Leslie's, Inc. — fact timeline

Leslie's, Inc. reported the second quarter ended April 4, 2026 results: revenue $184.7 million, net income $52.5 million, EPS $5.63. Guidance reaffirmed.

“Leslie’s is growing our active customer file by re-activating lapsed customers and attracting new customers.” Fiscal Second Quarter Ended April 4, 2026 Results • Sales were $184.7 million, an increase of 4.3% compared to $177.1 million in the prior year period. Comparable sales increased 6.6%. • Gross profit was $53.3 million, an increase of 21.4% compared to”

Leslie's, Inc. dismissed Ernst & Young LLP as its auditor.

“In addition, on January 27, 2026, the Audit Committee approved the dismissal of Ernst & Young LLP (“EY”) as the Company’s independent registered public accounting firm, effective upon the completion of EY’s interim review of the Company’s financial statements for the quarter ended January 3, 2026.”

Leslie's, Inc. engaged Grant Thornton LLP as its auditor.

“(the “Company”) approved the appointment of Grant Thornton LLP (“Grant Thornton”) as the new independent registered public accounting firm for the Company for the fiscal year ending October 3, 2026.”

Leslie's, Inc. announced a restructuring with charges of approximately $12.0 million to $17.0 million affecting approximately 80-90 U.S. stores identified as underperforming.

“to be substantially completed by the end of first fiscal quarter of 2026. In connection with the Plan, the Company expects to incur total pre-tax charges of approximately $12.0 million to $17.0 million in the first fiscal quarter of 2026, consisting primarily of: • Impairment of long-lived assets of approximately $8.0 million • Inventory write-offs of”

Leslie's, Inc.: Filed certificate of amendment to effect a 1-for-20 reverse stock split and proportionately decrease authorized shares of common stock, effective September 26, 2025 (effective 2025-09-26).

“On September 26, 2025, Leslie’s, Inc. (the “Company”) filed a certificate of amendment to the Company’s Seventh Amended and Restated Certificate of Incorporation (the “Certificate of Amendment”) with the Secretary of State of the State of Delaware to effect a reverse stock split of the Company’s common stock at a ratio of 1-for-20 (the “Reverse Stock Split”) and proportionately decrease the number of authorized shares of the Company’s common stock, which became effective upon filing (the “Effective Time”).”

Leslie's, Inc. received a nasdaq deficiency notice notice regarding minimum bid price (rules 5550(a)(2)).

“April 24, 2025, Leslie’s, Inc. (the “Company”) received notification (the “Notice”) from the Listing Qualifications Department of The Nasdaq Stock Market LLC (“Nasdaq”) indicating that the Company’s common stock is subject to potential delisting from The Nasdaq Global Select Market because, for a period of 30 consecutive business days, the bid price of the Company’s common stock has closed below the minimum $1.00 per share requirement for continued listing under Nasdaq Listing Rule 5550(a)(2) (the “Bid Price Rule”). The Notice has no immediate impact on the Company’s listing on The Nasdaq Glob”

Leslie's, Inc.: Adopted Seventh Amended and Restated Certificate of Incorporation permitting removal of directors without cause as of 2027 annual meeting and providing exculpation from liability for certain officers (effective 2025-03-12).

“on March 12, 2025, the stockholders of Leslie's, Inc. (the "Company") approved the Company's Seventh Amended and Restated Certificate of Incorporation (the "Certificate of Incorporation"), which permits the removal of directors without cause as of the 2027 annual meeting of stockholders of the Company (the "Annual Meeting") and provides for the exculpation from liability for certain officers of the Company to the fullest extent permitted by Delaware law.”

Scott Bowman departed as Chief Financial Officer and Treasurer at Leslie's, Inc..

“On March 17, 2025, the Company announced that Scott Bowman, Chief Financial Officer and Treasurer (and, in such capacities, principal financial officer and principal accounting officer) of the Company, departed from the Company, effective March 14, 2025.”

Naomi Cramer changed role as Chief Retail Operations and Talent Officer at Leslie's, Inc..

“On March 17, 2025, the Company announced that the Board promoted Naomi Cramer, the Company’s current Chief People Officer, to the position of Chief Retail Operations and Talent Officer, a new role expected to, among other things, combine the respective duties of the Company’s Chief People Officer and Chief Stores Officer.”

