FORM 10-K ☒ Annual report pursuant to section 13 or 15(d) of the Securities Exchange Act of 1934 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 For the fiscal year ended January 27, 2023 -OR- ☐ Transition report pursuant to section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from to to . Commission File Number: 001-09769 Lands' End, Inc. (Exact name of registrant as specified in its charter) | Delaware | 36-2512786 | | --- | --- | | (State or Other J ...

Lands' End, Inc. (NASDAQ:LE) Q4 2022 Earnings Conference Call March 15, 2023 8:30 AM ET Company Participants Andrew McLean - CEO Bernie McCracken - Interim CFO Conference Call Participants Alex Fuhrman - Craig-Hallum Capital Group Dana Telsey - Telsey Advisory Group Operator Good day, and welcome to Lands' End's Fourth Quarter and Full-Year Fiscal 2022 Results Call. At this time, all participants are in a listen-only mode. After the speakers' presentation, there’ll be a question-and-answer session, and inst ...

Household income +209% vs. US population Existing customers spend +100% more in a year than new- to-brand customers. As a digital company, we target behaviors, not specific demographics. We prioritize high-value audiences rather than broad ones. 10 New customers are primarily acquired via search channels. We retain her with relevant contacts such as catalogs and connected digital campaigns. RESPONSIVE We drive highly efficient, targeted print and digital campaigns. We leverage: - Our deep customer purchase ...

Investor Presentation JANUARY 2023 Our Brand #1 Online Retailer in women's swim. 6 Customer 8 We Know How to Meet Her and Keep Her 90% of our marketing campaigns are engineered by machine learning. This presentation contains forward-looking statements that involve risks and uncertainties, including statements regarding the Company's opportunities for growth and value creation, ability to build, positioning for long long-term success, focus on growing and retaining its customer base, ability to capitalize on ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ Quarterly report pursuant to section 13 or 15(d) of the Securities Exchange Act of 1934 (Exact name of registrant as specified in its charter) (State or Other Jurisdiction of Incorporation of Organization) 1 Lands' End Lane Dodgeville, Wisconsin 53595 (Address of Principal Executive Offices) (Zip Code) (608) 935-9341 For the quarterly period ended October 28, 2022 -OR- ☐ Transition report pursuant to section 13 or 15(d) of t ...

Financial Data and Key Metrics Changes - Total revenue for Q3 2022 decreased by 1% to $371 million compared to the previous year, missing guidance due to a slowdown in consumer demand [26] - Adjusted EBITDA was $16.7 million, below expectations of $20 million to $24 million, and down from $29.8 million in 2021, primarily due to gross margin pressure [32] - The company reported a net loss of $4.7 million or $0.14 per share, compared to a net income of $7.4 million or $0.22 per share in 2021 [31] Business Line Data and Key Metrics Changes - Global e-commerce sales decreased by 5% year-over-year, with U.S. e-commerce sales fairly flat, down 1%, while international sales dropped by 20% due to inflation and geopolitical issues [27] - Revenue from the third-party business increased by 60% compared to Q3 2021, driven by strong performance at Kohl's and other marketplaces [28] - The outfitters business saw a 6% decrease in sales, attributed to the normalization of travel-related purchases after last year's accelerated demand [28] Market Data and Key Metrics Changes - Inventory at the end of the quarter was $565 million, an 18% increase from $480 million a year ago, primarily due to early receipts for the holiday season [33] - The company expects inventory levels to normalize by the end of spring/summer 2023 [33] Company Strategy and Development Direction - The company is focusing on strategic growth pillars including product, digital, unit channel distribution, and infrastructure [14] - There is an emphasis on enhancing customer engagement through improved search capabilities and social media presence [18] - The company plans to leverage data-driven strategies to optimize margins and remain competitive in a highly promotional environment [20] Management's Comments on Operating Environment and Future Outlook - Management noted that consumer behavior is shifting towards seeking promotions due to inflationary pressures, impacting discretionary spending [7][48] - The company anticipates a highly promotional environment in the fourth quarter, with margin pressures from increased freight and supply chain costs [34] - Management expressed confidence in the brand's long-term resilience, supported by a loyal customer base with an average tenure of 18 years [38] Other Important Information - The company announced the appointment of Andrew McLean as CEO-Designate, who will succeed Jerome Griffith at the end of the fiscal year [39] - The company is also focusing on improving supply chain capabilities with new appointments in key positions [41][42] Q&A Session Summary Question: Can you expand on the customer environment, both digitally and in your third-party business? - Management noted continued growth in third-party business, particularly with Amazon and Kohl's, and highlighted that customers are looking for promotions due to rising costs [47][48] Question: Can you expand on inventory levels and supply chain costs for 2023? - Management indicated that while inventory is up 18%, the quality is satisfactory, and they expect normalization by spring/summer 2023 [53] Question: What is the expectation for the promotional environment in the fourth quarter? - Management expects a highly promotional environment, particularly post-Christmas, with potential clearance sales in January due to inventory gluts [59][60] Question: When will the benefits of reduced container costs be seen in gross margins? - Management stated that benefits from reduced shipping costs will start to be realized towards the end of spring and summer 2023 [63] Question: Was the sales increase during Thanksgiving and Cyber Week a pleasant surprise? - Management noted that while Cyber Week is important, the current week is also significant, with traffic patterns resembling pre-pandemic trends [65]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ Quarterly report pursuant to section 13 or 15(d) of the Securities Exchange Act of 1934 For the quarterly period ended July 29, 2022 -OR- ☐ Transition report pursuant to section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from to to . Commission File Number: 001-09769 Lands' End, Inc. (Exact name of registrant as specified in its charter) (State or Other Jurisdiction of Incorporation of Organ ...

Lands' End, Inc. (NASDAQ:LE) Q2 2022 Earnings Conference Call September 1, 2022 8:30 AM ET Company Participants Bernie McCracken - Chief Accounting Officer Jerome Griffith - Chief Executive Officer Jim Gooch - President and Chief Financial Officer Conference Call Participants Dana Telsey - Telsey Advisory Group Alex Fuhrman - Craig-Hallum Operator Good day and welcome to the Lands’ End 2Q ‘22 Earnings Call. [Operator Instructions] As a reminder, this call is being recorded. I would now like to turn the call ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Lands' End, Inc. (Exact name of registrant as specified in its charter) Washington, D.C. 20549 FORM 10-Q ☒ Quarterly report pursuant to section 13 or 15(d) of the Securities Exchange Act of 1934 For the quarterly period ended April 29, 2022 -OR- ☐ Transition report pursuant to section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from to to . Commission File Number: 001-09769 (State or Other Jurisdiction of Incorporation of Orga ...

Lands' End, Inc. (NASDAQ:LE) Q1 2022 Earnings Conference Call June 2, 2022 8:30 AM ET CompanyParticipants Jerome Griffith - CEO Jim Gooch - President & CFO Bernie McCracken - CAO Conference Call Participants Dana Telsey - Telsey Advisory Group Alex Fuhrman - Craig-Hallum Capital Operator Good day, and welcome to the Land's End First Quarter 2022 Earnings Conference Call. At this time, all participants are in a listen-only mode. After the speakers presentation, there’ll be a question-and-answer. [Operator in ...