Duyuru • Apr 15
AutoZone, Inc. to Report Q3, 2026 Results on May 26, 2026 AutoZone, Inc. announced that they will report Q3, 2026 results Pre-Market on May 26, 2026 Reported Earnings • Mar 05
Second quarter 2026 earnings released: EPS: US$28.29 (vs US$29.06 in 2Q 2025) Second quarter 2026 results: EPS: US$28.29 (down from US$29.06 in 2Q 2025). Revenue: US$4.27b (up 8.1% from 2Q 2025). Net income: US$468.9m (down 3.9% from 2Q 2025). Profit margin: 11% (down from 12% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Specialty Retail industry in Europe. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 11% per year, which means it is tracking significantly ahead of earnings growth. Duyuru • Feb 11
AutoZone, Inc. to Report Q2, 2026 Results on Mar 03, 2026 AutoZone, Inc. announced that they will report Q2, 2026 results Pre-Market on Mar 03, 2026 Reported Earnings • Dec 10
First quarter 2026 earnings released: EPS: US$31.88 (vs US$33.40 in 1Q 2025) First quarter 2026 results: EPS: US$31.88 (down from US$33.40 in 1Q 2025). Revenue: US$4.63b (up 8.2% from 1Q 2025). Net income: US$530.8m (down 6.0% from 1Q 2025). Profit margin: 12% (down from 13% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.0% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Specialty Retail industry in Europe. Over the last 3 years on average, earnings per share has increased by 6% per year whereas the company’s share price has increased by 10% per year. Duyuru • Nov 20
AutoZone, Inc. to Report Q1, 2026 Results on Dec 09, 2025 AutoZone, Inc. announced that they will report Q1, 2026 results Pre-Market on Dec 09, 2025 Reported Earnings • Oct 29
Full year 2025 earnings released: EPS: US$149 (vs US$154 in FY 2024) Full year 2025 results: EPS: US$149 (down from US$154 in FY 2024). Revenue: US$18.9b (up 2.4% from FY 2024). Net income: US$2.50b (down 6.2% from FY 2024). Profit margin: 13% (down from 14% in FY 2024). The decrease in margin was driven by higher expenses. Like-for-like sales growth: 3.9% vs FY 2024 Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Specialty Retail industry in Europe. Over the last 3 years on average, earnings per share has increased by 8% per year and the company’s share price has also increased by 8% per year. Duyuru • Oct 29
AutoZone, Inc., Annual General Meeting, Dec 17, 2025 AutoZone, Inc., Annual General Meeting, Dec 17, 2025. Location: j.r, hyde iii store support centre, 123 s front street, tennessee 38103, memphis United States Duyuru • Oct 09
Utozone, Inc. Announces Transition of William C. Rhodes, III from Executive Chairman of the Board to Chairman, Effective January 2026 AutoZone, Inc. announced that on October 8, 2025, the Board of Directors approved the transition of William C. Rhodes, III from his current role as Executive Chairman of the Board to the role of Chairman, effective January 2026. Reported Earnings • Sep 23
Full year 2025 earnings released: EPS: US$149 (vs US$154 in FY 2024) Full year 2025 results: EPS: US$149 (down from US$154 in FY 2024). Revenue: US$18.9b (up 2.4% from FY 2024). Net income: US$2.50b (down 6.2% from FY 2024). Profit margin: 13% (down from 14% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Specialty Retail industry in Europe. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 16% per year, which means it is tracking significantly ahead of earnings growth. Buy Or Sell Opportunity • Sep 11
Now 20% overvalued after recent price rise Over the last 90 days, the stock has risen 17% to €3,710. The fair value is estimated to be €3,089, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 5.7% over the last 3 years. Earnings per share has grown by 9.9%. For the next 3 years, revenue is forecast to grow by 5.8% per annum. Earnings are also forecast to grow by 6.6% per annum over the same time period. Duyuru • Aug 29
