The following is excerpted from the question-and-answer section of the transcript.
(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)
Question: Dana Telsey - Telsey Advisory Group LLC - Analyst
: Nice to see the progress. A couple of questions. Typically, you provide the upcoming quarter guidance. I didn't see anything, I think, in the release
this time. Any color you can give us on the complexion of the year and the cadence of what you're looking for?
And within that, tariff impacts, holistically, how are you thinking about it both in terms of pricing and on inventory? And I have one follow-up.
Question: Dana Telsey - Telsey Advisory Group LLC - Analyst
: Got it. And then congratulations on the new Delta agreement. That's very encouraging. How is it different than the last agreement that you have
or had, or is it? And then on the marketplaces business, what are you seeing there? And it was encouraging to hear about Europe. What are your
thoughts on the goals for Europe?
Question: Marni Shapiro - Retail Tracker LLC - Analyst
: Congratulations on the improvements. Could you talk a little bit about -- obviously, swim was a highlight in the quarter. I'm curious about some
of your other segments, key segments like towels and things like that, that you guys have focused on. And could you also just talk a little bit about
the changes happening here? The site has been outstanding, really much more modern, your storytelling, it feels more youthful.
I guess, could you talk about what's happening behind the scenes? Even your fashion is really on trend, but not trendy. And could you kind of roll
out what we could expect to see, especially with some big seasons coming up ahead with back-to-school and then winter with your outerwear
business?
Question: Marni Shapiro - Retail Tracker LLC - Analyst
: By the way, I just popped on to the UK site, and it's so different -- it feels like a European site, not an American site, which is a good thing. Can I just
ask you one quick follow-up. You're getting a lot of new people in on totes. Are you able to transition them into other products? And I guess, where
do they move from totes? Like where is the next place do they go to towels or is it swim or is it dresses? I'm curious like what the transition -- what
the path looks like for that customer.
REFINITIV STREETEVENTS | www.refinitiv.com | Contact Us
consent of Refinitiv. 'Refinitiv' and the Refinitiv logo are registered trademarks of Refinitiv and its affiliated companies.
JUNE 05, 2025 / 12:30PM, LE.OQ - Q1 2025 Lands End Inc Earnings Call
Question: Eric Beder - Small Cap Consumer Research LLC - Analyst
: I want to talk a little bit about licensing here. Part of the kind of doing the apples-to-apples piece is that you licensing (inaudible) this year are
somewhat of a replacement for categories you already have. Are we now entering the part where licensing where we're seeing incremental
categories that will start to add to the total revenue because they're not really replacing something that's already out there. And I guess I'd love to
get an update on how you are happy on how you feel about the footwear and the kids licenses in terms of helping drive business both online and
with your partners?
Question: Eric Beder - Small Cap Consumer Research LLC - Analyst
: Yes. We've been seeing that in the catalogs with the shoes becoming much more wider in terms of styles and trends here going forward. In terms
of B2B, you have the Delta contract coming up. Could you remind us historically how these kind of contracts launch? I remember correctly, there's
a big bump initially, and then they have a nice flow afterwards.
And what should we be thinking about -- in terms of back-to-school, I know that the competitor disappeared. When did you think that's going to
be fully manifested and we're going to see that in terms of the flow here this year also?
Question: Eric Beder - Small Cap Consumer Research LLC - Analyst
: Okay. In terms of back-to-school --
Question: Eric Beder - Small Cap Consumer Research LLC - Analyst
: And last question. You mentioned in your release about swim. Do you look -- and I agree that the product has materially improved, do you believe
that's just because of some ways and timing of the weather in some of the pieces? I know it's been colder year-over-year in certain areas. How
should we think about that?
| 
