Lakeland Industries (LAKE) Traded Down Due to Delayed Orders And Tariff Disruptions

Group 1: Rewey Asset Management Overview - Rewey Asset Management's "RAM Smid Composite" increased by 6.11% in Q2 2025, slightly trailing the benchmark Russell 2500 Value Total Return Index which gained 7.29% [1] - Year-to-date, the composite returned -1.29% compared to a 1.03% gain for the benchmark [1] - The firm expresses confidence in the Smid value sector as it approaches the second half of 2025 [1] Group 2: Lakeland Industries, Inc. Performance - Lakeland Industries, Inc. (NASDAQ:LAKE) was highlighted as the weakest performer for Rewey Asset Management in Q2 2025, declining by 31.40% due to a soft FY1Q26 report with revenue and earnings below expectations [3] - The stock's one-month return was -2.86%, and it lost 28.32% of its value over the last 52 weeks, closing at $14.63 per share with a market capitalization of $139.199 million on September 12, 2025 [2] - The company is transitioning to a full-service provider of firefighter gear, with expectations to improve margins through recent acquisitions and fulfillment of delayed orders [3] Group 3: Market Sentiment and Hedge Fund Activity - Lakeland Industries, Inc. was held by 11 hedge fund portfolios at the end of Q2 2025, down from 14 in the previous quarter [4] - While acknowledging Lakeland's potential, the company believes certain AI stocks offer greater upside potential and carry less downside risk [4]