{"schema_version":"secwatch.filing_event.v1","accession":"0001193125-26-262940","form_type":"8-K","ticker":"LE","cik":"0000799288","company_name":"LANDS' END, INC.","filed_at":"2026-06-09T10:48:46+00:00","discovered_at":"2026-06-09T10:50:00.298082+00:00","generated_at":"2026-06-09T10:51:16.270724+00:00","sec_items":["2.02","7.01","9.01"],"event_type":"earnings","sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"confidence":"high","headline":"Lands' End Q1 revenue $239M (-8.5% YoY) as DC disruption hits; net income $330.7M on WHP Global JV","bullets":["Net revenue $238.9M vs $261.2M YoY; temporary warehouse system disruption estimated to have caused low-single-digit growth absent impact.","Net income $330.7M ($10.56 diluted EPS) vs loss of $8.3M, primarily from WHP Global transaction; adjusted net loss improved to $3.5M.","Fully repaid term loan with $300M from WHP JV; $30M drawn on ABL; $99.7M remaining under $100M share buyback program through 2029.","FY2026 guidance: revenue $1.30-1.40B, adjusted EBITDA $68-78M; Q2 revenue $290-310M, adjusted EPS $0.06-0.16.","Europe eCommerce revenue up 14.5% to $20.5M; gross margin down 410bps to 46.7% due to disruption, tariffs, and new royalty structure."],"urls":{"canonical":"https://secwatch.observer/filing/0001193125-26-262940","json":"https://secwatch.observer/filing/0001193125-26-262940.json","markdown":"https://secwatch.observer/filing/0001193125-26-262940.md","text":"https://secwatch.observer/filing/0001193125-26-262940.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/799288/000119312526262940/0001193125-26-262940-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/799288/000119312526262940/le-20260609.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-09T10:51:16.270724+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":"f04ba11478cb7a2a54cd859c12b3e56bb3f0f4eb","claim":"LANDS' END, INC. reported first quarter ended May 1, 2026 results: revenue $238.9 million, net income $330.7 million, EPS $10.56 earnings per diluted share.","evidence_excerpt":"we are committed to building on our successes and focused on delivering on the potential in this great American company.” First Quarter Financial Highlights • Net revenue was $238.9 million for the first quarter of 2026, a decrease of $22.3 million or 8.5% from $261.2 million during the first quarter of 2025. The decrease in revenue was driven primarily by the","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/799288/000119312526262940/0001193125-26-262940-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"first quarter ended May 1, 2026"},{"label":"Revenue","value":"$238.9 million"},{"label":"Net income","value":"$330.7 million"},{"label":"EPS","value":"$10.56 earnings per diluted share"},{"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"}