{"filings":[{"id":778759,"accession_number":"0001193125-26-251517","cik":1821806,"company_name":"Leslie's, Inc.","ticker":"LESL","form_type":"8-K","filed_at":"2026-06-01T20:28:42+00:00","items":["8.01"],"status":"ready","headline":"Leslie's regains Nasdaq compliance for minimum market value of publicly held shares","summary_kind":"llm","event_type":"regulatory","confidence":"high","bullets":["Received Nasdaq deficiency on Feb 11, 2026 for failing to maintain $15M MVPHS per Rule 5450(b)(3)(C).","Regained compliance by meeting $15M MVPHS threshold from May 14 to May 28, 2026.","Nasdaq confirmed compliance on May 29, 2026; matter is now closed."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":31822123.80952381,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":"2026-06-01","daily_digest_url":"/daily/2026-06-01","daily_digest_rank":6},{"id":69041,"accession_number":"0001193125-26-221746","cik":1821806,"company_name":"Leslie's, Inc.","ticker":"LESL","form_type":"8-K","filed_at":"2026-05-13T20:30:18+00:00","items":["2.02","9.01"],"status":"ready","headline":"Leslie's Q2 sales up 4.3%, adjusted EBITDA improves to -$26.8M, reiterates FY guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $184.7M (+4.3% YoY); comparable sales +6.6%; customer count +8%.","Gross margin expanded to 28.9% from 24.8%; net loss $52.5M vs $51.3M.","Adjusted EBITDA improved to -$26.8M from -$36.1M; adjusted diluted EPS -$5.36 vs -$5.21.","Full year FY2026 guidance reiterated: sales $1.1B-$1.25B, adjusted EBITDA $55M-$75M.","Closed 80 stores in H1; non-cash impairment charge $9.0M for H1 period."],"consensus_eps_estimate":null,"consensus_eps_actual":-14.55,"consensus_revenue_estimate":null,"consensus_revenue_actual":331872000.0,"consensus_period":"2026-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":31822123.80952381,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":109158,"accession_number":"0001193125-26-126737","cik":1821806,"company_name":"Leslie's, Inc.","ticker":"LESL","form_type":"8-K","filed_at":"2026-03-27T23:59:59+00:00","items":["5.07","9.01"],"status":"ready","headline":"Leslie's shareholder meeting: directors elected, supermajority removal fails, incentive plan approved","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Elected Class II directors Seth Estep, Lorna Nagler, John Strain and Class III director John Hartmann.","Ratified Grant Thornton LLP as independent auditor for FY ending Oct 3, 2026 (6.58M for, 191K against).","Non-binding advisory vote on named executive officer compensation passed (4.27M for, 455K against).","Proposed amendments to remove supermajority voting requirements failed to pass (4.52M for, 205K against).","Approved Leslie's Amended and Restated 2020 Omnibus Incentive Plan (4.36M for, 361K against)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.15,"market_cap_usd":31822123.80952381,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":109157,"accession_number":"0001193125-26-054814","cik":1821806,"company_name":"Leslie's, Inc.","ticker":"LESL","form_type":"8-K","filed_at":"2026-02-17T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Leslie's Q1 net loss widens to $83M; 80 stores closed, FY guidance reiterated","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q1 sales $147.1M, down 16% YoY; comparable sales declined 15.5%.","Net loss of $83.0M ($8.92 diluted loss per share) vs $44.6M loss last year.","Closed 80 underperforming stores; recorded $10.1M non-cash impairment.","Inventory reduced 22.5% YoY to $210M; total liquidity $128.3M.","FY 2026 outlook reaffirmed: sales $1.10B-$1.25B, Adj. EBITDA $55M-$75M."],"consensus_eps_estimate":-4.5977,"consensus_eps_actual":-8.92,"consensus_revenue_estimate":null,"consensus_revenue_actual":147128000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl+finnhub","sentiment":"negative","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":31822123.80952381,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":109156,"accession_number":"0001193125-26-030559","cik":1821806,"company_name":"Leslie's, Inc.","ticker":"LESL","form_type":"8-K","filed_at":"2026-01-30T23:59:59+00:00","items":["4.01","9.01"],"status":"ready","headline":"Leslie's dismisses EY, appoints Grant Thornton as auditor; EY flagged material weaknesses in controls","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Audit committee dismissed EY effective after Q1 FY2026 interim review; appointed Grant Thornton for FY2026.","EY's reports on FY2024 and FY2025 financials were unqualified, but internal control opinions were adverse due to material weaknesses.","Material weaknesses in FY2024: vendor rebate and inventory processes; in FY2025: inventory and asset impairment processes.","No disagreements with EY on accounting principles; company authorized EY to respond to successor's inquiries."