{"schema_version":"secwatch.filing_event.v1","accession":"0000950170-23-066409","form_type":"8-K","ticker":"LESL","cik":"0001821806","company_name":"Leslie's, Inc.","filed_at":"2023-11-28T23:59:59+00:00","discovered_at":"2026-05-14T18:03:30.728487+00:00","generated_at":"2026-06-07T21:07:46.621049+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"confidence":"high","headline":"Leslie's Q4 net income $16.5M, sales down 9.1%; FY2024 sales guidance $1.41-1.47B","bullets":["Q4 sales $432.4M, down 9.1% YoY; net income $16.5M vs $57.9M; adjusted EPS $0.14 vs $0.35.","FY2023 sales $1,451.2M (-7.1% YoY); net income $27.2M vs $159M; adjusted EBITDA $168.1M vs $292.3M.","Gross margin fell to 37.0% from 45.7% due to chemical pricing actions and inventory adjustments.","FY2024 outlook: sales $1,410-1,470M; adj. EBITDA $170-190M; adj. diluted EPS $0.25-0.33."],"urls":{"canonical":"https://secwatch.observer/filing/0000950170-23-066409","json":"https://secwatch.observer/filing/0000950170-23-066409.json","markdown":"https://secwatch.observer/filing/0000950170-23-066409.md","text":"https://secwatch.observer/filing/0000950170-23-066409.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1821806/000095017023066409/0000950170-23-066409-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1821806/000095017023066409/lesl-20231128.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-07T21:07:46.621049+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"fa08db0eb9dd8a7a8e750c016fcbedcd0488414a","claim":"Leslie's, Inc. reported the fourth quarter and fiscal year ended September 30, 2023 results: revenue $432.4 million in the fourth quarter and $1,451.2 million in Fiscal 2023, net income $16.5 million in the fourth quarter and $27.2 million in Fiscal 2023, EPS Diluted earnings per share of $0.09 in the fourth quarter and $0.15 in Fiscal 2023. Guidance initiated.","evidence_excerpt":"Leslie’s, Inc. Announces Fourth Quarter & Fiscal 2023 Financial Results; Provides Fiscal 2024 Outlook • Sales of $432.4 million in the fourth quarter and $1,451.2 million in Fiscal 2023 • Net income of $16.5 million in the fourth quarter and $27.2 million in Fiscal 2023 • Adjusted EBITDA of $59.5 million in the fourth quarter and $168.1 million in Fiscal 2023 • Diluted earnings per share of $0.09 in the fourth quarter and $0.15 in Fiscal 2023","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1821806/000095017023066409/0000950170-23-066409-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the fourth quarter and fiscal year ended September 30, 2023"},{"label":"Revenue","value":"$432.4 million in the fourth quarter and $1,451.2 million in Fiscal 2023"},{"label":"Net income","value":"$16.5 million in the fourth quarter and $27.2 million in Fiscal 2023"},{"label":"EPS","value":"Diluted earnings per share of $0.09 in the fourth quarter and $0.15 in Fiscal 2023"},{"label":"Guidance","value":"initiated"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}