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, projections and $20 price target for Lands' End after reviewing the November catalog, which is fully focused on the Holiday season.</li><li>This year's Holiday catalog represents a material shift from 2024, with an increased emphasis on customization, a swap in category placement, going co-ed in the catalog looks, emphasizing key price points and continuing to upgrade the company's footwear, cozy and accessories game.</li><li>Further, Lands' End has continued to expand the overall offerings to become even more of a lifestyle player, with new Holiday event and party gear to keep the seasons bright.</li></ul>

We are reiterating our Buy rating, projections and $20 price target for Lands' End after reviewing the November catalog, which is fully focused on the Holiday season.This year's Holiday catalog represents a material shift from 2024, with an increased emphasis on customization, a swap in category placement, going co-ed in the catalog looks, emphasizing key price points and continuing to upgrade the company's footwear, cozy and accessories game.Further, Lands' End has continued to expand the overall offerings to become even more of a lifestyle player, with new Holiday event and party gear to keep the seasons bright.

LE: Snapping the Catalog: Making Merry for the Holidays; Reiterate Buy, $20 PT

Lands' End Inc

LE: Snapping the Catalog: Making Merry for the Holidays; Reiterate Buy, $20 PT