What is the revenue and EPS growth rate for Lands'End year over year?

What is Lands'End's gross profit margin?

Did Lands'End beat or miss consensus estimates last quarter?

What is Lands'End's latest dividend and current dividend yield?

What were the key takeaways from Lands'End’s earnings call?

What factors drove the changes in Lands'End's revenue and profit?

What is the market's earnings forecast for Lands'End next quarter?

What guidance did Lands'End's management provide for the next earnings period?

- **Record Profit Growth**: Adjusted EBITDA up 28% to $26M, driven by 120bps gross margin expansion and disciplined cost control.
- **Marketplace Dominance**: Third-party sales +34%, Amazon Prime Week top 25 items drove 50% of Marketplace revenue.
- **Customer Surge**: 150K+ new customers in November, Instagram followers hit 0.5M, skewing younger and more diverse.
- **Strategic Wins**: Delta uniform partnership, 20% school uniform growth, and European Black Friday sales at post-pandemic highs.
- **Sustainability**: Inventory up 3% but 100bps margin improvement; $28M capex to support FY25 adj. EBITDA $99-104M.
- **Licensing Leap**: Licensing revenue +30%, with new licenses launching Q4 and FY26, driving digital basket growth.


**【CEO Summary Section】**
- **Revenue and Profit Growth**: Adjusted EBITDA increased 28% year-over-year to $26 million, driven by gross margin expansion and cost control. Third-party marketplace sales rose 34%, with Amazon and Macy's leading growth.
- **Customer Acquisition**: Added over 150,000 new customers in November, the highest quarterly gain since Q3 2020, with Instagram followers reaching 0.5 million.
- **Strategic Wins**: Secured Delta Air Lines uniform partnership, expanded school uniform business (+20%), and launched successful pop-up shops in NYC and Europe.
- **Digital Momentum**: Record traffic to landsend.com, with Amazon Prime Week sales up 40% and top 25 items accounting for half of Marketplace revenue.
- **International Expansion**: Collaborations with Harris Tweed and Lulu Guinness, and French-language website launch, signaling European brand repositioning.

**【CFO Financial Commentary】**
- **Revenue and GMV**: Total revenue $318 million (flat YoY), GMV up low single digits. U.S. eCommerce down 3% due to inventory efficiency and promotional productivity.
- **Gross Margin**: Improved 120 bps to 52%, mitigating tariffs through co-sourcing and vendor consolidation.
- **Cost Management**: SG&A expenses down $2 million, 60 bps as a percentage of revenue, reflecting operational efficiency.
- **Balance Sheet**: Inventory up 3% to $347 million, managed despite tariffs. Debt stable at $237 million term loan and $75 million ABL.
- **Guidance**: Q4 revenue $460-490 million, FY25 adj. EBITDA $99-104 million, with $28M capex.

**【Q&A Highlights】**
- **Promo Strategy**: Managed back-to-school and holiday promotions to maintain gross margin, avoiding price chasing. Veterans Day and Black Friday sales ahead of expectations.
- **Licensing Growth**: Shoes and Kids businesses anniversarying, with 5-6 new licenses launching in Q4 and FY26. Licensing revenue +30% YoY, driving digital basket size.
- **International Potential**: European Black Friday sales hit post-pandemic highs, with collaborations like Harris Tweed creating brand halo effect in U.S.
- **Inventory Efficiency**: Inventory up 3% YoY, but 100 bps gross margin improvement reflects supply chain optimization.
- **Tariff Mitigation**: Implemented strategies to offset $28M annual tariff impact, preserving margin structure.
- **Strategic Alternatives**: Board exploring options, no updates yet, but CEO emphasizes operational focus on growth.


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