Lands' End (LE) Stock News, Mar 2025-Mar 2026

WHP Global (NASDAQ:LE) subsidiary LEWHP, LLC commenced a tender offer to purchase up to 2,222,222 shares of Lands' End common stock at $45.00 per share in cash. If more shares are tendered, purchases will be prorated. WHP Global is expected to own ~7% post-offer.

The Tender Offer expires at one minute past 11:59 p.m. ET on March 26, 2026, is conditioned on closing a previously announced joint venture between Lands' End and WHP Global, and is made pursuant to Schedule TO and related materials.

Lands’ End (NASDAQ: LE) and WHP Global announced a 50/50 joint venture to monetize Lands’ End intellectual property for $300 million in gross cash proceeds. Lands’ End will contribute its Lands’ End IP and license it back to the JV under a long-term exclusive license for core products with $50 million guaranteed minimum royalties in year one. Proceeds are planned to fully repay the Company’s term loan (~$234 million) and for general corporate purposes. WHP Global will lead global licensing and may offer equity swap rights for Lands’ End’s JV interest in certain monetization events. WHP will also commence a tender offer up to $100 million at $45 per share, potentially acquiring up to ~7% of outstanding stock. Closing expected in H1 2026, subject to customary conditions.

Lands' End (NASDAQ: LE) will participate in the 28th Annual ICR Conference at Grande Lakes Orlando on Monday, January 12, 2025. A fireside chat featuring CEO Andrew McLean and CFO Bernie McCracken is scheduled for 8:30 AM Eastern Time.

The audio portion will be webcast live at http://investors.landsend.com, and an online archive will be available for 90 days after the presentation.

Lands’ End (NASDAQ: LE) reported third quarter fiscal 2025 results for the period ended October 31, 2025 with net revenue of $317.5M (down 0.3% YoY) and gross profit of $164.5M. Gross margin expanded ~120 basis points to 51.8%. Net income was $5.2M (earnings per diluted share $0.17) versus a loss in Q3 2024; adjusted net income was $6.5M (Adj. EPS $0.21). Adjusted EBITDA rose 28% to $25.9M. Cash and equivalents were $36.3M, inventories $347.6M, ABL borrowings $75.0M, and term loan debt $237.3M.

Outlook: Q4 net revenue $460.0M–$490.0M; Q4 adjusted EBITDA $49.0M–$54.0M. Fiscal 2025 adjusted EBITDA now $99.0M–$104.0M. Board continues an ongoing strategic alternatives process.

Lands' End (NASDAQ: LE) will host a conference call at 8:30 a.m. Eastern Time on Tuesday, December 9, 2025 to discuss third quarter 2025 financial results. A news release with the results will be issued before the call.

Investors can access a live broadcast and the archived webcast via the company investor relations website http://investors.landsend.com/ in the Events and Presentations section. The online archive will be available at approximately noon on December 9, 2025.

Lands' End (NASDAQ: LE) reported Q2 2025 financial results with mixed performance. Net revenue decreased 7.3% to $294.1 million compared to Q2 2024. The company achieved a 90 basis point improvement in gross margin to 48.8% and reduced net loss to $3.7 million ($0.12 loss per share) from $5.3 million loss year-over-year.

Notable segment performance included Outfitters revenue growing 5.1% and Third Party revenue increasing 14.3%. The company maintained strong inventory management, reducing levels for the ninth consecutive quarter. For Q3 2025, Lands' End expects net revenue between $320-350 million and adjusted EBITDA of $24-28 million. The company's Board continues to explore strategic alternatives, including potential sale or merger.

Lands' End (NASDAQ: LE) has scheduled its second quarter 2025 earnings conference call for September 9, 2025 at 5:00 p.m. Eastern Time. The company will release its Q2 2025 financial results prior to the call.

Investors can access the live conference call through the company's investor relations website at investors.landsend.com in the Events and Presentations section. An archived recording of the broadcast will be made available at midnight following the call on the same website section.

Lands' End (NASDAQ: LE) reported Q1 2025 financial results with mixed performance. Net revenue decreased 8.5% to $261.2 million, while gross margin improved by 210 basis points to 50.8%. The company reported a net loss of $8.3 million ($0.27 loss per share). Notable highlights include GMV growth in low single digits (excluding licensing transitions), over 60% increase in licensing revenue, and continued inventory reduction for the eighth consecutive quarter. U.S. eCommerce revenue remained relatively flat at $170.7 million. The company maintained its fiscal 2025 outlook, expecting net revenue between $1.33-1.45 billion and net income between $8-20 million. Lands' End is currently exploring strategic alternatives, including potential sale or merger. The company has successfully reduced inventory by 9% year-over-year and amended its ABL Facility, reducing maximum borrowings from $275M to $225M.

Lands' End (NASDAQ: LE) reported strong Q4 and full-year fiscal 2024 results, marking significant improvements in profitability. Q4 highlights include a 760 basis point increase in gross margin to 45.6% and net income of $18.5 million ($0.59 per share), compared to a net loss in the previous year.

Q4 net revenue was $441.7 million, down 14.2% year-over-year, primarily due to transitioning kids and footwear lines to licensing arrangements. Full-year fiscal 2024 saw net revenue of $1.36 billion with a gross margin improvement of 550 basis points to 47.9%. The company achieved its eighth consecutive quarter of inventory reduction, down 12% year-over-year.

For fiscal 2025, Lands' End projects net revenue between $1.33-1.45 billion, with expected net income of $8.0-20.0 million. The company maintains strong liquidity with no borrowings outstanding and $129.3 million available under its ABL Facility as of January 31, 2025.