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":31822123.80952381,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":109155,"accession_number":"0001193125-26-007067","cik":1821806,"company_name":"Leslie's, Inc.","ticker":"LESL","form_type":"8-K","filed_at":"2026-01-08T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Leslie's expands board to nine; appoints John Hartmann as independent director","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Board increased from eight to nine members; Hartmann appointed Class III director effective Jan 7, 2026.","Hartmann brings ~25 years retail leadership; former CEO of Ascend Wellness, COO of Bed Bath & Beyond, CEO of True Value.","Hartmann currently serves on Boyd Group Services (NYSE: BGSI) board, including Audit and People Culture & Compensation Committees.","He will stand for election at the 2026 Annual Meeting; no committee assignments at this time.","Hartmann's compensation follows standard non-employee director terms per 2025 proxy statement."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":31822123.80952381,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":125651,"accession_number":"0001193125-25-305989","cik":1821806,"company_name":"Leslie's, Inc.","ticker":"LESL","form_type":"8-K/A","filed_at":"2025-12-03T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Leslie's reports FY2025 net loss of $237M; to close 80-90 stores, one DC","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 sales $389.2M (-2.2% YoY); comparable sales -6.5%; adjusted EBITDA $45.2M above guidance.","FY2025 net loss $237M vs $23.4M loss prior year; goodwill impairment $180.7M.","Basic loss per share corrected to $(25.57) from $(25.51) due to clerical error.","Planning closure of 80-90 underperforming stores and one DC for FY26 EBITDA improvement.","FY2026 guidance: sales $1.1B-$1.25B, adjusted EBITDA $55M-$75M, capex $20M-$25M."],"consensus_eps_estimate":-4.3556,"consensus_eps_actual":-25.57,"consensus_revenue_estimate":null,"consensus_revenue_actual":1241915000.0,"consensus_period":"2025-FY","consensus_source":"xbrl+finnhub","sentiment":"negative","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":31822123.80952381,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":125653,"accession_number":"0001193125-25-305339","cik":1821806,"company_name":"Leslie's, Inc.","ticker":"LESL","form_type":"8-K","filed_at":"2025-12-02T23:59:59+00:00","items":["2.02","2.05","2.06","9.01"],"status":"ready","headline":"Leslie's reports Q4 net loss of $163M, goodwill impairment $181M, announces closure of 80-90 stores","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 sales $389.2M (-2.2% YoY), adjusted EBITDA $45.2M, net loss $(162.8)M.","FY 2025 sales $1,242M (-6.6% YoY), net loss $(237)M, goodwill impairment $180.7M.","Plans to close 80-90 underperforming stores and one DC; expects $12-$17M charges in Q1 FY26.","FY26 guidance: sales $1.10-$1.25B, adjusted EBITDA $55-$75M, capex $20-$25M.","Inventory reduced ~10% YoY to $208M; available liquidity ~$168M with no ABL borrowings."],"consensus_eps_estimate":-4.3556,"consensus_eps_actual":-25.57,"consensus_revenue_estimate":null,"consensus_revenue_actual":1241915000.0,"consensus_period":"2025-FY","consensus_source":"xbrl+finnhub","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":31822123.80952381,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":125652,"accession_number":"0001193125-25-241427","cik":1821806,"company_name":"Leslie's, Inc.","ticker":"LESL","form_type":"8-K","filed_at":"2025-10-16T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Leslie's regains Nasdaq compliance on minimum bid price requirement","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Nasdaq confirmed compliance with minimum bid price rule; stock closed above $1.00 for 10 consecutive days (Sept 29 - Oct 13).","Previously received delisting notice Apr 24, 2025 after bid price below $1.00 for 30 consecutive business days; compliance deadline was Oct 21, 2025.","Nasdaq matter now closed; common stock (LESL) continues listing on Nasdaq Global Select Market."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":31822123.80952381,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":142381,"accession_number":"0001193125-25-221843","cik":1821806,"company_name":"Leslie's, Inc.","ticker":"LESL","form_type":"8-K","filed_at":"2025-09-29T23:59:59+00:00","items":["3.03","5.03","9.01"],"status":"ready","headline":"Leslie's executes 1-for-20 reverse stock split; shares outstanding drop to ~9.3M","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Reverse stock split effective Sept 26, 2025; adjusted trading begins Sept 29 on Nasdaq under LESL.","Each 20 pre-split shares combined into 1 share; outstanding shares reduced to approx 9,289,790.","Authorized shares reduced to 50,000,000; par value unchanged at $0.001 per share.","No fractional shares issued; aggregated fractional shares sold and proceeds distributed pro rata.","Equity awards under 2020 Omnibus Incentive Plan proportionately adjusted for split."