Does LANDS' END, INC. have an economic moat?

Based on its FY2026 SEC filings, the Moat Index scores LANDS' END, INC. (LE) 37.1 out of 100 — below the Shallow-moat bar, so no moat. The four filters behind that score (each 0–100): pricing power 68, returns on capital 8, balance-sheet safety 16, capital discipline 54.

Is LE stock trading below its intrinsic value?

Against a deliberately conservative owner-earnings model (9% discount rate, 0% assumed growth, capped at 4%), estimated intrinsic value is $2.27 per share versus a recent price of $11.60 — 412% above value. This is an educational estimate computed from primary SEC filings, not investment advice.

How has LE's Moat Score changed over time?

The record logs 2 readings since Jul 17, 2026; the latest reads 37.1 out of 100 (no moat). No tier changes on record yet. The history is append-only — readings are only ever added, never rewritten.

The Moat Index

LANDS' END, INC.

LE · Consumer Discretionary · $354.7M mkt cap · FY2026 filings · No moat ·

Doesn't clear the bar

No moat

The four filters

Pricing power68

Median gross margin 42.5% over 10y, very stable.

Returns on capital8

Median ROIC 6.1%, above the 9% hurdle in 10% of years.

Balance-sheet safety16

Net debt/EBITDA 2.8x, interest coverage 1x.

Capital discipline54

Owner earnings trend unclear, share count shrinking (buybacks).

Margin of safety

Above valueOn sale

412% above value

Owner earnings (normalized): $6.2M
Est. intrinsic value / share: $2.27
Recent price: $11.60
Discount to value: 412% above value

Conservative model: 9% discount rate, 0% assumed growth (capped at 4%), maintenance capex ≈ min(capex, D&A).

Fundamentals

There's no normalized fundamentals series for LE yet — it appears once ingest has processed its filings.

Moat Score history

Moat Score over timeLast scored reading of each day, on the 0–100 scale37.1 / 100

Score history begins Jul 17, 2026 — the record builds from here and can’t be backfilled.

Tier changesSame-methodology crossings of the Wide / Narrow / Shallow bars

None yet — LE has read No moat for every logged capture since Jul 17, 2026.

Scores are logged append-only and never overwritten — this record can’t be backfilled, which is exactly why it’s worth keeping.

Consumer Discretionary context

#233 of 340 scored Consumer Discretionary companies, ranked by Moat Score.

Nearest peers by Moat Score

#231PLCE THE CHILDREN’S PLACE, INC.37.4 out of 100, No moatNo moat
#232BWA BORGWARNER INC37.2 out of 100, No moatNo moat
#234WYGC WENYUAN GROUP CORP.36.8 out of 100, No moatNo moat
#235AUC ATIF HOLDINGS LIMITED36.8 out of 100, No moatNo moat

Compare LE with its nearest peers →All Consumer Discretionary companies on the Index →

Common questions about LE

Does LANDS' END, INC. have an economic moat?: Based on its FY2026 SEC filings, the Moat Index scores LANDS' END, INC. (LE) 37.1 out of 100 — below the Shallow-moat bar, so no moat. The four filters behind that score (each 0–100): pricing power 68, returns on capital 8, balance-sheet safety 16, capital discipline 54.
Is LE stock trading below its intrinsic value?: Against a deliberately conservative owner-earnings model (9% discount rate, 0% assumed growth, capped at 4%), estimated intrinsic value is $2.27 per share versus a recent price of $11.60 — 412% above value. This is an educational estimate computed from primary SEC filings, not investment advice.
How has LE's Moat Score changed over time?: The record logs 2 readings since Jul 17, 2026; the latest reads 37.1 out of 100 (no moat). No tier changes on record yet. The history is append-only — readings are only ever added, never rewritten.

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Scored from primary SEC filings via the public methodology. Educational only — not a recommendation to buy or sell LE. See the disclaimer.