Short answer
LANDS' END, INC. (LE) filed its Q3 2026 10-Q quarterly report on Sep 3, 2026 for the quarter ended Jul 31, 2026. Quarterly revenue was $302M (up 2.7% year over year) with net income of $3M.
Q3 2026 key financials · XBRL
- Revenue
- $302M
- +2.7% YoY · +26.4% QoQ
- Net income
- $3M
- +194.1% YoY · −99.0% QoQ
- Operating margin
- 2.7%
- Gross margin
- 52.0%
- EPS (diluted)
- $0.40
- +433.3% YoY · −96.2% QoQ
Source: XBRL data from the LANDS' END, INC. (LE) Q3 2026 10-Q on SEC EDGAR. USD.
LANDS' END, INC. Q3 2026 10-Q analysis
AI summary of MD&A and risk factor updates
Management Discussion & Analysis
- Revenue $302.0M, up 2.7% YoY from $294.1M
- Gross margin 52.0% vs 48.8% YoY; operating margin 2.7% vs 1.4%
- Best channel U.S. eCommerce revenue $182.4M, up 9.0%; worst Third Party $17.2M, down 20.4%
- WHP transaction generated $300M cash proceeds; initial JV cash contribution $1.25M
- Headwinds from tariffs, trade-policy uncertainty, shipping disruptions, freight costs, and warehouse-system challenges
Risk Factors
- No material changes to 10-K risk factors, as reaffirmed in the quarter-end filing
- Executive leadership transition risk following CEO Andrew J. McLean’s June 29, 2026 departure
- Capital allocation risk from $100.0 million share-repurchase authorization through March 31, 2029
- Liquidity risk from $10.83 million spent repurchasing 910,253 shares during the quarter
Generated from the filing text; verify against the original. 10-K vs 10-Q vs 8-K
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