AutoZone, Inc. Announces Organizational Changes AutoZone, Inc. announced that Bill Hackney, Executive Vice President, Merchandising, Marketing, and Supply Chain, and Rick Smith, Senior Vice President, Human Resources, will retire in November of 2025 (Hackney) and January of 2026 (Smith). In his 40-year AutoZone career, Bill has worked tirelessly to ensure that AutoZone always has the best merchandise at the right price for customers. He's driven innovation and been a trusted partner and vocal advocate for industry. Rick Smith, also a 40-year AutoZoner, has had a far-reaching impact on AutoZone, having led multiple areas and teams during his remarkable four-decade career. Rick’s passion for AutoZone and AutoZone’s culture is special. Eric Gould, a 33-year AutoZoner, currently Senior Vice President, Supply Chain, has been promoted to Executive Vice President, Merchandising, Marketing, and Supply Chain and will succeed Bill Hackney. Denise McCullough, a 25-year AutoZoner, currently, Vice President, Transportation, has been promoted to Senior Vice President, Supply Chain. Eric Leef will succeed Rick Smith and join AutoZone as Senior Vice President, Human Resources. He comes to AutoZone from Hertz where he most recently served as Executive Vice President, Human Resources. Prior to joining Hertz, he served as Chief Human Resources Officer at Atria Senior Living Community and held several executive-level HR roles at General Electric (GE). Eric has over 20 years of experience leading global HR organizations. Eric Gould, a current member of AutoZone’s Executive Committee, will report to Phil Daniele. Denise McCullough and Eric Leef will also join AutoZone’s Executive Committee. Duyuru • Aug 21
AutoZone, Inc. to Report Q4, 2025 Results on Sep 23, 2025 AutoZone, Inc. announced that they will report Q4, 2025 results Pre-Market on Sep 23, 2025 Recent Insider Transactions • Jun 13
Executive Chairman recently sold €11m worth of stock On the 10th of June, William Rhodes sold around 3k shares on-market at roughly €3,252 per share. This transaction amounted to 24% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was William's only on-market trade for the last 12 months. Duyuru • Apr 29
AutoZone, Inc. to Report Q3, 2025 Results on May 27, 2025 AutoZone, Inc. announced that they will report Q3, 2025 results Pre-Market on May 27, 2025 Duyuru • Apr 25
AutoZone, Inc. Appoints Claire Rauh McDonough to Its Board of Director On April 21, 2025, the Board of Directors of AutoZone, Inc. appointed Claire Rauh McDonough to the Company's Board of Directors. The Company's Board of Directors has elected Ms. McDonough to serve on its Audit and Compensation Committees. She will be compensated according to the Company's standard compensation policies for non-employee directors as described in the Company's Definitive Proxy Statement for its 2024 Annual Meeting of Stockholders filed with the Securities and Exchange Commission on October 30, 2024. Claire serves as the Chief Financial Officer of Rivian, an American automotive manufacturer that develops and builds category-defining electric vehicles as well as software and services that address the entire lifecycle of the vehicle. Prior to joining Rivian in 2021, she was a Managing Director in Investment Banking and co-head of the Disruptive Commerce Group at J.P. Morgan. Claire is a board member of Rivian and Volkswagen Group Technology LLC. Board Change • Mar 31
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 4 highly experienced directors. CEO, President & Director Phil Daniele was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Duyuru • Feb 04
AutoZone, Inc. to Report Q2, 2025 Results on Mar 04, 2025 AutoZone, Inc. announced that they will report Q2, 2025 results Pre-Market on Mar 04, 2025 Duyuru • Dec 20
AutoZone, Inc. Announces Executive Promotions AutoZone, Inc. announced two Senior Vice President promotions. Bailey Childress, Vice President, Merchandising, has been promoted to Senior Vice President, Omnichannel and Merchandising Support, and Luke Rauch, Vice President, Merchandising, has been promoted to Senior Vice President, Merchandising and Global Sourcing. Bailey and Luke will join the Company’s Executive Committee and report to Bill Hackney, Executive Vice President, Merchandising, Marketing and Supply Chain. Duyuru • Nov 20
AutoZone, Inc. to Report Q1, 2025 Results on Dec 10, 2024 AutoZone, Inc. announced that they will report Q1, 2025 results Pre-Market on Dec 10, 2024 Reported Earnings • Oct 30
Full year 2024 earnings released: EPS: US$154 (vs US$137 in FY 2023) Full year 2024 results: EPS: US$154 (up from US$137 in FY 2023). Revenue: US$18.5b (up 5.9% from FY 2023). Net income: US$2.66b (up 5.3% from FY 2023). Profit margin: 14% (in line with FY 2023). Like-for-like sales growth: 1.4% vs FY 2023 Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Specialty Retail industry in Europe. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth. Duyuru • Oct 16
