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.