<span item_type="fundamental" item_id="85b5a4798584a64262245f7234a13bf1" counter_id="ST/US/LE" env="prod"></span><span item_type="announcement" item_id="591859141060860801" env="prod"></span><p>Revenue: As of FY2026 Q3, the actual value is USD 317.49 M, missing the estimate of USD 330.93 M.</p><p>EPS: As of FY2026 Q3, the actual value is USD 0.17, beating the estimate of USD 0.165.</p><p>EBIT: As of FY2026 Q3, the actual value is USD 26.18 M.</p><p></p><h3>U.S. Digital Segment</h3><ul><li><strong>Net Revenue</strong>: $277.5 million for the third quarter of 2025, an increase of 1.5% from $273.5 million in the third quarter of 2024.<span class="superscript" item_id="0" item_type="announcement_file" value="1" url="https://www.sec.gov/Archives/edgar/data/799288/000119312525312757/le-20251031.htm"></span></li><li><strong>Variable Profit</strong>: $71.4 million in the third quarter of 2025, an increase of $8.0 million compared to $63.4 million in the third quarter of 2024.<span class="superscript" item_id="0" item_type="announcement_file" value="1" url="https://www.sec.gov/Archives/edgar/data/799288/000119312525312757/le-20251031.htm"></span></li></ul><h3>Europe eCommerce</h3><ul><li><strong>Net Revenue</strong>: $19.8 million for the third quarter of 2025, a decrease of 20.8% from $25.0 million in the third quarter of 2024.<span class="superscript" item_id="0" item_type="announcement_file" value="1" url="https://www.sec.gov/Archives/edgar/data/799288/000119312525312757/le-20251031.htm"></span></li></ul><h3>Licensing and Retail</h3><ul><li><strong>Net Revenue</strong>: $20.2 million for the third quarter of 2025, an increase of 0.5% from $20.1 million in the third quarter of 2024.<span class="superscript" item_id="0" item_type="announcement_file" value="1" url="https://www.sec.gov/Archives/edgar/data/799288/000119312525312757/le-20251031.htm"></span></li></ul><h3>Cash Flow</h3><ul><li><strong>Net Cash Used in Operating Activities</strong>: $15.2 million during Year-to-Date 2025 compared to $12.2 million during Year-to-Date 2024.<span class="superscript" item_id="0" item_type="announcement_file" value="1" url="https://www.sec.gov/Archives/edgar/data/799288/000119312525312757/le-20251031.htm"></span></li><li><strong>Net Cash Used in Investing Activities</strong>: $23.9 million during Year-to-Date 2025 compared to $22.1 million during Year-to-Date 2024.<span class="superscript" item_id="0" item_type="announcement_file" value="1" url="https://www.sec.gov/Archives/edgar/data/799288/000119312525312757/le-20251031.htm"></span></li><li><strong>Net Cash Provided by Financing Activities</strong>: $58.4 million during Year-to-Date 2025 compared to $39.4 million during Year-to-Date 2024.<span class="superscript" item_id="0" item_type="announcement_file" value="1" url="https://www.sec.gov/Archives/edgar/data/799288/000119312525312757/le-20251031.htm"></span></li></ul><h3>Future Outlook and Strategy</h3><ul><li><strong>Restructuring and Other Costs</strong>: The company incurred $1.5 million and $1.8 million of restructuring and other costs during the third quarter of 2025 and 2024, respectively, related to cost optimization and exploring strategic alternatives.<span class="superscript" item_id="0" item_type="announcement_file" value="1" url="https://www.sec.gov/Archives/edgar/data/799288/000119312525312757/le-20251031.htm"></span></li><li><strong>Macroeconomic Challenges</strong>: The company is actively pursuing mitigation strategies against macroeconomic challenges such as inflation and high interest rates, which impact consumer spending and production costs.<span class="superscript" item_id="0" item_type="announcement_file" value="1" url="https://www.sec.gov/Archives/edgar/data/799288/000119312525312757/le-20251031.htm"></span></li></ul>

Lands End | 10-Q: FY2026 Q3 Revenue Misses Estimate at USD 317.49 M