LCII
Recreational Vehicles · Consumer Cyclical
Analyst
CJS Securities
Equibles does not estimate personal net worth.
Pete Lucas is recorded as Analyst at CJS Securities. Pete Lucas has spoken on 9 earnings calls across 8 companies, most recently for Lci Industries on November 5, 2026. Those appearances were for Lci Industries (LCII), Spectrum Brands Holdings, Inc. (SPB), Icu Medical Inc (ICUI), Haemonetics Corp (HAE), Energy Recovery, Inc. (ERII) and 3 other companies. The companies whose calls Pete Lucas spoke on are classified in the Consumer Cyclical, Healthcare, Consumer Defensive and Industrials sectors.
“Just looking at your revised outlook of approximately flat for RV demand and shipments next year, what gives you the confidence that this year is the bottom, and how are you thinking about potential for upside or downside to those projections?”
“Just, I guess, a bigger picture question in terms of retail demand. Obviously, lots of headwinds, interest rates, inflation, oil prices. But just kind of wanted to get your thoughts.”
“You guys covered a lot in the prepared remarks. Maybe more just a general question. If you could talk a little bit about the characteristics of your fastest growing brands in PET and H&G, and is there an opportunity to replicate that across the rest of the brand portfolio?”
“In your prepared remarks, you mentioned gross margin of 41% ahead of estimates due to favorable mix. Do you see this as sustainable, and can you kind of give us an idea of cadence through the year and the overall OPEX on this and the overall OPEX, I should say?”
“Just following up on Percocille, should we expect incremental sales and marketing investment in fiscal year 27 ahead of when approved, and how should we kind of think about that?”
CJS Securities
Analyst
Source not stated
LCII
Recreational Vehicles · Consumer Cyclical
HAE
Medical Devices · Healthcare
ICUI
Medical Instruments & Supplies · Healthcare
Household & Personal Products · Consumer Defensive
Pollution & Treatment Controls · Industrials
Engineering & Construction · Industrials
MATV
Specialty Chemicals · Basic Materials