LE Consumer Cyclical

Lands' End, Inc.

$9.54-1.29%

Price as of close on Nov 3, 2026 · Financials updated Oct 9, 2026

Basics

Sector: Consumer Cyclical
Industry: Apparel Retail
Country: United States
Market cap: 281.9M USD
Enterprise value: 274.9M USD
Full-time employees: 2,208

Overall health

Strength: more profitable than most peersmore profitable than peers
Strength: growing faster than most peersgrowing faster than peers
Drawback: higher risk than most peers: its share price swings more than most peers’ (beta 2.26 vs a peer median of 0.63)higher risk: bigger price swings (beta 2.26 vs peers 0.63)

Ranks #366 of 1,502 consumer cyclical companies (top 25%)

See how it ranks against its peers

Worth knowing

Profit looks boosted by one-off gains. Reported profit is 10.3× operating cash profit (EBITDA), lifted by income outside the core business.Reported profit is 10.3× operating cash profit, lifted by income outside the core business.
Lands' End's reported profit is 10.3× its operating cash profit (EBITDA), which is unusual: normally it's the other way round. Income outside the core business, such as interest on a large cash pile, gains on investments or asset sales, or tax items, has lifted net income, so its earnings-based valuation may look cheaper than the business alone justifies.Lands' End's reported profit is 10.3× its operating cash profit, which is unusual: normally it's the other way round. Income outside the core business, such as interest on a large cash pile, gains on investments or asset sales, or tax items, has lifted net income, so its earnings-based valuation may look cheaper than the business alone justifies.
Profitable, but burning cash. Reports a profit, but free cash flow is negative.
Lands' End reports a profit but its free cash flow is negative: it spent more on investment and running the business than it brought in. That's common for companies building capacity, but it means the profit isn't yet turning into cash.
Annual revenue fell three years running. Fiscal-year revenue down each year from FY Jan 2023 to FY Jan 2026.
Lands' End's fiscal-year revenue declined in each of the three years to FY Jan 2026.
Valuation signals disagree. Cheaper than 95% of peers on earnings, but only 0% on free cash flow.
Relative to its earnings, Lands' End looks cheaper than 95% of peers; relative to its free cash flow, cheaper than only 0%. The valuation score blends the two, so look at which measure fits this business best.

StockQuotient Score

63/ 100▼ 1 since Oct 27 close

Oct 5 63 → Nov 4 63

Valuation

Is the price right?

76/100

Moderate▼ 1 since Oct 27 close

3/3 inputs reported · High confidence

Since last quarter: ▲ Stronger

Share count down 3.9%

Valuation also moves with the share price every day.

Why it changed since the Oct 27, 2026 close: Score 77 → 76

Share price +2.3%-1

Each step re-scores the company against its peers as they were on Oct 28, 2026; the parts add up to the change. Price effects on EBITDA yield are approximate.

Why

Stronger than most peers on:

▲ Earnings yield
▲ EBITDA yield

Compare with peers

Behind the score

Sector-normalized EBITDA, earnings, and free cash flow yields.

Earnings yield124.7%

SEC filings · 12 months to Jul 2026Outlier capped at sector 5th/95th percentile30% base weight · Z-score 3.10Sector median: 0.0439 · MAD: 0.0329

EBITDA yield12.4%

SEC filings · 12 months to Jul 2026Reported value50% base weight · Z-score 0.79Sector median: 0.0877 · MAD: 0.0461

Free cash flow yield-26.0%

SEC filings · 12 months to Jul 2026 · operating cash flow − capital spendingNegative (a loss or cash outflow), so it counts as zero whatever the share price20% base weight · Z-score -1.13Sector median: 0.0614 · MAD: 0.0545

Other data (not scored)

Book yield174.9%

SEC filings · latest balance sheetReported valueInformational · 0% composite weightSector median: 0.5650 · MAD: 0.3500

Growth

Is it growing?

84/100

Strong

3/3 inputs reported · High confidence

Since last quarter: No major change

Why

Stronger than most peers on:

▲ EPS growth

Compare with peers

Behind the score

Revenue and earnings-per-share growth over one year, and revenue growth over three years.

