
Leslie's (LESL) Stock Forecast & Price Target
Leslie's (LESL) Analyst Ratings
Bulls say
Leslies Inc. demonstrated strong financial performance in 4QF25, with adjusted EBITDA rising 5.1% year-over-year to $45.2 million, surpassing projections due to a notable gross margin increase of 257 basis points to 38.6%. The company's proactive inventory management, highlighted by a $26 million reduction, improved in-stock levels for top-selling SKUs by over 400 basis points, indicating enhanced operational efficiency. Strategic initiatives, including the rollout of local fulfillment centers and a revamped loyalty program, further position Leslies to attract and retain customers while optimizing customer experience and convenience.
Bears say
Leslies Inc. is facing a challenging financial outlook, indicated by a high single-digit sales decline projected for the fourth quarter of fiscal 2025 and decreasing profitability with a contraction in adjusted EBITDA margin to approximately 10.7%. The company is also dealing with significant customer attrition, losing 160,000 customers in the current year, as well as declines in all product categories, exacerbated by adverse weather conditions affecting demand. Additionally, the company's fiscal year 2025 guidance suggests a total sales decrease of 7.2% to 9.0% year-over-year, alongside reduced capital expenditure plans reflecting a shift in priorities towards debt repayment amid difficult macroeconomic trends.
This aggregate rating is based on analysts' research of Leslie's and is not a guaranteed prediction by Public.com or investment advice.
Leslie's (LESL) Analyst Forecast & Price Prediction
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