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":31822123.80952381,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":142380,"accession_number":"0001193125-25-206551","cik":1821806,"company_name":"Leslie's, Inc.","ticker":"LESL","form_type":"8-K","filed_at":"2025-09-18T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"Leslie's delays reverse stock split effective date to Sept 26, 2025","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Reverse stock split ratio 1-for-20; effective date changed from Sept 25 to after close on Sept 26.","Common stock to trade split-adjusted on Nasdaq Global Select Market from Sept 29, 2025.","Shareholder approval already obtained; fractional share treatment per prior 8-K filed Sept 15, 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":31822123.80952381,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":142379,"accession_number":"0001193125-25-205008","cik":1821806,"company_name":"Leslie's, Inc.","ticker":"LESL","form_type":"8-K","filed_at":"2025-09-16T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Leslie's names Jeff White as CFO effective Oct 5; Tony Iskander stays as advisor","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Jeff White appointed CFO & Treasurer, starting Oct 5, 2025; base salary $575,000, target bonus 85%.","White receives $295,000 sign-on bonus, initial 435,000 RSUs (3-year vest).","Outgoing CFO Tony Iskander stays as advisor through Jan 3, 2026 at $50,000/month.","White spent nearly 9 years at Sportsman's Warehouse, most recently as CFO.","Iskander not eligible for further incentive bonuses or severance during advisory term."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":31822123.80952381,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":142378,"accession_number":"0001193125-25-203573","cik":1821806,"company_name":"Leslie's, Inc.","ticker":"LESL","form_type":"8-K","filed_at":"2025-09-15T23:59:59+00:00","items":["5.07","8.01"],"status":"ready","headline":"Leslie's shareholders approve 1-for-20 reverse stock split; effective Sept 25","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Shareholders approved reverse split at ratios up to 1-for-30; board set final ratio at 1-for-20.","Effective after close Sept 25, 2025; trading on split-adjusted basis Sept 26 under same ticker LESL.","Post-split shares outstanding reduced to ~9.29M; authorized shares decreased to 50M.","No fractional shares; aggregated fractional shares sold and proceeds distributed pro rata.","Proportionate adjustments to equity awards under 2020 Omnibus Incentive Plan."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":31822123.80952381,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":142377,"accession_number":"0000950170-25-110656","cik":1821806,"company_name":"Leslie's, Inc.","ticker":"LESL","form_type":"8-K","filed_at":"2025-08-21T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Leslie's Interim CFO Tony Iskander to step down on Oct 4, 2025","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Tony Iskander notified Leslie's of his resignation as Interim CFO and Treasurer effective Oct 4, 2025 or earlier upon naming a new CFO.","Departure is for personal reasons, not due to any disagreement with the company's operations, financial statements, or accounting.","Company may engage Iskander as an advisor following his departure.","No replacement CFO has been announced; the search is ongoing."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":31822123.80952381,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":142376,"accession_number":"0000950170-25-104102","cik":1821806,"company_name":"Leslie's, Inc.","ticker":"LESL","form_type":"8-K","filed_at":"2025-08-06T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Leslie's Q3 sales $500.3M (-12%), net income $21.7M; sees FY net loss $57M-$65M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q3 sales $500.3M, down 12.2% YoY; comparable sales down 12.4%. Net income $21.7M ($0.12 diluted EPS) vs $60.7M ($0.33).","Adjusted net income $37.9M vs $63.3M; adjusted diluted EPS $0.20 vs $0.34. Adjusted EBITDA $81.6M vs $109.5M.","Cash $42.7M (down $31.8M); inventories $273.2M (-9.6%); net cash used in ops $(39.4)M vs prior year $60.4M provided.","Full-year FY25 guidance: sales $1,210M-$1,235M, net loss $57M-$65M, adjusted EBITDA $50M-$60M.","CEO cites weather and competitive pricing as headwinds; company added expert resources to accelerate strategic