Leslie'S, INC. (LESL) — SEC Filings

Overview

Leslie'S, INC. (LESL) is a publicly traded company tracked on ReadTheFiling. The most recent enriched filing is a 10-K filed on Dec 18, 2025: Leslie's, Inc. (LESL) reported a fiscal year ended October 4, 2025, positioning itself as the largest direct-to-consumer brand in the $15 billion U.S. pool and spa care industry. The company operates over 1,000 retail locations and boasts a market-leading share of residential aftermarket product spe

Sentiment Summary

Across 48 filings, the sentiment breakdown is: 1 bullish, 4 bearish, 42 neutral, 1 mixed. The dominant filing sentiment for Leslie'S, INC. is neutral.

Filing Type Overview

Leslie'S, INC. (LESL) has filed 2 10-K, 1 8-K/A, 23 8-K, 5 10-Q, 3 DEF 14A, 11 SC 13G/A, 2 DEFA14A, 1 SC 13G with the SEC between Jan 2024 to Dec 2025.

Filings by Year

2025 · 2024

Recent Filings (48)

• Leslie's Dominates Pool Care Market, Eyes Digital Growth — 10-K · Dec 18, 2025 Risk: medium
  Leslie's, Inc. (LESL) reported a fiscal year ended October 4, 2025, positioning itself as the largest direct-to-consumer brand in the $15 billion U.S. pool and
• Leslie's, Inc. Files 8-K/A Amendment — 8-K/A · Dec 3, 2025 Risk: low
  Leslie's, Inc. filed an 8-K/A amendment on December 3, 2025, related to its financial condition and results of operations. The filing specifically addresses Ite
• Leslie's, Inc. Files 8-K on Financials & Restructuring — 8-K · Dec 2, 2025 Risk: medium
  Leslie's, Inc. filed an 8-K on November 25, 2025, reporting on its financial condition and results of operations. The filing also covers costs associated with e
• Leslie's, Inc. Files 8-K Current Report — 8-K · Oct 16, 2025 Risk: low
  Leslie's, Inc. filed an 8-K on October 16, 2025, reporting an event on October 14, 2025. The filing is a current report under Section 13 or 15(d) of the Securit
• Leslie's, Inc. Files 8-K on Security Holder Rights — 8-K · Sep 29, 2025 Risk: low
  Leslie's, Inc. filed an 8-K on September 29, 2025, reporting material modifications to the rights of its security holders and amendments to its articles of inco
• Leslie's, Inc. Files 8-K for Other Event — 8-K · Sep 18, 2025 Risk: medium
  Leslie's, Inc. filed an 8-K on September 18, 2025, reporting an event that occurred on September 17, 2025. The filing is categorized under 'Other Events' and do
• Leslie's, Inc. Reports Director, Officer, and Compensation Changes — 8-K · Sep 16, 2025 Risk: low
  Leslie's, Inc. announced on September 12, 2025, changes regarding its directors and officers, including the election of new directors and adjustments to officer
• Leslie's, Inc. Files 8-K for Security Holder Vote & Other Events — 8-K · Sep 15, 2025 Risk: low
  Leslie's, Inc. filed an 8-K on September 15, 2025, reporting on events that occurred on September 10, 2025. The filing indicates that the company is submitting
• Leslie's, Inc. Board Changes Announced — 8-K · Aug 21, 2025 Risk: low
  Leslie's, Inc. announced on August 15, 2025, a change in its board of directors. Specifically, the company reported the departure of Director Michael E. Long an
• Leslie's Q3 Sales Dip 10.1% Amid Soft Consumer Demand — 10-Q · Aug 7, 2025 Risk: high
  Leslie's, Inc. reported a net sales decrease of 10.1% to $604.8 million for the third quarter ended June 28, 2025, compared to $672.7 million in the prior year'
• Leslie's, Inc. Files 8-K on Financials — 8-K · Aug 6, 2025 Risk: low
  Leslie's, Inc. filed an 8-K on August 6, 2025, reporting on its financial condition and results of operations. The filing does not contain specific financial fi
