Are Wall Street Analysts Bullish on AutoZone Stock?

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]