Lands' End, Inc. (LE)

In the past six months, Lands' End stock has been impacted by several events, including a strategic review process initiated by the Board of Directors to explore options to maximize shareholder value. The company announced its first-quarter 2025 results on June 5, 2025, reporting a net loss of $8.3 million or $0.27 per share. On September 9, 2025, Lands' End announced its second-quarter 2025 results, reporting an adjusted net loss of $1.9 million and a 7% decline in net revenue to $294 million. The company reiterated its full-year 2025 net revenue guidance of $1.33 billion to $1.40 billion.

Lands' End, Inc. experiences seasonal fluctuations in its net revenue and operating results, with a significant portion of the company's yearly net revenue realized in the fourth quarter. The company's strategic focus includes adapting to weather-related demand and utilizing data for product assortment and marketing. The back-to-school season is also a key period.

Lands' End, Inc. (LE) is an American digital retailer specializing in apparel, swimwear, outerwear, accessories, footwear, and home products, operating in the Consumer Discretionary sector. It offers a wide array of products for men, women, and children, emphasizing quality materials, classic styles, and practical designs. The company sells through e-commerce websites, third-party distribution channels, and company-operated retail stores.

Lands' End has a global geographic footprint, operating in the United States, Europe, and internationally, with the majority of its revenue derived from the U.S. e-commerce segment. As of February 2024, the company operates 26 domestic stores and fulfilled orders to customers in approximately 135 countries outside the United States in fiscal year 2023, accounting for about 9% of its net revenue. The company's distribution centers are located in Wisconsin, United States.

Lands' End has maintained a strong brand reputation, particularly for its commitment to quality, customer service, and timeless designs. The company has been recognized by Newsweek, being included in its list of America's Best Customer Service in 2021, 2022, and 2023. The brand's core purpose is built on delivering high-quality, durable clothing and home products with a focus on customer satisfaction and sustainable practices.

The ownership structure of Lands' End, Inc. is characterized by a significant concentration among insiders, with Edward Lampert being the largest single shareholder, holding 55% of the company's shares outstanding. Insiders collectively own 63% of the firm, giving them majority control. Major institutional owners include Dimensional Fund Advisors LP, BlackRock, Inc., and The Vanguard Group, Inc. As of late 2025, institutional investors hold approximately 12.86% to 26.04% of the company's stock.