initiatives."],"consensus_eps_estimate":1.3302,"consensus_eps_actual":-0.4,"consensus_revenue_estimate":null,"consensus_revenue_actual":852709000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl+finnhub","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":31822123.80952381,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":142375,"accession_number":"0000950170-25-099182","cik":1821806,"company_name":"Leslie's, Inc.","ticker":"LESL","form_type":"8-K","filed_at":"2025-07-28T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Leslie's Q3 preliminary net sales ~$500M (down 12% YoY); withdraws FY guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales ~$500M, down ~12% YoY; net income $20-22M; diluted EPS $0.11-$0.12.","Adjusted EBITDA $79-82M; adjusted net income $35-38M; adjusted diluted EPS $0.19-$0.21.","Company withdraws FY2025 guidance; full Q3 results to be reported on August 6, 2025.","CEO cites extremely wet/cool weather disrupting peak pool season; transformation initiatives underway.","Cash at quarter end ~$43M; $20M revolver drawn and then repaid post-Q3."],"consensus_eps_estimate":1.3302,"consensus_eps_actual":-0.4,"consensus_revenue_estimate":null,"consensus_revenue_actual":852709000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl+finnhub","sentiment":"negative","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":31822123.80952381,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":142374,"accession_number":"0000950170-25-095876","cik":1821806,"company_name":"Leslie's, Inc.","ticker":"LESL","form_type":"8-K","filed_at":"2025-07-15T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Leslie's appoints Amy College as Chief Merchandising & Supply Chain Officer; predecessor departs","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Amy College named Chief Merchandising & Supply Chain Officer effective July 20, 2025.","Moyo LaBode left the role July 15, 2025; departure unrelated to operations, financials or accounting.","College receives $525,000 base salary, 65% target bonus ($341,250), and $150,000 sign-on bonus.","Initial equity grant of 305,685 RSUs subject to Compensation Committee approval.","College brings 25+ years retail experience from Petco and Best Buy."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":31822123.80952381,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":160408,"accession_number":"0000950170-25-066997","cik":1821806,"company_name":"Leslie's, Inc.","ticker":"LESL","form_type":"8-K","filed_at":"2025-05-08T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Leslie's Q2 net loss widens to $51.3M; sales fall 6.1%; reaffirms FY guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Sales $177.1M, down 6.1% YoY; comparable sales down 6.7%.","Net loss $51.3M ($0.28 diluted loss per share) vs loss $34.6M ($0.19) prior year.","Adjusted EBITDA loss $36.1M vs loss $19.3M prior year; gross margin 24.8% vs 28.8%.","Reaffirmed FY2025 guidance: sales $1,304M-$1,370M, adjusted EBITDA $96M-$116M.","CEO cites weather impact on traffic and 'critical leadership changes' during quarter."],"consensus_eps_estimate":5.7104,"consensus_eps_actual":-0.52,"consensus_revenue_estimate":null,"consensus_revenue_actual":352362000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl+finnhub","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":31822123.80952381,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":160407,"accession_number":"0000950170-25-061069","cik":1821806,"company_name":"Leslie's, Inc.","ticker":"LESL","form_type":"8-K","filed_at":"2025-04-30T23:59:59+00:00","items":["3.01"],"status":"ready","headline":"Leslie's receives Nasdaq notice of non-compliance with minimum bid price rule","summary_kind":"llm","event_type":"regulatory","confidence":"high","bullets":["Received Nasdaq notice on April 24, 2025 due to bid price below $1.00 for 30 consecutive business days.","Compliance period of 180 days until October 21, 2025; must close at $1.00+ for 10 consecutive days.","May transfer to Nasdaq Capital Market for an additional 180-day cure period if eligibility met.","No immediate delisting; company evaluating options but no assurance of regaining compliance."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":31822123.80952381,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":178672,"accession_number":"0000950170-25-040469","cik":1821806,"company_name":"Leslie's, Inc.","ticker":"LESL","form_type":"8-K","filed_at":"2025-03-17T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Leslie's appoints interim CFO, promotes Cramer; CFO Bowman departs","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Tony Iskander named Interim CFO & Treasurer effective March 14, 2025; annual salary $550K plus $34,375/mo bonus.","Iskander's consulting firm Stambrisk had been paid ~$156K by Leslie's since Dec 2024; he is candidate for permanent CFO.","Scott Bowman left as CFO effective March 14; departure not due to any disagreement with the Company.","Naomi Cramer promoted from Chief People Officer to Chief Retail Operations and Talent Officer.","Dave Caspers stepping down as Chief Stores Officer effective March 26, 2025; taking role in different industry."