Lands’ End (NASDAQ:LE) Rating Lowered to “Buy” at Wall Street Zen

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

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

Lands’ End Price Performance

NASDAQ LE opened at $12.12 on Friday. The firm’s 50 day moving average is $16.43 and its 200-day moving average is $15.66. 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 company has a market capitalization of $370.27 million, a PE ratio of 67.34 and a beta of 2.31. Lands’ End has a 12-month low of $7.65 and a 12-month high of $20.04.

Lands’ End (NASDAQ:LE) last announced 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 business had revenue of $462.37 million for the quarter, compared to analyst estimates of $471.01 million. Lands’ End had a return on equity of 9.96% and a net margin of 0.41%. Equities research analysts anticipate that Lands’ End will post 0.41 earnings per share for the current fiscal year.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently bought and sold shares of the stock. BNP Paribas Financial Markets raised its holdings in Lands’ End by 83.0% in the 3rd quarter. BNP Paribas Financial Markets now owns 2,384 shares of the company’s stock valued at $34,000 after acquiring an additional 1,081 shares during the period. Quarry LP bought a new stake in shares of Lands’ End during the third quarter worth approximately $36,000. Los Angeles Capital Management LLC bought a new stake in shares of Lands’ End during the fourth quarter worth approximately $137,000. Integrated Wealth Concepts LLC acquired a new position in shares of Lands’ End in the first quarter valued at approximately $104,000. Finally, Wells Fargo & Company MN grew its position in shares of Lands’ End by 14.5% in the fourth quarter. Wells Fargo & Company MN now owns 10,355 shares of the company’s stock valued at $150,000 after purchasing an additional 1,309 shares during the last quarter. Institutional investors and hedge funds own 37.46% of the company’s stock.

More Lands’ End News

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.