LESL

Leslie's, Inc.

Nasdaq · Retail-Retail Stores, NEC · Inc. DE · CIK 0001821806
$7.97 +0.38% $74.6M
High Impact Filing (7/10)
Vol
Market Cap$74.6M
Cap SizeMicro Cap
Analyst ConsensusBuy (60%)
Inst. Holders24 funds
Inst. Value$4.3M
Inst. Activity0 buys / 2 sells
Reddit Sentiment69° Warm
SEC Reports4
Exchange Nasdaq·Sector Retail-Retail Stores, NEC·Inc. DE·CIK 0001821806·Prev Close $7.94

Recent Activity

Jun 1, 2026 SEC
Leslie's, Inc. received a letter from Nasdaq on May 29, 2026 confirming it has regained compliance with the minimum mark
8-K — Impact 5/10
May 23, 2026 Insider
Lindquist Benjamin surrendered for taxes 59 shares
See Remarks @ $3.45 ($203.55)
May 23, 2026 Insider
Lindquist Benjamin acquired via exercise 171 shares
See Remarks
May 18, 2026 Insider
Cramer Naomi acquired via exercise 580 shares
See Remarks
May 14, 2026 short_volume
Short Volume: LESL — 55.8% short (11.0M / 19.8M)
Short: 11,049,264 | Exempt: 1,362,756 | TRF Vol: 19,797,048 | Short Ratio: 55.8% | Off-exchange volu
May 13, 2026 SEC
Leslie's Q2 2026 revenue grew 4.3% YoY to $184.7M and comparable sales rose 6.6%, marking a sharp reversal from Q1's 16%
8-K — Impact 6/10
May 13, 2026 SEC
Leslie's reported a Q2 2026 GAAP diluted loss per share of $5.63, significantly worse than the consensus estimate of $4.
PRESS-RELEASE — Impact 7/10
Inst.
CWM, LLC — TRIM
328 shares ($367.00)

Price Targets

$2.70 -66.1% upside Strong Sell
Current $7.97 Low $1.60 Median $3.00 High $3.50 3 analysts
$1.60 $3.50

Analyst Ratings

Buy60% buy · 10 analysts
3Strong Buy
3Buy
4Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 14, 2026 Wolfe Research MAINTAIN Outperform → Outperform
May 8, 2026 Mizuho MAINTAIN Neutral → Neutral
Feb 18, 2026 Morgan Stanley MAINTAIN Underweight → Underweight
Jan 15, 2026 Morgan Stanley DOWNGRADE Equal-Weight → Underweight

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $5.06 ▲ +0.8% $4.38 — $5.47 27% YoY 3
Next Q $2.07 ▼ -11.2% $1.76 — $2.34 2200% YoY 3
Current FY $-3.14 ▼ -45.2% $-3.14 — $-3.14 33% YoY 1
Next FY $-0.54 ▲ +30.8% $-1.32 — $0.54 83% YoY 3

Top Institutional Holders

FundValueMove
ARIEL INVESTMENTS, LLC$3.2MNEW
VANGUARD CAPITAL MANAGEMENT LLC$314.7K
BlackRock, Inc.$219.7K
GOLDMAN SACHS GROUP INC$101.1K
BANK OF AMERICA CORP$97.1KTRIM

Recent Insider Trades

DateInsiderTypeValue
May 23, 2026Lindquist BenjaminF$203.55
May 23, 2026Lindquist BenjaminM$0.00
May 18, 2026Cramer NaomiM$0.00
May 18, 2026Cramer NaomiM$0.00
May 18, 2026Cramer NaomiF$448.44

