Specialty Retail · Consumer Cyclical
Christopher Horvers
Analyst
JPMorgan
Equibles does not estimate personal net worth.
About Christopher Horvers
Christopher Horvers is recorded as Analyst at JPMorgan. Christopher Horvers has spoken on 25 earnings calls across 16 companies, most recently for Autozone Inc on September 22, 2026. Those appearances were for Dick's Sporting Goods, Inc. (DKS), Lowes Companies Inc (LOW), Autozone Inc (AZO), Bob's Discount Furniture, Inc. (BOBS), Mattel Inc (MAT) and 11 other companies. The companies whose calls Christopher Horvers spoke on are classified in the Consumer Cyclical and Consumer Defensive sectors.
Christopher Horvers on recent calls
“And then I guess how much conservatism are you baking in? Weather happens, you know, weather was a headwind earlier, but it's helped in later in August and into September.”
“So your sales came in better than the two-year stack math for the second quarter. That would seem to imply some sort of acceleration from the time of the first quarter call.”
“I also did want to follow up on the footwear cycle. I guess, can you talk about casual and fashion relative to running?”
“So my first question is a bit of a geographic question. We've heard from a number of home-related retailers and the strength of the coastal housing markets versus pressures or underperformance in the South.”
“So the category overall seems to be, you know, particularly strong at the mid to high end consumer based on what others reported. And it seems like there's some pressure at the low end.”
Affiliation history
-
JPMorgan
Analyst
Source not stated
Current
Company network
Home Improvement Retail · Consumer Cyclical
AZO
Auto Parts · Consumer Cyclical
Specialty Retail · Consumer Cyclical
MAT
Leisure · Consumer Cyclical
Internet Retail · Consumer Cyclical
BBY
Specialty Retail · Consumer Cyclical
ULTA
Specialty Retail · Consumer Cyclical
Home Improvement Retail · Consumer Cyclical
Discount Stores · Consumer Defensive
WMT
Discount Stores · Consumer Defensive
Home Improvement Retail · Consumer Cyclical
TGT
Discount Stores · Consumer Defensive
Specialty Retail · Consumer Cyclical