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Lands' End (LE) investor relations material

Lands' End Q2 2026 earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Q2 2026 earnings summary9 Sep, 2025

Executive summary

  • Net revenue for Q2 2025 was $294.1 million, down 7.3% year-over-year, with U.S. eCommerce and Europe eCommerce segments declining due to a slow swim season and macroeconomic pressures.

  • Gross margin improved by 90 basis points to 48.8% year-over-year, driven by better promotional productivity and licensing expansion.

  • B2B, especially commercial and school uniforms, and Third Party channels saw strong revenue growth and new customer acquisition.

  • U.S. e-commerce remains central, with enhanced personalization and AI-driven recommendations boosting engagement.

  • Inventory was reduced for the ninth consecutive quarter, supporting efficiency and resilience.

Financial highlights

  • Q2 2025 net revenue was $294.1 million, down 7.3% year-over-year; gross margin was 48.8%, up 90 basis points.

  • Net loss for Q2 2025 was $3.7 million ($0.12 per diluted share), improved from $5.3 million loss in Q2 2024.

  • Adjusted net loss was $1.9 million ($0.06 per share); adjusted EBITDA was $14.1 million, down from $17.1 million year-over-year.

  • Year-to-date net revenue was $555.3 million, down 7.8% year-over-year; gross margin up 140 basis points to 49.7%.

  • Inventory at $301.8 million, down 3% year-over-year.

Outlook and guidance

  • Q3 2025 net revenue expected between $320 million and $350 million; adjusted EBITDA $24 million to $28 million.

  • Q3 adjusted net income forecasted at $3–$7 million; adjusted EPS $0.10–$0.22.

  • Fiscal 2025 net revenue guidance is $1.33–$1.40 billion; adjusted EBITDA $98–$107 million.

  • Full-year adjusted net income $19–$27 million; adjusted EPS $0.62–$0.88.

  • Guidance includes $25 million in capital expenditures and current tariff impacts.

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Frequently asked questions

Lands' End, Inc. operates as a uni-channel retailer of casual clothing, accessories, footwear, and home products in the United States, Europe, Asia, and internationally. It operates two brands; Lands' End and L.L.Bean. The company's products include men's and women's apparel; children's clothing; home furnishings; luggage; handbags; sporting goods; and toys. It also offers Lands' End Credit Services through which customers can buy conveniently online via its branded websites or store locator; agree to pay over time with an introductory interest rate that is fixed for a period of time (generally six months), after which time their purchases are subject to interest rates based on their credit rating.

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