#retailmoat

2개의 글

May 19, 2026

AZO AutoZone Stock Outlook 2026: Decades of Buybacks Behind an Auto Parts Empire

AZO AutoZone stock outlook 2026: DIY-focused auto parts retail moat, aggressive share buyback EPS compounding strategy, Mexico international expansion, hub-and-spoke inventory logistics, aging US vehicle fleet tailwind, scenario analysis for US investors.

AZO AutoZone AutoParts

May 19, 2026

ORLY O'Reilly Automotive Stock Outlook 2026: The Dual-Channel Auto Parts Moat

ORLY O'Reilly Automotive stock outlook 2026: DIY and professional DIFM dual-channel structure, store density moat, hub-and-spoke inventory logistics, recession-resilient demand, buyback-driven EPS compounding, scenario analysis for US investors.

ORLY OReilly AutoParts