Welcome to our dedicated page for Lands End SEC filings (Ticker: LE), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Lands' End, Inc. filings document the regulatory record of a Nasdaq-listed digital retailer with common stock registered under the symbol LE. The company's disclosures cover operating and financial results, apparel and home-product retail channels, licensing activity, Outfitters sales to businesses and schools, and capital-structure matters tied to its common stock.
Recent filings include Form 8-K reports for earnings releases, share repurchase authorization, and the completed intellectual property transaction with WHP Global, as well as proxy materials and annual-meeting vote results. Governance disclosures address director elections, executive-compensation advisory votes, auditor ratification, stockholder voting mechanics, and related public-company reporting obligations.
Charlie Cole, Chief Executive Officer and director of Lands' End, Inc., submitted an initial Form 3 reporting his holdings in the company’s Common Stock. The report lists 0 shares of Common Stock owned directly as of July 13, 2026.
LANDS' END, INC. reported that CEO Charlie Cole received equity compensation awards on July 13, 2026, consisting of stock options for 166,018 shares of common stock at an exercise price of $11.43 per share, expiring July 13, 2036, and 109,361 time-based restricted stock units.
The options and RSUs vest in three installments: 25% on July 13, 2027, 25% on July 13, 2028, and 50% on July 13, 2029, subject to vesting conditions and potential acceleration events. Each RSU represents a contingent right to receive one share of common stock, and these awards are grants, not open-market purchases or sales.
Lands’ End, Inc. reported that on July 9, 2026, Peter L. Gray resigned, effective immediately, as President, Lands’ End Licensing and as Chief Administrative Officer and General Counsel of Lands’ End, Inc.
He also resigned from any positions he held at the company’s subsidiaries.
Lands’ End, Inc. announced a leadership change, appointing Charlie Cole as Chief Executive Officer and a member of the Board, effective July 13, 2026, while Andrew McLean will step down from both roles on the same date. Cole brings more than two decades of experience across digital commerce, technology, artificial intelligence and omnichannel retail, with prior leadership roles at Thuma, XGen AI, Tribute Technology, FTD, TUMI and Samsonite.
Cole’s employment terms include a $1,100,000 annual base salary, an annual bonus target equal to 125% of base salary, and a $550,000 cash signing bonus, subject to repayment if he departs under specified circumstances before January 31, 2027. He will receive sign-on restricted stock units and stock options, each with a grant date value of $1,250,000, vesting over three years, and an annual long-term incentive target of at least $3,025,000 beginning in fiscal 2027. A severance agreement provides salary-and-bonus-based severance multiples, continued health coverage, and outplacement services upon certain terminations, along with non-competition, non-solicitation, non-disparagement and confidentiality covenants.
McLean will remain as a non-officer employee through up to September 11, 2026 and, upon termination and release of claims, will be eligible for severance benefits based on his existing executive severance agreement, including a pro rata bonus, cash severance, continued health coverage and partial accelerated vesting of certain equity and performance awards.
LANDS' END, INC. Chief Executive Officer Andrew J. McLean reported routine equity compensation activity tied to vested restricted stock units. On June 14, 2026, he exercised RSUs to acquire 73,770 shares of common stock at a stated price of $0.00 per share. To cover related tax obligations from the RSU vesting, 34,672 shares of common stock were withheld by the issuer rather than sold on the open market. Following these transactions, his directly held common stock position reported in this filing was 271,200 shares, reflecting compensation-based equity rather than open-market buying or selling.
LANDS' END, INC. CFO and Treasurer Bernard Louis McCracken III reported routine equity compensation activity involving Restricted Stock Units (RSUs). He exercised RSUs covering 4,643 shares of common stock, and 2,183 shares were withheld by the company at a price of $12.41 per share to satisfy tax obligations. Following these transactions, he directly holds 53,016 shares of common stock. The RSUs stem from prior awards that vest over several years, contingent on continued service.
LANDS' END, INC. executive Kym Maas reported routine equity compensation activity involving Restricted Stock Units and common stock. Maas exercised RSUs to acquire 11,124 shares of common stock, with no cash exercise price. To cover tax obligations from this vesting, 3,903 common shares were withheld by the issuer as a tax-withholding disposition, not an open-market sale.
After these transactions, Maas directly holds 35,706 shares of common stock and 62,505 RSUs, which represent rights to receive common shares as vesting conditions are met. The RSU awards include a multi-year vesting schedule through 2029, contingent on continued service.
LANDS' END, INC. officer Peter L. Gray reported compensation-related stock activity involving restricted stock units (RSUs) and common shares. On June 14, 2026, RSUs covering 21,736 shares were exercised into common stock at a stated price of $0.00 per share.
To cover taxes from this vesting, the issuer withheld 10,704 common shares at $12.41 per share in a tax-withholding disposition, rather than an open-market sale. After these transactions, Gray directly held 162,475 common shares and 83,574 RSUs subject to future vesting schedules.
Lands’ End reported a transformational quarter driven by a major brand transaction rather than core operations. Net revenue for the 13 weeks ended May 1, 2026 fell to $238.9 million from $261.2 million, as a new warehouse management system rollout temporarily disrupted shipments and U.S. Digital sales declined. Gross margin slipped to 46.7% from 50.8%, pressured by distribution disruptions, a new royalty structure and tariff headwinds, while selling and administrative expenses rose, leading to an operating loss of $44.1 million.
The company closed its strategic joint venture with WHP Global, contributing its Lands’ End intellectual property to a new entity and selling a 50% stake for $300 million, generating a $491.6 million gain and recording tax expense of $122.2 million. WHP Global also completed a $100 million tender offer for Lands’ End shares. Lands’ End used the proceeds to fully repay its $234.0 million term loan, eliminating long-term debt but booking a $9.2 million loss on extinguishment. Reported net income reached $330.7 million (diluted EPS $10.56), while Adjusted EBITDA was a loss of $6.2 million, reflecting weak underlying profitability.
Lands’ End reported first quarter fiscal 2026 results and detailed the impact of its WHP Global joint venture. Net revenue fell to $238.9 million from $261.2 million, mainly due to temporary disruption from a new U.S. warehouse management system and paced shipments, though management believes underlying demand remains healthy, with double-digit consumer traffic and strong Europe growth.
Gross margin declined to 46.7% and Adjusted EBITDA swung to a loss of $(6.2) million, reflecting distribution issues, new JV royalty costs and tariffs. However, a large non‑cash gain on the WHP transaction drove reported net income of $330.7 million or $10.56 diluted EPS. The company used most of the $300 million WHP cash proceeds to fully repay its term loan, leaving only $30 million drawn on its ABL facility and strengthening the balance sheet.
Lands’ End reaffirmed a strategy built on its high‑margin brand JV, digital and B2B growth, and a share repurchase program authorizing up to $100 million through March 2029. For fiscal 2026, it projects net revenue of $1.30–$1.40 billion, GAAP net income of $310–$320 million, Adjusted net income of $10–$20 million, and Adjusted EBITDA of $68–$78 million, highlighting the structural shift from operating earnings to JV‑driven economics.