Apparel Manufacturing · Consumer Cyclical
Mike Baker
Analyst
D.A. Davidson
Equibles does not estimate personal net worth.
About Mike Baker
Mike Baker is recorded as Analyst at D.A. Davidson. Mike Baker has spoken on 17 earnings calls across 13 companies, most recently for BJ's Wholesale Club Holdings, Inc. on August 21, 2026. Those appearances were for Jerash Holdings (US), Inc. (JRSH), Best Buy Co Inc (BBY), Bob's Discount Furniture, Inc. (BOBS), Wd 40 Co (WDFC), BJ's Wholesale Club Holdings, Inc. (BJ) and 8 other companies. The companies whose calls Mike Baker spoke on are classified in the Consumer Cyclical, Basic Materials, Consumer Defensive and Industrials sectors.
Mike Baker on recent calls
“I'll ask, we'll call it a follow-up, but can't really, a different topic. But would you guys be willing to talk about the pace of sales throughout the quarter by month?”
“You know, kind of a follow-up on what Sidney was just asking or maybe getting to. uh your guidance uh even if you add back cycles pro is about flat yet grocery a big part of your business is up three percent i think you said you're adding the playbook to other big categories um i think opportunistic is now probably if…”
“Please go ahead. uh great thanks um a couple questions one uh if you're willing to answer it you said the quarter uh the runway was better towards the end of the quarter than uh the beginning uh any any quantification of that what are you running at um let's say in the last month of the second quarter so we started…”
“Please proceed with your question. okay uh thanks guys uh thanks for all the color on the guidance i did want to ask a question on that though um understanding you know all the factors you laid out to think about it in the back half i think if my math is even close to right it implies even uh even slightly down in the…”
“I think you said 3 million units, and now there's been two follow-up orders. Can you just order magnitude, size, those follow-up orders? Was the 3 million, it wasn't a test per se, but, you know, as you prove your ability to deliver high quality on time, do the size of the additional orders increase?”
Affiliation history
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D.A. Davidson
Analyst
Source not stated
Current
Company network
BBY
Specialty Retail · Consumer Cyclical
Specialty Retail · Consumer Cyclical
WDFC
Specialty Chemicals · Basic Materials
Discount Stores · Consumer Defensive
HQI
Staffing & Employment Services · Industrials
BRCC
Packaged Foods · Consumer Defensive
ULTA
Specialty Retail · Consumer Cyclical
HLLY
Auto Parts · Consumer Cyclical
Specialty Retail · Consumer Cyclical
CVNA
Auto & Truck Dealerships · Consumer Cyclical