DODGEVILLE, Wis., Jan. 05, 2026 (GLOBE NEWSWIRE) -- Lands' End, Inc. (NASDAQ: LE) today announced that the Company will be participating in the 28th Annual ICR Conference, held at the Grande Lakes Orlando in Orlando, FL, on Monday, January 12, 2025 with a fireside chat presentation at 8:30 AM Eastern Time. Andrew McLean, Chief Executive Officer, and Bernie McCracken, Chief Financial Officer, will participate in the fireside chat. The audio portion of the fireside chat presentation will be webcast live over ...

Company Overview - Hennes & Mauritz AB (HNNMY) is a notable stock within the Retail-Wholesale sector, which consists of 196 individual stocks and ranks 8 in the Zacks Sector Rank [2] - The company currently holds a Zacks Rank of 2 (Buy), indicating a favorable outlook based on earnings estimates and revisions [3] Performance Analysis - Hennes & Mauritz AB has achieved a year-to-date return of approximately 40%, significantly outperforming the Retail-Wholesale sector's average return of 7.6% [4] - The Zacks Consensus Estimate for HNNMY's full-year earnings has increased by 9.4% over the past 90 days, reflecting improved analyst sentiment [4] Industry Context - Hennes & Mauritz AB operates within the Retail - Apparel and Shoes industry, which includes 39 companies and currently ranks 46 in the Zacks Industry Rank [6] - The average performance of the Retail - Apparel and Shoes industry has been a loss of 1.6% year-to-date, further highlighting HNNMY's strong performance relative to its peers [6] Comparison with Other Stocks - Lands' End (LE) is another stock in the Retail-Wholesale sector that has outperformed, with a year-to-date return of 11.8% and a Zacks Rank of 2 (Buy) [5][7] - The Retail - Catalog Shopping industry, to which Lands' End belongs, has shown a positive return of 11.8% since the beginning of the year, indicating a competitive landscape within the sector [7]

Core Viewpoint - Lands' End, Inc. reported mixed financial results for Q3 2026, with earnings per share slightly missing estimates, but showing strong operational performance and strategic growth potential in both B2B and consumer segments [2][3][4]. Financial Performance - Earnings per share (EPS) was $0.16, slightly below the estimated $0.17 [2][6]. - Revenue was approximately $317.5 million, significantly below the expected $466.4 million [2][6]. - The company achieved a 120 basis point increase in gross margin and a $5.8 million rise in net income [3][6]. - Adjusted EBITDA surged by 28%, indicating a focus on profitability and operational efficiency [3]. Strategic Direction - CEO Andrew McLean and CFO Bernard McCracken discussed the company's strategic direction during the earnings call [3]. - The partnership with Delta Air Lines highlights Lands' End's capabilities in integrating product, service, and technology for enterprise clients, showcasing long-term growth potential in the B2B segment [4]. Market Position and Financial Metrics - Lands' End is successfully reaching a younger and more diverse customer base, enhancing brand relevance [5]. - The company has a P/E ratio of 37.69 and a price-to-sales ratio of 0.34, indicating investor confidence [5]. - With a debt-to-equity ratio of 0.14 and a current ratio of 1.76, Lands' End maintains a strong financial position to support its growth strategy [5].

Group 1 - The article does not provide any relevant content regarding company or industry insights [1]

