Leslie'sLESL
LESL
About: Leslies Inc is a direct-to-consumer pool and spa care brand offering a comprehensive assortment of products across chemicals, equipment and parts, cleaning and maintenance equipment, and safety, recreational, and fitness-related products. The company offers its products and services for Residential Pool, Residential Spa, Professional Pool, and Commercial Pool consumers. Geographically, it operates only in the United States.
Employees: 3,850
0
Funds holding %
of 6,809 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
224% more call options, than puts
Call options by funds: $686K | Put options by funds: $212K
0% more funds holding in top 10
Funds holding in top 10: 1 [Q2] → 1 (+0) [Q3]
8% less first-time investments, than exits
New positions opened: 54 | Existing positions closed: 59
2% less funds holding
Funds holding: 230 [Q2] → 225 (-5) [Q3]
13.09% less ownership
Funds ownership: 118.35% [Q2] → 105.26% (-13.09%) [Q3]
16% less repeat investments, than reductions
Existing positions increased: 64 | Existing positions reduced: 76
33% less capital invested
Capital invested by funds: $916M [Q2] → $615M (-$301M) [Q3]
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$3.50
58%
upside
Avg. target
$3.63
63%
upside
High target
$3.75
69%
upside
2 analyst ratings
0 positive
0%
2 neutral
100%
0 negative
0%
Telsey Advisory Group Dana Telsey 64% 1-year accuracy 121 / 189 met price target | 69%upside $3.75 | Market Perform Maintained | 26 Nov 2024 |
Baird Peter Benedict 68% 1-year accuracy 13 / 19 met price target | 58%upside $3.50 | Neutral Maintained | 26 Nov 2024 |
Financial journalist opinion
Based on 5 articles about LESL published over the past 30 days
Neutral
GlobeNewsWire
6 days ago
LESLIE'S ALERT: Bragar Eagel & Squire, P.C. is Investigating Leslie's, Inc. on Behalf of Long-Term Stockholders and Encourages Investors to Contact the Firm
NEW YORK, Dec. 19, 2024 (GLOBE NEWSWIRE) -- Bragar Eagel & Squire, P.C., a nationally recognized shareholder rights law firm, is investigating potential claims against Leslie's, Inc. (NASDAQ: LESL) on behalf of long-term stockholders following a class action complaint that was filed against Leslie's on September 8, 2023 with a Class Period from February 5, 2021 to July 13, 2023. Our investigation concerns whether the board of directors of Leslie's have breached their fiduciary duties to the company.
Positive
Zacks Investment Research
2 weeks ago
Are Investors Undervaluing Leslies (LESL) Right Now?
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
Negative
Seeking Alpha
4 weeks ago
Leslie's: Valuation Unlikely To See Upside As Demand Environment Remains Poor
I recommend a hold rating for Leslie's stock due to persistent weak demand and an uncertain macro environment, despite some signs of recovery. LESL's Q3FY24 results showed an 8% y/y decline in net sales and a significant drop in margins, with adj. EPS missing consensus estimates. LESL's high leverage ratio of 6.1x net debt-to-EBITDA and recent $5 million one-time charge indicate financial strain and operational limitations.
Negative
Seeking Alpha
4 weeks ago
Leslie's Inc.: Sinking Fast In The Pool Care Market (Ratings Downgrade)
Leslie's Inc. faces significant financial struggles, with a 77% stock decline, high debt, and weak sales, prompting a switch to a "Sell" rating. Despite logistical advantages and customer loyalty, rising costs and ineffective SG&A management are squeezing profits, impacting operating income and margins. Growth among PRO customers and improved inventory management offer some positives, but overall financial metrics and valuation remain concerning.
Neutral
Seeking Alpha
1 month ago
Leslie's, Inc. (LESL) Q4 2024 Earnings Call Transcript
Leslie's, Inc. (NASDAQ:LESL ) Q4 2024 Earnings Conference Call November 25, 2024 4:30 PM ET Company Participants Matt Skelly - VP, IR Jason McDonell - CEO Scott Bowman - CFO Conference Call Participants Kate McShane - Goldman Sachs Simeon Gutman - Morgan Stanley Ryan Merkel - William Blair Jonathan Matuszewski - Jefferies Rene Marin - Guggenheim Securities David Bellinger - Mizuho Securities Justin Kleber - Baird Operator Good afternoon and welcome to the Fiscal Fourth Quarter and Full Year 2024 Earnings Conference Call for Leslie's. At this time, all participants are in a listen-only mode.
Negative
Zacks Investment Research
1 month ago
Leslie's, Inc. (LESL) Lags Q4 Earnings and Revenue Estimates
Leslie's, Inc. (LESL) came out with quarterly earnings of $0.02 per share, missing the Zacks Consensus Estimate of $0.11 per share. This compares to earnings of $0.14 per share a year ago.
Neutral
GlobeNewsWire
1 month ago
Leslie's, Inc. Announces Fourth Quarter & Fiscal 2024 Financial Results; Provides First Quarter Fiscal 2025 Outlook
PHOENIX, Nov. 25, 2024 (GLOBE NEWSWIRE) -- Leslie's, Inc. (“Leslie's”, “we”, “our”, “its”, or “Company”; NASDAQ: LESL), the largest and most trusted direct-to-consumer brand in the U.S. pool and spa care industry, today announced its financial results for the fourth quarter and fiscal 2024.
Positive
Zacks Investment Research
1 month ago
Should Value Investors Buy Leslies (LESL) Stock?
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
Positive
Zacks Investment Research
2 months ago
Are Investors Undervaluing Leslies (LESL) Right Now?
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
Neutral
GlobeNewsWire
3 months ago
Leslie's, Inc. to participate in Goldman Sachs 31st Annual Global Retailing Conference
PHOENIX, Sept. 04, 2024 (GLOBE NEWSWIRE) -- Leslie's, Inc. ("Leslie's" or the “Company”; NASDAQ: LESL), the largest and most trusted direct-to-consumer brand in the U.S. pool and spa care industry, announced today that it will participate in the Goldman Sachs 31st Annual Global Retailing Conference, to be held in New York City, on September 4-5, 2024. Leslie's management team will participate in investor meetings both days as well as join a fireside chat with Goldman Sachs sell-side analyst Kate McShane at 8:55am on September 5, 2024. Interested investors can access the fireside chat webcast at https://cc.webcasts.com/gold006/090424a_js/?entity=46_6L4INIG.
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