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    John Heimbouchal

    Senior Managing Director and Senior Research Analyst at Guggenheim Securities, LLC

    John Heinbockel is a Senior Managing Director and Senior Research Analyst at Guggenheim Securities, specializing in the coverage of the consumer sector with a primary focus on food retailers and consumables distribution. He covers companies such as Performance Food Group Co, US Foods Holding, and other large players in the food distribution and retail industry, known for his detailed earnings call questions and sector insights. Over his career, Heinbockel has built a strong reputation for actionable research and investment calls, though specific recent rankings or performance metrics are not publicly available. He has served in senior analyst roles at leading investment banks prior to joining Guggenheim and maintains professional credentials aligned with FINRA and securities industry requirements.

    John Heimbouchal's questions to Academy Sports & Outdoors (ASO) leadership

    John Heimbouchal's questions to Academy Sports & Outdoors (ASO) leadership • Q2 2025

    Question

    John Heimbouchal asked for the breakdown of the company's customer income cohorts and inquired about marketing strategies for the high-income segment. He also sought an update on the cadence of the previously guided 100 basis point supply chain opportunity.

    Answer

    CFO Carl Ford stated the three income cohorts are split roughly into thirds, though the high-income segment is growing significantly. CEO Steve Lawrence added that the company is now using its CDP for targeted marketing. Ford confirmed the 100 bps long-term supply chain opportunity remains the target, driven by system rollouts and operational efficiencies.

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