Lemonade's Cost Curve Experiment [Seeking Alpha]
Lemonade, Inc. (LMND)
Company Research
Source: Seeking Alpha
Gross profit rose over 260% in two years while operating expenses grew single digits and headcount remained flat. In-force premium expanded by approximately $439 million without increasing staffing, demonstrating strong operating leverage as scale improves. More than 50% of new auto insurance customers come from existing users, significantly lowering blended customer acquisition costs. Despite progress, LMND trades at about 11.7x forward book value with negative 26% net margins and ongoing cash burn. J Studios/DigitalVision via Getty Images Investment Thesis Lemonade Inc. ( LMND ) presents a compelling but fragile investment case. Its AI-driven platform is clearly reshaping the insurance cost structure, with tangible progress in lowering Loss Adjustment Expense (LAE), flattening OpEx, and compressing CAC as premiums scale, all pointing to meaningful operating leverage This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative po
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LMND
News
- Lemonade (NYSE:LMND) was upgraded by analysts at Truist Financial Corporation to a "strong-buy" rating.MarketBeat
- Lemonade (NYSE:LMND) was given a new $98.00 price target on by analysts at Truist Financial Corporation.MarketBeat
- Should You Consider Adding Lemonade (LMND) to Your Portfolio? [Yahoo! Finance]Yahoo! Finance
- Lemonade: A Profitability Mirage [Seeking Alpha]Seeking Alpha
- Lemonade (NYSE:LMND) was given a new $85.00 price target on by analysts at Morgan Stanley. They now have an "equal weight" rating on the stock.MarketBeat
LMND
Earnings
- 11/5/25 - Beat
LMND
Sec Filings
- 1/8/26 - Form 4
- 1/6/26 - Form 144
- 12/15/25 - Form 4
- LMND's page on the SEC website