Financial Performance - Net revenue for the Third Quarter 2025 was $317.5 million, a slight decrease of 0.4% compared to $318.6 million in the same quarter of the previous year[101]. - Year-to-Date 2025 net revenue was $872.8 million, down 5.3% from $921.3 million in Year-to-Date 2024[102]. - Net revenue for Q3 2025 was $317.5 million, a decrease of $1.1 million or 0.3% from Q3 2024[112]. - U.S. eCommerce net revenue decreased by $6.3 million or 3.4% to $179.8 million in Q3 2025[113]. - U.S. eCommerce net revenue decreased by $27.1 million or 5.0% to $517.8 million in Year-to-Date 2025, despite continued strength in outerwear and transitional key items[134]. - Europe eCommerce net revenue decreased by $15.6 million or 21.4% to $57.3 million in Year-to-Date 2025, primarily due to new leadership and macroeconomic pressures[137]. - Net revenue from the Europe eCommerce distribution channel represented approximately 7% of total net revenue during Year-to-Date 2025[177]. Profitability - Gross profit margin improved to 51.8% in the Third Quarter 2025 from 50.6% in the Third Quarter 2024[101]. - Operating income increased to $16.8 million, representing 5.3% of net revenue, compared to $9.3 million (2.9% of net revenue) in the prior year[101]. - The company experienced a net income of $5.2 million in the Third Quarter 2025, compared to a net loss of $0.6 million in the same quarter of the previous year[101]. - Adjusted net income for Q3 2025 was $6.5 million, compared to $1.8 million in Q3 2024, with adjusted diluted earnings per share increasing to $0.21[127]. - Gross profit was $440.6 million for Year-to-Date 2025, a decrease of $11.4 million or 2.5%, but gross margin improved by approximately 140 basis points to 50.5%[139]. - Adjusted EBITDA for Q3 2025 was $25.9 million, an increase of 28% compared to $20.3 million in Q3 2024[128]. - Adjusted EBITDA was $49.5 million in Year-to-Date 2025, compared to $48.9 million in Year-to-Date 2024[149]. Expenses - The company incurred $1.5 million in restructuring costs during the Third Quarter 2025, compared to $1.8 million in the same quarter of the previous year[97]. - Total restructuring costs for Year-to-Date 2025 reached $7.2 million, up from $4.5 million in Year-to-Date 2024[97]. - Selling and administrative expenses decreased by $2.3 million to $138.6 million, representing 43.7% of net revenue in Q3 2025[119]. - Selling and administrative expenses decreased by $12.4 million to $391.4 million, representing 44.8% of net revenue in Year-to-Date 2025[140]. Cash Flow and Financing - Net cash used in operating activities was $15.2 million during Year-to-Date 2025, an increase from $12.2 million in Year-to-Date 2024, primarily due to tariffs[167]. - Net cash used in investing activities was $23.9 million in Year-to-Date 2025, compared to $22.1 million in Year-to-Date 2024, mainly for updating digital information technology infrastructure[168]. - Net cash provided by financing activities was $58.4 million during Year-to-Date 2025, up from $39.4 million in Year-to-Date 2024, driven by increased borrowings under the ABL Facility[169]. - As of October 31, 2025, the outstanding balance on the ABL Facility was $75.0 million, an increase from $60.0 million on November 1, 2024[171]. Market Conditions - Macroeconomic challenges, including inflation and high interest rates, continue to impact consumer discretionary spending and may require higher promotional efforts[94]. - A 10% change in foreign currency exchange rates could have resulted in a $5.7 million increase or decrease in net revenue for Year-to-Date 2025[177]. - Each one percentage point change in interest rates associated with the Term Loan Facility would result in a $2.3 million change in annual cash interest expenses[179]. Segment Performance - U.S. Digital Segment net revenue increased by $4.0 million or 1.5% to $277.5 million in Q3 2025[112]. - Outfitters net revenue increased by $5.4 million or 7.4% to $78.8 million in Q3 2025, driven by a strong back-to-school season[114]. - Third Party net revenue increased by $4.8 million or 34.0% to $18.9 million in Q3 2025, primarily due to strength in marketplace partners[115]. - U.S. Digital Segment variable profit increased by $8.0 million to $71.4 million in Q3 2025, representing 25.7% of net revenue[129]. - Outfitters net revenue increased by $8.9 million or 5.0% to $188.1 million in Year-to-Date 2025, driven by a strong back-to-school season and new customer acquisitions[135]. - Third Party net revenue increased by $6.2 million or 12.8% to $54.6 million in Year-to-Date 2025, attributed to curated product assortments[136].

Core Viewpoint - BAD BEAT Investing offers a trial discount and emphasizes its successful trading history, particularly with Lands' End, Inc. (LE), highlighting a focus on short- and medium-term investments and teaching investors to become proficient traders [1] Group 1: Company Overview - BAD BEAT Investing is led by Quad 7 Capital, a team of 7 analysts with nearly 12 years of experience in identifying investment opportunities [1] - The company has a proven track record, notably calling for a market sell-off in February 2020 and maintaining an average position of 95% long and 5% short since May 2020 [1] Group 2: Investment Strategy - The focus is on swing trades, income generation, special situations, and momentum trades, with an emphasis on providing in-depth research and clear entry and exit targets [1] - Investors are taught to understand market dynamics and execute well-researched trade ideas weekly, supported by various trading tools and chat rooms [1] Group 3: Analyst Disclosure - The company has a beneficial long position in Lands' End, Inc. shares through stock ownership or derivatives, indicating a vested interest in the performance of the stock [1]

Group 1 - The article promotes BAD BEAT Investing, highlighting a limited-time offer of 22% off the trial price, reducing it from $99 to $77 [1] - BAD BEAT Investing has a history of successful trades, particularly with Lands' End, Inc. (LE), and emphasizes a strategy focused on short- and medium-term investments, income generation, and momentum trades [1] - The team at BAD BEAT Investing consists of seven analysts with diverse expertise, and they aim to educate investors on trading strategies while providing in-depth research and clear entry and exit targets [1] Group 2 - The benefits of joining BAD BEAT Investing include access to well-researched trade ideas, multiple chat rooms, daily analyst upgrade/downgrade summaries, and learning opportunities in options trading [1] - The company has maintained a long position in LE shares, indicating confidence in the stock's performance [1]

Lands' End (NasdaqCM:LE) Q3 2026 Earnings Call December 09, 2025 08:30 AM ET Company ParticipantsTom Altholz - Senior Director of Financial Planning and AnalysisNone - OperatorAndrew McLean - CEOBernie McCracken - CFODana Telsey - Founder and CEOConference Call ParticipantsEric Beder - CEO and Consumer Equity AnalystSteve Silver - Senior Equity Research AnalystNoneHello and welcome, everyone, joining today's Lands' End third quarter 2025 earnings call. At this time, all participants are in a listen-only mod ...

