Leslie's, Inc. filings document the company's pool and spa care retail business, operating results, public-company governance, and capital structure. Form 8-K reports cover quarterly financial results, strategic transformation disclosures, leadership and board changes, auditor changes, shareholder votes, Nasdaq listing compliance, and amendments affecting common stock.
Proxy materials describe director elections, executive compensation, auditor ratification, incentive-plan matters, and certificate-of-incorporation proposals. The filing record also documents completed capital-structure actions, including a reverse stock split and related changes to authorized shares, as well as internal-control disclosures tied to inventory and asset impairment processes.
Leslie’s, Inc. reported fiscal second quarter 2026 results showing early benefits from its transformation plan but continued losses. Sales were $184.7 million, up 4.3% from $177.1 million, with comparable sales up 6.6% and customer count up 8% year-over-year. Gross profit rose to $53.3 million, a 21.4% increase, and gross margin improved to 28.9% from 24.8%, while SG&A was essentially flat at $92.2 million.
Despite these operational gains, the company’s net loss widened to $52.5 million, and adjusted EBITDA remained negative at $(26.8) million, though improved from $(36.1) million. For the first six months, sales fell 5.8% to $331.9 million, gross margin declined to 24.2%, and net loss increased to $135.5 million. Leslie’s highlighted a $72.7 million, or 21.7%, reduction in inventories to $262.4 million and total liquidity of $97.1 million. The company reiterated full-year 2026 guidance, including sales of $1,100 million to $1,250 million and adjusted EBITDA of $55 million to $75 million.
Leslie's, Inc. Chief Executive Officer Jason McDonell reported equity compensation activity involving company common stock. He acquired 1,382 shares of common stock in settlement of performance share units granted under the company’s long-term compensation plan. On the same date, 381 shares were disposed of to satisfy tax obligations at a price of $1.98 per share. Following these routine compensation and tax-withholding transactions, he directly holds 4,579 shares of Leslie's common stock.
Leslie's, Inc. officer Benjamin Lindquist reported routine stock-based compensation activity. On April 3, 2026, he acquired 83 shares of common stock through settlement of performance share units granted under the company’s long-term compensation plan. To cover related obligations, 29 shares were disposed of at $1.98 per share as a tax-withholding transaction, leaving him with 1,587 shares of common stock held directly. These events reflect compensation vesting and associated tax payments rather than open-market trading.
Leslie's, Inc. officer Naomi Cramer received 128 shares of common stock on April 3, 2026 through the settlement of performance share units under the company’s long-term compensation plan. On the same date, 14 shares were disposed of at $1.98 per share to satisfy tax obligations. After these routine compensation-related transactions, Cramer directly owns 9,094 shares of Leslie’s common stock.
Leslie’s, Inc. reported results of its 2026 annual shareholder meeting. Shareholders elected three Class II directors — Seth Estep, Lorna Nagler, and John Strain — and one Class III director, John Hartmann, each for one-year terms expiring at the 2027 annual meeting. They also ratified Grant Thornton LLP as the independent registered public accounting firm for the fiscal year ending October 3, 2026. On an advisory basis, shareholders approved the compensation of the company’s named executive officers and approved the adoption of the Amended and Restated 2020 Omnibus Incentive Plan. However, shareholders did not approve proposed amendments to the Certificate of Incorporation that would have removed and replaced existing supermajority voting requirements.
Estep Jonathan S reported acquisition or exercise transactions in this Form 4 filing.
Leslie's, Inc. director Jonathan S. Estep received an equity award of 4,500 Restricted Stock Units (RSUs). Each RSU represents the right to receive one share of Leslie's common stock when it vests. The 4,500 RSUs will vest on the earlier of March 24, 2027 or the day before the company’s March 2027 annual shareholder meeting, as long as he continues serving on the board until that vesting date.
Leslie's, Inc. director John R. Hartmann acquired 4,500 restricted stock units (RSUs) linked to Leslie's common stock as equity compensation. Each RSU represents the right to receive one share of common stock upon vesting. The 4,500 RSUs will vest on the earlier of March 24, 2027 or the day before the company’s 2027 annual shareholder meeting, as long as Hartmann continues serving on the board until that vesting date. Following this grant, his reported direct RSU-related position in this filing is 4,500 underlying shares, reflecting a routine board compensation award rather than an open‑market stock purchase or sale.
Nagler Lorna reported acquisition or exercise transactions in this Form 4 filing.
Leslie's, Inc. director Lorna Nagler reported an equity compensation award rather than an open‑market trade. She received 4,500 restricted stock units, each representing the right to one share of common stock when it vests. The RSUs will vest on the earlier of March 24, 2027 or the day before the company’s 2027 annual shareholder meeting, as long as she continues serving on the board until that vesting date.
Leslie's, Inc. director Yolanda Daniel reported an acquisition of derivative securities through a grant of 4,500 Restricted Stock Units (RSUs). Each RSU represents the right to receive one share of common stock upon vesting. These 4,500 RSUs will vest on the earlier of March 24, 2027 or the day prior to the company’s 2027 annual shareholder meeting, provided she continues serving on the board until that vesting date. Following this grant, her directly held RSU balance reported in this filing is 4,500 units.
OFarrell Susan C reported acquisition or exercise transactions in this Form 4 filing.
Leslie's, Inc. director Susan C. O'Farrell reported an equity compensation award tied to company stock. She received 4,500 Restricted Stock Units (RSUs), each representing the right to receive one share of Leslie's common stock upon vesting.
The 4,500 RSUs will vest on the earlier of March 24, 2027, or the day before the company’s 2027 Annual Meeting of Shareholders, as long as she continues to serve on the board through that vesting date. This filing reflects a compensation-related grant rather than an open-market stock purchase or sale.