John Kepor
Analyst
Goldman Sachs
Equibles does not estimate personal net worth.
About John Kepor
John Kepor is recorded as Analyst at Goldman Sachs. John Kepor has spoken on 6 earnings calls and 1 other investor event across 5 companies, most recently for Boot Barn Holdings, Inc. on September 15, 2026. Those appearances were for Boot Barn Holdings, Inc. (BOOT), American Eagle Outfitters Inc (AEO), Signet Jewelers Ltd (SIG), Callaway Golf Co (CALY) and Carters Inc (CRI). The companies whose calls John Kepor spoke on are classified in the Consumer Cyclical sector.
John Kepor on recent calls
“Welcome, everybody, to the Boot Barn Fireside Chat at this year's 2026 Goldman Sachs Global Consumer Conference. I'm John Kepor. I cover specialty apparel and retail.”
“You guys gave color about EGLE and mentioned that men sounded good across the board. Women's bottom sounded good from what I heard. I'm just wondering what drove the negative comp and then I have a follow up.”
“Just a quick one on the credit agreement. I was just wondering if you mentioned that the economics improved, right, the sharing ratios increase over time. I'm just curious if there are, like, provisos or anything you have to accomplish for that to happen or if it just naturally scales as part of the deal.”
“Just wondering, I guess the 4Q sales guide was a little bit softer than I think we were expecting. I mean, I get that 3Q looks better, so there's some phasing issues.”
“I just had a question about the low single-digit AEComp in 1Q. Just noticing that the – if you go from 4Q24 to 1Q25, the sequential comparable gets, you know, three points easier.”
Affiliation history
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Goldman Sachs
Analyst
Transcript header (unverified)
Current
Company network
Callaway Golf Co
CALY
Leisure · Consumer Cyclical
1 appearance
Latest appearance 2026-08-04
View calls and events
Carters Inc
CRI
Apparel Retail · Consumer Cyclical
1 appearance
Latest appearance 2026-02-27
View calls and events