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 $17 price target for Lands' End after reviewing the June 2024 and June 2023 catalogs.</li><li>We believe, with Lands' End in the heart of the swim season, the company remains focused on key new items to drive earlier purchases by customer, with new shaping swimwear products, updates to classic items such as the Tugless Tank and Starfish pants, new fabrics (gauze and rayon) and increased emphasis on seasonal winners (linen).</li><li>Further, the expansion into adjacent categories, such as dresses, after-swim looks and cover-ups, further expands the Lands' End collection and creates a true swim-wear driven vacation lifestyle look.</li></ul>

We are reiterating our Buy rating, projections and $17 price target for Lands' End after reviewing the June 2024 and June 2023 catalogs.We believe, with Lands' End in the heart of the swim season, the company remains focused on key new items to drive earlier purchases by customer, with new shaping swimwear products, updates to classic items such as the Tugless Tank and Starfish pants, new fabrics (gauze and rayon) and increased emphasis on seasonal winners (linen).Further, the expansion into adjacent categories, such as dresses, after-swim looks and cover-ups, further expands the Lands' End collection and creates a true swim-wear driven vacation lifestyle look.

LE: Snapping the Catalog: Layering in Newness; Reiterate Buy Rating, $17 PT

Lands' End Inc

LE: Snapping the Catalog: Layering in Newness; Reiterate Buy Rating, $17 PT