AutoZone, Inc., Annual General Meeting, Dec 18, 2024 AutoZone, Inc., Annual General Meeting, Dec 18, 2024. Location: j. r. hyde iii store support center, 123 s. front street, tennessee 38103, memphis United States Reported Earnings • Sep 24
Full year 2024 earnings released: EPS: US$154 (vs US$137 in FY 2023) Full year 2024 results: EPS: US$154 (up from US$137 in FY 2023). Revenue: US$18.5b (up 5.9% from FY 2023). Net income: US$2.66b (up 5.3% from FY 2023). Profit margin: 14% (in line with FY 2023). Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Specialty Retail industry in Europe. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth. Duyuru • Aug 29
AutoZone, Inc. to Report Q4, 2024 Results on Sep 24, 2024 AutoZone, Inc. announced that they will report Q4, 2024 results Pre-Market on Sep 24, 2024 Buy Or Sell Opportunity • Aug 23
Now 21% undervalued Over the last 90 days, the stock has risen 10% to €2,825. The fair value is estimated to be €3,563, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.7% over the last 3 years. Earnings per share has grown by 15%. For the next 3 years, revenue is forecast to grow by 4.9% per annum. Earnings are also forecast to grow by 3.8% per annum over the same time period. Buy Or Sell Opportunity • Aug 04
Now 20% undervalued Over the last 90 days, the stock has risen 3.5% to €2,857. The fair value is estimated to be €3,572, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.7% over the last 3 years. Earnings per share has grown by 15%. For the next 3 years, revenue is forecast to grow by 5.0% per annum. Earnings are also forecast to grow by 3.7% per annum over the same time period. Duyuru • Jul 31
AutoZone, Inc Appoints Kenneth Jaycox as Senior Vice President, Commercial, Customer Satisfaction AutoZone, Inc. announced that Kenneth Jaycox joins the Company as Senior Vice President, Commercial, Customer Satisfaction. Kenneth comes to AutoZone from United States Steel Corporation where he served as Senior Vice President and Chief Commercial Officer, responsible for U.S. Steel’s commercial functions, customer value creation, pricing and revenue growth. Prior to joining U.S. Steel, he served as Vice President of Transformation for Sysco Corporation, where he led numerous sales, digital transformation and supply chain initiatives. Throughout his career, Kenneth has held several leadership roles in commercial sales, customer engagement, business strategy, procurement, marketing and operations. Reported Earnings • Jun 09
Third quarter 2024 earnings released: EPS: US$37.73 (vs US$35.22 in 3Q 2023) Third quarter 2024 results: EPS: US$37.73 (up from US$35.22 in 3Q 2023). Revenue: US$4.24b (up 3.5% from 3Q 2023). Net income: US$651.7m (flat on 3Q 2023). Profit margin: 15% (in line with 3Q 2023). Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Specialty Retail industry in Europe. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has increased by 31% per year, which means it is tracking significantly ahead of earnings growth. Buy Or Sell Opportunity • May 19
Now 20% undervalued Over the last 90 days, the stock has risen 5.8% to €2,670. The fair value is estimated to be €3,341, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.8% over the last 3 years. Earnings per share has grown by 17%. For the next 3 years, revenue is forecast to grow by 5.2% per annum. Earnings are also forecast to grow by 4.3% per annum over the same time period. Buy Or Sell Opportunity • May 02
Now 20% undervalued Over the last 90 days, the stock has risen 6.2% to €2,767. The fair value is estimated to be €3,461, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.8% over the last 3 years. Earnings per share has grown by 17%. For the next 3 years, revenue is forecast to grow by 5.3% per annum. Earnings are also forecast to grow by 4.3% per annum over the same time period. Duyuru • May 01
AutoZone, Inc. to Report Q3, 2024 Results on May 21, 2024 AutoZone, Inc. announced that they will report Q3, 2024 results on May 21, 2024 New Risk • Mar 27
