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Stocks Consumer discretionary LESL

NASDAQ · Consumer discretionary

Leslie's, Inc. (LESL)

Leslie's, Inc. brought in $1.2B of revenue over the twelve months to July 4, 2026, down 5.7% from a year earlier. It posted a net loss of $250.5M. In fiscal 2025 capital spending exceeded operating cash flow by $16.7M. At July 4, 2026 it held $45.9M in cash against $786.7M of debt. Its latest periodic report to the SEC is the quarterly report (10-Q) filed on August 12, 2026.

Watch LESL in 60 seconds
Price
$0.29
-13.78% on the day · September 25, 2026
52-week range $0.25 to $12.53
Market cap
$2.7M
Revenue (last 12 months)
$1.2B
-5.7% year on year
Net margin
-21.2%

What Leslie's, Inc. does

Leslie's, Inc. is registered with the SEC under industry code SIC 5990 (Retail-Retail Stores, NEC). Its shares trade on NASDAQ under the ticker LESL.

Revenue and profit by year

Revenue
FY19: $928.2M $928.2M FY19FY21: $1.1B $1.1B FY21FY21: $1.3B $1.3B FY21FY22: $1.6B $1.6B FY22FY23: $1.5B $1.5B FY23FY24: $1.3B $1.3B FY24FY25: $1.2B $1.2B FY25
Net income
FY19: $702K $702K FY19FY21: $58.6M $58.6M FY21FY21: $126.6M $126.6M FY21FY22: $159M $159M FY22FY23: $27.2M $27.2M FY23FY24: -$23.4M -$23.4M FY24FY25: -$237M -$237M FY25

Fiscal years as reported in annual reports. Amounts in USD.

Key figures

Fiscal yearRevenueOperating incomeNet incomeDiluted EPSFree cash flow
2025$1.2B-$169.9M-$237M-$25.57-$16.7M
2024$1.3B$57.1M-$23.4M-$2.53$60.2M
2023$1.5B$102.2M$27.2M$2.95-$32.1M
2022$1.6B$238.8M$159M$16.72$34.9M
2021$1.3B$209.1M$126.6M$13.18$140.3M
2021$1.1B$146.4M$58.6M$7.28$81.5M

Full financial statements: income, balance sheet and cash flow

Next report expected around December 1, 2026.

Estimated from its filing rhythm: 52 weeks after its report of December 2, 2025. Not a date the company has announced. See the report calendar

Where LESL ranks in Consumer discretionary

Revenue$1.2B
#431 of 955 in Consumer discretionary · Top 45%
Revenue growth-6.6%
#743 of 887 in Consumer discretionary · Bottom 16%
Net margin-19.1%
#800 of 901 in Consumer discretionary · Bottom 11%
Free cash flow margin-1.3%
#621 of 796 in Consumer discretionary · Bottom 22%

Latest fiscal year of every company in the sector with the figure reported. Revenue is ranked among companies reporting in US dollars; growth and margins among companies with at least 10 million of revenue. Consumer discretionary

Dividends

It paid out $1.2M in cash dividends, 177% of its net income.

Fiscal yearPer sharePaid outOf profit
2019n/a$1.2M177%

Per share as declared (or paid, where only that is reported), adjusted for stock splits the company itself restated. Yield is the latest fiscal year's dividend over the current price.

Latest SEC filings

What Leslie's, Inc. has filed recently, newest first. Each links to the original document on SEC EDGAR.

  1. August 14, 2026
  2. August 13, 2026
  3. August 12, 2026
    Quarterly report 10-Q · period to July 4, 2026Revenue fell 8.4% to $458.5M versus the same quarter last year; diluted EPS $5.01 versus $2.34.
  4. August 12, 2026
  5. August 7, 2026
  6. August 7, 2026
  7. June 25, 2026
  8. June 1, 2026
  9. May 20, 2026
  10. May 13, 2026
    Quarterly report 10-Q · period to April 4, 2026Revenue rose 4.3% to $184.7M versus the same quarter last year; diluted EPS -$5.63 versus -$5.54.

Recent insider filings (Forms 3, 4 and 144): 10, the latest on September 10, 2026. Insider transactions on SEC

Insider trades

What the people running Leslie's, Inc. did with its shares, from the Form 4 filings they must send the SEC within two business days.