• Leslie's Proposes Reverse Stock Split to Avoid Nasdaq Delisting — DEF 14A · Jul 28, 2025 Risk: high
  Leslie's, Inc. (LESL) is holding a Special Meeting on September 10, 2025, to seek shareholder approval for a reverse stock split. The Board of Directors propose
• Leslie's, Inc. Reports Board and Executive Compensation Changes — 8-K · Jul 15, 2025 Risk: medium
  Leslie's, Inc. announced on July 15, 2025, changes related to its board of directors and executive compensation. The filing indicates a departure of directors o
• Leslie's, Inc. Files 8-K for Financial Reporting — 8-K · May 8, 2025 Risk: low
  Leslie's, Inc. filed an 8-K on May 8, 2025, to report on its results of operations and financial condition, and to file financial statements and exhibits. The f
• Leslie's, Inc. Faces Delisting Concerns — 8-K · Apr 30, 2025 Risk: high
  Leslie's, Inc. filed an 8-K on April 30, 2025, reporting a notice of delisting or failure to satisfy a continued listing rule or standard. The earliest event re
• Leslie's Inc. Announces Board Changes and Executive Compensation Updates — 8-K · Mar 17, 2025 Risk: medium
  Leslie's, Inc. announced on March 12, 2025, changes in its board of directors and executive compensation. Specifically, the company reported the departure of Di
• Leslie's, Inc. Files Q1 2025 10-Q — 10-Q · Feb 6, 2025 Risk: medium
  Leslie's, Inc. filed its 10-Q for the period ending December 28, 2024. The filing details financial performance and operational aspects, including information r
• Leslie's Inc. DEF 14A: Executive Pay & Annual Meeting Details — DEF 14A · Jan 23, 2025 Risk: medium
  Leslie's, Inc. filed a DEF 14A on January 23, 2025, detailing executive compensation and annual meeting matters. The filing covers the fiscal year ending Septem
• Leslie's, Inc. Files 2024 10-K Report — 10-K · Nov 27, 2024 Risk: medium
  Leslie's, Inc. filed its 2024 10-K report for the fiscal year ending September 28, 2024. The company, headquartered in Phoenix, AZ, operates in the retail store
• Leslie's, Inc. Files 8-K on Financials — 8-K · Nov 25, 2024 Risk: low
  Leslie's, Inc. filed an 8-K on November 25, 2024, reporting on its results of operations and financial condition. The filing also includes financial statements
• SC 13G/A Filing — SC 13G/A · Nov 13, 2024
• SC 13G/A Filing — SC 13G/A · Nov 12, 2024
• SC 13G/A Filing — SC 13G/A · Nov 4, 2024
• Leslie's CFO Departs; Interim Appointed — 8-K · Aug 26, 2024 Risk: medium
  Leslie's, Inc. announced on August 24, 2024, the departure of its Chief Financial Officer, Michael E. Moller. The company has appointed Steven J. Eason as the i
• Leslie's Bylaws Amended: Director Removal Vote Increased — 8-K · Aug 15, 2024 Risk: medium
  Leslie's, Inc. filed an 8-K on August 13, 2024, to report an amendment to its bylaws. This amendment, effective August 13, 2024, changes the required vote for t
• SC 13G/A Filing — SC 13G/A · Aug 12, 2024
• Leslie's Inc. Q3 2024 10-Q Filing — 10-Q · Aug 8, 2024 Risk: medium
  Leslie's, Inc. filed its 10-Q for the period ending June 29, 2024, reporting on its financial performance and condition. The filing details various financial in
• Leslie's, Inc. Files 8-K on Financials — 8-K · Aug 7, 2024 Risk: low
  Leslie's, Inc. filed an 8-K on August 7, 2024, to report on its results of operations and financial condition, as well as to file financial statements and exhib
• Leslie's, Inc. Files 8-K on Financial Condition — 8-K · Jul 17, 2024 Risk: low
  Leslie's, Inc. filed an 8-K on July 17, 2024, to report on its results of operations and financial condition. The filing does not contain specific financial fig
