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MNRO: Icahn Stake And Tariff Pricing Will Shape Margins And Outlook

Analysts Raise Monro Price Target as Revenue Outlook Improves and Valuation Metrics Climb

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MNRO
AnalystConsensusTarget
Not Invested
Published 24 Sep 2024

Update shared on 07 Dec 2025

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Analysts have raised their price target on Monro by a modest amount to reflect slightly lower discount rate assumptions and marginally improved long term profitability and valuation expectations.

What's in the News

  • Carl Icahn's Icahn Enterprises is set to disclose a large stake in Monro, signaling activist investor interest and pushing Monro shares up about 6% in premarket trading (Wall Street Journal)
  • Icahn Enterprises' rising investment portfolio value, supported by gains in holdings such as CVR Energy, may provide additional financial firepower for any strategic or governance initiatives involving Monro (Wall Street Journal)
  • Monro reaffirmed its full-year fiscal 2026 earnings guidance, continuing to project year over year comparable store sales growth driven by its operational improvement plan (Company guidance)
  • The company expects tariff related price adjustments to customers to further support comparable store sales in fiscal 2026, underlining pricing power as a component of its growth outlook (Company guidance)

Valuation Changes

  • Discount Rate edged down slightly from approximately 10.66% to 10.65%, modestly increasing the present value of projected cash flows.
  • Revenue Growth remains effectively unchanged around 0.61%, indicating no material revision to long term top line expectations.
  • Net Profit Margin is essentially unchanged at about 7.41%, reflecting stable assumptions on long term profitability.
  • Future P/E has slipped marginally from roughly 8.0x to 8.0x, implying a slightly lower valuation multiple applied to future earnings.
  • Fair Value Estimate remains unchanged at approximately $17.67 per share, as minor model refinements offset each other overall.

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