Earnings per share growth5955.6%

SEC filings · 12 months to Jul 2026Outlier capped at sector 5th/95th percentile33% base weight · Z-score 6.88Sector median: 0.0420 · MAD: 0.2537

3-year revenue growth-4.9%

SEC filings · 3 years to Jul 2026Reported value33% base weight · Z-score -1.43Sector median: 0.0425 · MAD: 0.0636

Revenue growth0.4%

SEC filings · 12 months to Jul 2026Reported value33% base weight · Z-score -0.51Sector median: 0.0373 · MAD: 0.0653

Profitability

Does it earn well?

62/100

Moderate

3/3 inputs reported · High confidence

Since last quarter: No major change

Why

Stronger than most peers on:

▲ ROA

Compare with peers

Behind the score

Return on invested capital, operating margin, and return on assets.

Operating margin0.5%

SEC filings · 12 months to Jul 2026Reported value33% base weight · Z-score -1.27Sector median: 0.0638 · MAD: 0.0461

Return on assets37.0%

SEC filings · 12 months to Jul 2026Outlier capped at sector 5th/95th percentile33% base weight · Z-score 4.06Sector median: 0.0331 · MAD: 0.0254

Return on invested capital1.1%

SEC filings · 12 months to Jul 2026Reported value33% base weight · Z-score -1.04Sector median: 0.0733 · MAD: 0.0600

Other data (not scored)

Gross margin48.6%

SEC filings · 12 months to Jul 2026Reported valueInformational · 0% composite weightSector median: 0.3025 · MAD: 0.1399

Return on equity71.3%

SEC filings · 12 months to Jul 2026Outlier capped at sector 5th/95th percentileInformational · 0% composite weightSector median: 0.0746 · MAD: 0.0674

Risk

Debt, liquidity, price swings

Higher

Higher relative risk

3/3 inputs reported · High confidence

Since last quarter: No major change

Why

Weaker than most peers on:

▼ Beta

Compare with peers

Behind the score

Relative to sector peers: 0 = lower relative risk · 1 = moderate · 2 = higher. Based on leverage, beta and liquidity.

Beta2.26

Yahoo Finance · 5-year monthly beta vs the marketOutlier capped at sector 5th/95th percentile33% base weight · Z-score -3.80Sector median: 0.6345 · MAD: 0.2980

Current ratio1.58×

SEC filings · latest balance sheetReported value33% base weight · Z-score 0.18Sector median: 1.4800 · MAD: 0.5570

Debt / equity0.00×

SEC filings · latest balance sheetOutlier capped at sector 5th/95th percentile33% base weight · Z-score 1.27Sector median: 0.4646 · MAD: 0.3556

Valuation, growth and profitability scores: higher is better. Risk: 0 is lower, 2 is higher. Risk is a relative proxy, not a bankruptcy probability. Scores depend on available sector peers.

Questions investors ask about Lands' End

Is Lands' End getting weaker?: Its latest SEC filing (Sep 3, 2026) got stronger: share count down 3.9%. Its overall score is 63/100, down 1 since Oct 28, 2026.
How is Lands' End valued vs its peers?: Priced lower than most peers relative to what it earns. Valuation scores 76/100 against 1,612 consumer cyclical peers. Earnings yield 124.7% vs a peer median of 4.4% (stronger than 95% of peers).Earnings yield 124.7% vs peers 4.4% (stronger than 95% of peers). Free cash flow yield -26.0% vs a peer median of 6.1% (weaker than 100% of peers).Free cash flow yield -26.0% vs peers 6.1% (weaker than 100% of peers).
Is Lands' End growing?: Yes, faster than most of its peers. Growth scores 84/100 against 1,612 consumer cyclical peers. Earnings per share growth 5955.6% vs a peer median of 4.2% (stronger than 95% of peers).Earnings per share growth 5955.6% vs peers 4.2% (stronger than 95% of peers). 3-year revenue growth -4.9% vs a peer median of 4.3% (weaker than 84% of peers).3-year revenue growth -4.9% vs peers 4.3% (weaker than 84% of peers).
How profitable is Lands' End?: More profitable than most of its peers. Profitability scores 62/100 against 1,612 consumer cyclical peers. Return on assets 37.0% vs a peer median of 3.3% (stronger than 95% of peers).Return on assets 37.0% vs peers 3.3% (stronger than 95% of peers). Operating margin 0.5% vs a peer median of 6.4% (weaker than 83% of peers).Operating margin 0.5% vs peers 6.4% (weaker than 83% of peers).
How risky is Lands' End?: Higher risk relative to 1,612 consumer cyclical peers, judged on debt, liquidity and share-price swings. Debt / equity 0.00× vs a peer median of 0.46× (stronger than 95% of peers).Debt / equity 0.00× vs peers 0.46× (stronger than 95% of peers). Beta 2.26 vs a peer median of 0.63 (weaker than 100% of peers).Beta 2.26 vs peers 0.63 (weaker than 100% of peers). A relative measure, not a bankruptcy probability.

