earnings
confidence high
sentiment positive
materiality 0.85
Lands' End Q4 revenue +4.7% to $462M, adj EPS $0.76; WHP JV on track for Q1 close
LANDS' END, INC.
2025-FY EPS reported
$0.18
revenue$1,162,769,000
- Q4 net revenue $462.4M (+4.7% YoY); US eCommerce +4.8%; Outfitters +9.6%; Europe eCommerce +9.3%.
- Q4 adjusted EBITDA $47.4M vs $43.7M prior year; adjusted net income $23.6M ($0.76 diluted EPS).
- Full year net revenue $1.34B (-2.0%); adjusted EBITDA $102.3M (+10.4%); gross margin up 80bps to 48.7%.
- WHP Global JV: Lands' End contributes all IP for $300M (50% stake); proceeds to repay ~$234M term loan; closing by end of Q1 2026.
- WHP commenced tender offer for up to $100M of LE shares at $45/share; expected to own ~7% after closing.