Added to YB: 2026-10-16
Pitch date: 2026-10-12
LE [bullish]
Lands' End, Inc.
-2.19%
current return
Author Info
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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
$299.0M
Pitch Price
$10.51
Price Target
N/A
Dividend
N/A
EV/EBITDA
4.31
P/E
0.89
EV/Sales
0.27
Sector
Specialty Retail
Category
special_situation
Monthly SpreadHunters Monitoring #9 - Lands' End, Inc.
LE (earnings): Lands’ End’s capital-return thesis rests on its debt reset and buyback: the $300M sale of 50% of its IP funded repayment of the ~$234M term loan, while Q2 repurchases were $10.5M with $89.2M authorized. Revenue rose 2.7% to $302.0M, but adjusted EBITDA fell 25% to $11.3M amid a warehouse-system implementation and margin gains benefited from non-recurring duty refunds. At $10.29, the catalysts are continued buybacks and EBITDA normalization, but current buyback execution is not apparent.
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