Company Overview - AutoZone, Inc. is headquartered in Memphis, Tennessee, operating approximately 7,353 stores and is a leading retailer and distributor of automotive parts for various vehicle types. The company has a market capitalization of around $65.7 billion, indicating its large-cap status and extensive customer base supported by a robust digital and commercial distribution network [1]. Business Ecosystem - The company's ecosystem includes autozone.com for retail customers, autozonepro.com for commercial buyers, ALLDATA repair and shop-management software, and detailed product resources available through duralastparts.com [2]. Stock Performance - AZO shares are currently trading 12.8% below their September high of $4,388.11, reflecting near-term pressure, with a decline of 8.5% over the past three months, contrasting with the Nasdaq Composite's 10% gain [3]. - Despite recent pressures, AZO's long-term trend remains strong, with a 20.4% increase over the past 52 weeks, closely aligning with the Nasdaq's 20.7% advance. Year-to-date, AZO is up 19.5%, nearly matching the Nasdaq's 21.3% rise, showcasing the company's competitive momentum [4]. Moving Averages - The stock has remained below its 50-day moving average of $3,935.71 since mid-October, with a brief lift at the end of November. It dipped below the 200-day moving average of $3,818.27 during this period but regained it by the end of November, indicating strengthening buying interest and early signs of trend stabilization [5]. Margin Pressures - On December 2, AZO shares declined nearly 3.1% after Morgan Stanley highlighted margin pressures due to tariffs and rising operating expenses. The firm noted that increased costs from imported goods and higher SG&A spending could challenge near-term profitability, although long-term industry trends remain favorable for AutoZone [6]. Growth Segments - In Q4 fiscal 2025, AutoZone's commercial segment outperformed retail growth, driven by better inventory availability and faster delivery. Market share gains, favorable weather, and ongoing expansion in Mexico and Brazil helped mitigate tariff-driven costs and a non-cash LIFO charge. These factors have bolstered management's confidence, prompting continued investment in stores, inventory, and technology to sustain long-term momentum [7].

Core Viewpoint - The market anticipates AutoZone (AZO) to report a year-over-year decline in earnings despite higher revenues in its upcoming earnings report for the quarter ended November 2025 [1] Earnings Expectations - AutoZone is expected to post quarterly earnings of $32.35 per share, reflecting a year-over-year change of -0.5% [3] - Revenues are projected to reach $4.64 billion, which is an increase of 8.3% from the same quarter last year [3] Estimate Revisions - The consensus EPS estimate has been revised 0.59% higher in the last 30 days, indicating a positive reassessment by analysts [4] - The Most Accurate Estimate for AutoZone is higher than the Zacks Consensus Estimate, resulting in an Earnings ESP of +2.26% [12] Earnings Surprise Prediction - A positive Earnings ESP is a strong indicator of a potential earnings beat, especially when combined with a Zacks Rank of 1, 2, or 3 [10] - AutoZone currently holds a Zacks Rank of 3, suggesting a likelihood of beating the consensus EPS estimate [12] Historical Performance - In the last reported quarter, AutoZone was expected to post earnings of $50.52 per share but delivered $48.71, resulting in a surprise of -3.58% [13] - The company has not beaten consensus EPS estimates in any of the last four quarters [14] Conclusion - While AutoZone is viewed as a compelling earnings-beat candidate, other factors should also be considered when evaluating the stock ahead of its earnings release [17]

Core Viewpoint - AutoZone, Inc. (NYSE:AZO) is recognized as one of the best consumer cyclical stocks, with strong performance in the aftermarket auto parts distribution sector, particularly in the do-it-yourself (DIY) market [1][3]. Analyst Ratings - As of November 28, 19 out of 27 analysts rated AutoZone, Inc. (NYSE:AZO) shares as Buy, with four analysts giving a Strong Buy rating. The average price target for the shares is $4,579.13 [2]. Recent Analyst Actions - On November 13, Goldman Sachs upgraded AutoZone, Inc. (NYSE:AZO) from Neutral to Buy, raising the price target from $4,090 to $4,262, citing the company's scale advantages and strong DIY market performance [3]. Financial Performance - In the fiscal fourth quarter, AutoZone, Inc. (NYSE:AZO) reported a 2.2% growth in domestic DIY same-store sales, indicating a positive trend in market share growth [4]. Market Insights - CFO Jamere Jackson noted that AutoZone, Inc. (NYSE:AZO) is gaining market share in the domestic DIY sector, while CEO Philip Daniele highlighted that lower-income consumers are still under pressure, affecting discretionary merchandise sales [4].

