Added to YB: 2025-09-08
Pitch date: 2025-09-08
LE [bullish]
Lands' End, Inc.
-23.81%
current return
Author Info
No bio for this author
Company Info
Lands' End, Inc. operates as a digital retailer of apparel, swimwear, outerwear, accessories, footwear, home products, and uniforms in the United States, Europe, and internationally.
Market Cap
$573.1M
Pitch Price
$14.28
Price Target
N/A
Dividend
N/A
EV/EBITDA
8.09
P/E
49.60
EV/Sales
0.66
Sector
Specialty Retail
Category
special_situation
Lands’ End (LE) Might Meet A New Beginning
LE: Lands’ End is a potential take-private with reported bids from WHP and Authentic Brands Group, while its underlying business approaches a sales inflection after trading promotions for profitability. FY24 gross margin expanded 550 bps to 47.9%, FY26 adjusted EBITDA is guided to $95-$107M versus $93M in FY24, and net leverage is 2.6x. A 7-11x EBITDA range suggests upside, though the bid price and transaction prospects remain unknown.
Read full article (3 min)