
Leslie's (LESL) Stock Forecast & Price Target
Leslie's (LESL) Analyst Ratings
Bulls say
Leslies Inc demonstrated a positive financial trajectory in its fourth quarter of FY25, achieving a 5.1% year-over-year increase in adjusted EBITDA, reaching $45.2 million and surpassing projections. The company reported a notable gross margin improvement of 257 basis points to 38.6%, driven by favorable vendor rebates and reduced freight costs, alongside a significant enhancement in in-stock levels for top-selling SKUs. Furthermore, strategic investments in customer engagement initiatives, such as the relaunch of the Pool Perks loyalty program and the implementation of local fulfillment centers, reflect Leslies' commitment to operational efficiency and enhancing customer experience, which are expected to drive future growth.
Bears say
Leslies Inc. is projected to experience a high-single-digit sales decline in the fourth quarter of FY25, accompanied by margin deterioration due to cost deleverage and unfavorable demand conditions stemming from adverse weather, which contributed to a significant loss of market share. The company's FY25 guidance anticipates a total sales decrease of 7.2% to 9.0% year-over-year, with adjusted EBITDA expected to contract to approximately $39.2 million, reflecting overall weak consumer demand and a net loss of 160,000 customers over the year. Additionally, there is a planned reduction in capital expenditures from $47 million in FY24 to around $30 million, indicating a cautious approach to investment amid ongoing profitability challenges.
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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