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LESL Overview

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$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
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Intellectia

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High
4.400
Open
4.330
VWAP
3.89
Vol
374.55K
Mkt Cap
33.41M
Low
3.450
Amount
1.46M
EV/EBITDA(TTM)
14.92
Total Shares
9.36M
EV
871.82M
EV/OCF(TTM)
32.80
P/S(TTM)
0.03
Leslie’s, Inc. is a direct-to-customer brand in the United States pool and spa care industry serving residential customers and pool professionals nationwide. The Company serves the aftermarket needs of residential and professional consumers with an assortment of essential pool and spa care products. More than 80% of its assortment consists of non-discretionary products essential to the care of residential and commercial pools and spas. Its assortment includes chemicals, equipment and parts, cleaning and maintenance equipment, and safety, recreational, and fitness-related products. It also offers essential services, such as equipment installation and repair for residential consumers and professional pool operators. The Company offers complimentary, commercial-grade in-store water testing and analysis via its proprietary AccuBlue system. The Company operates an integrated ecosystem of over 1,000 physical locations and a digital platform.
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Events Timeline

(ET)
2026-05-13
16:30:00
Sees FY Adjusted EBITDA of $55M-$75M
select
2026-05-13
16:30:00
Leslie's Reports Q2 Revenue of $184.74M
select
2026-02-17 (ET)
2026-02-17
16:40:00
Leslie's Q1 Revenue $147.13M Below Expectations
select
2026-02-17
16:40:00
Company Confirms FY26 Adjusted EBITDA Outlook of $55M to $75M
select
2026-01-08 (ET)
2026-01-08
08:50:00
Leslie's Appoints John Hartmann as Independent Director
select

News

Yahoo Finance
9.5
05-19Yahoo Finance
Leslie's Q1 Results Exceed Revenue Expectations
  • Strong Performance: Leslie's reported Q1 sales of $184.7 million, a 4.3% year-on-year increase that surpassed analyst expectations of $162.8 million, indicating robust market performance and growth potential.
  • Adjusted EPS Loss: The company reported an adjusted loss of $5.36 per share, which was worse than the expected loss of $4.41, highlighting the need for ongoing focus on cost control and profitability despite revenue growth.
  • Successful Customer Reactivation: Through targeted marketing and localized outreach, Leslie's achieved over 25% growth in reactivated customers, contributing to overall customer count growth and demonstrating effective customer relationship management strategies.
  • Impact of Price Drop Initiative: The launch of the Price Drop initiative in Sunbelt markets significantly increased in-store traffic and conversion rates, driving double-digit growth in key chemical categories, showcasing the company's proactive response to market competition.
seekingalpha
9.5
05-13seekingalpha
Leslie's Q2 Earnings Show Growth Momentum
  • Revenue Growth: Leslie's reported a 4.3% increase in revenue for Q2 2026, reaching $184.7 million, demonstrating the company's market resilience under its transformation plan despite the closure of 80 stores.
  • Customer Growth: The company noted an 8% increase in total customer count, with reactivated customers growing over 25%, indicating that the new pricing strategy effectively enhanced customer loyalty and market share, bolstering future profitability potential.
  • Margin Improvement: The gross profit margin for Q2 was 28.9%, significantly up from 24.8% in the prior year, reflecting the company's success in cost control and sales strategies, which are expected to further drive overall profitability.
  • EBITDA Performance: Adjusted EBITDA improved to negative $26.8 million, a $9.2 million improvement year-over-year, indicating positive progress in operational efficiency and cost management, despite still being in a loss position.
NASDAQ.COM
2.0
04-08NASDAQ.COM
Leslie's (LESL) Q4 2025 Earnings Call Transcript
NASDAQ.COM
2.0
04-08NASDAQ.COM
Leslie's (LESL) Q3 2025 Earnings Call Transcript
seekingalpha
9.5
02-18seekingalpha
Leslie's, Inc. Q1 2026 Earnings Call Insights
  • Sales Guidance Reaffirmed: Leslie's projects full-year net sales between $1.1 billion and $1.25 billion, with adjusted EBITDA ranging from $55 million to $75 million, despite first-quarter sales of $147.1 million reflecting a 16% year-over-year decline, indicating market challenges.
  • Customer Loss Mitigation: The company lost 160,000 residential customers last year, and management aims to enhance customer traffic and loyalty through a nationwide pricing strategy, although gross margin pressure is anticipated, with a projected decline of 100 to 150 basis points for fiscal 2026.
  • Store Optimization Progress: Leslie's closed 80 underperforming locations, with approximately 80% of these closures occurring within seven days of the announcement, expected to impact annual sales by $25 million to $35 million, while annualized EBITDA improvement is projected between $4 million and $10 million.
  • Cost Reduction Initiatives: The company anticipates achieving $7 million to $12 million in annualized savings through expense reduction measures, with benefits expected to materialize in the second half of 2026, although management remains cautious about the sustainability of pricing changes.
seekingalpha
9.5
02-17seekingalpha
Leslie's Q1 Earnings: EPS Beats Expectations but Revenue Declines
  • Earnings Beat Expectations: Leslie's reported a Q1 non-GAAP EPS of $5.24, exceeding expectations by $9.48, indicating resilience in profitability despite overall revenue decline.
  • Significant Revenue Decline: The company posted revenue of $147.1 million, a 16.1% year-over-year decrease, missing expectations, reflecting weak market demand and the impact of store closures.
  • Gross Margin Decline: Gross profit fell to $27.1 million, down 43.3% year-over-year, with gross margin decreasing to 18.4%, primarily due to a $6.4 million non-cash impairment charge and lower product margins on core chemicals.
  • Slight Improvement in Cost Control: Selling, general, and administrative expenses were $85.7 million, down from $87.4 million in the prior year, demonstrating the company's efforts in cost management, although overall financial performance remains under pressure.
Wall Street analysts forecast LESL stock price to rise
5 Analyst Rating
Wall Street analysts forecast LESL stock price to rise
0 Buy
5 Hold
0 Sell
Hold
Current: 0.000
sliders
Low
3.00
Averages
3.45
High
4.00
Current: 0.000
sliders
Low
3.00
Averages
3.45
High
4.00
Wolfe Research
NULL
to
Outperform
maintain
$2 -> $3
AI Analysis
2026-05-14
Reason
Wolfe Research
Price Target
$2 -> $3
AI Analysis
2026-05-14
maintain
NULL
to
Outperform
Reason
Wolfe Research raised the firm's price target on Leslie's to $3 from $2 and keeps an Outperform rating on the shares. Leslie's Q2 results were relatively strong, and further cost-cutting benefits should continue to benefit the business over the next 12 months, the analyst tells investors in a research note.
Mizuho
David Bellinger
Neutral
downgrade
$4
2026-05-08
Reason
Mizuho
David Bellinger
Price Target
$4
2026-05-08
downgrade
Neutral
Reason
Mizuho analyst David Bellinger lowered the firm's price target on Leslie's to $3.50 from $4 and keeps a Neutral rating on the shares.
Unlock Full Analyst Thesis, Get the complete breakdown of rating reason for LESL
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Valuation Metrics

