Leslie's

Leslie's, Inc. engages in the provision of direct-to-consumer pool and spa care services. The company was founded in 1963 and is headquartered in Phoenix, AZ.

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

Earnings data Q1 2025

Earnings data Q2 2025

Earnings data Q3 2025

Earnings data Q4 2025

Earnings data Q1 2026

Earnings data Q2 2026

Leslie's Q2 earnings impacted by challenges, maintains growth strategies

Leslie's faced challenges in Q2 with lower earnings and sales, but maintained market share and strategic growth initiatives.
Efforts to manage inventory effectively and proactive pricing strategies position the company well amidst inflation challenges.
Despite pressures on margins and increased costs, Leslie's remains confident in its outlook and operational efficiency improvements.
The company's focus on growth opportunities and market competitiveness align with historical sales patterns and consumer behavior.

Leslie's (LESL) faces Q3 challenges, focuses on strategic growth initiatives

Leslie's navigated a challenging Q3 marked by weather-related sales declines and consumer inventory issues. Despite this, the company is focused on strategic initiatives, pricing adjustments, and cost-saving measures to drive long-term success. Opportunities for growth exist through operational improvements and revenue-driving initiatives.

Leslie's Q4 2023: Sales Decline Amid Strategic Growth Initiatives

Leslie's faced sales challenges in Q4 2023 but showed resilience with improved transactions and sales in Florida. The company is addressing internal control weaknesses and aims for sales stability in 2024. Strategic initiatives and margin improvements are key focus areas for future growth.

Leslie's Q1 2024: Sales Decline Offset by Pricing Strategies

Leslie's Q1 2024 faced sales decline and margin challenges but showed strength in pricing strategies.
The company is addressing pricing perception issues and focusing on growth opportunities.
Successful PRO initiative and positive response to pricing adjustments are key highlights.
Improvements in inventory management and ESG initiatives provide avenues for future growth.

Leslie's Q2 2024 earnings show resilience amidst weather challenges

Leslie's Q2 2024 earnings call highlighted challenges from weather conditions impacting sales and traffic, leading to a decline in total sales and gross margin. Despite these challenges, strategic growth initiatives and operational efficiencies are driving long-term growth prospects.
Efforts to stabilize and grow the customer file, align pricing strategies, and monitor competitive dynamics position Leslie's for improved performance in the second half. Opportunities in pent-up demand for hot tubs and pricing adjustments offer avenues for revenue growth.
While facing challenges from weather and market dynamics, Leslie's remains focused on driving efficiency, enhancing consumer connections, and capitalizing on growth opportunities. The company anticipates positive business performance in the second half supported by a positive customer file and gross margin expansion.

Leslie's reports resilient Q3 performance amidst market challenges and growth initiatives

Leslie's navigated market challenges in Q3 with resilience, maintaining operational performance and strategic focus on growth initiatives.
While facing declines in certain product segments, the company showcased strengths in cost management, strategic planning, and long-term targets.
Addressing challenges in equipment sales and gross margin, Leslie's aims to leverage opportunities in customer loyalty, pricing strategies, and market expansion for future growth.

Leslie's Q4 2024: Sales Decline, E-commerce Growth, Debt Reduction Focus

Leslie's Q4 2024 faced sales decline and lower EBITDA, with plans to reduce debt. Q1 2025 sales expected to be slightly down or up. Focus on e-commerce, debt reduction, and cost control for growth.
Challenges include gross margin pressures and limited new store openings. Opportunities in asset utilization, marketing efficiency, and leveraging strengths. Strategic themes emphasize customer centricity and competitive pricing.

Leslie's reports Q1 revenue growth driven by Pro Pool sales

Leslie's Q1 2025 showcased mixed results with revenue growth driven by Pro Pool sales but offset by declines in other segments. The company is focused on sustainable revenue growth, margin expansion, and debt reduction, with initiatives in place to improve inventory management and customer service.

Leslie's reports Q2 loss but shows resilience in strategic initiatives

Leslie's Q2 2025 earnings call highlighted a loss of $36 million in adjusted EBITDA, managed within guidance despite softer sales due to weather conditions. Strategic initiatives aimed at inventory optimization, PRO sales growth, and enhancing customer experience showcased resilience and focus on bottom line results. Challenges in sales performance were addressed with a strong emphasis on cost optimization, customer loyalty, and convenience as key pillars for future growth.

Leslie's faces Q3 sales decline, focuses on transformation efforts

Leslie's Q3 earnings call highlighted challenges in sales performance but showcased a commitment to transformation. Financials showed a decline in net sales and gross profit, with a focus on cost optimization. Analyst questions centered on pricing strategies, gross margin recovery, and market share trends, pointing to areas for improvement.

Leslie's reports mixed Q4 earnings, focuses on operational enhancements

Leslie's Q4 2025 earnings call highlighted mixed performance with a focus on operational improvements and profitability enhancement. Strategic initiatives to enhance customer value proposition and optimize cost structure were key strengths. Challenges include addressing sales decline, net loss widening, and navigating competitive dynamics. Opportunities for growth include cost optimization, pricing investments, and leveraging customer data for personalized marketing.

Leslie's Q1 2026: Revenue Declines, Cost-Saving Initiatives Implemented

Leslie's Q1 2026 performance saw a decline in net sales and negative EBITDA Despite challenges in margins and losses, the company is focused on cost-saving initiatives Reaffirmed guidance and strategic closures indicate a path towards improved profitability Efficiency measures and pricing enhancements present opportunities for future growth

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Leslie's, Inc. engages in the provision of direct-to-consumer pool and spa care services. It offers equipment installation and repair for residential consumers and professional pool operators. The company was founded in 1963 and is headquartered in Phoenix, AZ.