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.
The Lands' End, Inc. (NASDAQ: LE) SEC filings page on Stock Titan provides access to the company’s regulatory disclosures, along with AI-supported tools to help interpret them. Lands' End files a range of documents with the U.S. Securities and Exchange Commission that detail its financial performance, segment results and key risks as a digital retailer of solution-based apparel, home products and uniforms.
Core filings such as annual reports on Form 10-K and quarterly reports on Form 10-Q typically include discussions of Lands' End’s U.S. Digital, Outfitters, Third Party, Europe eCommerce, and Licensing and Retail activities, as well as commentary on tariffs, supply chain conditions, inventory management and licensing strategies. Current reports on Form 8-K capture material events, including the company’s announcements of quarterly results and, for example, the 8-K that furnished its second quarter 2025 earnings release.
On this page, users can review Lands' End filings as they are made available through EDGAR and use AI-powered summaries to understand complex sections, such as risk factors, segment disclosures and non-GAAP measures like adjusted EBITDA. The platform also surfaces insider transaction reports on Form 4, when filed, which show equity transactions by directors and officers, and proxy statements that discuss governance and executive-related matters.
For investors researching LE stock, these filings are a primary source for understanding how Lands' End describes its business model, the performance of its digital and Outfitters channels, the impact of tariffs and supply chain dynamics, and the status of initiatives such as its strategic alternatives process. The combination of real-time filing access and AI explanations can help users navigate lengthy documents and focus on sections most relevant to their analysis.
Lands’ End, Inc. reports Fiscal 2025 net revenue of $1.34 billion, down from $1.36 billion in Fiscal 2024, with 62.1% from U.S. eCommerce and 18.1% from its Outfitters uniform business. About 92.4% of sales were shipped to U.S. customers.
The company agreed to form a 50/50 joint venture with WHP Global that will hold the Lands’ End brand intellectual property. WHP Global will pay $300 million in cash, and proceeds are expected to fully repay the term loan, which management says will strengthen the capital structure and support growth initiatives.
After closing, Lands’ End will license back the brand, paying minimum royalties starting at $50 million per year, with scheduled increases. The business remains highly seasonal, with roughly 34% of annual revenue generated in the fourth quarter, and is exposed to macroeconomic, supply chain, tariff, technology and cyber risks highlighted in the risk factors.
LANDS' END, INC. Chief Executive Officer Andrew J. McLean reported a mix of equity compensation and related tax withholding. On March 23, 2026, he received a grant of 125,103 Restricted Stock Units (RSUs), each representing one share of common stock upon vesting. These time-based RSUs are scheduled to vest in three annual installments on March 23, 2027 (25%), March 23, 2028 (25%) and March 23, 2029 (50%), subject to continued service.
On March 24, 2026, McLean exercised 26,984 RSUs into the same number of common shares and had 12,683 common shares withheld by the company at $12.56 per share to cover tax obligations from RSU vesting. After these transactions, he directly held 222,637 shares of common stock and 346,671 RSUs outstanding, reflecting a largely compensatory, routine adjustment to his equity stake.
LANDS' END, INC. Chief Financial Officer and Treasurer Bernard Louis McCracken III reported compensation-related equity transactions. He received a grant of 24,599 Restricted Stock Units (RSUs) on March 23, 2026, each representing the right to one share of common stock if vesting conditions are met.
On March 24, 2026, 16,302 RSUs vested and were converted into 16,302 shares of common stock. Of these shares, 5,217 were withheld by the company at a price of $12.56 per share to cover tax obligations, a non-market disposition, leaving him with 44,243 common shares directly owned after the transactions. Following these events, he also held 93,467 RSUs that will vest over multiple future dates if his continuous business relationship continues.
LANDS' END, INC. executive Peter L. Gray reported equity compensation and related tax withholding transactions in company stock. On March 24, 2026, he exercised Restricted Stock Units (RSUs) to acquire 6,822 shares of common stock at a conversion price of $0.00 per share, then had 2,336 shares withheld at $12.56 per share to cover tax obligations from RSU vesting. After these transactions, he directly held 150,733 shares of common stock. On March 23, 2026, he also received an award of 32,577 time-based RSUs, each representing one share of common stock upon vesting, bringing his RSU holdings to 101,297 units, subject to future vesting conditions tied to continued service and specific vesting dates through March 23, 2029.
