EV Adoption Will Undermine Profitability Despite Store Closures

Analyst Low Target compiles bearish analysts opinions to create narratives which represent one standard deviation below the consensus price target, using forecasted revenue and earnings figures, as well as the transcripts of earnings calls.

Published

24 Aug 25

Updated

14 Jun 26

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Shared on 14 Jun 26

Fair value Decreased 8.57%

MNRO: Strategic Review And Cost Pressures Will Test Fairly Valued Shares

Monro’s board is weighing big strategic options, including selling assets or even the whole company, but there’s no promise anything happens. At the same time, rising costs are squeezing expectations, and analysts have become more cautious about what the business can earn.

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Shared on 18 Apr 26

MNRO: Oppenheimer Upgrade And Steady Assumptions Will Test Execution

Narrative Update on Monro Analysts have modestly revised their price target on Monro to $17.50, citing updated assumptions around the discount rate, revenue growth, profit margin, and future P/E that leave their fair value view essentially unchanged. Analyst Commentary Recent research has kept the overall fair value view for Monro largely steady, even as analysts refine their models around discount rates, revenue growth, profit margins, and assumed future P/E.

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Shared on 04 Apr 26

Fair value Increased 9.38%

MNRO: Oppenheimer Upgrade And Richer P E Multiple Will Test Execution

Analysts have raised their price target on Monro from $16.00 to $17.50, citing updated expectations around revenue growth, profit margin trends, and a higher assumed future P/E multiple following recent research support, including an upgrade at Oppenheimer. Analyst Commentary Even with the higher price target, recent research still highlights several risks that readers should keep on their radar.

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Shared on 08 Jan 26

Fair value Increased 14%

MNRO: Icahn Stake Disclosure Will Likely Outrun Underlying Earnings Improvement

Analysts have raised their price target for Monro from US$14.00 to US$16.00, citing updated assumptions for profit margins, revenue growth and a lower future P/E multiple as key drivers of the change. What's in the News Carl Icahn's Icahn Enterprises plans to disclose a large stake in Monro (MNRO), according to a Wall Street Journal report citing people familiar with the matter (Wall Street Journal).

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EV Adoption Will Undermine Profitability Despite Store Closures

MNRO: Strategic Review And Cost Pressures Will Test Fairly Valued Shares

MNRO: Oppenheimer Upgrade And Steady Assumptions Will Test Execution

MNRO: Oppenheimer Upgrade And Richer P E Multiple Will Test Execution

MNRO: Icahn Stake Disclosure Will Likely Outrun Underlying Earnings Improvement

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