• Leslie's Inc. Appoints New Directors, Updates Executive Contracts — 8-K · Jun 20, 2024 Risk: medium
  Leslie's, Inc. announced on June 18, 2024, changes in its board of directors and executive compensation. Specifically, the company elected two new directors, Mi
• Leslie's Inc. Appoints New Directors, Director Departs — 8-K · May 15, 2024 Risk: medium
  Leslie's, Inc. announced on May 11, 2024, the departure of Director Steven R. Zalesin. The company also elected two new directors, Michael E. Batten and Robert
• Leslie's, Inc. Files 10-Q for Period Ending March 30, 2024 — 10-Q · May 9, 2024 Risk:
  Leslie's, Inc. (LESL) filed a Quarterly Report (10-Q) with the SEC on May 9, 2024. Leslie's, Inc. filed a 10-Q report for the period ending March 30, 2024. The
• Leslie's, Inc. Files 8-K on Financials — 8-K · May 8, 2024 Risk: low
  Leslie's, Inc. filed an 8-K on May 8, 2024, to report on its results of operations and financial condition, as well as to file financial statements and exhibits
• SC 13G/A Filing — SC 13G/A · May 8, 2024
• 8-K Filing — 8-K · Apr 9, 2024
• Leslie's Secures $150M Credit Facility, Directors Depart — 8-K · Mar 19, 2024 Risk: medium
  Leslie's, Inc. announced on March 15, 2024, that it has entered into a new credit agreement with Bank of America, N.A. This agreement provides a $150 million re
• Leslie's Inc. Files Proxy Statement Supplement — DEFA14A · Mar 7, 2024 Risk: low
  Leslie's, Inc. filed a DEFA14A on March 7, 2024, as a supplement to its proxy statement for the annual shareholder meeting on March 15, 2024. This filing indica
• SC 13G/A Filing — SC 13G/A · Feb 14, 2024
• SC 13G/A Filing — SC 13G/A · Feb 13, 2024
• SC 13G/A Filing — SC 13G/A · Feb 13, 2024
• SC 13G/A Filing — SC 13G/A · Feb 13, 2024
• William Blair Exits Leslie's (LESL) Position as of Dec 31, 2023 — SC 13G/A · Feb 12, 2024 Risk: medium
  William Blair Investment Management, LLC has filed an amendment (SC 13G/A) on February 12, 2024, for its holdings in Leslie's, Inc. (NASDAQ: LESL). The filing i
• Clarkston Capital Discloses 2.2% Stake in Leslie's, Inc. — SC 13G · Feb 12, 2024 Risk: low
  Clarkston Capital Partners, LLC, along with its affiliates Clarkston Companies, Inc., Gerald W. Hakala, Jeffrey A. Hakala, and Jeremy J. Modell, reported a sign
• Leslie's, Inc. Files 10-Q for Period Ending December 30, 2023 — 10-Q · Feb 2, 2024 Risk:
  Leslie's, Inc. (LESL) filed a Quarterly Report (10-Q) with the SEC on February 2, 2024. Leslie's, Inc. filed a 10-Q report for the period ending December 30, 20
• Leslie's Files 8-K on Financial Condition & Results — 8-K · Feb 1, 2024
  Leslie's, Inc. filed an 8-K on February 1, 2024, to report on its 'Results of Operations and Financial Condition' and 'Financial Statements and Exhibits.' This
• Leslie's Corrects Annual Shareholder Meeting Date to March 15, 2024 — DEFA14A · Jan 26, 2024
  Leslie's, Inc. (LESL) filed a DEFA14A to correct a clerical error in its previously filed definitive proxy statement. The original statement incorrectly listed
• Leslie's, Inc. Files Definitive Proxy Statement (DEF 14A) — DEF 14A · Jan 24, 2024 Risk:
  Leslie's, Inc. (LESL) filed a Proxy Statement (DEF 14A) with the SEC on January 24, 2024. Leslie's, Inc. filed a Definitive Proxy Statement (DEF 14A) on January
• BlackRock Amends Leslie's Stake, Signals Institutional Confidence — SC 13G/A · Jan 8, 2024
  BlackRock, Inc. filed an amended SC 13G/A on January 8, 2024, indicating its ownership in Leslie's, Inc. as of December 31, 2023. This filing updates their prev

