NASDAQ$LE

Lands End Inc · Q4 2023 earnings

Q4 2023 earnings · · Investor relations

Briefing

LE Q4 2023 — $1.56B revenue, 0.38 EPS

We have determined that each of our operating segments share similar economic and other qualitative characteristics, and therefore, the results of our operating segments are aggregated into one extern. Lands End Inc reported Q4 2023 results. Diluted EPS came in at $0.38. Net income of $33.4M. Headline numbers extracted from the Form 10-K press release; narrative is light because this row was processed without an LLM call.

  • Revenue: $1.56B.
  • Diluted EPS: $0.38.
  • Net income: $33.4M.
  • Operating income: $25K.
  • Gross profit: $594K.

Headline financials

Total Revenue

$515M

Previous: $530M-2.8%
EPS (adj)

$0.25

Previous: -$0.10+350.0%
Capital Expenditures

$11.3M

Previous: $6.5M+73.3%
Net Income

-$3.3M

Previous: $7.11M-146.4%
Operating Income

$12.5M

Previous: $17.1M-26.6%
Gross Profit

$172M

Previous: $199M-13.5%
Stock-Based Comp

$216K

Previous: $2.11M-89.8%

Revenue & EPS history

Lands' End · Revenue · Quarterly

$515M

Q4 2023-2.8%vs Q4 2022
Beat estimate in 2 of 16 quarters(13%)
ActualEstimate

Revenue by segment

Lands' End · $431M total across 5 segments · Q1 2026

  • U.S. Digital
    $205M
  • U.S. eCommerce
    $153M
  • Outfitters
    $38.5M
  • Europe eCommerce
    $20.5M
  • Third Party
    $13.3M

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q4 2023

Historical avgQ4 2023

+2.0%

Avg return

Earnings day

+3.2%

Avg return

5 days after

+1.8%

Avg return

30 days after

49%

24 / 49 earnings

Positive

+44.2%

Q1 2023

Best reaction

-33.4%

Q3 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+8.8%+10.9%
Q3 2025-9.7%-3.2%-5.8%
Q2 2025+4.7%+9.0%-1.1%
Q1 2025+4.3%+5.2%+28.6%
Q4 2024-11.2%-5.5%-19.8%
Q3 2024-10.8%-8.7%-16.5%
Q2 2024-12.8%-7.7%+9.9%
Q1 2024-6.0%+2.1%-4.6%
Q4 2023+17.1%+21.6%+39.9%
Q3 2023+25.4%+28.1%+36.5%
Q2 2023-25.9%-25.3%-27.2%
Q1 2023+44.2%+42.9%+23.8%
Q4 2022+25.5%+23.7%+16.1%
Q3 2022-33.4%-28.7%-34.3%
Q2 2022-21.8%-25.5%-44.1%
Q1 2022+6.5%-2.3%+3.1%
Q4 2021+27.0%+18.3%+4.7%
Q3 2021-4.6%-7.2%-10.5%
Q2 2021-17.5%-20.2%-31.5%
Q1 2021+13.1%+15.1%+34.1%
Q4 2020-10.4%-22.3%-33.0%
Q3 2020-14.4%-17.8%-13.9%
Q2 2020-8.6%-11.6%-15.1%
Q1 2020-5.3%+21.1%+14.4%
Q4 2019+34.3%+45.7%+48.1%
Q3 2019+23.3%+27.9%+32.5%
Q2 2019+43.7%+57.1%+50.8%
Q1 2019+5.1%+0.7%-2.9%
Q4 2018-8.0%-7.7%+7.3%
Q3 2018-29.0%-36.0%-28.4%
Q2 2018-20.1%-24.2%-37.9%
Q1 2018+19.6%+18.5%+13.0%
Q4 2017+27.3%+36.2%+15.1%
Q3 2017+18.6%+33.5%+58.1%
Q2 2017-13.7%-18.1%-4.7%
Q1 2017-9.2%-5.4%-14.4%
Q4 2016-0.5%+1.0%+11.7%
Q3 2016-9.3%-10.1%-14.6%
Q2 2016+4.4%-0.4%-17.6%
Q1 2016-1.2%-2.2%-0.1%
Q4 2015+8.3%
Q3 2015-9.6%
Q2 2015+8.4%
Q1 2015-13.0%
Q4 2014+2.0%
Q3 2014-7.6%
Q2 2014+11.4%
Q4 2013+14.5%
Q1 2014+14.5%
Q3 2013
Q2 2013
Q1 2013

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