The current forward P/E ratio for Leslie's Inc (LESL.O) is 11.88, compared to its 5-year average forward P/E of 24.91. For a more detailed relative valuation and DCF analysis to assess Leslie's Inc's fair value, Click here.

Forward PE

The forward P/E ratio is a valuation metric that divides a company's current stock price by its estimated future earnings per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
N/A
5Y Average PE
24.91
Current PE
11.88
Overvalued PE
51.15
Undervalued PE
-1.33

Forward EV/EBITDA

The forward EV/EBITDA ratio is a valuation metric that divides a company's enterprise value (EV) by its estimated future earnings before interest, taxes, depreciation, and amortization (EBITDA) over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
N/A
5Y Average EV/EBITDA
13.11
Current EV/EBITDA
-0.61
Overvalued EV/EBITDA
18.32
Undervalued EV/EBITDA
7.91

Forward PS

The forward P/S ratio is a valuation metric that divides a company's current stock price by its estimated future sales (or revenue) per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PS
1.12
Current PS
0.03
Overvalued PS
2.16
Undervalued PS
0.09

Financials

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Frequently Asked Questions

What is Leslie's Inc (LESL) stock price today?

The current price of LESL is 3.82 USD — it has decreased -12.98

What is Leslie's Inc (LESL)'s business?

Leslie’s, Inc. is a direct-to-customer brand in the United States pool and spa care industry serving residential customers and pool professionals nationwide. The Company serves the aftermarket needs of residential and professional consumers with an assortment of essential pool and spa care products. More than 80% of its assortment consists of non-discretionary products essential to the care of residential and commercial pools and spas. Its assortment includes chemicals, equipment and parts, cleaning and maintenance equipment, and safety, recreational, and fitness-related products. It also offers essential services, such as equipment installation and repair for residential consumers and professional pool operators. The Company offers complimentary, commercial-grade in-store water testing and analysis via its proprietary AccuBlue system. The Company operates an integrated ecosystem of over 1,000 physical locations and a digital platform.

What is the price predicton of LESL Stock?

Wall Street analysts forecast LESL stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for LESL is3.45 USD with a low forecast of 3.00 USD and a high forecast of 4.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.

What is Leslie's Inc (LESL)'s revenue for the last quarter?

Leslie's Inc revenue for the last quarter amounts to 184.74M USD, increased 4.30

What is Leslie's Inc (LESL)'s earnings per share (EPS) for the last quarter?

Leslie's Inc. EPS for the last quarter amounts to -5.63 USD, increased 1.62

How many employees does Leslie's Inc (LESL). have?

Leslie's Inc (LESL) has 3790 emplpoyees as of June 01 2026.

What is Leslie's Inc (LESL) market cap?

Today LESL has the market capitalization of 33.41M USD.