Tony Iskander was appointed as Interim Chief Financial Officer and Treasurer at Leslie's, Inc..

“On March 17, 2025, Leslie’s, Inc. (the “Company”) announced that the Board of Directors of the Company (the “Board”) appointed Tony Iskander, age 51, as the Company’s Interim Chief Financial Officer and Treasurer, effective as of March 14, 2025 (in which capacity he will serve as the Company’s principal financial officer and principal accounting officer).”

Michael R. Egeck departed as Chief Executive Officer at Leslie's, Inc..

“Michael R. Egeck, the Company’s Chief Executive Officer, departed from the Company and resi”

Jason McDonell was appointed as Chief Executive Officer at Leslie's, Inc..

“appointed Jason McDonell, age 50, as the Chief Executive Officer of the Company (in which capacity he will serve as the Company’s principal executive officer), and as a director of the Company, in each case effective as of September 9, 2024”

Lorna Nagler was elected as Director at Leslie's, Inc..

“elected Lorna Nagler to the Board, effective June 19, 2024.”

Maile (Clark) Naylor was elected as Director at Leslie's, Inc..

“On May 15, 2024, the Board of Directors (the “Board”) of Leslie’s, Inc. (the “Company”) elected Maile (Clark) Naylor to the Board, effective May 15, 2024.”

Eric Kufel resigned as Director at Leslie's, Inc..

“Eric Kufel, notified the Company of his resignation as a director of the Company, effective as of May 15, 2024.”

Leslie's, Inc. reported second quarter ended March 30, 2024 results: revenue $188.7 million, net income Net Loss of $34.6 million, EPS $(0.19). Guidance reaffirmed.

“Leslie’s, Inc. Announces Second Quarter Fiscal 2024 Financial Results • Sales of $188.7 million • Net Loss of $34.6 million • Adjusted EBITDA of $(19.3) million • Diluted earnings per share of $(0.19); Adjusted diluted earnings per share of $(0.17) • Company reaffirms fiscal 2024 outlook”

Leslie's, Inc. amended revolving credit of not specified with Bank of America, N.A. at revised the applicable margin on Term SOFR and base rate loans maturing extend the maturity date for the Revolving Credit Facility to April 3, 2029.

“Amendment No. 7 amended the Credit Agreement to, among other things, in respect of the revolving credit facility thereunder (the “Revolving Credit Facility”), (a) extend the maturity date for the Revolving Credit Facility to April 3, 2029 and, (b) revise the applicable margin on Term SOFR and base rate loans.”

Leslie's, Inc. amended Amendment No. 7 with Bank of America, N.A. and U.S. Bank National Association (effective 2024-04-03).

“On April 3, 2024, Leslie’s Poolmart, Inc., Leslie’s, Inc., and the subsidiary borrowers named therein (collectively, the “Company”), Bank of America, N.A., as administrative agent, and U.S. Bank National Association, as co-collateral agent, entered into an Amendment No. 7 (“Amendment No. 7”) to the Company’s Credit Agreement dated October 16, 2012”

Brad Gazaway resigned as Chief Legal, Real Estate & Sustainability Officer & Corporate Secretary at Leslie's, Inc..

“Brad Gazaway will be stepping down from his position as Chief Legal, Real Estate & Sustainability Officer & Corporate Secretary of the Company effective April 16, 2024”

Leslie's, Inc. shareholders approved Approval of the Leslie's, Inc. Amended and Restated 2020 Omnibus Incentive Plan at the 2024-03-15 meeting.

“(4) Approval of the Leslie’s, Inc. Amended and Restated 2020 Omnibus Incentive Plan For Against Abstain Broker Non-Votes 166,266,757 4,142,897 61,144 3,737,244”

Leslie's, Inc. shareholders approved Non-binding, advisory vote to approve named executive officer compensation at the 2024-03-15 meeting.

“(3) Non-Binding, Advisory Vote to Approve Named Executive Officer Compensation. For Against Abstain Broker Non-Votes 166,335,384 4,118,764 16,650 3,737,244”

Leslie's, Inc. shareholders approved Ratification of appointment of Ernst & Young LLP as independent registered public accounting firm for fiscal year 2024 at the 2024-03-15 meeting.

“(2) Ratification of Appointment of Ernst & Young LLP as the Company's Independent Registered Public Accounting Firm for 2024. For Against Abstain Broker Non-Votes 172,282,793 1,900,177 25,072 -”

Leslie's, Inc. shareholders approved Election of three Class III directors at the 2024-03-15 meeting.

