Company profile
Ticker
LESL
Exchange
Employees
Incorporated
Location
Fiscal year end
Industry (SIC)
JD.com • Petco Health and Wellness • Sally Beauty • Titan Machinery • Ulta Beauty • ATRenew • MedMen Enterprises • Star • Missfresh • Yunji ...
SEC CIK
Corporate docs
Subsidiaries
Leslie’s Poolmart, Inc. • RAM Chemical & Supply, Inc. • LPM Manufacturing, Inc. • Cortz, Inc. • Pool Parts, Inc. • SPP Holding Corporation • Hot Tub Works, LLC • Horizon Spa & Pool Parts, Inc. • Stellar Manufacturing, LLC ...
Analyst ratings and price targets
Current price
Average target
$15.33
Low target
$15.00
High target
$16.00
Stifel
Downgraded
$15.00
Telsey Advisory Group
Maintains
$15.00
Baird
Downgraded
$16.00
Latest filings (excl ownership)
PRE 14A
Preliminary proxy
17 Jan 23
8-K
Departure of Directors or Certain Officers
10 Jan 23
10-K
2022 FY
Annual report
30 Nov 22
8-K
Provides Fiscal 2023 Outlook
30 Nov 22
10-Q
2022 Q3
Quarterly report
5 Aug 22
8-K
Leslie’s, Inc. Announces Revises Full Year Outlook
5 Aug 22
8-K
Departure of Directors or Certain Officers
18 May 22
10-Q
2022 Q2
Quarterly report
6 May 22
8-K
Leslie’s, Inc. Announces Raises Full Year Outlook
5 May 22
8-K
Submission of Matters to a Vote of Security Holders
18 Mar 22
Latest ownership filings
SC 13G/A
BlackRock Inc.
26 Jan 23
SC 13G/A
BlackRock Inc.
20 Jan 23
4
ERIC J KUFEL
3 Jan 23
4
Paula Baker
19 Dec 22
4
Steven M Weddell
19 Dec 22
4
Brad Gazaway
19 Dec 22
4
Michael R. Egeck
19 Dec 22
4
Moyo LaBode
19 Dec 22
SC 13G/A
Bubbles Investor Aggregator, L.P.
13 Dec 22
4
James Michael Chu
13 Dec 22
Financial summary
Quarter (USD) | Oct 22 | Jul 22 | Apr 22 | Jan 22 | |
---|---|---|---|---|---|
Revenue | |||||
Cost of revenue | |||||
Operating income | |||||
Operating margin | |||||
Net income | |||||
Net profit margin | |||||
Cash on hand | |||||
Change in cash | |||||
Diluted EPS |
Annual (USD) | Oct 22 | Oct 21 | Oct 20 | |
---|---|---|---|---|
Revenue | ||||
Cost of revenue | ||||
Operating income | ||||
Operating margin | ||||
Net income | ||||
Net profit margin | ||||
Cash on hand | ||||
Change in cash | ||||
Diluted EPS |
Cash burn rate (est.) | Burn method: Change in cash | Burn method: Operating income | Burn method: FCF (opex + capex) | Last Q | Avg 4Q | Last Q | Avg 4Q | Last Q | Avg 4Q |
---|---|---|---|---|---|---|
Cash on hand (at last report) | 112.29 mm | 112.29 mm | 112.29 mm | 112.29 mm | 112.29 mm | 112.29 mm |
Cash burn (monthly) | 26.95 mm | 19.27 mm | (no burn) | (no burn) | 2.00 mm | (no burn) |
Cash used (since last report) | 104.24 mm | 74.54 mm | n/a | n/a | 7.76 mm | n/a |
Cash remaining | 8.05 mm | 37.76 mm | n/a | n/a | 104.54 mm | n/a |
Runway (months of cash) | 0.3 | 2.0 | n/a | n/a | 52.1 | n/a |
Institutional ownership, Q3 2022
13F holders | Current |
---|---|
Total holders | 232 |
Opened positions | 40 |
Closed positions | 37 |
Increased positions | 94 |
Reduced positions | 72 |
13F shares | Current |
---|---|
Total value | 3.15 bn |
Total shares | 203.38 mm |
Total puts | 202.60 k |
Total calls | 377.70 k |
Total put/call ratio | 0.5 |
Largest owners | Shares | Value |
---|---|---|
BLK Blackrock | 19.43 mm | $285.89 mm |
Bubbles Investor Aggregator | 18.12 mm | $428.73 mm |
Champlain Investment Partners | 14.77 mm | $217.24 mm |
Vanguard | 14.44 mm | $212.44 mm |
William Blair Investment Management | 10.47 mm | $154.02 mm |
Kayne Anderson Rudnick Investment Management | 9.66 mm | $142.10 mm |
Pictet Asset Management | 5.36 mm | $78.83 mm |
Allspring Global Investments | 5.28 mm | $77.68 mm |
Spyglass Capital Management | 5.08 mm | $74.68 mm |
JHG Janus Henderson | 4.76 mm | $69.99 mm |
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
1 Jan 23 | Eric J Kufel | Common Stock, par value $0.001 per share | Option exercise | Acquire M | No | No | 0 | 12,221 | 0.00 | 68,424 |
1 Jan 23 | Eric J Kufel | RSU Common Stock | Option exercise | Dispose M | No | No | 0 | 12,221 | 0.00 | 6,098 |
15 Dec 22 | Moyo LaBode | RSU Common Stock | Grant | Acquire A | No | No | 0 | 17,450 | 0.00 | 89,456 |
15 Dec 22 | Michael R. Egeck | RSU Common Stock | Grant | Acquire A | No | No | 0 | 124,590 | 0.00 | 741,228 |
15 Dec 22 | Steven M Weddell | RSU Common Stock | Grant | Acquire A | No | No | 0 | 28,660 | 0.00 | 28,660 |
15 Dec 22 | Brad Gazaway | RSU Common Stock | Grant | Acquire A | No | No | 0 | 14,540 | 0.00 | 24,876 |
News
Looking Into Leslies's Return On Capital Employed
29 Dec 22
Stocks That Hit 52-Week Lows On Friday
9 Dec 22
Stocks That Hit 52-Week Lows On Wednesday
7 Dec 22
This Analyst Opts To Stay On The Sidelines Until Leslie's Return To Stable & Sustainable Growth
1 Dec 22
Analyst Ratings for Leslies
1 Dec 22
Press releases
Leslie's, Inc. to Report First Quarter Fiscal 2023 Financial Results on February 2, 2023
19 Jan 23
Leslie's, Inc. Announces Record Results for Fourth Quarter & Fiscal 2022; Provides Fiscal 2023 Outlook
30 Nov 22
Leslie's, Inc. Announces Investor Day Including Fourth Quarter and Fiscal Year 2022 Results on November 30, 2022
16 Nov 22