Research Analyst at Half Moon Capital LLC
Eric DeLamarter is the Chief Executive Officer and Portfolio Manager of Half Moon Capital LLC, specializing in deep value, research-intensive long/short investing in special situations and complex small- to mid-cap equities. He has led investment theses and generated alpha in companies such as Tile Shop Holdings and Keurig Dr Pepper, with documented outperformance relative to the S&P 500 since 2018 and strong performance in energy and consumer sectors. DeLamarter founded Half Moon Capital in 2011 after serving as an analyst at RBC Capital Markets, associate at Lineage Capital, and a value investing professional at Stelliam Investment Management, and he holds an MBA from Columbia Business School and a BA from the University of Michigan. He is recognized for a disciplined, contrarian approach that has delivered attractive, uncorrelated absolute returns for qualified investors, and he regularly presents at industry conferences.
Eric DeLamarter asked if there were any residual one-time consulting or transformation-related costs borne in the first quarter of fiscal year 2026 that should be considered for add-back.
Howard Atkins (Acting CFO & Chief Transformation Officer) confirmed that there were no material one-time expenses in the first quarter of fiscal year 2026, stating that the bulk of the transformation consulting costs from a previous consultant are now behind the company.
Eric DeLamarter asked if any residual consulting or other associated costs related to the transformation plan, which were one-time in nature, were borne in Q1 and should be considered for add-back.
Acting CFO Howard Atkins confirmed that there were no material one-time expenses in Q1, stating that the bulk of the transformation consulting costs from a previous consultant are now behind the company.
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Eric DeLamarter asked if there were any residual one-time consulting or other associated costs related to the transformation plan borne in Q1 FY26 that should be considered for add-back.
Acting CFO Howard Atkins confirmed that the bulk of the transformation consulting costs were from a consultant engaged last year and are now behind the company, with no material one-time expenses in Q1 FY26.
Eric DeLamarter asked if any residual consulting or other associated costs related to the transformation plan, which were one-time in nature, were borne in Q1 and should be considered for add-back.
Acting CFO Howard Atkins confirmed that there were no material one-time expenses in Q1, stating that the bulk of the transformation consulting costs from a previous consultant are now behind the company.
Ask complex financial questions and get precise answers in seconds. Fintool scans millions of documents to surface insights beyond timely human analysis.
Trusted by leading investment firms and analysts