Lands' End, Inc.
$11.27
-5.1%Lands' End, Inc. operates as a uni-channel retailer of casual clothing, accessories, footwear, and home products in the United States, Europe, Asia, and internationally. It operates through U.S. eCommerce, Europe eCommerce, Japan eCommerce, Outfitters, Third Party, and Retail segments. The company sells its products online through e-commerce, company operated stores, as well as through third party distribution channels under the Lands' End, Let's Get Comfy, Lands' End Lighthouse, Square Rigger, Squall, Super-T, Drifter, Outrigger, Marinac, Beach Living, as well as Supima, No-Gape, Starfish, Iron Knees, Hyde Park, Year' Rounder, ClassMate, Willis & Geiger, and ThermaCheck brands. As of January 28, 2022, it operated 30 stores. Lands' End, Inc. was founded in 1963 and is headquartered in Dodgeville, Wisconsin.
At a Glance
Live SnapshotIntrinsic Alpha Methodology
Thesis Lenses
Signal
High confidenceValuation multiple is elevated (P/E 62.6).
Valuation inputs: P/E 62.6, earnings yield +1.6%, momentum -5.1%.
If multiples stay elevated while momentum fades, downside repricing risk rises.
Driver
High confidenceReturn profile is soft (ROE +2.3%, ROIC +5.8%).
Profitability stack: net margin +0.4%, ROE +2.3%, ROIC +5.8%.
Quality deterioration often appears in margins before it shows up in headline EPS.
Risk
High confidenceDownside profile is elevated and scenario stress-testing is essential.
Risk factors: liabilities/assets +67.5%, momentum -5.1%, net margin +0.4%.
Higher leverage with weak momentum and thin margins can amplify drawdown severity.
Lands' End, Inc. Market vs Earnings Trajectory
Loading price and EPS data...
Lands' End, Inc. Fair Value Envelope
Lands' End, Inc. Profit Bridge
Profitability Analysis
Gross Margin
Strong gross margins indicate healthy pricing and efficient production or service delivery.
Operating Margin
Minimal operating profit suggests high operating costs or pricing challenges. Scalability is concerning.
Net Profit Margin
Minimal profitability after all expenses. Limited financial flexibility for reinvestment or shareholder returns.
Effective Tax Rate
Higher tax burden may reflect limited tax optimization or operations in high-tax jurisdictions.
Profitability Insight
Margin squeeze alert: Healthy gross margins but weak operating margins suggest excessive operating expenses. Cost optimization could unlock significant value.
Lands' End, Inc. Cash Conversion Engine
Cash Flow Quality Analysis
FCF Conversion Rate
Excellent cash generation. The company converts earnings to cash at or above 100%, indicating high-quality earnings.
CapEx Intensity
Capital-intensive operations require significant reinvestment. Monitor whether CapEx is maintenance or growth-oriented.
FCF Growth Trend
Strong FCF growth demonstrates improving cash generation and business momentum. Positive signal for sustainability.
Working Capital Impact
Working capital inflow boosted cash flow. Efficient management of receivables, inventory, and payables contributing positively.
Cash Flow Quality Insight
Exceptional cash generation: High-quality earnings converting to growing free cash flow. The company demonstrates strong pricing power, efficient operations, and disciplined capital allocation.
Lands' End, Inc. Funding & Solvency Profile
Financial Health Analysis
Current Ratio
Strong liquidity. The company has adequate resources to meet short-term liabilities.
Debt-to-Equity Ratio
High financial leverage. Heavy reliance on debt may indicate increased financial risk and potential solvency concerns.
Working Capital
Strong working capital position provides significant operational flexibility and financial cushion.
Asset Composition
Balanced asset mix between current and non-current assets, typical of many stable businesses.
Lands' End, Inc. Street Expectations Map
Wall Street analysts project that LE stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 16.50, with estimates ranging from a low of 15.00 to a high of 18.00.
The consensus 1-year price target stands at 16.50, with estimates ranging from a low of 15.00 to a high of 18.00.
Analyst Consensus Analysis
Upside Potential
Substantial upside potential. Analysts see significant value gap, suggesting the stock may be materially undervalued at current levels.
Analyst Agreement
High analyst agreement. Narrow target range indicates strong consensus on valuation, suggesting clear investment thesis and predictable outlook.
Analyst Conviction
Strong buy conviction: High upside with tight consensus suggests compelling investment opportunity backed by analyst confidence.
Market Sentiment Insight
Rare opportunity: Exceptional upside potential with strong analyst consensus creates a compelling setup. The combination of significant price target premium and tight agreement suggests high-conviction undervaluation that may attract institutional capital.
Lands' End, Inc. Insider Positioning
During the last 12 months, insiders have purchased $37K and sold $58.57M worth of LE shares, resulting in $58.54M of net selling activity.
3 Months
0
0.00
1.3M
58.57M
-58.6M
-$58.57M
3-6 Months
0
0.00
0
0.00
+0
+$0
6-9 Months
2.4K
37.32K
0
0.00
+37K
+$37K
9-12 Months
0
0.00
0
0.00
+0
+$0
Top Buyers
Hartogensis Gordon
Director
$31K
Parker Alicia Uhlman
Director
$7K
Top Sellers
Lampert Edward S
10 Percent Owner
$58.52M
Mcclain John
Director
$37K
Parker Alicia Uhlman
Director
$13K
Insider Activity Analysis
Net Insider Sentiment
Strong bearish signal with $58.54M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.
Buy/Sell Ratio
Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.
Recent Trend (3 Months)
Heavy recent selling activity. Recent insider sales notably exceed purchases—may warrant investigation into company developments.
Insider Participation
3 insider sellers vs. 2 buyers. More insiders selling than buying suggests cautious or negative sentiment.
Insider Activity Insight
Multiple red flags: Heavy selling, numerous sellers, and continued recent selling create a concerning pattern. Investigate fundamental drivers and consider whether company guidance or industry conditions have deteriorated.
No Dividend Yield Data
LE has not reported any dividend yield values in the available annual periods.
le Dividend History
Learning Layer
Related Guides
Build conviction on LE by pairing this stock hub with focused valuation guides.
Research Paths
Snapshot
Start with context, operating signals, and key market metrics.
Value Model
Stress test fair value across bear, base, and bull assumptions.
Statements
Validate revenue quality, margins, and balance sheet durability.
Earnings Call
Read management commentary and compare it with reported outcomes.
Dividends
Check payout sustainability and long-term distribution behavior.
Analyst Expectations
Review consensus spread and where estimate risk is concentrated.