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Edge12 Dec 2025
Running on Clouds: The Story of On
The story of how a Swiss runner's pursuit of a new running sensation became On, aiming to be the most premium global sportswear brand worldwide.
Lands' End
Lands' End (LE) investor relations material
Lands' End 28th Annual ICR Conference 2026 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.28th Annual ICR Conference 2026 summary12 Jan, 2026
Product innovation and customer engagement
Focus on iconic products like the tote, leveraging collaborations and pop-ups to attract younger customers and new generations while maintaining appeal to core customers.
Pop-up events, such as the Soho store, have driven engagement, with mother-daughter shopping experiences and personalized products expanding the brand's reach to Gen Alpha.
TikTok Shop has become the fastest-growing sales channel, significantly increasing reach and relevance, especially among younger demographics.
Marketplace presence, especially on Amazon, has led to top-selling items and rapid adaptation to trends, with tailored product strategies for each platform.
Licensing initiatives and asset-light strategies have expanded brand presence, including partnerships with Costco and successful licensed products on Amazon.
Business segments and growth strategies
Commercial and school uniform businesses have seen renewed investment, with major wins like Delta Air Lines and long-term contracts with top school customers.
Emphasis on quality and durability, with products like OEKO-TEX certified school uniforms, positions the brand against fast fashion.
Omnichannel and multichannel retailing are central, with a focus on driving customers back to the core website and leveraging marketplace and licensing synergies.
International business trends are improving, with more details to be shared in upcoming earnings.
The company is exploring multi-brand opportunities and broader solutions-oriented strategies for future growth.
Financial performance and operational efficiency
Gross margin expansion has continued for three years, achieved through supply chain mitigation, pricing, and cost savings, despite tariff headwinds.
Vendor consolidation has increased leverage and flexibility, enabling faster response to market changes and improved margin management.
Inventory efficiency and debt reduction have strengthened the balance sheet, creating capacity for new capital allocation and growth initiatives.
Focus on speed to market and trend responsiveness is expected to further enhance margins and operational performance.
The company now considers itself investment grade, with a strong foundation for scaling and pursuing new opportunities.
How do tote collabs attract new, younger customers?
Elaborate on Outfitters' growth and Delta impact.
How does supply chain strategy drive margin expansion?
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Next Lands' End earnings date
Q4 202620 Mar, 2026
Lands' End
Next Lands' End earnings date
Q4 202620 Mar, 2026
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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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