New minor risk - Insider selling There has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: €967k This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Major Risk Negative equity (-US$4.8b). Minor Risks Significant insider selling over the past 3 months (€967k sold). Buy Or Sell Opportunity • Mar 11
Now 20% undervalued Over the last 90 days, the stock has risen 13% to €2,774. The fair value is estimated to be €3,484, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.8% over the last 3 years. Earnings per share has grown by 17%. For the next 3 years, revenue is forecast to grow by 5.3% per annum. Earnings are also forecast to grow by 4.3% per annum over the same time period. Duyuru • Feb 03
AutoZone, Inc. to Report Q2, 2024 Results on Feb 27, 2024 AutoZone, Inc. announced that they will report Q2, 2024 results Pre-Market on Feb 27, 2024 Buying Opportunity • Dec 27
Now 20% undervalued after recent price drop Over the last 90 days, the stock is down 4.7%. The fair value is estimated to be €2,892, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.8% over the last 3 years. Earnings per share has grown by 18%. For the next 3 years, revenue is forecast to grow by 5.0% per annum. Earnings is also forecast to grow by 3.6% per annum over the same time period. Buying Opportunity • Dec 09
Now 20% undervalued Over the last 90 days, the stock is up 2.3%. The fair value is estimated to be €3,119, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.8% over the last 3 years. Earnings per share has grown by 18%. For the next 3 years, revenue is forecast to grow by 5.0% per annum. Earnings is also forecast to grow by 3.6% per annum over the same time period. Reported Earnings • Dec 06
First quarter 2024 earnings released: EPS: US$33.51 (vs US$28.38 in 1Q 2023) First quarter 2024 results: EPS: US$33.51 (up from US$28.38 in 1Q 2023). Revenue: US$4.19b (up 5.1% from 1Q 2023). Net income: US$593.5m (up 10.0% from 1Q 2023). Profit margin: 14% (in line with 1Q 2023). Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Specialty Retail industry in Europe. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 39% per year, which means it is tracking significantly ahead of earnings growth. Duyuru • Nov 11
AutoZone, Inc. to Report Q1, 2024 Results on Dec 05, 2023 AutoZone, Inc. announced that they will report Q1, 2024 results at 9:30 AM, US Eastern Standard Time on Dec 05, 2023 Duyuru • Nov 05
AutoZone, Inc. Promotes Lindsay Lehman to Senior Vice President, Marketing, Effective November 6, 2023 AutoZone, Inc. announced that Lindsay Lehman, a three-year AutoZoner and Vice President, Marketing, has been promoted to Senior Vice President, Marketing, effective November 6, 2023. Prior to joining AutoZone, she led global marketing and analytics for Norwegian Cruise Line Holdings and previously held marketing roles at Kraft Foods, Hearst Corporation and Goldman Sachs. Lindsay has more than 20 years of consumer marketing, brand management and data analytics experience. Duyuru • Nov 02
Autozone, Inc. Announces Resignation of Preston Frazer as Senior Vice President, Finance On October 27, 2023, AutoZone, Inc. announced that Preston Frazer ceased to serve as the Company’s Senior Vice President, Finance, effective October 31, 2023. Mr. Frazer will receive those separation payments and benefits to which he is entitled under his Non-Compete and Severance Agreement, which agreement has been previously disclosed. Duyuru • Oct 31
AutoZone, Inc., Annual General Meeting, Dec 20, 2023 AutoZone, Inc., Annual General Meeting, Dec 20, 2023, at 08:00 Central Standard Time. Location: J. R. Hyde III Store Support Center 123 S. Front Street Memphis Tennessee United States Agenda: To consider election of 10 directors; to consider and approve the ratification of the appointment of Ernst & Young LLP as the independent registered public accounting firm for the 2024 fiscal year; to approve an advisory vote on the compensation of named executive officers; and to approve the frequency of advisory vote on named executive officer compensation. Reported Earnings • Oct 27
Full year 2023 earnings released: EPS: US$137 (vs US$121 in FY 2022) Full year 2023 results: EPS: US$137 (up from US$121 in FY 2022). Revenue: US$17.5b (up 7.4% from FY 2022). Net income: US$2.53b (up 4.1% from FY 2022). Profit margin: 14% (in line with FY 2022). Like-for-like sales growth: 4.6% vs FY 2022 Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Specialty Retail industry in Europe. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has increased by 33% per year, which means it is tracking significantly ahead of earnings growth. Buying Opportunity • Oct 19
