Leslie's, Inc.: insider trades · United States · SEC (Form 4)

About Leslie's, Inc.

Leslie’s, Inc. (ticker: LESL) is a U.S.-listed company traded on NASDAQ, not NYSE, and is headquartered in Phoenix, Arizona, United States. Founded in 1963, Leslie’s has built its business around a highly specialized retail and service model focused on pool and spa care. For investors, the company should be understood as a niche distributor with a recurring aftermarket profile rather than a discretionary leisure name: a large share of demand comes from essential maintenance products and services used to keep pools and spas operating properly. The company operates an integrated ecosystem that combines physical retail stores, a digital platform, and service capabilities. Its footprint includes more than 1,000 physical locations, supported by online and omnichannel purchasing options that allow customers to shop in-store, online, or through a blended experience. The assortment includes pool and spa chemicals, water treatment products, cleaning supplies, maintenance accessories, replacement parts, and, in selected markets, certified installation and repair services. Leslie’s emphasizes a broad, often highly differentiated assortment, with many items positioned as exclusive or professional-grade, which helps support customer loyalty and competitive differentiation. From a historical perspective, Leslie’s has been active for more than six decades in the pool and spa industry, giving it significant brand recognition and domain expertise. The company has also leveraged its long operating history to build deep water-testing know-how and a service-oriented retail culture. Its customer base is primarily residential pool owners, but it also serves pool professionals and other commercial users, which diversifies the revenue mix toward maintenance, replacement, and service demand. Competitive positioning remains a key strength. Leslie’s is widely presented in company materials as the largest direct-to-customer brand in the U.S. pool and spa care industry, with national scale that is difficult for smaller regional players to replicate. Its advantages include store density, specialized product knowledge, and an extensive assortment designed for non-discretionary use. At the same time, the business is exposed to seasonality, weather patterns, housing-market conditions, and competitive pricing pressure, all of which can influence traffic and margin trends. Recent highlights include 2025 and 2026 communications centered on strategic transformation, network optimization, and leadership or governance updates. Leslie’s has also continued to report quarterly results and file SEC disclosures, including Form 4 insider transactions that are relevant for monitoring insider sentiment and ownership changes. Overall, Leslie’s remains a U.S. specialty distribution and services company with a defensible niche in pool and spa care, listed on NASDAQ in the United States.