OPLN
Auto & Truck Dealerships · Consumer Cyclical
Analyst
Jefferies
Equibles does not estimate personal net worth.
Bret Jordan is recorded as Analyst at Jefferies. Bret Jordan has spoken on 48 earnings calls and 4 other investor events across 20 companies, most recently for Genuine Parts Co on October 20, 2026. Those appearances were for OPENLANE, Inc. (OPLN), Lkq Corp (LKQ), Dorman Products, Inc. (DORM), Monro, Inc. (MNRO), Patrick Industries Inc (PATK) and 15 other companies. The companies whose calls Bret Jordan spoke on are classified in the Consumer Cyclical and Industrials sectors.
“You talked about the performance of the top quartile of independents. Could you talk about sort of the gap to the average or the bottom quartile performing incrementally?”
“And then a question on same-skew inflation. I think you called out 5% in Q1, but you called out a 4% ticket contribution for fiscal 27. Could you sort of talk about how you see the cadence of same-skew inflation as we sort of roll over that peak tariff impact in late calendar 25?”
“And then I guess you mentioned ACVA bank relationships on the commercial side, giving you a physical, you know, real estate. Could you sort of expand a repo business with this relationship, or is that something just a path you don't want to go down?”
“How should we think about working capital, I guess, you know, accounts payable to inventory and what your factoring costs are looking like now that your leverage ratio has come down a little bit?”
“With all the refunds from IEPA tariffs being thrown around in the aftermarket and probably a lot of imported filters in the mix, do you see yourself then?”
Jefferies
Analyst
Source not stated
OPLN
Auto & Truck Dealerships · Consumer Cyclical
LKQ
Auto Parts · Consumer Cyclical
MNRO
Auto Parts · Consumer Cyclical
Recreational Vehicles · Consumer Cyclical
GPC
Auto Parts · Consumer Cyclical
AZO
Auto Parts · Consumer Cyclical
VVV
Auto & Truck Dealerships · Consumer Cyclical
SNA
Tools & Accessories · Industrials
Auto & Truck Dealerships · Consumer Cyclical
CPRT
Specialty Business Services · Industrials
Auto & Truck Dealerships · Consumer Cyclical
Auto & Truck Dealerships · Consumer Cyclical
HLLY
Auto Parts · Consumer Cyclical
Recreational Vehicles · Consumer Cyclical
Auto & Truck Dealerships · Consumer Cyclical
Auto & Truck Dealerships · Consumer Cyclical