Now 21% undervalued Over the last 90 days, the stock is up 8.8%. The fair value is estimated to be €3,052, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 20%. For the next 3 years, revenue is forecast to grow by 5.0% per annum. Earnings is also forecast to grow by 3.0% per annum over the same time period. Reported Earnings • Sep 19
Full year 2023 earnings released: EPS: US$137 (vs US$121 in FY 2022) Full year 2023 results: EPS: US$137 (up from US$121 in FY 2022). Revenue: US$17.5b (up 7.4% from FY 2022). Net income: US$2.53b (up 4.1% from FY 2022). Profit margin: 14% (in line with FY 2022). Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Specialty Retail industry in Europe. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has increased by 33% per year, which means it is tracking significantly ahead of earnings growth. Duyuru • Sep 19
AutoZone Announces Organizational Changes AutoZone, following its Leadership Transition Plan announced on June 26, 2023 announced additional senior leadership changes. Tom Newbern, a 38-year AutoZoner, currently Executive Vice President, Operations, Sales and Technology, has been promoted to Chief Operating Officer (COO). Additionally, Jamere Jackson, current Chief Financial Officer and Executive Vice President, Finance and Store Development, has been promoted as Chief Financial Officer (CFO) where he will continue to lead the Finance and Store Development teams. Phil Daniele, Chief Executive Officer-Elect (CEO-Elect), is positioning Tom and Jamere as equivalents and the senior most leaders of his leadership team. Additionally, Bill Hackney, a 38-year AutoZoner, currently Senior Vice President, Merchandising, has been promoted to Executive Vice President, Merchandising, Marketing and Supply Chain replacing Phil Daniele who previously held the role. Finally, three of AutoZone’s other Executive Committee members will be retiring around the end of the calendar year consistent with AutoZone’s long-standing Succession Plan. The company has active searches under way for Grant and Al’s replacements which will include internal and external candidates and Charlie’s role will be restructured. Duyuru • Aug 26
AutoZone, Inc. to Report Q4, 2023 Results on Sep 19, 2023 AutoZone, Inc. announced that they will report Q4, 2023 results Pre-Market on Sep 19, 2023 New Risk • Jul 14
New minor risk - Insider selling There has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: €1.1m This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Major Risk Negative equity (-US$4.3b). Minor Risks Significant insider selling over the past 3 months (€1.1m sold). Duyuru • Jun 25
AutoZone, Inc.(NYSE:AZO) dropped from Russell 1000 Dynamic Index AutoZone, Inc.(NYSE:AZO) dropped from Russell 1000 Dynamic Index Recent Insider Transactions • Jun 15
Insider recently bought €1.1m worth of stock On the 12th of June, Michelle Borninkhof bought around 476 shares on-market at roughly €2,238 per share. This transaction increased Michelle Borninkhof's direct individual holding by 2x at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold €17m more in shares than they bought in the last 12 months. Reported Earnings • Jun 14
Third quarter 2023 earnings released: EPS: US$35.22 (vs US$29.93 in 3Q 2022) Third quarter 2023 results: EPS: US$35.22 (up from US$29.93 in 3Q 2022). Revenue: US$4.09b (up 5.8% from 3Q 2022). Net income: US$647.7m (up 9.3% from 3Q 2022). Profit margin: 16% (in line with 3Q 2022). Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Specialty Retail industry in Europe. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has increased by 30% per year, which means it is tracking significantly ahead of earnings growth. Recent Insider Transactions • Jun 04
Insider recently sold €201k worth of stock On the 31st of May, Domingo José Rodríguez sold around 90.0 shares on-market at roughly €2,230 per share. This transaction amounted to 25% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €18m more than they bought in the last 12 months. Duyuru • May 05
