LE

Lands' EndD

Nasdaq / Consumer Discretionary Distribution & Retail

At close

2026-06-02

Current thesis

Fiscal Q4 showed a real operating improvement: Q4 net revenue rose 4.7%, Europe eCommerce reversed a multi-quarter decline, Outfitters remained strong, and fiscal 2025 adjusted EBITDA rose to $102.3 million from $92.6 million. The completed WHP JV also removed the term loan overhang and may open higher-margin royalty growth if management can translate the brand monetization strategy into tangible results.

Posture

Defensive

Lead driver

Value

What changed

Next scheduled catalyst: earnings 2026-06-09 · BMO.

What can break

Consumer discretionary demand remains vulnerable, especially in Europe and promotional channels.

Momentum

Value

Sentiment

Setup hits (3d)

0 · Net Neutral

AI TargetsBase $11.00 · Bull $15.00 · Bear $8.00

Earnings

2026-06-09 · BMO

Data freshness

Prices

As of 2026-06-02

Fundamentals

As of 2026-06-02 • Vendor: Data Vendor v1

Scores

As of 2026-06-02 • Model: HYBRID_IC_RP

AI Memo

As of 2026-04-15 • Model: RankAlpha Sentiment Codex

Investment thesis

As of 2026-06-02

Supporting evidence

What

Grade D · Defensive

Confidence Medium · Net Neutral

Target $35.00

Why

Momentum20 · Δ7d -1.8

Value58 · Δ7d +0.0

Sentiment44 · Δ7d +2.5

So what

Weak posture (Net Neutral). Prioritize risk control and patience.

Lead driver: Value · See fundamentals

Momentum

34% active weight

Current posture

7d trendSoftening

Δ7d

-1.8

Δ21d

+5.8

Value

32% active weight

Current posture

7d trendFlat

Δ7d

+0.0

Δ21d

-0.0

Sentiment

33% active weight

Current posture

7d trendImproving

Δ7d

+2.5

Δ21d

+2.8

Why this grade

Composite grade D. Momentum 19.8 / Value 58.4 / Sentiment 44.1

Fundamentals (TTM)

As of 2026-06-02

Market Cap

$365.02M

Beta

2.32

Shares Out

30.55M

P/E (TTM)

42.4

P/S (TTM)

0.34

P/FCF (TTM)

42.34

Rev YoY

-0.4%

EPS YoY

+976.0%

Gross Margin

+48.8%

Op Margin

+4.2%

Net Debt

$221.71M

Current Ratio

1.76

As of 2026-06-02 • Updated nightlySource: Internal modelMethodology