“Set forth below are the votes cast for, against, or withheld, as well as the number of abstentions and broker non-votes, as to each item of business at the 2024 Annual Meeting, as applicable: (1) Election of Class III Directors. Director Nominee For Withheld Broker Non-Votes Susan O'Farrell 167,154,351 3,316,447 3,737,244 Claire Spofford 130,531,827 39,938,971 3,737,244 Seth Estep 168,562,493 1,908,305 3,737,244”

Leslie's, Inc. reported first quarter ended December 30, 2023 results: revenue $174.0 million, net income Net loss of $39.6 million, EPS $(0.21). Guidance reaffirmed.

“set forth by specific reference in such filing. --- EX-99.1 (EX-99.1) --- EX-99.1 Exhibit 99.1 Leslie’s, Inc. Announces First Quarter Fiscal 2024 Financial Results • Sales of $174.0 million • Net Loss of $39.6 million • Adjusted EBITDA of $(24.4) million • Diluted earnings per share of $(0.21); Adjusted diluted earnings per share of $(0.20) • Company reaffirms”

James Ray, Jr. resigned as Director at Leslie's, Inc..

“James Ray, Jr., notified the Company of his resignation as a director of the Company, effective as of December 18, 2023, following his appointment as Chief Executive Officer and a member of the Board of Directors of Commercial Vehicle Group, Inc.”

Steven L. Ortega departed as Chairman of the Board at Leslie's, Inc..

“Steven L. Ortega notified the Company of his intention to not stand for re-election and retire as Chairman of the Company’s Board of Directors (the “Board”) at the expiration of his term at the Company’s 2024 Annual Meeting of Shareholders currently scheduled for March 15, 2024.”

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.

“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”

Seth Estep was elected as Director at Leslie's, Inc..

“On October 18, 2023, the Board of Directors (the “Board”) of Leslie’s, Inc. (the “Company”) increased the size of the Board from eight to nine members and elected Seth Estep to the Board, effective November 14, 2023.”

Paula Baker departed as Chief Revenue Officer at Leslie's, Inc..

“Paula Baker, Chief Revenue Officer, will cease to serve as the Company's Chief Revenue Officer effective immediately.”

Leslie's, Inc. reported the third quarter ended July 1, 2023 results: revenue $610.9 million, net income $72.5 million, EPS $0.39. Guidance reaffirmed.

“set forth by specific reference in such filing. --- EX-99.1 (EX-99.1) --- EX-99.1 Exhibit 99.1 Leslie’s, Inc. Announces Third Quarter Fiscal 2023 Financial Results • Sales of $610.9 million • Net income of $72.5 million • Adjusted EBITDA of $129.0 million • Diluted earnings per share of $0.39; Adjusted diluted earnings per share of $0.41 PHOENIX, August 2, 2023 –”

Leslie's, Inc. reported full year fiscal 2023 results: revenue $1,430 to $1,450 million, net income $33 to $40 million, EPS $0.28 to $0.32. Guidance lowered.

“Net sales are now expected to be $1,430 to $1,450 million, gross profit is expected to be $549 to $559 million, net income is expected to be $33 to $40 million, Adjusted EBITDA is expected to be $170 to $180 million, Adjusted net income is expected to be $52 to $59 million, and Adjusted diluted earnings per share are expected to be $0.28 to $0.32.”

Leslie's, Inc. reported third quarter ended July 1, 2023 results: revenue $611 million, net income $70 to $73 million, EPS $0.39 to $0.41. Guidance lowered.

“The Company expects preliminary sales for the third quarter of $611 million including a comparable sales decline of (12)%. Gross profit is expected to be $249 to $251 million and gross margin is expected to be approximately 41%. Net income is expected to be $70 to $73 million, Adjusted EBITDA is expected to be $124 to $128 million, Adjusted net income is expected to be $73 to $76 million, and Adjusted diluted earnings per share are expected to be $0.39 to $0.41.”

Scott Bowman was appointed as Chief Financial Officer and Treasurer at Leslie's, Inc..

“The Board of Directors of the Company appointed Scott Bowman, age 56, as the Company’s Chief Financial Officer and Treasurer to succeed Mr. Weddell, effective August 7, 2023.”