Reddit Sentiment

69°
Warm
Bearish Neutral Bullish
4 mentions 3 bullish 0 bearish
24 institutional holders with $4.3M total value (3,831,680 shares) as of 2026-Q1. Top holders: ARIEL, VANGUARD, BlackRock,. Net selling activity: 2 institutions trimmed/exited vs 0 added.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1ARIEL INVESTMENTS, LLC2,882,994$3.2M75.2%NEW
2VANGUARD CAPITAL MANAGEMENT LLC280,946$314.7K7.3%
3BlackRock, Inc.196,166$219.7K5.1%
4GOLDMAN SACHS GROUP INC90,257$101.1K2.4%
5BANK OF AMERICA CORP /DE/86,723$97.1K2.3%TRIM -75.0%
6SEI INVESTMENTS CO54,851$61.4K1.4%
7STATE STREET CORP44,624$50.0K1.2%
8TWO SIGMA INVESTMENTS, LP43,835$49.1K1.1%TRIM -30.2%
9VANGUARD PORTFOLIO MANAGEMENT LLC34,679$38.8K0.9%
10VANGUARD FIDUCIARY TRUST CO34,177$38.3K0.9%
11CITADEL ADVISORS LLC26,200$29.3K0.7%
12Invesco Ltd.25,419$28.5K0.7%
13RENAISSANCE TECHNOLOGIES LLC18,353$20.6K0.5%
14CITIGROUP INC7,213$8.1K0.2%
15Vanguard Global Advisers, LLC3,373$3.8K0.1%
16ROYAL BANK OF CANADA802$1.0K0.0%
17NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO523$586.000.0%
18CWM, LLC328$367.000.0%TRIM -43.3%
19Rockefeller Capital Management L.P.83$93.000.0%
20MORGAN STANLEY69$78.000.0%TRIM -63.1%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
CWM, LLCTRIM578328-43.3%$367.002026-Q1
MORGAN STANLEYTRIM18769-63.1%$78.002026-Q1
BANK OF AMERICA CORP /DE/TRIM346,77186,754-75.0%$143.1K2025-Q4
TWO SIGMA INVESTMENTS, LPTRIM93,20965,043-30.2%$107.3K2025-Q4
MORGAN STANLEYNEAR_EXIT6,382187-97.1%$309.002025-Q4
GROUP ONE TRADING LLCNEAR_EXIT4,25655-98.7%$91.002025-Q4
CWM, LLCTRIM1,800578-67.9%$1.002025-Q4
ARIEL INVESTMENTS, LLCNEW2,943,963$16.2M2025-Q3
11 unique insiders with 26 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 23, 2026Lindquist BenjaminSee RemarksTAX W/H59$3.45$203.55
May 23, 2026Lindquist BenjaminSee RemarksEXERCISE171
May 18, 2026Cramer NaomiSee RemarksEXERCISE580
May 18, 2026Cramer NaomiSee RemarksEXERCISE432
May 18, 2026Cramer NaomiSee RemarksTAX W/H148$3.03$448.44
Apr 3, 2026Cramer NaomiSee RemarksEXERCISE128
Apr 3, 2026Cramer NaomiSee RemarksTAX W/H14$1.98$27.72
Apr 3, 2026Lindquist BenjaminSee RemarksEXERCISE83
Apr 3, 2026Lindquist BenjaminSee RemarksTAX W/H29$1.98$57.42
Apr 3, 2026McDonell JasonChief Executive OfficerEXERCISE1,382
Apr 3, 2026McDonell JasonChief Executive OfficerTAX W/H381$1.98$754.38
Mar 24, 2026OFarrell Susan CDirectorEXERCISE4,500
Mar 24, 2026Nagler LornaDirectorEXERCISE4,500
Mar 24, 2026Daniel YolandaDirectorEXERCISE4,500
Mar 24, 2026Naylor MaileDirectorEXERCISE4,500
Mar 24, 2026Spofford ClaireDirectorEXERCISE4,500
Mar 24, 2026Strain JohnDirectorEXERCISE4,500
Mar 24, 2026Estep Jonathan SDirectorEXERCISE4,500
Mar 24, 2026Hartmann John R.DirectorEXERCISE4,500
Mar 14, 2026Cramer NaomiSee RemarksTAX W/H1,583$1.18$1.9K
Mar 14, 2026Cramer NaomiSee RemarksEXERCISE5,000
Mar 12, 2026Daniel YolandaDirectorEXERCISE7,281
Mar 12, 2026Naylor MaileDirectorEXERCISE7,281
Mar 12, 2026Strain JohnDirectorEXERCISE7,281
Mar 12, 2026Nagler LornaDirectorEXERCISE7,281
Mar 12, 2026Spofford ClaireDirectorEXERCISE7,281

