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. 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.
LANDS' END, INC. filed an initial ownership report showing President, LE Outfitters John T. DeFalco’s equity holdings. He directly holds 13,657 shares of common stock, plus time-based restricted stock units covering 51,913 shares and performance rights tied to 7,493 underlying shares of common stock.
The RSUs vest in tranches between March 24, 2027 and March 23, 2029, subject to continued service and other vesting conditions. The performance rights can vest up to 100% of their target shares based on stock-price performance and certification of results following the fiscal year ending January 28, 2028.
Lands’ End, Inc. held its 2026 Annual Meeting of Stockholders on May 7, 2026. Stockholders elected seven directors — Robert Galvin, Gordon Hartogensis, Elizabeth Leykum, Josephine Linden, John T. McClain, Andrew J. McLean and Alicia Parker — each to serve until the 2027 annual meeting or earlier departure.
Stockholders also approved, on a non-binding advisory basis, the compensation of the company’s named executive officers, with 24,068,089 votes for, 155,243 against, 55,950 abstentions and 692,044 broker non-votes. In addition, they ratified Deloitte & Touche LLP as independent registered public accounting firm for fiscal 2026 with 24,964,394 votes for, 4,838 against and 2,094 abstentions.
Galvin Robert reported acquisition or exercise transactions in this Form 4 filing.
LANDS' END, INC. director Robert Galvin received a grant of common stock as part of his board compensation. He was awarded 1,343 shares of Lands' End common stock at $11.40 per share, taken in stock instead of cash fees under the company’s Director Compensation Policy and issued under the Amended and Restated 2017 Stock Plan. After this grant, he directly holds 32,322 shares of common stock, with additional indirect holdings in retirement-related accounts.
Parker Alicia Uhlman reported acquisition or exercise transactions in this Form 4 filing.
Lands' End director Alicia Uhlman Parker reported a grant of 707 shares of common stock. The shares were valued at $11.40 per share and were issued under the Lands' End, Inc. Amended and Restated 2017 Stock Plan.
According to the footnote, she elected to receive a portion of her director fees in stock instead of cash under the company’s Director Compensation Policy. After this award, she directly holds 4,215 shares of Lands' End common stock.
Lands' End, Inc. Schedule 13G/A Amendment No. 2: FMZ Strategies LLC reports beneficial ownership of 1,000,000 shares of Lands' End common stock, representing 3.25% of the class. The filing lists shared voting and dispositive power over those 1,000,000 shares. The amendment is signed by Frank Zarabi on 04/13/2026.