Lands’ End (NASDAQ:LE) Downgraded by Wall Street Zen to Buy

Wall Street Zen lowered shares of Lands’ End (NASDAQ:LE) from a strong-buy rating to a buy rating in a research report report published on Saturday.

Separately, Weiss Ratings reissued a “hold (c)” rating on shares of Lands’ End in a research report on Monday, December 29th. One investment analyst has rated the stock with a Hold rating, Based on data from MarketBeat, Lands’ End presently has an average rating of “Hold”.

Lands’ End Stock Down 11.7%

Shares of LE opened at $12.12 on Friday. The stock’s 50-day moving average price is $16.43 and its two-hundred day moving average price is $15.68. Lands’ End has a 12 month low of $7.65 and a 12 month high of $20.04. The company has a market capitalization of $370.27 million, a PE ratio of 67.34 and a beta of 2.31. The company has a current ratio of 1.76, a quick ratio of 0.43 and a debt-to-equity ratio of 1.26.

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

Institutional Inflows and Outflows

A number of institutional investors have recently modified their holdings of LE. BNP Paribas Financial Markets boosted its stake in Lands’ End by 83.0% during the third quarter. BNP Paribas Financial Markets now owns 2,384 shares of the company’s stock worth $34,000 after acquiring an additional 1,081 shares in the last quarter. Quarry LP bought a new stake in Lands’ End in the third quarter valued at $36,000. Integrated Wealth Concepts LLC acquired a new position in shares of Lands’ End during the first quarter valued at about $104,000. Los Angeles Capital Management LLC acquired a new position in shares of Lands’ End during the fourth quarter valued at about $137,000. Finally, Wells Fargo & Company MN boosted its position in shares of Lands’ End by 14.5% during the 4th quarter. Wells Fargo & Company MN now owns 10,355 shares of the company’s stock worth $150,000 after purchasing an additional 1,309 shares in the last quarter. 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.