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Buy (60% buy). Based on 10 analysts: 3 strong buy, 3 buy, 4 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$2.70 mean target -66.1% upside Strong Sell (3.00)
$1.60 Low $3.50 High
MetricValue
Current Price$7.97
Target Low$1.60
Target Mean$2.70
Target Median$3.00
Target High$3.50
# Analysts3
RecommendationStrong Sell (3.00)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$5.06 $4.38 $5.47 26.6% +0.8% 1↑ 1↓ $0.5B 0.6% 3
Next Q
2026-09-30
$2.07 $1.76 $2.34 2200.0% -11.2% 1↑ 1↓ $0.4B -8.0% 3
Current FY
2026-09-30
$-3.14 $-3.14 $-3.14 33.2% -45.2% 0↑ 1↓ $1.2B -4.6% 1
Next FY
2027-09-30
$-0.54 $-1.32 $0.54 82.7% +30.8% 0↑ 1↓ $1.2B 2.4% 3

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$5.063
7d ago$5.025+0.038
30d ago$5.025+0.038
60d ago$5.102-0.039
90d ago$5.013+0.050
3 analyst firms have rated this stock: 0 upgrades, 1 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 14, 2026 Wolfe Research MAINTAIN Outperform Outperform
May 8, 2026 Mizuho MAINTAIN Neutral Neutral
Feb 18, 2026 Morgan Stanley MAINTAIN Underweight Underweight
Jan 15, 2026 Morgan Stanley DOWNGRADE Equal-Weight Underweight

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20263340060%
May 1, 20263350055%
Apr 1, 20263350055%
Mar 1, 2026106229%
Feb 1, 2026106229%
Jan 1, 20263370046%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

69°
Warm
Bearish Neutral Bullish
4 mentions 3 bullish 0 bearish 4 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
Jun 4, 2026160° Warm101
Jun 3, 2026160° Warm101
Jun 3, 2026160° Warm101
Feb 21, 2026150° Neutral001

Recent Reddit Threads

r/pennystocks Bullish 8d 16h ago
LESL: My Portfolio Is 90% Chlorine Now
▲ 1 💬 1 ⚡ 0.5
r/pennystocks Bullish 9d 15h ago
LESL: To the Backyard Hot Tub Printing Cash
▲ 1 💬 1 ⚡ 0.5
r/pennystocks Bearish 25d 18h ago
18 MAY 2026, THE BIGGEST WINNERS TODAY AND WHY ?
▲ 1 💬 0 ⚡ 0.5
r/pennystocks Bearish 25d 18h ago
18 May 2026 , what are the biggest winners and why ?
▲ 1 💬 1 ⚡ 0.5
r/stocks Neutral 3mo ago
Is LESL Leslie’s Pool Supplies going out of business?
▲ 1 💬 1 ⚡ 0.0
May 14, 2026
short_volume
Short Volume: LESL — 55.8% short (11.0M / 19.8M)
Short: 11,049,264 | Exempt: 1,362,756 | TRF Vol: 19,797,048 | Short Ratio: 55.8% | Off-exchange volume (dark pool + OTC)
May 13, 2026
earnings
Leslie’s, Inc. Announces Second Quarter 2026 Financial Results
<p align="center"><em>Sales increase of 4.3% and Comparable sales increase of 6.6% </em></p>
May 13, 2026
earnings_calendar
LESL Q2 2026 Earnings After Market Close — 2026-05-13
May 6, 2026
earnings_calendar
LESL Q2 2026 Earnings After Market Close — 2026-05-06
Apr 30, 2026
earnings
Leslie’s, Inc. to Report Second Quarter 2026 Financial Results on May 13, 2026
<p align="justify">PHOENIX, April 30, 2026 (GLOBE NEWSWIRE) -- Leslie’s, Inc. (NASDAQ: LESL), the largest and most trusted direct-to-customer brand