AutoZone, Inc. (AZO)

In the past six months, AutoZone's stock price has experienced movements influenced by earnings reports, analyst upgrades, and broader market conditions. As of July 18, 2025, AZO's stock price was $3,713.93, up 3.06% over the past 30 days and 26.91% over the past 12 months. Key events include the release of third-quarter fiscal year 2025 earnings on May 27, 2025, which showed a net sales increase but a decrease in net income and diluted EPS, leading to a stock price decrease. B of A Securities upgraded AutoZone's outlook from Neutral to Buy on May 21, 2025. Goldman Sachs upgraded AutoZone's outlook from Sell to Neutral on April 1, 2025, and DA Davidson upgraded AutoZone's outlook from Neutral to Buy on March 22, 2025. AutoZone reported its second-quarter fiscal year 2025 results on March 4, 2025, with net sales reaching $4.0 billion, but diluted EPS missed estimates. On December 9, 2024, AutoZone's stock had experienced a 2.8% increase since its last earnings report.

AutoZone's products and services exhibit demand seasonality, with peaks typically occurring in the third and fourth quarters of each fiscal year. This is reflected in net sales and gross profit figures. Periodic increases in inventory levels also occur in the third and fourth quarters. Tax refund season can also impact sales, and weather conditions can influence demand.

AutoZone, Inc. is the largest American retailer and distributor of aftermarket automotive parts and accessories, founded in 1979. It operates within the Consumer Cyclical sector, offering a comprehensive range of products for various vehicle types, including new and remanufactured automotive hard parts, maintenance items, and accessories. AutoZone also provides automotive diagnostic and repair software through its ALLDATA brand and offers commercial credit and delivery services, serving both DIY customers and professional service providers.

AutoZone has an extensive geographic footprint across the Americas. As of May 4, 2024, the company operated 7,236 stores, including 6,364 in the U.S., 763 in Mexico, and 109 in Brazil. More recently, as of May 27, 2025, it operates 7,516 stores, with 54 new stores in the U.S., 25 in Mexico, and 5 in Brazil opened during the third quarter of fiscal year 2025. The company also has a presence in Puerto Rico and the U.S. Virgin Islands.

AutoZone has generally maintained a strong brand reputation as a leading retailer in the automotive aftermarket industry. The company's commitment to customer service, offering expert advice, and providing free services has contributed to building a loyal customer base. Investments in e-commerce and digital platforms have also enhanced customer engagement. General risks to reputation include failures or breaches of information technology systems and labor relations issues.

AutoZone, Inc. is primarily owned by institutional shareholders, with over 2,100 institutional owners and shareholders holding a significant number of shares. Major institutional owners include Vanguard Group Inc., BlackRock, Inc., and JPMorgan Chase & Co. Edward S. Lampert is noted as the largest individual AutoZone shareholder.