Leslie's vs Noodles & Company

This page compares Leslie's Inc and Noodles & Company to help readers understand how their business models, financial performance, and market context differ. It provides a clear overview of strategic approaches, revenue drivers, and competitive positions, presented in a neutral and accessible manner. Educational content, not financial advice.

Comparison Snapshot

Key Financial Metrics

LESL

Metric

NDLS

$14.59M

Market Cap

$36.89M

497.09%

Potential Profit

N/A

Hold

Analyst Rating

Hold

Investment Analysis

Leslie's

LESL

Pros

Leslie's maintains a leading position as the largest direct-to-consumer pool and spa care brand in the US, benefiting from strong brand recognition.
The company reported positive adjusted net income and EBITDA in its latest quarter, indicating some improvement in operational profitability.
Leslie's has a diversified sales channel, including e-commerce and third-party marketplaces, which supports customer reach and resilience.

Considerations

Leslie's has posted negative earnings over the past year, with a net loss of over $84 million, raising concerns about sustained profitability.
The company has withdrawn its fiscal year 2025 guidance, reflecting uncertainty about future performance and market conditions.
Leslie's faces significant competition and cyclical demand, with net sales declining 12% year-on-year in the most recent quarter.

Noodles & Company

NDLS

Pros

Noodles & Company has expanded its digital and delivery capabilities, helping to drive comparable sales growth and customer engagement.
The company has improved its restaurant-level margins through operational efficiencies and cost management initiatives.
Noodles & Company has a growing franchisee base, which supports capital-light expansion and brand footprint growth.

Considerations

Noodles & Company continues to face challenges with overall profitability, with net income remaining volatile and modest.
The restaurant sector is highly competitive, and Noodles & Company operates in a crowded market with thin margins.
The company is exposed to commodity price fluctuations and labour cost pressures, which can impact future earnings stability.

About The Companies

Leslie's (LESL)

Leslie's Inc. is a major direct-to-customer brand in the American pool and spa care industry. The company specialises in the aftermarket needs of both residential owners and professional pool operators, offering a wide assortment of essential products. A significant portion of its catalogue, over 80%, consists of non-discretionary items like chemicals, equipment, and cleaning supplies, which are fundamental for pool maintenance. Beyond retail, Leslie's also provides key services such as equipment installation, repairs, and complimentary in-store water testing with its AccuBlue system. It operates through an integrated ecosystem that combines a digital platform with over 1,000 physical stores across the United States. This hybrid model allows it to serve a broad and diverse customer base effectively. As with any investment, a company's value can go down as well as up.

Noodles & Company (NDLS)

Noodles & Co (NDLS) is a fast‑casual restaurant chain known for noodle and pasta bowls, salads and sides, primarily operating in the United States. With a market capitalisation of about $33.43 million, it sits in the small‑cap segment and can be more volatile and less liquid than larger restaurant operators. Investors should be aware of core drivers such as same‑store sales growth, unit economics (company‑owned versus franchised locations), menu innovation, and cost pressures from labour and ingredients. The business is exposed to consumer spending patterns and competition in the quick‑service and fast‑casual space. Financial statements, recent earnings, and management commentary are essential to assess profitability, cash flow and capital needs. This summary is educational and not financial advice; potential investors should perform their own research and consider whether a small‑cap, restaurant stock fits their risk tolerance and investment horizon. Past performance is not indicative of future results.

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Comparison Snapshot