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":31822123.80952381,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":178671,"accession_number":"0000950170-25-039720","cik":1821806,"company_name":"Leslie's, Inc.","ticker":"LESL","form_type":"8-K","filed_at":"2025-03-17T23:59:59+00:00","items":["5.03","5.07","9.01"],"status":"ready","headline":"Leslie's shareholders approve director removal without cause from 2027, officer exculpation","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Shareholders approved removal of directors with or without cause effective at 2027 annual meeting (150.7M for, 1.5M against).","Approved exculpation of certain officers from liability to fullest extent under Delaware law (145.0M for, 6.7M against).","Elected three Class I directors (Daniel, McDonell, Naylor) and Class II director Nagler each with >100M votes for.","Ratified Ernst & Young as independent auditor for FY2025 (158.1M for, 2.0M against); say-on-pay approved (149.4M for).","Seventh Amended and Restated Certificate of Incorporation filed with Delaware Secretary of State effective March 12, 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":31822123.80952381,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":178670,"accession_number":"0000950170-25-015393","cik":1821806,"company_name":"Leslie's, Inc.","ticker":"LESL","form_type":"8-K","filed_at":"2025-02-06T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Leslie's Q1 FY2025 net loss widens to $44.6M; guides FY sales $1.30-1.37B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Sales $175.2M (+0.7% YoY); first comparable store sales gain in two years at +0.2%.","Net loss $44.6M vs $39.6M loss prior year; adjusted EPS loss $(0.22) vs $(0.20).","Gross margin 27.2% down 180bps; 95bps from inventory adjustments, 75bps occupancy deleverage.","Adj. EBITDA loss $(29.3)M vs $(24.4)M prior year; includes transformational expenses.","FY2025 guidance: sales $1,304-1,370M, adj. EBITDA $96-116M, adj. diluted EPS $(0.01)-$0.07."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.24,"consensus_revenue_estimate":null,"consensus_revenue_actual":175228000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":31822123.80952381,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":195335,"accession_number":"0000950170-24-130573","cik":1821806,"company_name":"Leslie's, Inc.","ticker":"LESL","form_type":"8-K","filed_at":"2024-11-25T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Leslie's Q4 net loss $9.9M; Q1 FY2025 guided to $169-176M sales with adj. EBITDA loss","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 sales $397.9M (-8.0% YoY); comparable sales -8.3%; net loss $9.9M vs $16.5M income a year ago.","Fiscal 2024 net loss $23.4M (vs $27.2M income); adjusted EBITDA $108.7M vs $168.1M prior year.","Q1 FY2025 outlook: sales $169M-$176M, adj. EBITDA loss $(29)M-$(27)M, diluted EPS loss $(0.21)-$(0.20).","Gross margin 36.0% vs 37.0%, hurt by occupancy deleverage and a one-time ~$5M contract charge.","Inventory down 24.9% to $234.3M; cash rose to $108.5M from $55.4M; no revolver borrowings."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.13,"consensus_revenue_estimate":null,"consensus_revenue_actual":1330121000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":31822123.80952381,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":211592,"accession_number":"0000950170-24-100536","cik":1821806,"company_name":"Leslie's, Inc.","ticker":"LESL","form_type":"8-K","filed_at":"2024-08-26T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Leslie's appoints Jason McDonell as CEO; Michael Egeck departs, FY2024 outlook reaffirmed","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Jason McDonell named CEO, effective Sept 9, 2024; previously EVP at Advance Auto Parts and 21-year PepsiCo veteran.","Michael Egeck departs as CEO and Board member; departure not due to any disagreement with operations or accounting.","Chairman John Strain becomes interim CEO until McDonell joins; total compensation of $44,000 for interim period.","McDonell receives $850k base salary, 100% target bonus, $2.3M equity grants, $350k sign-on bonus, and relocation up to $30k.","Company reaffirms full-year fiscal 2024 outlook consistent with August 7, 2024 guidance."