The earnings call reflects a mixed sentiment with significant achievements in gross margin expansion, adjusted EBITDA growth, and successful licensing strategies. However, there are notable challenges such as revenue declines and underperformance in key markets. The positives in strategic initiatives and cost management are somewhat overshadowed by the sales challenges.
Company Guidance
During the Lands' End 4Q Fiscal Year 2024 earnings call, the company provided guidance for the upcoming fiscal year, highlighting expected growth and key financial metrics. For the full year, Lands' End anticipates net revenue between $1.33 billion to $1.45 billion with mid-to-high single-digit growth in Gross Merchandise Value (GMV). They project adjusted net income to range from $15 million to $27 million, translating to adjusted diluted earnings per share of $0.48 to $0.86. The company also expects adjusted EBITDA to be between $95 million and $107 million. Capital expenditures for the year are estimated at approximately $30 million, and the guidance incorporates the impact of existing global tariffs. Additionally, for the first quarter of 2025, net revenue is expected to be between $260 million and $290 million, with GMV anticipated to grow flat to low single digits. The company forecasts an adjusted net loss of $7 million to $4 million, equating to an adjusted diluted loss per share between $0.22 and $0.13, and adjusted EBITDA is expected to be in the range of $9 million to $12 million.
Gross Margin Expansion
Eighth consecutive quarter of gross margin expansion, up approximately 760 basis points year-over-year.
Adjusted EBITDA Growth
Adjusted EBITDA of $44 million, up 38% year-over-year.
Inventory Optimization
12% year-over-year improvement in year-end inventory position, allowing for increased inventory turns by double digits.
Licensing Segment Success
Licensing business created a $150 million plus GMV with strong gross margin and gross profit dollar profiles.
Marketing and Customer Engagement
Doubled Instagram following year-over-year, reaching nearly a quarter of a million followers.
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Lands' End (LE) Earnings, Revenues Date & History
The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
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LE Earnings-Related Price Changes
Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Mar 20, 2025
$11.44
$10.16
-11.19%
Dec 05, 2024
$16.09
$14.00
-12.99%
Sep 05, 2024
$15.11
$14.27
-5.56%
Jun 05, 2024
$13.90
$13.09
-5.83%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
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FAQ
When does Lands' End (LE) report earnings?
Lands' End (LE) is schdueled to report earning on May 29, 2025, TBA Not Confirmed.
What is Lands' End (LE) earnings time?
Lands' End (LE) earnings time is at May 29, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.