Revenue: As of FY2026 Q3, the actual value is USD 317.49 M, missing the estimate of USD 330.93 M.EPS: As of FY2026 Q3, the actual value is USD 0.17, beating the estimate of USD 0.165.EBIT: As of FY2026 Q3, the actual value is USD 26.18 M.<h3>Segment Revenue</h3><ul><li>Net Revenue: $317.5 million for Q3 2025, a decrease of $1.1 million or 0.3% from Q3 2024.</li><li>U.S. Digital Segment Net Revenue: $277.5 million, an increase of $4.0 million or 1.5% from Q3 2024.</li><li>U.S. eCommerce Net Revenue: $179.8 million, a decrease of $6.3 million or 3.4% from Q3 2024.</li><li>Outfitters Net Revenue: $78.8 million, an increase of $5.4 million or 7.4% from Q3 2024.</li><li>Third Party Net Revenue: $18.9 million, an increase of $4.8 million or 34.0% from Q3 2024.</li><li>Europe eCommerce Net Revenue: $19.8 million, a decrease of $5.2 million or 20.8% from Q3 2024.</li><li>Licensing and Retail Net Revenue: $20.2 million, an increase of $0.1 million or 0.5% from Q3 2024.</li></ul><h3>Operational Metrics</h3><ul><li>Gross Profit: $164.5 million, an increase of $3.4 million or 2.1% from Q3 2024.</li><li>Gross Margin: Increased approximately 120 basis points to 51.8% in Q3 2025.</li><li>Selling and Administrative Expenses: Decreased by $2.3 million to $138.6 million, representing 43.7% of net revenue.</li><li>Net Income: $5.2 million, compared to a net loss of $0.6 million in Q3 2024.</li><li>Adjusted Net Income: $6.5 million, compared to $1.8 million in Q3 2024.</li><li>Adjusted EBITDA: $25.9 million, an increase of 28% from Q3 2024.</li></ul><h3>Cash Flow</h3><ul><li>Cash and Cash Equivalents: $36.3 million as of October 31, 2025, compared to $30.4 million as of November 1, 2024.</li><li>Net Cash Used in Operating Activities: - $15.2 million for the 39 weeks ended October 31, 2025, compared to - $12.2 million for the same period in 2024.</li></ul><h3>Unique Metrics</h3><ul><li>Inventories: $347.6 million as of October 31, 2025, a 3% increase from November 1, 2024, primarily due to tariffs.</li></ul><h3>Outlook / Guidance</h3><ul><li>For Q4 fiscal 2025, Lands’ End expects net revenue between $460.0 million and $490.0 million, with net income between $21.0 million and $25.0 million.</li><li>For fiscal 2025, the company anticipates net revenue between $1.33 billion and $1.36 billion, with adjusted EBITDA ranging from $99.0 million to $104.0 million.</li><li>The company is exploring strategic alternatives, including a potential sale or merger, to maximize shareholder value.</li></ul>

Lands End | 8-K: FY2026 Q3 Revenue Misses Estimate at USD 317.49 M