Small Cap Consumer Research analyst Eric Beder reaffirmed a Buy rating for Lands' End Inc (NASDAQ: LE), setting a $20 price target after reviewing their March catalog. The catalog highlights swimwear, with over 40% dedicated to swim items. Lands' End is transitioning to a lifestyle-driven catalog, aiming to attract younger customers and reduce heavy discounting on key items.
There is no lack of content regarding tariffs. Everyone seems to have an opinion on the potential consequences. But there is far too little discussion around what companies are actually saying about tariffs. That should be the starting point.
The LSEG U.S. Retail and Restaurant Q2 earnings index, which tracks changes in the growth rate of earnings within the sector, is expected to show a 12.7% growth over last year’s levels.
