Analyst
Northcoast Research
Equibles does not estimate personal net worth.
John Healy is recorded as Analyst at Northcoast Research. John Healy has spoken on 32 earnings calls and 6 other investor events across 12 companies, most recently for Monro, Inc. on October 29, 2026. Those appearances were for OPENLANE, Inc. (OPLN), Avis Budget Group, Inc. (CAR), Monro, Inc. (MNRO), Hertz Global Holdings, Inc (HTZ), Copart Inc (CPRT) and 7 other companies. The companies whose calls John Healy spoke on are classified in the Consumer Cyclical and Industrials sectors.
“I wanted to focus on slide nine a little bit, the adjustments to operating income.”
“Ernie, I wanted to ask your thoughts on the FCC dynamics in the quarter. I would love to get your thoughts on how you see the industry kind of evolving from here.”
“Jay, I wanted to ask just about how the transaction is structured with the tender offer. I know you mentioned that helps close faster, but I'm curious if there's any sort of guardrails on the transaction.”
“I wanted to go back and talk a little bit about the retail business here in the U.S. Mark, there's been a lot of M&A kind of activity amongst retailers of late, some sizable type movements.”
“I guess I'll be kind of direct with this one. The biggest question we're getting from investors right now is what sort of changes might be afoot in the salvage business with Coparts, one of the founders of the company, coming back to run the business? and, you know, what do you think that does to the industry?”
Northcoast Research
Analyst
Source not stated
OPLN
Auto & Truck Dealerships · Consumer Cyclical
Rental & Leasing Services · Industrials
MNRO
Auto Parts · Consumer Cyclical
Rental & Leasing Services · Industrials
CPRT
Specialty Business Services · Industrials
RBA
Specialty Business Services · Industrials
KMX
Auto & Truck Dealerships · Consumer Cyclical
CVNA
Auto & Truck Dealerships · Consumer Cyclical
Recreational Vehicles · Consumer Cyclical
ACVA
Auto & Truck Dealerships · Consumer Cyclical
Auto & Truck Dealerships · Consumer Cyclical