AutoZone, Inc. to Report Q3, 2023 Results on May 23, 2023 AutoZone, Inc. announced that they will report Q3, 2023 results at 9:30 AM, US Eastern Standard Time on May 23, 2023 Reported Earnings • Mar 02
Second quarter 2023 earnings released: EPS: US$25.48 (vs US$23.00 in 2Q 2022) Second quarter 2023 results: EPS: US$25.48 (up from US$23.00 in 2Q 2022). Revenue: US$3.69b (up 9.5% from 2Q 2022). Net income: US$476.5m (up 1.0% from 2Q 2022). Profit margin: 13% (down from 14% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Specialty Retail industry in Europe. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has increased by 35% per year, which means it is tracking significantly ahead of earnings growth. Duyuru • Feb 09
AutoZone, Inc. to Report Q2, 2023 Results on Feb 28, 2023 AutoZone, Inc. announced that they will report Q2, 2023 results Pre-Market on Feb 28, 2023 Recent Insider Transactions • Jan 08
Independent Director recently sold €321k worth of stock On the 5th of January, George Mrkonic sold around 138 shares on-market at roughly €2,319 per share. This transaction amounted to 3.5% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €5.8m. Insiders have been net sellers, collectively disposing of €5.4m more than they bought in the last 12 months. Recent Insider Transactions • Dec 11
Senior Vice President of Finance recently sold €127k worth of stock On the 8th of December, Charlie Pleas sold around 54.0 shares on-market at roughly €2,347 per share. This transaction amounted to 1.4% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €2.9m more than they bought in the last 12 months. Reported Earnings • Dec 07
First quarter 2023 earnings released: EPS: US$28.38 (vs US$26.46 in 1Q 2022) First quarter 2023 results: EPS: US$28.38. Revenue: US$3.99b (up 8.6% from 1Q 2022). Net income: US$539.3m (down 2.9% from 1Q 2022). Profit margin: 14% (down from 15% in 1Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Specialty Retail industry in Europe. Duyuru • Nov 17
AutoZone, Inc. to Report Q1, 2023 Results on Dec 06, 2022 AutoZone, Inc. announced that they will report Q1, 2023 results Pre-Market on Dec 06, 2022 Reported Earnings • Oct 25
Full year 2022 earnings released: EPS: US$121 (vs US$97.60 in FY 2021) Full year 2022 results: EPS: US$121 (up from US$97.60 in FY 2021). Revenue: US$16.3b (up 11% from FY 2021). Net income: US$2.43b (up 12% from FY 2021). Profit margin: 15% (in line with FY 2021). Like-for-like sales growth: 8.4% vs FY 2021 Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Specialty Retail industry in Europe. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has increased by 33% per year, which means it is tracking significantly ahead of earnings growth. Duyuru • Oct 25
AutoZone, Inc., Annual General Meeting, Dec 14, 2022 AutoZone, Inc., Annual General Meeting, Dec 14, 2022, at 08:00 Central Standard Time. Location: J. R. Hyde III Store Support Center 123 S. Front Street Memphis United States Agenda: To consider election of 10 directors; to consider ratification of the appointment of Ernst & Young LLP as company's independent registered public accounting firm for the 2023 fiscal year; and to approve an advisory vote on the compensation of named executive officers. Duyuru • Oct 07
AutoZone Announces Change to Executive Committee AutoZone, Inc. announced that Bill Hackney, former Senior Vice President, Merchandising, Customer Satisfaction, who retired in December 2020, is returning to the company this month. The company proudly welcome back Bill Hackney, a 37-year AutoZoner, to AutoZone family returning as Senior Vice President, Merchandising. Duyuru • Sep 20
AutoZone, Inc. Announces Doug Brooks Not to Stand for Re-Election to the Board of Directors AutoZone, Inc. announced that Doug Brooks is not standing for re-election to the Company’s Board of Directors at the Annual Meeting of Stockholders to be held December 14, 2022. Reported Earnings • Sep 19
Full year 2022 earnings released: EPS: US$121 (vs US$97.60 in FY 2021) Full year 2022 results: EPS: US$121 (up from US$97.60 in FY 2021). Revenue: US$16.3b (up 11% from FY 2021). Net income: US$2.43b (up 12% from FY 2021). Profit margin: 15% (in line with FY 2021). Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Specialty Retail industry in Europe. Over the last 3 years on average, earnings per share has increased by 24% per year whereas the company’s share price has increased by 26% per year. Duyuru • Sep 01
