Mike Schlisky's questions to LAKELAND INDUSTRIES (LAKE) leadership • Q1 2026
Question
Asked about the full-year organic growth outlook, the importance of the delayed Jolly order to guidance, and the expected quarterly cadence for EBITDA recovery throughout the year.
Answer
Management reiterated their high single-digit organic growth target for the year, explaining Q1 was held back by temporary issues in Canada and Latin America. The delayed Jolly order is considered an important part of the forecast, and they are confident it will proceed. The EBITDA recovery is expected to be gradual over the coming quarters, not a full reversal in Q2.