---
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"
generated_at: "2026-06-09T10:51:16.270724+00:00"
event_type: "earnings"
sentiment: "neutral"
materiality_score: 0.65
calibrated_materiality_score: 0.65
confidence: "high"
source: SEC EDGAR
---

# Lands' End Q1 revenue $239M (-8.5% YoY) as DC disruption hits; net income $330.7M on WHP Global JV

## Summary
- 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.

## SEC filing metadata
- 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
- event_type: earnings
- sentiment: neutral
- materiality_score: 0.65
- calibrated_materiality_score: 0.65
- confidence: high
- sec_items: 2.02, 7.01, 9.01
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001193125-26-262940
- JSON: https://secwatch.observer/filing/0001193125-26-262940.json
- Plain text: https://secwatch.observer/filing/0001193125-26-262940.txt

## Key facts
- Earnings Releases
  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.
  - Period: first quarter ended May 1, 2026
  - Revenue: $238.9 million
  - Net income: $330.7 million
  - EPS: $10.56 earnings per diluted share
  - Result: reported results
  source text: 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_url: https://www.sec.gov/Archives/edgar/data/799288/000119312526262940/0001193125-26-262940-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.
