Monro, Inc. (MNRO)

Over the past six months, Monro's stock price has increased by 37.16%, but has declined over a one-year period. Key events impacting the stock include activist investor engagement, the appointment of Peter Fitzsimmons as CEO, the Q2 Fiscal 2026 Earnings Conference Call, the declaration of a quarterly cash dividend, the implementation of an operational improvement plan, store closures, and Q1 Fiscal 2026 performance.

Monro, Inc.'s business model, which includes both high-ticket tire replacements and recurring maintenance services, helps stabilize cash flow. Tire sales can be influenced by weather changes and holiday travel. Maintenance services like oil changes and battery replacements might see consistent demand, but certain repairs could be more prevalent during specific times of the year due to driving conditions or vehicle wear and tear. The company's focus on non-discretionary repair and maintenance services suggests a relatively stable underlying demand for essential vehicle upkeep.

Monro, Inc. (MNRO) is a prominent operator of retail tire and automotive repair stores in the United States, categorized under the Consumer Discretionary sector and Automotive Aftermarket industry. The company's core business involves providing automotive services and products, including replacement tires and tire-related services, automotive undercar repair services, and routine maintenance services. Monro operates under a diverse portfolio of regional brands and provides commercial solutions for medium and heavy trucks.

Monro, Inc. has a significant geographic presence across the Eastern United States, extending to the Mid-Atlantic, Midwest, Southeast, and Western regions. As of 2025, the company operates approximately 1,260 to 1,288 company-owned retail stores and around 47 to 96 franchised locations across 32 states. Its headquarters are located in Fairport, New York.

Monro, Inc. aims to deliver high-quality tire and auto service, emphasizing a "people-first" approach. The company's brand recognition strategy involves maintaining local brand names to leverage regional loyalty. Monro has focused on enhancing its brand reputation through the release of its fifth annual ESG report, the completion of a company-wide rollout of its ConfiDrive digital courtesy performance review, and investments in teammate development.

Monro, Inc. is a publicly traded company with ownership distributed among institutional funds and individual investors. Major institutional shareholders include BlackRock, Inc., Adage Capital Partners Gp, L.l.c., Cooper Creek Partners Management Llc, Vanguard Group Inc, IJR - iShares Core S&P Small-Cap ETF, Morgan Stanley, Dimensional Fund Advisors Lp, Gamco Investors, Inc. Et Al, and State Street Corp. Carl C. Icahn is the largest individual shareholder, owning 16.92% of the company, with Peter J. Solomon being another insider with a significant holding.