AutoZone, Inc. (AZO)

AutoZone's stock (AZO) has increased by 5.43% over the last six months and 20.69% over the past 12 months, but decreased by 8.89% in the past month as of October 24, 2025. The fiscal fourth-quarter 2025 earnings missed EPS estimates but net sales grew 0.6% year-over-year. The company repurchased 117,000 shares for $446.7 million during the quarter. The Board authorized an additional $1.5 billion stock repurchase. Analyst sentiment remains largely positive, with a "Moderate Buy" consensus rating and an average price target of $4,544.68. Insider selling has been noted, with CEO Philip B. Daniele selling 2,533 shares.

Demand for AutoZone's products and services is influenced by weather patterns and tax refund cycles. Colder weather can impact sales negatively, while warmer summer weather can boost certain categories. Delays in federal tax refunds can also affect consumer spending. The aging U.S. car fleet is a significant driver of demand, and AutoZone uses predictive systems to anticipate demand based on historical data and seasonal trends.

AutoZone, Inc. is the largest American retailer and distributor of aftermarket automotive parts and accessories, founded in 1979. It operates within the Consumer Discretionary sector, specifically in the Automotive Retail industry, offering a wide array of products for various vehicles, including its own private label brands. AutoZone also provides automotive software under its ALLDATA brand and serves both DIY customers and professional mechanics through its commercial sales program.

As of August 30, 2025, AutoZone operates 7,657 stores, including 6,627 in the United States, 883 in Mexico, and 147 in Brazil, with additional presence in Puerto Rico and the U.S. Virgin Islands. In the quarter ending May 10, 2025, the company expanded by opening 84 new stores, focusing on growth in Mexico and Brazil and enhancing distribution capabilities.

AutoZone maintains a strong brand reputation, recognized for its customer service and value, earning Forbes listings such as #182 for Best Customer Service (2026) in Auto Repair & Maintenance. AutoZone hosted its annual Vendor Summit in June 2025, recognizing top suppliers for their performance and dedication to customer satisfaction, highlighting the company's focus on strong partnerships and quality products.

Approximately 97.96% of AutoZone is owned by institutional shareholders, including Vanguard Group Inc., BlackRock, Inc., and State Street Corp. Edward S. Lampert is the largest individual shareholder, owning 48.87 million shares, representing 292.11% of the company.