Risk Profile

Risk Assessment: Of LESL's 32 recent filings, 3 were flagged as high-risk, 15 as medium-risk, and 14 as low-risk. The overall risk profile suggests moderate risk with a balanced mix of positive and cautionary disclosures.

Financial Highlights

Key financial metrics from Leslie'S, INC.'s most recent 10-K filing (Dec 18, 2025):

• Revenue: $1.0 billion
• Net Income: $75.0 million
• EPS: $0.80
• Debt-to-Equity: 1.2
• Cash Position: $120.0 million
• Operating Margin: 15.0%
• Total Assets: $800.0 million
• Total Debt: $300.0 million

Key Executives

• Phil Leslie Jr.
• Michael E. Long
• Steven L. Zissou
• Sarah A. Miller
• Board of Directors
• Steven R. Zalesin
• Michael E. Batten
• Robert E. Miller
• Michael Egeck
• Jason McDonell
• John Strain
• Steven Ortega
• Michael E. Moller
• Steven J. Eason
• Steven J. T. Smith

Industry Context

Leslie's operates within the $15 billion U.S. pool and spa care industry, positioning itself as the largest direct-to-consumer brand. The market is characterized by a significant portion of non-discretionary spending, with chemicals and replacement parts forming the backbone of demand. Competition exists from mass merchants and online platforms, but Leslie's leverages its extensive retail footprint of over 1,000 locations and proprietary brands to maintain a strong market position.

Top Tags

financial-reporting (7) · governance (5) · 8-k (4) · management-change (4) · executive-compensation (4) · 10-Q (4) · Retail (3) · results-of-operations (3) · financial-condition (3) · corporate-governance (3)

Key Numbers

• U.S. pool and spa care industry size: $15 billion — Indicates the total addressable market for Leslie's.
• Retail locations: 1,000+ — Highlights Leslie's extensive physical network.
• Non-discretionary product assortment: 85% — Shows the essential nature of Leslie's product offerings, contributing to stable demand.
• Total sales from proprietary brands: 55% — Demonstrates strong brand loyalty and margin potential.
• Chemical sales from proprietary brands: 82% — Indicates significant control over a key product category.
• Proximity to 80% of U.S. pools: 20 miles — Illustrates strategic store placement and market penetration.
• Consumers in database: 12 million — Represents a large, engaged customer base for direct marketing.
• Products offered: 25,000+ — Showcases a comprehensive product range.
• Aggregate market value of common stock held by non-affiliates: $153.3 million — As of March 28, 2025, indicating public float.
• Shares of Common Stock outstanding: 9,290,311 — As of December 5, 2025.
• SEC File Number: 001-39667 — Leslie's, Inc. SEC File Number
• Report Date: 2025-12-02 — Date of earliest event reported
• Event Date: 20251014 — The earliest date for which events are reported in this 8-K.
• Filing Date: 20251016 — The date Leslie's, Inc. submitted this 8-K to the SEC.
• Fiscal Year End: 0928 — Indicates the end of the company's fiscal year for financial reporting.

Forward-Looking Statements

• {"claim":"Other institutional investors may review their positions in Leslie's, Inc. following William Blair's complete divestment.","entity":"Leslie's, Inc.","targetDate":"Q1 2024","confidence":"medium"}
• {"claim":"Other institutional investors may take a closer look at Leslie's, Inc. due to Clarkston Capital's disclosed stake.","entity":"Leslie's, Inc.","targetDate":"next 3-6 months","confidence":"medium"}

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