Leslie's (LESL) Change in Inventory (2019 - 2026)
Leslie's (LESL) recorded quarterly Change in Inventory of $51.5 million in Q2 2026, up 513.45% quarter-over-quarter from $8.4 million in Q1 2026, and down 19.56% on a YoY basis from $64.0 million in Q2 2025.
Leslie's (LESL) Change in Inventory (2019 - 2026) Analysis & Trends
Leslie's' Change in Inventory history runs 8 years deep, the most recent figure standing at $51.5 million for Q2 2026.
- In Q2 2026, Change in Inventory fell 19.56% year-over-year to $51.5 million; the TTM figure through Apr 2026 stood at -$67.2 million (down 28.51% YoY), while the FY2025 annual figure was -$26.3 million, up 69.38% from the prior year.
- Change in Inventory was $51.5 million for Q2 2026 at Leslie's, up from $8.4 million in the prior quarter.
- In the past five years, Change in Inventory ranged from a high of $88.6 million in Q2 2022 to a low of -$124.7 million in Q3 2023.
- Historically, Change in Inventory has averaged $2.0 million across 5 years, with a median of $18.0 million in 2022.
- The sharpest annual moves came in 2022 and 2023: Change in Inventory surged 125.91% in 2022, then plunged 3990.65% in 2023.
- A 5-year view of Change in Inventory shows it stood at $64.8 million in 2022, then plunged by 65.73% to $22.2 million in 2023, then soared by 65.83% to $36.8 million in 2024, then tumbled by 277.18% to -$65.2 million in 2025, then jumped by 178.97% to $51.5 million in 2026.
- The last three Change in Inventory figures came in at $51.5 million (Q2 2026), $8.4 million (Q1 2026), and -$65.2 million (Q4 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Change in Inventory (Qtr) |
|---|---|---|---|---|---|
| 1 | Caseys General Stores | 28.23 Bn | 27.77 Bn | 1.01 Bn | -9.52 Mn |
| 2 | Williams Sonoma | 25.94 Bn | 24.92 Bn | 1.10 Bn | -70.19 Mn |
| 3 | Ulta Beauty | 21.42 Bn | 20.93 Bn | 1.48 Bn | -566.88 Mn |
| 4 | Dick'S Sporting Goods | 18.30 Bn | 16.95 Bn | 1.77 Bn | -752.33 Mn |
| 5 | Best Buy | 15.81 Bn | 14.06 Bn | 2.10 Bn | 367.00 Mn |
| 6 | Tractor Supply | 15.78 Bn | 15.56 Bn | 1.30 Bn | 499.52 Mn |
| 7 | NaaS Technology | 14.29 Bn | 14.27 Bn | - | - |
| 8 | Five Below | 10.51 Bn | 9.58 Bn | 696.98 Mn | -265.65 Mn |
| 9 | Murphy USA | 10.28 Bn | 10.16 Bn | 3.98 Bn | - |
| 10 | Leslie's | 76.36 Mn | 59.44 Mn | 53.35 Mn | 51.49 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Apr 4, 2026 | 51.49 Mn |
| Apr 4, 2026 | 51.49 Mn |
| Jan 3, 2026 | 8.39 Mn |
| Jan 3, 2026 | 8.39 Mn |
| Oct 4, 2025 | -65.21 Mn |
| Oct 4, 2025 | -65.21 Mn |
| Jun 28, 2025 | -61.91 Mn |
| Jun 28, 2025 | -61.91 Mn |
| Mar 29, 2025 | 64.01 Mn |
| Mar 29, 2025 | 64.01 Mn |
| Dec 28, 2024 | 36.80 Mn |
| Dec 28, 2024 | 36.80 Mn |
| Sep 28, 2024 | -76.25 Mn |
| Sep 28, 2024 | -76.25 Mn |
| Jun 29, 2024 | -76.88 Mn |
| Jun 29, 2024 | -76.88 Mn |
| Mar 30, 2024 | 45.06 Mn |
| Mar 30, 2024 | 45.06 Mn |
| Dec 30, 2023 | 22.19 Mn |
| Dec 30, 2023 | 22.19 Mn |