Equity Research Focusing on the Consumer Sector, Small Cap Consumer Research

Small Cap Consumer Research

Equity research on small cap consumer names.

Equity Research Focusing on the Consumer Sector

Small Cap Consumer Research, LLC is a leading company-sponsored equity research provider focusing on the consumer sector (apparel, brand licensing and specialty retailing segments).

Equity Bottom-Up

<ul><li>We are reiterating our Buy rating, $20 price target and projections for Lands' End after meeting with management at the ICR conference.</li><li>We believe the company remains on track to drive strong results in 2025, as Lands' End continues to maximize licensing, international and online opportunities, further shifts the customer base to a younger, more outfits driven base and continues to reduce overall discounting.</li><li>As such, we view LE as well positioned for upside, and reiterate our Buy rating and $20 price target.</li></ul>

We are reiterating our Buy rating, $20 price target and projections for Lands' End after meeting with management at the ICR conference.We believe the company remains on track to drive strong results in 2025, as Lands' End continues to maximize licensing, international and online opportunities, further shifts the customer base to a younger, more outfits driven base and continues to reduce overall discounting.As such, we view LE as well positioned for upside, and reiterate our Buy rating and $20 price target.

LE: ICR Conference Notes; On the Right Path, Reiterate Buy, $20 Price Target

Lands' End Inc

LE: ICR Conference Notes; On the Right Path, Reiterate Buy, $20 Price Target