Lands’ End (NASDAQ:LE) Stock Rating Lowered by Wall Street Zen

Lands’ End (NASDAQ:LE) was downgraded by equities research analysts at Wall Street Zen from a “strong-buy” rating to a “buy” rating in a research report issued on Saturday.

Separately, Weiss Ratings restated a “hold (c)” rating on shares of Lands’ End in a research note on Monday, December 29th. One equities research analyst has rated the stock with a Hold rating, Based on data from MarketBeat.com, the stock has a consensus rating of “Hold”.

Lands’ End Stock Performance

Shares of LE stock opened at $12.12 on Friday. The company has a quick ratio of 0.43, a current ratio of 1.76 and a debt-to-equity ratio of 1.26. The business has a 50 day moving average of $16.43 and a two-hundred day moving average of $15.69. Lands’ End has a 52 week low of $7.65 and a 52 week high of $20.04. The company has a market cap of $370.27 million, a P/E ratio of 67.34 and a beta of 2.31.

Lands’ End (NASDAQ:LE) last posted its earnings results on Thursday, March 19th. The company reported $0.76 EPS for the quarter, missing the consensus estimate of $0.77 by ($0.01). The company had revenue of $462.37 million for the quarter, compared to the consensus estimate of $471.01 million. Lands’ End had a net margin of 0.41% and a return on equity of 9.96%. As a group, analysts anticipate that Lands’ End will post 0.41 EPS for the current year.

Institutional Investors Weigh In On Lands’ End

Several large investors have recently made changes to their positions in LE. SummerHaven Investment Management LLC acquired a new position in shares of Lands’ End during the third quarter worth approximately $1,053,000. Wells Fargo & Company MN increased its position in Lands’ End by 14.5% in the 4th quarter. Wells Fargo & Company MN now owns 10,355 shares of the company’s stock valued at $150,000 after acquiring an additional 1,309 shares during the period. Los Angeles Capital Management LLC acquired a new stake in Lands’ End in the 4th quarter valued at approximately $137,000. Integrated Wealth Concepts LLC bought a new stake in Lands’ End during the 1st quarter valued at $104,000. Finally, Quarry LP bought a new stake in Lands’ End during the 3rd quarter valued at $36,000. Institutional investors and hedge funds own 37.46% of the company’s stock.

Trending Headlines about Lands’ End

Here are the key news stories impacting Lands’ End this week:

• Positive Sentiment: Return to top-line growth and e‑commerce strength — Q4 net revenue rose ~4.7% and U.S. digital segment sales were up 5.3%, driven by higher average unit retail and strong solution-based products, supporting gross-profit expansion. Lands’ End’s Q4 Earnings Miss, U.S. Digital Segment Sales Up 5.3%
• Positive Sentiment: Improved adjusted results and cash flexibility — Adjusted EBITDA and adjusted net income rose y/y; the planned WHP Global JV would generate $300M in cash (50% JV sale), enabling full term‑loan repayment and materially lowering interest expense. Lands’ End Announces Fourth Quarter and Full Year Fiscal 2025 Results
• Neutral Sentiment: WHP tender offer & JV create mixed outcomes — WHP launched a $45 tender offer (conditional on the IP transaction), which could be a near‑term buyer at a premium but also creates execution and timing uncertainty for shareholders and potential share‑ownership changes. Quiver Quant – Fiscal Results and WHP JV
• Neutral Sentiment: No formal guidance until JV closes — Management will not provide FY/FQ1 guidance until after the transaction closes, leaving a near-term visibility gap for investors. Earnings Call Highlights / Transcript
• Negative Sentiment: Missed estimates, tariff hit and margin pressure — GAAP EPS missed by $0.01 and revenue missed consensus (~$8–9M below estimates). Unmitigated IEEPA tariffs (~$7.6M in Q4) compressed gross margin; selling & admin spend rose due to higher digital marketing. Marketbeat Earnings Summary
• Negative Sentiment: GAAP net income declined and licensing/retail revenue fell — Q4 net income and full‑year net revenue trends show pressure in certain channels (licensing & retail down), raising questions on near‑term profitability despite adjusted positives. Seeking Alpha – Return to Growth in Q4

About Lands’ End

Lands’ End, Inc (NASDAQ: LE) is an American retailer specializing in casual apparel, accessories and home goods. Headquartered in Dodgeville, Wisconsin, the company sells its products through a combination of direct-to-consumer channels including e-commerce, catalogues and a network of outlet stores. Lands’ End is known for its nautical-inspired designs, functional outerwear and commitment to quality fabrics.

Founded in 1963 by Gary Comer as a mail-order sailing supply business, Lands’ End rapidly expanded its product offering beyond marine gear.