John Healy
Managing Director, Equity Research Analyst
John joined Northcoast Research in May 2009 as Managing Director and Equity Research Analyst. Prior to joining Northcoast Research, John was an Associate and Senior Analyst at FTN Midwest Securities from 2003-2009. At Northcoast, he and his team have developed an extensive network of industry contacts to draw from, including private automotive and equipment rental operators, equipment auction operators and auto auction operators, automotive and powersport dealers and live event venue operators. Additionally, John has developed a proprietary Weekly Car Rental Pricing Monitor, Monthly Accident Monitor, Monthly Concert/Venue/Ticketing Survey, Monthly Auto Auction and Powersport Dealer Sentiment Index.
John has been recognized by StarMine in 2011, 2013, 2014 and 2015 as a top 3 stock picker and earnings estimator nationally for both the Professional Services and Commercial Services & Supplies sectors. Most recently, John was recognized by Institutional Investor in 2023 as a runner-up for All-American Research Consumer Team status of Best Independent Research firms. In addition to providing proprietary equity research and custom research data to institutional investors, John has been quoted, and has had his work cited, by The Wall Street Journal, Barron’s, Bloomberg, CNBC, Reuters, USA Today, and numerous industry trade publications.
John has been recognized by StarMine in 2011, 2013, 2014 and 2015 as a top 3 stock picker and earnings estimator nationally for both the Professional Services and Commercial Services & Supplies sectors.
INDUSTRIES
AUTOMOTIVE RENTAL & MOBILITY
Companies Covered
ACV Auctions, Inc. – ACVA
AutoNation, Inc. – AN
Avis Budget Group – CAR
CarMax, Inc. – KMX
Carvana Co. – CVNA
Copart, Inc. – CPRT
Goodyear Tire & Rubber Co. – GT
Hertz Global Holdings – HTZ
OPENLANE, Inc. – KAR
LKQ Corporation – LKQ
Lyft, Inc. – LYFT
Monro Inc – MNRO
Penske Automotive Group, Inc. – PAG
Uber Technologies, Inc. – UBER
INDUSTRIAL SERVICES
Companies covered
Herc Holdings, Inc. – HRI
RB Global, Inc. – RBA
United Rentals – URI
LEISURE & RECREATION PRODUCTS
Companies Covered
BRP Inc. – DOO
Brunswick Corp – BC
Camping World – CWH
Harley-Davidson – HOG
Live Nation – LYV
MarineMax, Inc. – HZO
Polaris Inc. – PII
Thor Industries – THO
Winnebago Industries – WGO
World Wrestling Entertainment, Inc. – WWE
Accolades
Contact information
W 216.468.6907
M 440.823.4718
E John.Healy@NorthcoastResearch.com