No insider bought or sold shares on the open market in the last 90 days. The 8 reported changes were pay in shares, option exercises, shares withheld for tax or gifts.

Bought (open market)
$0
last 90 days
Sold
$0
last 90 days
DateInsiderWhatSharesPriceValueFiling
September 9, 2026 McDonell JasonChief Executive Officer, Director Exercised options 4,957 - - Form 4
September 9, 2026 McDonell JasonChief Executive Officer, Director Shares withheld for tax 1,366 $0.54 $739 Form 4
August 26, 2026 Cramer NaomiSee Remarks Exercised options 1,000 - - Form 4
August 26, 2026 Cramer NaomiSee Remarks Shares withheld for tax 255 $0.61 $154.6 Form 4
August 26, 2026 Lindquist BenjaminSee Remarks Exercised options 1,000 - - Form 4
August 26, 2026 Lindquist BenjaminSee Remarks Shares withheld for tax 280 $0.61 $170.8 Form 4
August 14, 2026 College AmySee Remarks Exercised options 5,095 - - Form 4
August 14, 2026 College AmySee Remarks Shares withheld for tax 1,515 $0.77 $1.2K Form 4
May 23, 2026 Lindquist BenjaminSee Remarks Exercised options 171 - - Form 4
May 23, 2026 Lindquist BenjaminSee Remarks Shares withheld for tax 59 $3.45 $203.6 Form 4
May 18, 2026 Cramer NaomiSee Remarks Exercised options 432 - - Form 4
May 18, 2026 Cramer NaomiSee Remarks Shares withheld for tax 148 $3.03 $448.4 Form 4

All insider filings on SEC.gov · Where insiders are buying across the market

Who owns LESL

Three views from three kinds of SEC filings, each with its own date. They overlap and are not added up.

5% holders

Anyone who owns more than 5% of a class of shares must say so on Schedule 13D (if they may seek to influence the company) or 13G (a passive holder). The latest filing of each holder is shown: 13G filings of the last 2 years, 13D of the last 3.

HolderOf classSharesFiled
Jane Street Group, LLC13G, passive with 2 related filers 5.9% 547,299 August 13, 2026

Latest filings below 5%: Lee William Baxter 0% (August 14, 2026); Ariel Investments, LLC 0% (August 7, 2026).

Largest institutional holders

No Form 13F positions imported for this company yet.

Insiders

Reported holdings of insiders who filed a Form 4 in the last 12 months: the shares each one held after their latest reported transaction. This is not the total held by all insiders.

4 insiders reported holding 24,292 shares in total, about $7.1K at the last price.

HolderSharesAs of
Cramer NaomiSee Remarks 10,123 August 26, 2026
McDonell JasonChief Executive Officer, Director 8,170 September 9, 2026
College AmySee Remarks 3,580 August 14, 2026
Lindquist BenjaminSee Remarks 2,419 August 26, 2026

Schedule 13D/13G filings on SEC.gov

All filings on SEC EDGAR

Questions about LESL

What does Leslie's, Inc. do?

Leslie's, Inc. is registered with the SEC under industry code SIC 5990 (Retail-Retail Stores, NEC). Its shares trade on NASDAQ under the ticker LESL.

Is Leslie's, Inc. profitable?

No. Over the twelve months to July 4, 2026 it reported a net loss of $250.5M on revenue of $1.2B.

How much revenue does Leslie's, Inc. make?

Over the twelve months to July 4, 2026 Leslie's, Inc. reported revenue of $1.2B. That is 5.7% less than a year earlier.

When did Leslie's, Inc. last report?

Its most recent periodic report is the quarterly report (10-Q) filed on August 12, 2026. It covers the period to July 4, 2026. Its newest filing of any kind is the insider trade from September 10, 2026.

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Where the numbers come from

Financial figures are the values Leslie's, Inc. tagged in its own SEC filings (XBRL), taken from the latest filing for each period, so restatements replace older figures. Revenue, profit and cash flow are for full fiscal years unless marked as the last twelve months, which is the sum of the four most recent quarters. Where a company reports only the full year, the fourth quarter is the year minus the first three.

Prices are delayed end-of-day market data in the listing currency, and market cap moves with the price. P/E is shown only when earnings per share are positive. Nothing here is investment advice.