Financial Data and Key Metrics Changes - Total revenue for Q3 2025 was $318 million, essentially flat year-over-year, while GMV increased low single digits [13] - Adjusted net income was $7 million, or $0.21 per share, with adjusted EBITDA of $26 million, representing a year-over-year increase of approximately 28% [17] - Gross margin improved to nearly 52%, an increase of approximately 120 basis points from Q3 2024 [16] Business Line Data and Key Metrics Changes - U.S. e-commerce business generated $180 million, a decrease of approximately 3% compared to Q3 2024, attributed to improved promotional productivity and inventory efficiency [14] - Third-party marketplace business grew approximately 34%, with significant contributions from Amazon and Macy's [14] - School uniform business grew over 20%, driven by a strong back-to-school season [15] Market Data and Key Metrics Changes - Sales in Europe decreased approximately 20% year-over-year due to increased promotional activity and macroeconomic pressures [16] - Revenue from the licensing business grew over 30% year-over-year, reflecting increased brand visibility [16] Company Strategy and Development Direction - The company is focused on connecting with customers through an asset-light, agile business model, emphasizing high-quality solutions [4] - Strategic investments in third-party marketplaces are aimed at accelerating brand reach and reinforcing the digital ecosystem [14] - The company is expanding its product offerings and marketing strategies to attract a younger customer base [5][11] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the momentum in North America and noted strong performance in November, particularly during the holiday season [20] - The company is focused on managing promotional levels effectively to maintain gross margins while driving sales [29] - Future guidance includes expected net revenue between $1.33 billion and $1.36 billion for the full year, with GMV anticipated to grow low single digits [19] Other Important Information - The company announced two key leadership appointments to strengthen strategic focus and drive growth [22] - The board is exploring strategic alternatives, with no further comments provided at this time [23] Q&A Session Summary Question: Insights on revenue expectations and promotional levels - Management noted satisfaction with North American growth and effective management of promotional levels, particularly during back-to-school campaigns [28][29] Question: Update on licensing business and future expectations - Management indicated that licensing is expected to continue growing, with new licenses set to take effect in the upcoming quarters [37][40] Question: Inventory levels and future expectations - Inventory increased by only 3% year-over-year, with management expressing confidence in their inventory management strategies [47][49]

Financial Data and Key Metrics Changes - Total revenue for Q3 2025 was $318 million, essentially flat year over year, while GMV increased low single digits [13] - Adjusted net income was $7 million, or $0.21 per share, with adjusted EBITDA of $26 million, representing a year-over-year increase of approximately 28% [17] - Gross margin improved to nearly 52%, an increase of approximately 120 basis points from Q3 2024 [16] Business Line Data and Key Metrics Changes - U.S. e-commerce business generated $180 million, a decrease of approximately 3% compared to Q3 2024, attributed to improved promotional productivity [13] - Third-party marketplace business grew approximately 34%, with significant contributions from Amazon and Macy's [13][14] - School uniform business grew over 20%, driven by a strong back-to-school season [14] Market Data and Key Metrics Changes - Sales in Europe decreased approximately 20% year-over-year due to increased promotional activity and macroeconomic pressures [16] - Revenue from the licensing business grew over 30% year-over-year, reflecting increased brand visibility [16] Company Strategy and Development Direction - The company is focused on connecting with customers through an asset-light, agile business model, emphasizing high-quality solutions [4] - A long-term partnership with Delta Air Lines was secured, positioning the company as the exclusive design and manufacturing partner for uniforms [6] - The company is expanding its marketing strategy to appeal to younger consumers, with a focus on customization and personalization [9][10] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the growth momentum in North America and noted strong performance in November, particularly during the holiday season [20] - The company is focused on managing promotional levels effectively to maintain gross margins while driving sales [29][30] - Future guidance includes expected net revenue between $1.33 billion and $1.36 billion for the full year, with GMV expected to grow low single digits [19] Other Important Information - The company achieved record gross margins despite tariff uncertainties and is refining its supply chain strategies [11] - Leadership appointments were announced to strengthen strategic focus and drive growth [21][22] - The board is exploring strategic alternatives, with no further comments at this time [23] Q&A Session Summary Question: What did you see in promotional levels during Black Friday? - Management noted that promotional levels were well-managed, with a successful back-to-school campaign and strong early sales leading into the holiday season [28][29] Question: Can you provide an update on the licensing business? - Management indicated that licensing is expected to continue growing, with new licenses set to take effect in the fourth quarter and into next year [37][39] Question: How should we think about inventories going forward? - Management expressed pride in keeping inventory increases to only 3% despite tariff headwinds, indicating a focus on efficiency [46][47]