Lands' End, Inc. (LE)

In the past six months, Lands' End stock experienced several notable events, including Q2 and Q3 2025 earnings reports. The Q2 earnings missed EPS and revenue estimates, causing shares to drop, while Q3 earnings surpassed EPS estimates but missed revenue expectations, leading to a premarket drop despite a record gross margin rate. A joint venture agreement with WHP Global on January 26, 2026, caused the stock to surge, and the stock crossed above its fifty-day moving average on February 5, 2026. Over the 30 days leading up to February 2, 2026, the company's market capitalization increased, with a 52-week high stock price of $20.04 and a low of $7.65.

Lands' End's operations are historically seasonal, with a disproportionately high amount of net revenue occurring in the fourth fiscal quarter due to the holiday selling season. This seasonality impacts the company's financial results because certain fixed costs do not fluctuate with sales, and the company relies on a strong second half of the fiscal year to meet its revenue targets.

Lands' End, Inc. is an American digital retailer specializing in apparel, swimwear, outerwear, accessories, footwear, home products, and uniforms, operating within the Consumer Cyclicals sector as a Specialty Retailer and Clothing company. The company offers a wide range of products, including casual clothing, luggage, home items, and custom uniform and logo apparel, and generates royalties from the use of its trademarks.

Lands' End operates as a multi-channel retailer with a geographic footprint that includes the United States, Europe, and other international markets, with the majority of its revenue derived from the United States. As of February 2024, the company maintains 26 domestic stores and sells products through e-commerce websites, company-operated stores, and third-party distribution channels.

Lands' End has a long-standing reputation for durable apparel, emphasizing quality, service, and value. In the past year, the company has focused on expanding its brand reach through its licensing business, which has shown strong growth, and by expanding its presence in third-party marketplaces to attract new customers and managing promotional levels to push gross margin further.

Lands' End stock ownership is distributed among institutional, retail, and individual investors, with approximately 20.29% owned by Institutional Investors, 1.28% by Insiders, and 78.42% by Public Companies and Individual Investors. Major institutional shareholders include Dimensional Fund Advisors Lp, BlackRock, Inc., and Vanguard Group Inc, among others.