43.53 44.17 +0.5%
Earnings (3.43) 0.88 0.36 0.60 0.33 1.01 (0.38) (4.09) 0.20 0.18 11.43 n/m
Cash flow 0.75 0.89 1.50 0.84 2.81 2.14 (1.10) 4.08 1.70 1.62 (1.25) +8.9%
Capex (1.04) (1.19) (1.38) (1.17) (0.93) (0.77) (0.90) (1.09) (1.12) (0.95) (1.20) (1.0%)
Free cash flow (0.29) (0.30) 0.12 (0.33) 1.89 1.38 (2.00) 2.99 0.58 0.67 (2.45) n/m
Book value 8.48 9.57 10.03 10.77 11.35 12.35 11.50 7.56 7.66 7.96 16.48 (0.7%)
Shares, m 32 32 32 32 33 33 33 32 31 31 30 (0.5%)
Valuation, ×
Valuation, × P/E 0.00 18.98 49.72 19.42 83.25 18.15 0.00 0.00 59.29 100.06 0.83 34.9
P/S 0.37 0.38 0.40 0.26 0.61 0.37 0.19 0.21 0.29 0.41 0.21 0.3
P/B 1.81 1.75 1.79 1.08 2.35 1.48 0.79 1.25 1.62 2.26 0.58 1.6
EV/Sales 0.57 0.59 0.60 0.47 0.78 0.50 0.38 0.36 0.45 0.57 0.26 0.5
EV/FCF (83.32) (85.81) 228.30 (63.77) 18.15 17.99 (8.98) 5.48 33.56 37.23 (4.63) 9.9
Cash, $m
Cash, $m Operating cash flow 24 28 48 27 92 71 (36) 131 53 50 (37) +8.4%
Capex (33) (38) (44) (38) (30) (25) (30) (35) (35) (29) (36) (1.5%)
Free cash flow (9) (10) 4 (11) 61 45 (66) 96 18 20 (73) n/m
Balance, $m
Balance, $m Working capital 359 351 347 262 181 196 259 150 143 137 157 (10.1%)
Net debt 279 293 292 305 249 212 296 222 219 209 43 (3.1%)
Shareholders’ equity 271 307 323 348 370 407 381 242 239 244 493 (1.2%)
Returns, %
Returns, % ROA (9.16) 2.52 1.04 1.73 1.00 3.21 (1.18) (13.80) 0.79 0.73 40.18 +9.9 pt
ROIC (17.34) 3.03 4.33 4.35 4.16 8.06 2.28 (10.45) 6.95 6.10 0.78 +23.4 pt
ROE (33.47) 9.75 3.68 5.75 3.02 8.60 (3.18) (42.00) 2.59 2.28 97.93 +35.8 pt
People
People Employees 5,000 5,000 5,000 5,100 5,300 5,000 5,000 4,900 4,400 3,900 — (2.7%)
Revenue/emp, $m 0.27 0.28 0.29 0.28 0.27 0.33 0.31 0.30 0.31 0.34 — +2.8%
Negative figures in brackets.
estimates

All 10 years →

Fiscal years to Jan 2026 · latest quarter Jul 2026

Lands' End, Inc. vs peers in Apparel Retail (Q) = latest quarter vs a year earlier

Company Market cap P/E Fwd P/E Revenue growth (Q) EPS growth (Q) FCF growth (Q) Gross margin (Q) EBIT margin (Q) Compare
CAL Caleres, Inc. $463.8M 8.9× 6.4× +5.61% (above 0%: growing) +760.00% (above 0%: growing) +118.94% (above 0%: growing) 54.78% 11.16% Compare
CTRN Citi Trends, Inc. $437.7M 59.1× 28.2× +10.95% (above 0%: growing) n/m −353.58% (below 0%: shrinking) 40.58% (0.81%) Compare
SHOE Shoe Station Group Inc. $412.7M 17.0× 17.2× −7.21% (below 0%: shrinking) −67.14% (below 0%: shrinking) +197.41% (above 0%: growing) 31.87% 2.68% Compare
GCO Genesco Inc. $400.0M 9.1× 6.5× −2.95% (below 0%: shrinking) n/m −16.21% (below 0%: shrinking) 51.36% 0.68% Compare
SFIX Stitch Fix, Inc. $346.5M — (loss-making) — (loss-making) +4.24% (above 0%: growing) n/m +58.59% (above 0%: growing) 43.58% (1.35%) Compare
JILL J.Jill, Inc. $342.4M 12.6× 9.9× +0.55% (above 0%: growing) +62.32% (above 0%: growing) +165.10% (above 0%: growing) 76.85% 15.68% Compare
LE Lands' End, Inc. $279.5M 0.8× 0.8× +2.71% (above 0%: growing) n/m −285.49% (below 0%: shrinking) 51.99% 4.12%
CURV Torrid Holdings Inc. $239.3M — (loss-making) 25.2× −11.83% (below 0%: shrinking) +226.80% (above 0%: growing) −120.82% (below 0%: shrinking) 38.73% 6.27% Compare
ZUMZ Zumiez Inc. $223.1M 18.2× 33.0× −2.48% (below 0%: shrinking) n/m −124.82% (below 0%: shrinking) 35.34% (0.63%) Compare
Median of peers $373.3M 14.8× 17.2× −0.96% +144.56% +21.19% 42.08% 1.68%

All 33 Apparel Retail stocks →

Pay and ownership Proxy statement filed 27 March 2026

Chief executive’s pay

Year Total pay Actually paid $100 invested
2026 5.91m 8.95m 64.32
2025 4.18m 6.04m 45.09
2024 4.63m 4.52m 33.65
2023 4.28m 128.74k 32.63
2022 5.44m 3.49m 65.66

Ownership

Directors and executive officers, together 2.10%
FMZ Strategies LLC 9.40%
Total pay is as the Summary Compensation Table states it; actually paid revalues the year’s share awards at its end, as the SEC’s pay-versus-performance rule asks. $100 invested is what $100 in the company’s shares at the start of the earliest year shown was worth at each year’s end. Ownership is the proxy’s own table: the directors and officers as a group, and every holder of 5% or more. Read the proxy statement

Lands' End, Inc. (LE) Latest News

9 Sep

Impact 4 · · The Motley Fool transcript

7 Sep

1 Jul

10 Jun

Impact 4 · · The Motley Fool transcript

9 Jun

Impact 3 · · wwd.com
Impact 3 · · MarketBeat
Impact 3 · · GlobeNewswire

25 May

6 May

stockrow.com/LE · Data as of Jul 31, 2026 · For information only; not investment advice. · © 2026 stockrow.com