Lands' End EVP and Chief Technology Officer Christopher Martin reported compensation-related equity activity. On March 23, 2026, he received a grant of 24,599 Restricted Stock Units (RSUs), each representing one share of common stock upon future vesting. These RSUs vest in three annual installments on March 23, 2027 (25%), March 23, 2028 (25%) and March 23, 2029 (50%), subject to continued service.
On March 24, 2026, 5,151 RSUs were exercised into 5,151 shares of common stock. To cover tax obligations from this vesting, 1,649 shares of common stock were withheld by Lands' End at a value of $12.56 per share, leaving Martin with 6,974 common shares held directly. After these transactions, he also holds 55,372 RSUs that remain subject to future vesting conditions.
LANDS' END, INC. executive Kym Maas reported equity compensation activity and related tax withholding. On March 23, 2026, Maas received a grant of 26,385 Restricted Stock Units (RSUs), each representing one share of common stock upon vesting. On March 24, 2026, 5,151 RSUs were converted into an equal number of common shares, and 1,807 shares of common stock were withheld by the company at $12.56 per share to cover tax obligations tied to RSU vesting. After these transactions, Maas directly held 18,949 shares of common stock and 64,237 RSUs, which are scheduled to vest in multiple installments between 2026 and 2029, subject to continued service.
Lands’ End, Inc. amends its Solicitation/Recommendation Statement on Schedule 14D-9 to add an exhibit regarding the pending tender offer.
The tender offer by LEWHP, LLC seeks to purchase up to 2,222,222 shares of Common Stock for $45.00 per share in cash pursuant to the Offer to Purchase dated February 26, 2026, as amended and supplemented on March 18, 2026. This Amendment No. 2, filed March 19, 2026, adds a Press Release dated March 19, 2026 as an exhibit.
Lands’ End reported fourth quarter fiscal 2025 net revenue of $462.4M, up 4.7% year over year, with gross merchandise value growing mid-single digits. Segment strength came from U.S. eCommerce, Outfitters, Third Party and Europe, while Licensing and Retail declined as wholesale accounts shifted to licensing.
Fourth quarter net income was $12.3M, or $0.40 per diluted share, down from $0.59, but adjusted diluted earnings rose to $0.76 from $0.57. For fiscal 2025, net revenue was $1.34B, down 2.0%, yet gross margin improved 80 basis points to 48.7%. Adjusted EBITDA increased to $102.3M from $92.6M, and adjusted net income more than doubled to $26.8M.
The company announced a $300M joint venture with WHP Global, contributing Lands’ End intellectual property in exchange for cash and a 50% JV stake. Management plans to use proceeds to fully repay approximately $234M of term loan debt. WHP Global also launched a tender offer for up to $100M of Lands’ End shares at $45.00 per share, potentially owning about 7% of the company after completion.
Lands' End amends its Solicitation/Recommendation Statement to disclose that the third-party tender offer for Company common stock has been extended until March 31, 2026 at 7:00 a.m., Eastern Time, unless further extended.
The filing restates that the offer is to purchase up to 2,222,222 shares at $45.00 per share and reports that, as of March 17, 2026 at 5:00 p.m. Eastern Time, 17,113,589 shares had been validly tendered (and not validly withdrawn) pursuant to the offer.
Lands' End is the subject of an amended tender offer by LEWHP, LLC, an indirect wholly owned subsidiary of WHP Global, to purchase up to 2,222,222 shares of common stock at $45.00 per share in cash. The Offer's Expiration Time is extended to 7:00 a.m., Eastern Time, on March 31, 2026. The Depositary reported 17,113,589 Shares were validly tendered as of March 17, 2026. The amendment clarifies acceptance timing (the “Acceptance Time”), revises several Offer disclosures, and modifies the Offer Conditions, including a revised MIPA Compliance Condition requiring Sellers’ material compliance with the Purchase Agreement at the time Purchaser accepts and pays for tendered Shares. WHP Global and Purchaser retain the right to waive conditions prior to the Expiration Time in their sole discretion.