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LAKE · Consumer Cyclical · Apparel - Manufacturers · Market cap $81M

1 fund in our archive has pitched Lakeland Industries, most recently Perritt CM in December 2024.

Company profile

Lakeland Industries, Inc. manufactures and sells industrial protective clothing and accessories for the industrial and public protective clothing market worldwide. It offers limited use/disposable protective clothing, such as coveralls, laboratory coats, shirts, pants, hoods, aprons, sleeves, arm guards, caps, and smocks; high-end chemical protective suits to provide protection from highly concentrated, toxic and/or lethal chemicals, and biological toxins; and firefighting and heat protective apparel to protect against fire. The company also provides durable woven garments, including electrostatic dissipative apparel used in electronics clean rooms; flame resistant meta aramid, para aramid, and FR cotton coveralls/pants/jackets used in petrochemical, refining operations, and electrical utilities; FR fabrics; and cotton and polycotton coveralls, lab coats, pants, and shirts. In addition, it provides high visibility clothing comprising reflective apparel, including vests, T-shirts, sweatshirts, jackets, coats, raingear, jumpsuits, hats, and gloves; and gloves and sleeves that are used in the automotive, glass, and metal fabrication industries. The company sells its products to a network of approximately 1,600 safety and industrial supply distributors through in-house sales teams, customer service group, and independent sales representatives. It serves end users, such as integrated oil, chemical/petrochemical, automobile, steel, glass, construction, smelting, cleanroom, janitorial, pharmaceutical, and high technology electronics manufacturers, as well as scientific, medical laboratories, and the utilities industry; and federal, state, and local governmental agencies and departments. The company was incorporated in 1982 and is headquartered in Huntsville, Alabama.

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Summarize with Warren AI
2
Reported positions
1
Bought
1
Sold
3
Letters

Position history

Between Q4 2024 and Q4 2025, 2 fund letters reported a position in Lakeland Industries, with 1 buy (opened or added) and 1 sell (trimmed or exited).

Fund letters reporting a position in Lakeland Industries, by quarter
QuarterLettersBoughtSoldTheses
Q4 20251010
Q2 20251100
Q4 20240001

Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.

Fund activity · 2 positions · 2 moves

  • December 2025
    “Lakeland Industries (LAKE) LAKE was our weakest performer in 4Q25, declining 45.31%. We had reduced our position ahead of its FY3Q26 report, as we thought there could be some weaknesses in sales and merger integration.”
    Lakeland Industries
  • June 2025
    “Lakeland Industries (LAKE) Lakeland Industries was our weakest performer in 2Q25, declining 31.40% following a soft FY1Q26 report with revenue and earnings below expectations due to delayed orders and tariff disruptions. We believe the market overreacted and remain optimistic about LAKE’s prospects. The company is in the early stages of transitioning to a full-service provider of firefighter gear and is expected to improve margins through the integration of recent acquisitions and the fulfillment of delayed orders. Tariff impacts should be mitigated by shifting production to favorable regions, including USMCA-covered facilities. We increased our position on the price weakness during the quarter.”
    Lakeland Industries

Fund coverage · 1 thesis

  • Perritt CM
    December 2024

    Lakeland Industries is strategically expanding its presence in the fire and safety market through acquisitions and innovative sales approaches, positioning itself for future growth and increased shareholder returns.

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