
Leslie's (LESL) Stock Forecast & Price Target
Leslie's (LESL) Analyst Ratings
Bulls say
Leslies Inc. reported a 5.1% year-over-year increase in adjusted EBITDA dollars for 4QF25, reflecting strong operational performance with improved margins driven by favorable vendor rebates and decreased freight costs. The company has strategically enhanced its inventory management, resulting in a $26MM reduction while significantly boosting in-stock levels for top-selling SKUs by over 400 basis points. Additionally, Leslies continues to prioritize customer experience and engagement through initiatives such as local fulfillment centers and the relaunched loyalty program, which positions the company favorably for future growth.
Bears say
Leslies Inc. is facing significant challenges, with guidance indicating a high-single-digit sales decline in the fourth quarter of fiscal year 2025 and margin deterioration, driven by unfavorable macroeconomic conditions and competitive pricing pressures. The company has experienced a net loss of 160,000 customers this year, alongside declines in major product categories, including a 7.6% decrease in equipment sales and a 7.1% decline in chemicals. Additionally, the revised fiscal year 2025 guidance forecasts a total sales drop of 7.2% to 9.0%, leading to lowered adjusted EBITDA expectations for both FY25 and FY26, reflecting ongoing operational difficulties and a focus on debt repayment over capital expenditure investments.
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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