Mark Smith
Analyst
Blake Street Capital
Equibles does not estimate personal net worth.
About Mark Smith
Mark Smith is recorded as Analyst at Blake Street Capital. Mark Smith has spoken on 14 earnings calls across 6 companies, most recently for Lakeland Industries Inc on September 9, 2026. Those appearances were for American Outdoor Brands, Inc. (AOUT), Kura Sushi USA, Inc. (KRUS), Lakeland Industries Inc (LAKE), Mission Produce, Inc. (AVO), Smith & Wesson Brands, Inc. (SWBI) and 1 other company. The companies whose calls Mark Smith spoke on are classified in the Consumer Cyclical, Consumer Defensive and Industrials sectors.
Mark Smith on recent calls
“I wanted to dig into the gross margin just a little bit more. You know, great jump up to 37%, you know, looks like helped a little bit by a tariff-free fund.”
“I wanted to dig in first a little bit more on the annualized synergy target. Now, you know, more than $30 million up from $25 million.”
“I'm curious as we look at first quarter results and what kind of drove, you know, bigger surprises versus your your guidance and expectations curious if you can call out anything it sounds like clay copter um was there anything else really call out that was surprising from either a revenue or a margin standpoint here…”
“And then you talked about opening delays. I'm curious if that's added any incremental costs. I know that you guys maintain your guidance here for kind of new restaurant build-out costs, but are you seeing any incremental costs from delays or just inflationary pressure that's leading to higher opening costs?”
“I wanted to ask, first off, you guys had mentioned meaningful progress in segments you haven't historically competed in. Can you elaborate a little bit more on where all you saw some incremental growth?”
Affiliation history
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Blake Street Capital
Analyst
Transcript header (unverified)
Current
Company network
KRUS
Restaurants · Consumer Cyclical
Apparel Manufacturing · Consumer Cyclical
Food Distribution · Consumer Defensive