Lands End Aktie

Lands' End saw a 500 basis point gross margin improvement driven by recovery in U.S. e-commerce after warehouse management system issues and a focus on higher-margin sales, despite lower revenue. Inventory rose 13% year‑over‑year as levels normalized, and the company used $300 million from its WHP joint venture to fully repay the term loan and authorized a $100 million share repurchase program. Management plans to build a centralized AI engine for personalized customer experiences, expects further warehouse efficiencies in 2027, and notes the WHP partnership will deliver over $150 million in long‑term guaranteed royalty value but with long product lead times; tariff headwinds remain a risk. » Altro su finance.yahoo.com

Lands' End reported fiscal Q2 revenue of $302 million, a 3% increase driven by a 9% rise in U.S. e-commerce and 4% growth in Outfitters, while third-party marketplace sales declined about 20%. Adjusted EBITDA fell to $11 million and adjusted net income was $2.7 million, even as gross margin expanded to 52% largely due to an IEEPA tariff refund. The company said core U.S. warehouse management disruptions have been resolved but school uniform shipment delays left Outfitters with elevated backlogs. Lands' End maintained its fiscal 2026 outlook of $1.3–1.35 billion in revenue and $62–70 million in adjusted EBITDA, and is investing in marketing, digital capabilities and AI-driven personalization. » Altro su finance.yahoo.com

Lands’ End reported adjusted EPS of $0.09 and revenue of $302 million for the quarter ended in July, slightly above consensus estimates. Gross margin rose to 52% (+320 basis points), while adjusted EBITDA fell to $11 million. US e‑commerce sales grew 9%, while sales via third‑party marketplaces declined about 20% due to deliberate margin discipline. The stock fell about 3.2% in premarket trading; management expects moderate revenue targets for Q3 and the fiscal year and plans investments in warehouse technology and AI. » Altro su de.investing.com