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    Ross Davisson

    Research Analyst at Banneton Capital

    Ross Davisson is the Founder and Head of Investing at Banneton Capital, specializing in publicly traded and private equity opportunities across diverse sectors. At Banneton, he has conducted active coverage and research engagement on companies such as OPFI and The Eastern Company, leveraging expertise in both industrial and fintech verticals and frequently participating in their earnings calls. Davisson began his career as an analyst at McKinsey & Company, then invested in small-cap equities at Pivot Point Capital and private equity at Bain Capital, before holding executive roles including CFO of CircleUp and leadership positions at The Climate Corporation. He holds a B.S. in Computer Science and an MBA from Stanford University as an Arjay Miller Scholar; no FINRA securities licenses or performance rankings are publicly documented.

    Ross Davisson's questions to EASTERN (EML) leadership

    Ross Davisson's questions to EASTERN (EML) leadership • Q1 2025

    Question

    Ross Davisson of Banneton Capital inquired about the outlook for the returnable packaging business amid supply chain shifts and also asked for clarity on the recent decline in gross margin.

    Answer

    CEO Ryan Schroeder and CFO Nicholas Vlahos addressed the questions. Schroeder noted that while the returnable packaging market has been quiet, the Big 3 Precision business is well-positioned to benefit from onshoring trends due to its domestic supply chain and is prepared for a potential release of pent-up demand. Vlahos added that the recent gross margin decline to 22.4% was influenced by sales mix, and he anticipates improvement as sales of higher-margin products increase, complemented by ongoing cost reduction efforts.

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