Analyst
Evercore ISI
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John Sager is recorded as Analyst at Evercore ISI. John Sager has spoken on 6 earnings calls across 4 companies, most recently for Lithia Motors Inc on October 21, 2026. Those appearances were for Lithia Motors Inc (LAD), Group 1 Automotive Inc (GPI), QuantumScape Corp (QS) and Autonation, Inc. (AN). The companies whose calls John Sager spoke on are classified in the Consumer Cyclical sector.
“I just wanted to follow up about the sustainability of used GPUs. I think this is, you know, obviously strong progress. You've talked about this for a while now.”
“I was wondering on Hennessy, I think even if we were to give you credit for some fairly significant synergies, it still feels like an expensive deal relative to just buying back your stock.”
“Wanted to get some additional clarity on the PowerCo agreement.”
“In Q4 SG&A as a percentage of GP came in a bit higher than we were expecting so I wonder if there's anything specific that drove that number during the quarter and maybe could you explain how much of Q4 SENA's dilution from the M&A activity?”
“Okay great thanks for that really good answer and then on new GPUs can you give us a sense of what you're seeing in the marketplace you mentioned that you're seeing sort of continued stabilization and I think the market's gonna be very encouraged if we see that continue.”
Evercore ISI
Analyst
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Auto & Truck Dealerships · Consumer Cyclical
Auto & Truck Dealerships · Consumer Cyclical
Auto & Truck Dealerships · Consumer Cyclical