Core Insights - AutoZone, Inc. operates as a retailer and distributor of automotive replacement parts and accessories, with a market cap of $64.1 billion [1] - The company has shown strong stock performance, gaining 24.3% over the past year, significantly outperforming the S&P 500 Index's 11% increase [2] - AZO's performance is also superior to the SPDR S&P Retail ETF, which has declined by 1.8% over the same period [3] Financial Performance - In Q4, AutoZone reported an EPS of $48.71, which missed Wall Street expectations of $50.52, while revenue of $6.24 billion exceeded forecasts of $6.22 billion [5] - For the fiscal year ending in August 2026, analysts project a 4.5% growth in EPS to $151.32 on a diluted basis [5] Market Position and Strategy - The company's strong performance is attributed to effective execution in retail and commercial channels, with commercial sales outpacing retail growth [4] - AutoZone has gained market share and expanded internationally in Mexico and Brazil, despite facing margin pressures from tariffs and a non-cash LIFO charge [4] - Management remains optimistic about long-term growth, focusing on investments in stores, inventory, and technology [4] Analyst Consensus - Among 28 analysts covering AutoZone, the consensus rating is a "Strong Buy," with 22 "Strong Buy" ratings, two "Moderate Buys," three "Holds," and one "Strong Sell" [6]

Core Points - AutoZone, Inc. will hold its Annual Meeting of Stockholders on December 17, 2025, at 9:00 a.m. (ET) in Memphis, Tennessee, with a webcast available on its website [1] - As of August 30, 2025, AutoZone operates a total of 7,657 stores, including 6,627 in the U.S., 883 in Mexico, and 147 in Brazil [2] - AutoZone is the leading retailer and distributor of automotive replacement parts and accessories in the Americas, offering a wide range of products for various vehicle types and providing commercial sales programs [3] Company Overview - AutoZone's stores carry an extensive product line, including new and remanufactured automotive hard parts, maintenance items, accessories, and non-automotive products [3] - The company does not generate revenue from automotive repair or installation services, focusing instead on parts and accessories sales [3] - AutoZone also sells products through its websites, including www.autozone.com for retail and www.autozonepro.com for commercial customers, along with diagnostic and management software through www.alldata.com [3]

Core Insights - AutoZone is a leading retailer and distributor of automotive replacement parts and accessories in the United States, competing with major players like Advance Auto Parts and O'Reilly Automotive [1] - The company is set to release its quarterly earnings on December 9, 2025, with analysts estimating earnings per share (EPS) of $32.33 and projected revenue of approximately $4.64 billion [2][6] - Wall Street analysts suggest that AutoZone may represent a good investment opportunity, which can significantly influence stock price movements [3][6] Financial Metrics - AutoZone's price-to-earnings (P/E) ratio is approximately 25.78, indicating the market's valuation of its earnings [4][6] - The price-to-sales ratio stands at about 3.41, reflecting the market's valuation of its revenue [4][6] - The enterprise value to sales ratio is around 4.04, and the enterprise value to operating cash flow ratio is approximately 24.55, providing insights into the company's valuation relative to sales and cash flow [5] - AutoZone's earnings yield is about 3.88%, offering a perspective on the return on investment [5]

Core Insights - AutoZone, Inc. will release its first quarter results for the period ending November 22, 2025, on December 9, 2025, before market open [1] - A conference call to discuss the quarterly results will take place on December 9, 2025, at 10:00 a.m. (ET) [1] Company Overview - AutoZone is the leading retailer and distributor of automotive replacement parts and accessories in the Americas, with a total of 7,657 stores as of August 30, 2025, including 6,627 in the U.S., 883 in Mexico, and 147 in Brazil [2][3] - The company offers a wide range of products for various vehicle types, including new and remanufactured automotive hard parts, maintenance items, and accessories [3] - AutoZone has a commercial sales program that provides prompt delivery and credit to repair garages, dealers, and service stations [3] - The company also sells products through its websites, including www.autozone.com and www.autozonepro.com, and offers automotive diagnostic software through www.alldata.com [3]

Core Viewpoint - Jim Cramer is a significant source of information for hundreds of thousands of investors daily, with many relying on him exclusively for their investment insights [1] Group 1 - Cramer has a substantial following among investors, indicating his influence in the financial market [1] - The reliance on Cramer as the sole information source highlights the importance of media figures in shaping investment decisions [1]

Core Viewpoint - Top Wall Street analysts have revised their outlook on several prominent stocks, indicating potential investment opportunities and shifts in market sentiment [1] Group 1 - Analysts have made changes to ratings for various companies, including upgrades and downgrades, reflecting evolving market conditions [1] - The article suggests that investors consider buying AZO stock based on analysts' perspectives [1]

Company Overview - AutoZone 的客户和股东至上策略使其成为华尔街的宠儿 [1] - AutoZone 创造了数千名百万富翁员工 [1] Challenges and Future Outlook - AutoZone 面临新的竞争对手和越来越少的修补匠的挑战 [1] - AutoZone 需要保持其过去三十年的顶级股票地位 [1]