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Leslie's LESL · USD

Consumer Discretionary · US listing · 🇺🇸 United States

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About Leslie's

Its shares trade under the ticker LESL. It has been listed since 29 October 2020. In the fiscal year to 30 September 2025, it reported revenue of $1.24bn and a net loss of $237.0m. At that date it held total assets of $741.5m and shareholders' equity of −$408.0m.

Leslie's, Inc. engages in the provision of direct-to-consumer pool and spa care services. The company is headquartered in Phoenix, Arizona. The company went IPO on 2020-10-29. The firm is serving residential, professional, and commercial consumers. The firm offers its products under the brand Jacuzzi, Hayward, Natural Chemistry, Dolphin, Zodiac, Nature2, Pentair, Waterway, Leslie’s, Jandy and Pleatco. The company offers direct-to-consumer pool and spa care brand. The firm offers its products under various categories, which include pool chemicals, pool equipment, pool maintenance, lifestyle, covers, pools, spas and parts. The Company’s offered products include sanitizers, water balancers, specialty chemicals, algae control, water testing, automatic pool cleaners, pool filters, pumps, heating and cooling, lighting, pool closing, solar covers, liners, spa chemicals and spa accessories and products. The firm market its products through approximately 959 locations in 38 states and e-commerce websites.

Figures and description from our data supplier, not checked against the company's own report.

Company facts

Sector
Consumer Discretionary
Industry
Specialty Retail
Listed since
29 Oct 2020
Employees
4,200

Leadership

Pay as last reported

  • Mr. John StrainIndependent Chairman of the Board, since 2018$290,767
  • Mr. Jason McDonellChief Executive Officer, Director, since 2024$2.2m
  • Mr. Jeff WhiteChief Financial Officer, Treasurer
  • Mr. Benjamin LindquistSenior Vice President, General Counsel, Company Secretary
  • Ms. Amy CollegeChief Merchandising and Supply Chain Officer
  • Ms. Naomi CramerChief Retail Operations and Talent Officer$1.1m
  • Ms. Yolanda DanielIndependent Director$220,123
  • Mr. Seth EstepIndependent Director$220,000
  • Mr. John HartmannIndependent Director
  • Ms. Lorna NaglerIndependent Director$215,000
  • Ms. Maile NaylorIndependent Director$220,000
  • Ms. Susan O'FarrellIndependent Director$234,664

Environmental, social and governance

Scores out of 100, from our data supplier

ESG
Overall
29
Environment
38
Social
26
Governance
24
Direct emissions (scope 1)
4,436 t
Energy emissions (scope 2)
29,073 t
Value chain emissions (scope 3)
166,676 t
Women in the workforce
29%
Carbon reduction policy
No
Human rights policy
Yes

SWOT analysis

AI-generated by our data supplier. Not written or checked by our editors.

AI-generated

Strengths

  • Leslie's Inc. serves 959 locations across 38 US states with strong brand portfolio including Jacuzzi and Hayward.
  • The company employs 4,200 full-time staff supporting residential, professional, and commercial pool care needs.
  • Direct-to-consumer model with e-commerce presence enhances accessibility for pool and spa maintenance products.

Weaknesses

  • Limited to US market with no international expansion mentioned in business description.
  • Reliance on 38 US states for 959 locations may indicate regional market saturation risks.
  • No mention of digital transformation initiatives beyond e-commerce platform presence.

Opportunities

  • Expanding into international markets could leverage existing brand recognition in pool care.
  • Growing demand for eco-friendly pool chemicals like Nature2 and Waterway presents new market segments.
  • Increasing residential pool installations in US states could drive higher product sales.

Threats

  • Economic downturns may reduce discretionary spending on pool and spa maintenance.
  • Competition from online retailers offering similar pool care products without physical locations.
  • Regulatory changes in US states could impact pool chemical regulations and product availability.

Sources and methodology

Data on this tab
Our data supplier
Chart on the Overview
TradingView

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