Steve Weddell departed as Chief Financial Officer at Leslie's, Inc..

“Steve Weddell will be stepping down from his position as Chief Financial Officer of the Company effective August 7, 2023”

Leslie's, Inc. amended Amendment No. 1 with Nomura Corporate Funding Americas, LLC (effective 2023-06-08).

“On June 8, 2023, Leslie’s Poolmart, Inc., Leslie’s, Inc., (collectively, the “Company”), the financial institutions party thereto from time to time, and Nomura Corporate Funding Americas, LLC, as administrative agent and collateral agent, entered into Amendment No. 1 (“Amendment No. 1”) to the Company’s Amended and Restated Term Loan Credit Agreement dated March 9, 2021 (the “Term Loan”).”

Leslie's, Inc. reported second quarter ended April 1, 2023 results: revenue $212.8 million, net income Net loss was $(31.5) million, EPS $(0.17). Guidance reaffirmed.

“specific reference in such filing. --- EX-99 (EX-99.1) --- EX-99 Exhibit 99.1 Leslie’s, Inc. Announces Second Quarter Fiscal 2023 Financial Results • Second quarter sales of $212.8 million, a decrease of 6.7% from the prior year period. • Comparable sales in the second quarter declined 13.5% compared to the prior year period, driven by the normalization of the”

Leslie's, Inc.: Sixth Amended and Restated Certificate of Incorporation adopted, declassifying the Board of Directors and deleting obsolete provisions (effective 2023-03-16).

“On March 16, 2023, the Company filed the Sixth Amended and Restated Certificate of Incorporation (the “Certificate of Incorporation”) which became effective on such date.”

Leslie's, Inc. shareholders approved Adoption of Sixth Amended and Restated Certificate of Incorporation of Leslie's, Inc., which declassifies the Company's Board of Directors at the 2023-03-16 meeting.

“Adoption of Sixth Amended and Restated Certificate of Incorporation of Leslie’s, Inc. For Against Abstain Broker Non-Votes 162,164,452 98,568 12,912 3,461,901”

Leslie's, Inc. shareholders approved Non-Binding, Advisory Vote to Approve Named Executive Officer Compensation at the 2023-03-16 meeting.

“Non-Binding, Advisory Vote to Approve Named Executive Officer Compensation. For Against Abstain Broker Non-Votes 156,049,712 2,914,960 3,311,260 3,461,901”

Leslie's, Inc. shareholders approved Ratification of Appointment of Ernst & Young LLP as the Company's Independent Registered Public Accounting Firm for 2023 at the 2023-03-16 meeting.

“Ratification of Appointment of Ernst & Young LLP as the Company's Independent Registered Public Accounting Firm for 2023. For Against Abstain Broker Non-Votes 162,469,208 3,247,439 21,186 —”

Leslie's, Inc. shareholders approved Election of Class II Directors at the 2023-03-16 meeting.

“Election of Class II Directors. Director Nominee For Withheld Broker Non-Votes James Ray, Jr. 109,331,795 52,944,137 3,461,901 John Strain 160,106,098 2,169,834 3,461,901”

Leslie's, Inc. amended revolving credit of increase the revolving credit commitments under the Revolving Credit Facility in the amount of $50.0 million, such that with Bank of America, N.A., as administrative agent, and U.S. Bank National Association, as co-collateral agent at replaced the existing LIBOR-based rate with a Term SOFR-based rate.

“Amendment No. 6 amended the Credit Agreement to, among other things, in respect of the revolving credit facility thereunder (the “Revolving Credit Facility”), (a) increase the revolving credit commitments under the Revolving Credit Facility in the amount of $50.0 million, such that the aggregate commitments are $250.0 million and (b) replaced the existing LIBOR-based rate with a Term SOFR-based rate, as an interest rate benchmark.”

Leslie's, Inc. amended Amendment No. 6 with Bank of America, N.A., as administrative agent, and U.S. Bank National Association, as co-collateral agent (effective 2023-03-15).

“On March 15, 2023, Leslie’s Poolmart, Inc., Leslie’s, Inc., and the subsidiary borrowers named therein (collectively, the “Company”), Bank of America, N.A., as administrative agent, and U.S. Bank National Association, as co-collateral agent, entered into an Amendment No. 6 (“Amendment No. 6”) to the Company’s Credit Agreement dated October 16, 2012”

Leslie's, Inc. reported first quarter ended December 31, 2022 results: revenue $195.1 million, net income $(30.3) million, EPS $(0.16). Guidance reaffirmed.

