Analyst
Baird
Equibles does not estimate personal net worth.
Peter Benedict is recorded as Analyst at Baird. Peter Benedict has spoken on 28 earnings calls and 1 other investor event across 11 companies, most recently for Tractor Supply Co on October 22, 2026. Those appearances were for Tractor Supply Co (TSCO), YETI Holdings, Inc. (YETI), Traeger, Inc. (COOK), Bob's Discount Furniture, Inc. (BOBS), Freshpet, Inc. (FRPT) and 6 other companies. The companies whose calls Peter Benedict spoke on are classified in the Consumer Cyclical and Consumer Defensive sectors.
“But I'm kind of curious on how we should be thinking about gross margin next year. We do have to lap some of these tariff refunds. How do we think about kind of the first half of next year, just any color you could provide in terms of gross margin for next year in total?”
“First one around kind of the CAT business. Good to hear the momentum there.”
“Um, my first is just, is, is on MSI, the membership fee income, um, grew 10% kind of sequentially stable there. I'm curious when you gave the member numbers to the signups sound like they're good.”
“My first, just around the 20% tariff assumption, I guess, starting in September, I think we can all agree anything's possible these days. I'm just curious if there's any, have any line of sight into that?”
“First, I appreciate all the transparency around the tariff impacts. Really very helpful, so well done there. I'm curious about how you're thinking about the second half from a refund standpoint.”
Baird
Analyst
Source not stated
TSCO
Specialty Retail · Consumer Cyclical
YETI
Leisure · Consumer Cyclical
COOK
Furnishings, Fixtures & Appliances · Consumer Cyclical
Specialty Retail · Consumer Cyclical
FRPT
Packaged Foods · Consumer Defensive
Specialty Retail · Consumer Cyclical
Discount Stores · Consumer Defensive
Home Improvement Retail · Consumer Cyclical
Internet Retail · Consumer Cyclical
Discount Stores · Consumer Defensive
WMT
Discount Stores · Consumer Defensive