Latest filing: what changed

Quarter ended Jul 31, 2026 · filed Sep 3, 2026 · compared with the quarter ended May 1, 2026

Got stronger

Share count down 3.9%

	Previous quarter	Latest quarter	Change
Revenue (12 months)	1.3B USD	1.3B USD	+0.6%
Net income (12 months)	344.5M USD	351.6M USD	+2.1%
Operating margin	0.2%	0.5%	+0.3 pts
Free cash flow (12 months)	−33.3M USD	−73.4M USD	+120.7%
Debt	0 USD	0 USD	—
Cash	23.1M USD	16.1M USD	−30.3%
Shares outstanding	30.7M	29.5M	−3.9%

From the company’s own SEC filings, as filed. Twelve-month figures roll forward one quarter at a time.

Industry valuation context

Sector: Consumer Cyclical · 182 companies

Valuations in Consumer Cyclical are within their usual range since 2016.

36% of months since 2016 were valued lower than now.
15% of companies are in the most expensive fifth of their own price-to-sales history.
Over 24 months, company values +0% and earnings +10% (medians): prices and earnings moved broadly together.
Median price-to-sales is −55% vs the whole market, against a usual −41%.

2016Shaded: most expensive fifth of its range2026

Shown for Consumer Cyclical: too few Apparel Retail companies have a long enough history of their own.

Financials

Fiscal years from SEC annual filings · change vs the prior year

Key ratios	FY Jan 2022	FY Jan 2023	FY Jan 2024	FY Jan 2025	FY Jan 2026	Change
Gross margin	42.2%	38.2%	42.5%	47.9%	48.7%	▲ 0.8 pts
Operating margin	4.9%	1.6%	-5.3%	3.7%	3.3%	▼ 0.4 pts
Net margin	2.0%	-0.8%	-8.9%	0.5%	0.4%	▼ 0.0 pts
Return on assets (ROA)	3.2%	-1.2%	-16.1%	0.8%	0.7%	▼ 0.1 pts
Return on equity (ROE)	8.2%	-3.3%	-54.1%	2.6%	2.3%	▼ 0.4 pts
Free cash flow margin	2.8%	-4.4%	6.5%	1.1%	1.5%	▲ 0.4 pts
Current ratio	1.63×	1.87×	1.58×	1.63×	1.61×	▼ 1.0%
Quick ratio	0.39×	0.44×	0.42×	0.46×	0.41×	▼ 11%
Debt to equity	0.61×	0.62×	1.03×	0.99×	0.93×	▼ 6.5%
Interest coverage	2.32×	0.62×	-1.61×	1.26×	1.21×	▼ 4.3%

LE price history

Price history is added with the daily price update and will appear after the next one.

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Bringing the fundamentals into focus…

Overall health

Strength: more profitable than most peersmore profitable than peers

Strength: growing faster than most peersgrowing faster than peers

Drawback: higher risk than most peers: its share price swings more than most peers’ (beta 2.26 vs a peer median of 0.63)higher risk: bigger price swings (beta 2.26 vs peers 0.63)

Ranks #366 of 1,502 consumer cyclical companies (top 25%)

See how it ranks against its peers

Worth knowing

Profit looks boosted by one-off gains. Reported profit is 10.3× operating cash profit (EBITDA), lifted by income outside the core business.Reported profit is 10.3× operating cash profit, lifted by income outside the core business.

Lands' End's reported profit is 10.3× its operating cash profit (EBITDA), which is unusual: normally it's the other way round. Income outside the core business, such as interest on a large cash pile, gains on investments or asset sales, or tax items, has lifted net income, so its earnings-based valuation may look cheaper than the business alone justifies.Lands' End's reported profit is 10.3× its operating cash profit, which is unusual: normally it's the other way round. Income outside the core business, such as interest on a large cash pile, gains on investments or asset sales, or tax items, has lifted net income, so its earnings-based valuation may look cheaper than the business alone justifies.

Profitable, but burning cash. Reports a profit, but free cash flow is negative.

Lands' End reports a profit but its free cash flow is negative: it spent more on investment and running the business than it brought in. That's common for companies building capacity, but it means the profit isn't yet turning into cash.