“Three Months Ended December 31, 2022 Highlights • Sales increased $10.3 million, or 5.6%, to $195.1 million compared to $184.8 million in the prior year period and non-comparable sales related to our acquisitions and new store growth increased $17.7 million. Comparable sales decreased 4.0% compared to the prior year period. • Gross profit decreased $2.0 million, or 3.0%, to $65.3 million compared to $67.3 million in the prior year period and gross margin was 33.5% compared to 36.4% in the prior year period. The decrease in gross margin was primarily attributed to business mix, and occupancy deleverage. • Selling, general and administrative expenses (“SG&A”) increased $12.5 million to $92.3 million compared to $79.8 million in the prior year period, primarily driven by inflationary costs associated with payroll and digital marketing expenses, and non-comparable SG&A related to our acquisitions. • Operating loss was $(27.0) million compared to $(12.5) million in the prior year period. •”

Jodeen Kozlak departed as director at Leslie's, Inc..

“Jodeen Kozlak, a current director of the Company, advised the Company that she will not stand for re-election at the Company’s 2023 Annual Meeting of Shareholders.”

Marc Magliacano resigned as director at Leslie's, Inc..

“Marc Magliacano notified the Company of his intention to resign as a director of the Company at the conclusion of the Company’s 2023 Annual Meeting of Shareholders currently scheduled for March 16, 2023.”

Leslie's, Inc. reported fiscal year 2023 results: revenue $1,560 to $1,640 million, net income $131 to $146 million, EPS $0.78 to $0.86. Guidance initiated.

“Fiscal 2023 Outlook The Company expects the following for Fiscal 2023: Sales $1,560 to $1,640 million Gross profit $667 to $708 million Net income $131 to $146 million Adjusted net income $145 to $160 million Adjusted EBITDA $280 to $310 million Adjusted diluted earnings per share $0.78 to $0.86 Diluted weighted average shares outstanding 185 to 187 million”

Leslie's, Inc. reported the fiscal year ended October 1, 2022 results: revenue $1,562.1 million, net income $159.0 million, EPS $0.85.

“Sales increased $219.2 million, or 16.3%, to $1,562.1 million compared to $1,342.9 million in the prior year period and comparable sales increased 10.6%. • Gross profit increased $78.5 million, or 13.2%, to $673.7 million compared to $595.2 million in the prior year period and gross margin was 43.1% compared to 44.3% in the prior year period. The decrease in gross margin was primarily attributed to business mix. • SG&A increased $48.9 million to $435.0 million compared to $386.1 million in the prior year period, primarily driven by the sales increase, inflationary costs associated with payroll and digital marketing expenses, and non-comparable SG&A related to our acquisitions. • Operating income increased $29.7 million, or 14.2%, to $238.8 million compared to $209.1 million in the prior year period. • Net income increased $32.4 million, or 25.6%, to $159.0 million compared to $126.6 million in the prior year period. • Adjusted net income increased $14.9 million, or 9.2%, to $176.4 mill”

Leslie's, Inc. reported the fourth quarter ended October 1, 2022 results: revenue $475.6 million, net income $57.9 million, EPS $0.31.

“Sales increased $66.7 million, or 16.3%, to $475.6 million compared to $408.9 million in the prior year period and comparable sales increased 10.2%. • Gross profit increased $29.1 million, or 15.5%, to $217.2 million compared to $188.1 million in the prior year period and gross margin was 45.7% compared to 46.0% in the prior year period. The decrease in gross margin was primarily attributed to business mix. 1 • Selling, general and administrative expenses (“SG&A”) increased $13.2 million to $134.1 million compared to $120.9 million in the prior year period, primarily driven by the sales increase, inflationary costs associated with payroll and digital marketing expenses, and non-comparable SG&A related to our acquisitions. • Operating income increased $16.0 million, or 23.8%, to $83.1 million compared to $67.1 million in the prior year period. • Net income increased $13.4 million, or 30.1%, to $57.9 million compared to $44.5 million in the prior year period. • Adjusted net income increa”

Claire Spofford was elected as Director at Leslie's, Inc..

“increased the size of the Board from nine to ten members and elected Claire Spofford to the Board, effective May 18, 2022.”