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.
Lands’ End, Inc. (LE) reported modestly higher second‑quarter net revenue of $302.0 million for the 13 weeks ended July 31, 2026, compared with $294.1 million a year earlier, and net income of $3.5 million versus a net loss of $3.7 million. Year‑to‑date net revenue was $541.0 million, down slightly from $555.3 million, but net income swung sharply to $334.1 million from a loss of $11.9 million, driven primarily by a $491.6 million gain on the WHP Global intellectual‑property joint venture transaction.
Under this WHP Transaction, Lands’ End contributed its brand IP to a new joint venture and sold a 50% stake to WHP Global for $300 million in cash, now accounted for as an equity method investment with a reported carrying value of $377.6 million. The company entered a long‑term, royalty‑bearing license with the JV that includes a guaranteed minimum royalty of $50 million per year, escalating over time. WHP Global also completed a $100 million tender offer for Lands’ End shares and now owns about 7.2% of the common stock.
Lands’ End used the JV proceeds to fully repay its $234.0 million term loan on April 1, 2026, eliminating long‑term debt; it ended the quarter with only $60.0 million outstanding on its ABL facility and total stockholders’ equity of $492.9 million. Operating cash flow for the first half was a use of $86.5 million, while investing activities provided $274.8 million mainly from the WHP proceeds and financing used $190.7 million, including debt repayment and $10.8 million of share repurchases under a new $100 million authorization. The company also recorded $35.0 million in restructuring and strategic‑alternative costs year‑to‑date and remains affected by macroeconomic pressures on consumer spending and input costs.
Lands’ End, Inc. (LE) reported second-quarter 2026 net revenue of $302.0 million, up 2.7% from $294.1 million a year earlier, driven mainly by U.S. eCommerce and Outfitters, while Third Party revenue declined. Gross profit rose to $157.0 million, with gross margin expanding to 52.0% from 48.8%, largely due to IEEPA tariff refunds, partly offset by JV royalties and warehouse system costs.
Selling and administrative expense increased to $135.3 million or 44.8% of revenue, reflecting higher digital marketing and warehouse inefficiencies. The company generated net income of $3.5 million (diluted EPS $0.11) versus a $3.7 million loss last year, while Adjusted EBITDA fell 25% to $11.3 million. Year-to-date, net income of $334.1 million is dominated by a large gain on the WHP Global transaction; on an adjusted basis the business is near breakeven and Adjusted EBITDA is $5.1 million.
Lands’ End used $86.5 million of operating cash in the first 26 weeks, increased inventories by 13% year over year, repaid its term loan using $300 million of WHP proceeds, and ended the quarter with $60.0 million outstanding under its ABL Facility. The company repurchased $10.5 million of stock, about 3% of shares, and guides third-quarter revenue of $300–330 million and fiscal 2026 revenue of $1.30–1.35 billion, with full-year Adjusted EBITDA expected between $62–70 million.
Galvin Robert reported acquisition or exercise transactions in this Form 4 filing.
Lands' End, Inc. director Robert Galvin received a grant of 1,273 shares of common stock on 2026-07-31 at $12.02 per share, in lieu of cash director fees under the Director Compensation Policy. His direct holdings increased to 33,595 shares, with an additional 3,234 shares held indirectly by IRA and 1,848 by SEP.
Parker Alicia Uhlman reported acquisition or exercise transactions in this Form 4 filing.
Lands' End director Alicia Uhlman Parker received a grant of 693 shares of common stock on July 31, 2026 at $12.02 per share, electing to take part of her director fees in stock under the Amended and Restated 2017 Stock Plan, bringing her direct holdings to 4,908 shares.
Lands' End Inc. is the issuer for a Rule 144 notice covering planned sales of common stock, with Janney Montgomery Scott LLC listed as the broker and Nasdaq as the trading market. The filing lists multiple equity compensation stock grants in Lands' End common shares from November 2023 through June 2026.
It also reports recent sales of Lands' End common stock by reporting person Andrew McLean during July 2026, including trades on 07/14/2026, 07/15/2026, 07/16/2026, 07/17/2026, and 07/20/2026, each showing the number of shares sold and total sale proceeds.
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.