Leslie's, INC

Market Movers (8-K)

NASDAQ
Leslie's, Inc. announced it has regained compliance with Nasdaq's minimum market value of publicly held shares requirement.
NASDAQ
Leslie's, Inc. announced its second quarter fiscal year 2026 financial results, showing a 4.3% increase in sales and a 6.6% rise in comparable sales, while reiterating its full-year guidance.
NASDAQ
Leslie's Inc. has appointed Grant Thornton LLP as its new independent auditor, replacing Ernst & Young LLP, following reported material weaknesses in internal financial controls.
Worse than expected
NASDAQ
Leslie's, Inc. announced the appointment of John Hartmann, a seasoned retail executive with extensive turnaround experience, to its Board of Directors, expanding the board to nine members.
NASDAQ
Leslie's, Inc. announced Q4 and fiscal year 2025 financial results, including significant store closures and impairments, as part of a strategic transformation plan.
Worse than expected
NASDAQ
Leslie's, Inc. announced a significant net loss for Q4 and FY25, alongside a strategic plan to close 80-90 underperforming stores and one distribution center to improve long-term profitability.
Worse than expected

Quarterly Earnings (10-Q)

NASDAQ
Leslies, Inc. reported a 4.3% increase in sales for the second quarter ended April 4, 2026, driven by retail strength and calendar shifts, despite ongoing store closures.
Worse than expected
NASDAQ
Leslie's Inc. reported a significant drop in Q3 net income and comparable sales, alongside ongoing material weaknesses in internal financial controls and recent credit rating downgrades.
Worse than expected
NASDAQ
Leslie's Inc. reports a net loss for Q2 2025, impacted by lower sales and increased expenses, while addressing ongoing efforts to remediate material weaknesses in internal controls.
Worse than expected
NASDAQ
Leslies Inc. reports a slight increase in sales but a widening net loss for the first quarter of fiscal year 2025, impacted by inventory adjustments and occupancy cost deleverage.
Worse than expected
NASDAQ
Leslies Inc. experienced a decrease in sales and profitability in the third quarter of 2024, impacted by unfavorable weather, chemical pricing actions, and macroeconomic pressures.
Worse than expected
NASDAQ
Leslies Inc. experienced a decrease in sales and an increase in net loss for the second quarter of 2024, primarily due to lower transaction volumes and chemical pricing actions.
Worse than expected

Annual Reports (10-K)

NASDAQ
Leslie's, Inc. reported a substantial net loss of $237.0 million for fiscal 2025, alongside declining sales and a goodwill impairment, leading to credit rating downgrades and planned store closures.
Delay expected
Capital raise
Worse than expected
NASDAQ
Leslies Inc., the largest direct-to-consumer brand in the pool and spa care industry, reported a decrease in sales and profitability for fiscal year 2024, alongside ongoing efforts to address internal control weaknesses.
Worse than expected

Insider Trading (Form 4)

NASDAQ
Benjamin Lindquist, SVP, General Counsel and Corporate Secretary of Leslie's, Inc., reported a grant of Restricted Stock Units and a sale of common stock.
NASDAQ
Naomi Cramer, Chief Retail Operations and Talent Officer at Leslie's, Inc., reported transactions involving the acquisition of common stock and restricted stock units.
NASDAQ
Leslie's, Inc. Chief Executive Officer Jason McDonell reported transactions involving the acquisition and disposition of company common stock.
NASDAQ
Leslie's, Inc. reports insider transactions by Benjamin Lindquist, SVP, General Counsel and Corporate Secretary, involving the acquisition of common stock.
NASDAQ
Naomi Cramer, Chief Retail Operations and Talent Officer at Leslie's, Inc., acquired 128 shares of common stock through the settlement of performance share units.
NASDAQ
Lorna Nagler, a Director at Leslie's, Inc., was granted 4,500 Restricted Stock Units, vesting in 2027.

Proxy Statements (Def-14A)

NASDAQ
Leslies, Inc. seeks shareholder approval for board elections, auditor change, executive compensation, and governance amendments while addressing material weaknesses in internal controls and underperforming incentive metrics.
Worse than expected
NASDAQ
Leslie's, Inc. is seeking shareholder approval for a reverse stock split with ratios ranging from 1-for-10 to 1-for-30 to increase its common stock price and regain compliance with Nasdaq's minimum bid price requirement.
Worse than expected
Capital raise
NASDAQ
Leslies, Inc. has filed a revised definitive proxy statement to include Inline XBRL data tagging, with no other changes to the original disclosures, for its 2025 Annual Meeting of Shareholders.
Worse than expected
NASDAQ
Leslies, Inc. will hold its annual shareholder meeting on March 12, 2025, with proposals including director elections, auditor ratification, executive compensation approval, and amendments to the company's certificate of incorporation.
NASDAQ
Leslies, Inc. is asking shareholders to vote on proposals to amend its corporate charter, including allowing for the removal of directors with or without cause and limiting the liability of certain company officers.
Worse than expected
NASDAQ
Leslie's, Inc. is supplementing its proxy statement to reflect changes in the Board of Directors' classification in advance of the Annual Meeting of Shareholders on March 15, 2024.

Schedule 13G - Passive Investments

NASDAQ
Jane Street Group, LLC has filed a Schedule 13G reporting a 5.1% beneficial ownership stake in Leslie's, Inc. common stock.
NASDAQ
Lee William Baxter and Andrew Storm report a combined 5.02% stake in Leslie's, Inc. as of May 20, 2026.
NASDAQ
Ariel Investments, LLC has reported an increased beneficial ownership of 30.5% in Leslie's Inc. common stock, holding 2,836,373 shares.
NASDAQ
Ariel Investments, LLC reported a 31.7% beneficial ownership in Leslie's Inc. common stock following a reverse stock split effective September 29, 2025.
Worse than expected
NASDAQ
Ariel Investments, LLC has reported an increased beneficial ownership of 32.8% in Leslie's Inc common stock, holding over 60 million shares.
NASDAQ
Clarkston Capital Partners and related entities filed an amended Schedule 13G, reporting a passive 0.04% beneficial ownership in Leslie's, Inc. common stock.