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":31822123.80952381,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":211591,"accession_number":"0000950170-24-097631","cik":1821806,"company_name":"Leslie's, Inc.","ticker":"LESL","form_type":"8-K","filed_at":"2024-08-15T23:59:59+00:00","items":["5.03","9.01"],"status":"ready","headline":"Leslie's adopts amended bylaws updating stockholder proposal and nomination procedures","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Revised procedural mechanics and disclosure requirements for stockholder proposals and director nominations.","Clarified parties to whom disclosure is required and types of additional info company may request about nominees.","Eliminated certain disclosure requirements about performance-related fees and stockholder interests in competitors.","Added that in absence of Chairman and CEO, an officer or director designated by majority of directors shall preside at meetings."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":31822123.80952381,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":211590,"accession_number":"0000950170-24-092798","cik":1821806,"company_name":"Leslie's, Inc.","ticker":"LESL","form_type":"8-K","filed_at":"2024-08-07T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Leslie's Q3 sales fall 6.8% to $569.6M; net income drops to $60.7M from $72.5M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Comparable sales down 7.0% YoY; gross margin contracted to 40.2% from 41.2%.","Adjusted diluted EPS $0.34 vs $0.41 prior year; GAAP diluted EPS $0.33.","Adjusted EBITDA $109.5M, down from $129.0M in Q3 fiscal 2023.","Full-year fiscal 2024 guidance reaffirmed: sales $1,321-1,347M, adjusted EBITDA $117-131M.","Inventory reduced 30.8% to $302.2M; funded debt down to $783.7M."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.07,"consensus_revenue_estimate":null,"consensus_revenue_actual":932262000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":31822123.80952381,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":211589,"accession_number":"0000950170-24-084271","cik":1821806,"company_name":"Leslie's, Inc.","ticker":"LESL","form_type":"8-K","filed_at":"2024-07-17T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Leslie's reports preliminary Q3 sales ~$570M; cuts FY2024 outlook to near break-even","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Preliminary Q3 net income $56-58M (adj. EPS $0.32-0.33); gross margin ~40%.","Revised FY2024 sales guidance $1,321-1,347M; net income ($5) to $6M; adj. EPS $0.03-0.09.","Q3 results impacted by cold/wet April-May weather delayed pool season; June sales improved but down 2% YoY.","Discretionary categories weak due to inflation and high interest rates; total transactions -2%, average order -5%.","Expects ~20% lower inventory vs FY2023 year-end; more cash on hand by fiscal year-end."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.07,"consensus_revenue_estimate":null,"consensus_revenue_actual":932262000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":31822123.80952381,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":230292,"accession_number":"0000950170-24-075639","cik":1821806,"company_name":"Leslie's, Inc.","ticker":"LESL","form_type":"8-K","filed_at":"2024-06-20T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Leslie's appoints Lorna Nagler to board, expanding size to eight directors","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Board increased from 7 to 8; Nagler elected effective June 19, 2024 as Class II director.","Appointed to Nominating and Corporate Governance Committee and Compensation Committee.","Nagler brings ~40 years retail experience; chairs Ulta Beauty board since June 2022.","She will stand for re-election at 2025 Annual Meeting and receive standard director compensation."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":31822123.80952381,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":230291,"accession_number":"0000950170-24-060542","cik":1821806,"company_name":"Leslie's, Inc.","ticker":"LESL","form_type":"8-K","filed_at":"2024-05-15T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Leslie's appoints Maile Naylor to board, replacing Eric Kufel","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Eric Kufel resigned effective May 15, 2024 to focus on Chairman/CEO role at JustFoodForDogs; no disagreement with Leslie's.","Maile (Clark) Naylor elected to Board as Class I director, effective May 15, 2024.","Naylor appointed to Audit and Compensation Committees.","Naylor brings 25 years buy-side experience at MFS, Seneca Capital, Wellington; serves on boards of BJ's Wholesale and Laird Superfood.","Naylor will receive standard non-employee director compensation."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":31822123.80952381,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}