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May 02, 2025
Lands' End Q1 2025 Earnings Report
Lands' End reported a decline in revenue and a deeper net loss in Q1 2025, though gross margin improved due to strategic licensing transitions.
Key Takeaways
Lands' End posted a net loss and revenue decline in Q1 2025, driven by ongoing licensing transitions and weak performance in certain segments. However, gross margin increased and adjusted EPS improved year-over-year.
Net revenue declined 8.5% year-over-year to $261.2 million.
Gross margin improved by 210 basis points to 50.8%.
Adjusted EPS improved to -$0.18 from -$0.20 the previous year.
Europe eCommerce and Licensing segments saw major revenue declines.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
Lands’ End maintained its full-year guidance despite macroeconomic and tariff headwinds, projecting positive net income and adjusted EBITDA growth.
Positive Outlook
- GMV expected to grow mid-to-high single digits.
- Full-year revenue projected between $1.33B and $1.45B.
- Net income expected between $8M and $20M.
- Adjusted EBITDA guidance in the range of $95M to $107M.
- Plans in place to mitigate tariff impacts with diversified sourcing.
Challenges Ahead
- China tariffs assumed at 30%, affecting less than 8% of costs.
- Net income guidance implies continued operational challenges.
- Marketplace performance remains mixed despite AI tools.
- Europe eCommerce requires turnaround after steep decline.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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