Annual revenue fell three years running. Fiscal-year revenue down each year from FY Jan 2023 to FY Jan 2026.

Lands' End's fiscal-year revenue declined in each of the three years to FY Jan 2026.

Valuation signals disagree. Cheaper than 95% of peers on earnings, but only 0% on free cash flow.

Relative to its earnings, Lands' End looks cheaper than 95% of peers; relative to its free cash flow, cheaper than only 0%. The valuation score blends the two, so look at which measure fits this business best.

Questions investors ask about Lands' End

Is Lands' End getting weaker?

Its latest SEC filing (Sep 3, 2026) got stronger: share count down 3.9%. Its overall score is 63/100, down 1 since Oct 28, 2026.

How is Lands' End valued vs its peers?

Priced lower than most peers relative to what it earns. Valuation scores 76/100 against 1,612 consumer cyclical peers. Earnings yield 124.7% vs a peer median of 4.4% (stronger than 95% of peers).Earnings yield 124.7% vs peers 4.4% (stronger than 95% of peers). Free cash flow yield -26.0% vs a peer median of 6.1% (weaker than 100% of peers).Free cash flow yield -26.0% vs peers 6.1% (weaker than 100% of peers).

Is Lands' End growing?

Yes, faster than most of its peers. Growth scores 84/100 against 1,612 consumer cyclical peers. Earnings per share growth 5955.6% vs a peer median of 4.2% (stronger than 95% of peers).Earnings per share growth 5955.6% vs peers 4.2% (stronger than 95% of peers). 3-year revenue growth -4.9% vs a peer median of 4.3% (weaker than 84% of peers).3-year revenue growth -4.9% vs peers 4.3% (weaker than 84% of peers).

How profitable is Lands' End?

More profitable than most of its peers. Profitability scores 62/100 against 1,612 consumer cyclical peers. Return on assets 37.0% vs a peer median of 3.3% (stronger than 95% of peers).Return on assets 37.0% vs peers 3.3% (stronger than 95% of peers). Operating margin 0.5% vs a peer median of 6.4% (weaker than 83% of peers).Operating margin 0.5% vs peers 6.4% (weaker than 83% of peers).

How risky is Lands' End?

Higher risk relative to 1,612 consumer cyclical peers, judged on debt, liquidity and share-price swings. Debt / equity 0.00× vs a peer median of 0.46× (stronger than 95% of peers).Debt / equity 0.00× vs peers 0.46× (stronger than 95% of peers). Beta 2.26 vs a peer median of 0.63 (weaker than 100% of peers).Beta 2.26 vs peers 0.63 (weaker than 100% of peers). A relative measure, not a bankruptcy probability.

Previous quarter

Latest quarter

Change

Revenue (12 months)

1.3B USD

1.3B USD

+0.6%

Net income (12 months)

344.5M USD

351.6M USD

+2.1%

Operating margin

0.2%

0.5%

+0.3 pts

Free cash flow (12 months)

−33.3M USD

−73.4M USD

+120.7%

Debt

0 USD

0 USD

—

Cash

23.1M USD

16.1M USD

−30.3%

Shares outstanding

30.7M

29.5M

−3.9%

Key ratios

FY Jan 2022

FY Jan 2023

FY Jan 2024

FY Jan 2025

FY Jan 2026

Change

Gross margin

42.2%

38.2%

42.5%

47.9%

48.7%

▲ 0.8 pts

Operating margin

4.9%

1.6%

-5.3%

3.7%

3.3%

▼ 0.4 pts

Net margin

2.0%

-0.8%

-8.9%

0.5%

0.4%

▼ 0.0 pts

Return on assets (ROA)

3.2%

-1.2%

-16.1%

0.8%

0.7%

▼ 0.1 pts

Return on equity (ROE)

8.2%

-3.3%

-54.1%

2.6%

2.3%

▼ 0.4 pts

Free cash flow margin

2.8%

-4.4%

6.5%

1.1%

1.5%

▲ 0.4 pts

Current ratio

1.63×

1.87×

1.58×

1.63×

1.61×

▼ 1.0%

Quick ratio

0.39×

0.44×

0.42×

0.46×

0.41×

▼ 11%

Debt to equity

0.61×

0.62×

1.03×

0.99×

0.93×

▼ 6.5%

Interest coverage

2.32×

0.62×

-1.61×

1.26×

1.21×

▼ 4.3%