Lands' End, Inc. (LE)
NASDAQConsumer DiscretionaryApparel - RetailSnapshot 2026-09-14
NASDAQConsumer DiscretionaryApparel - RetailSnapshot 2026-09-14
Research Workspace
Put LE beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Apparel Retail is in recovery. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
The reason to own it still holds.
View ThesisManagement screens strong on capital allocation, the balance sheet.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationThis stock is volatile — it swings about 2% on a typical day and fell roughly 47% in its worst 12-month stretch.
View RiskLE's growth depends on improving customer engagement and digital capabilities. The company reported Q2 revenue of $302 million, up 2.7% year over year. The latest quarter missed expectations, which may affect future performance. LE trades at 11× P/E, below the 14× peer median. This suggests the price reflects modest growth expectations. If LE cuts guidance on the next call, it could hurt the stock. Peer multiples imply a price about 20% above where it trades. This read is provisional.
Trailing returns as of 2026-09-15. LE is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 2 analysts currently covering LE (as of Sep 2026).
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
Continue this research
Compare LE with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| LE Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 4 valuation methods, at three horizons. As of 2026-09-14. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Apparel Retail — fair value, gap to price, and forward P/E.
Compare the value case
Put LE next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Threatens: Improve financial results and operational execution
Falling EBITDA indicates operational execution issues.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-09-15. EPS is implied from price ÷ P/E. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Top 10% on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.

Advances: Improve financial results and operational execution
Q2 profit and revenue growth support financial improvement objective.

Advances: Strengthen customer engagement and digital capabilities
AI-led push enhances customer engagement and digital capabilities.

Advances: Focus on financial results improvement
AI vision and margin gains support financial improvement goals.

Advances: Focus on financial results improvement
Earnings call confirms focus on financial results improvement.

Advances: Focus on financial results improvement
Earnings call provides insights on financial results improvement.

Threatens: Focus on financial results improvement
Revenue guidance below expectations threatens financial results improvement.

Advances: Strategic partnership with WHP Global
New CEO aligns with strategic growth objectives.