AutoZone, Inc. to Report Q4, 2022 Results on Sep 19, 2022 AutoZone, Inc. announced that they will report Q4, 2022 results Pre-Market on Sep 19, 2022 Buying Opportunity • Jun 13
Now 20% undervalued Over the last 90 days, the stock is up 11%. The fair value is estimated to be €2,440, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 24%. For the next 3 years, revenue is forecast to grow by 4.1% per annum. Earnings is also forecast to grow by 3.1% per annum over the same time period. Reported Earnings • May 26
Third quarter 2022 earnings released: EPS: US$29.93 (vs US$27.15 in 3Q 2021) Third quarter 2022 results: EPS: US$29.93. Revenue: US$3.87b (up 5.9% from 3Q 2021). Net income: US$592.6m (flat on 3Q 2021). Profit margin: 15% (down from 16% in 3Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 4.2%, compared to a 7.5% growth forecast for the industry in Austria. Duyuru • May 06
AutoZone, Inc. to Report Q3, 2022 Results on May 24, 2022 AutoZone, Inc. announced that they will report Q3, 2022 results Pre-Market on May 24, 2022 Board Change • Mar 29
High number of new directors Independent Director Brian Hannasch was the last director to join the board, commencing their role in 2022. Recent Insider Transactions • Mar 22
Insider recently bought €453k worth of stock On the 17th of March, Michelle Borninkhof bought around 259 shares on-market at roughly €1,750 per share. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold €9.2m more in shares than they bought in the last 12 months. Duyuru • Feb 19
AutoZone Appoints New Board Members AutoZone, Inc. announced the appointment of Michael George and Brian Hannasch to the AutoZone Board of Directors. Michael George formerly served as President and CEO of Qurate Retail from March 2018 to September 2021, the parent company of QVC, and as CEO of QVC from 2004 through July 2021. Brian Hannasch serves as President and CEO of Alimentation Couche-Tard. With these additions, AutoZone has 11 board members. Duyuru • Feb 17
AutoZone, Inc. to Report Q2, 2022 Results on Mar 01, 2022 AutoZone, Inc. announced that they will report Q2, 2022 results Pre-Market on Mar 01, 2022 Buying Opportunity • Feb 11
Now 21% undervalued The stock has been flat over the last 90 days. The fair value is estimated to be US$2,105, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% per annum over the last 3 years. Earnings per share has grown by 22% per annum over the last 3 years. Recent Insider Transactions • Jan 09
Independent Director recently sold €393k worth of stock On the 4th of January, George Mrkonic sold around 217 shares on-market at roughly €1,811 per share. In the last 3 months, there was an even bigger sale from another insider worth €3.3m. Insiders have been net sellers, collectively disposing of €10m more than they bought in the last 12 months. Recent Insider Transactions • Dec 24
Chairman recently sold €3.3m worth of stock On the 17th of December, William Rhodes sold around 2k shares on-market at roughly €1,768 per share. This was the largest sale by an insider in the last 3 months. William has been a seller over the last 12 months, reducing personal holdings by €9.7m. Reported Earnings • Dec 09
First quarter 2022 earnings: EPS in line with analyst expectations despite revenue beat First quarter 2022 results: EPS: US$26.46 (up from US$19.05 in 1Q 2021). Revenue: US$3.67b (up 16% from 1Q 2021). Net income: US$555.2m (up 26% from 1Q 2021). Profit margin: 15% (up from 14% in 1Q 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 8.7%. Over the next year, revenue is forecast to grow 2.8%, compared to a 17% growth forecast for the industry in Austria. Reported Earnings • Oct 30
Full year 2021 earnings released: EPS US$97.60 (vs US$73.62 in FY 2020) The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: US$14.6b (up 16% from FY 2020). Net income: US$2.17b (up 25% from FY 2020). Profit margin: 15% (up from 14% in FY 2020). The increase in margin was driven by higher revenue. Like-for-like sales growth: 13.6% vs FY 2020 Recent Insider Transactions • Sep 25
Chairman recently sold €6.5m worth of stock On the 24th of September, William Rhodes sold around 5k shares on-market at roughly €1,437 per share. This was the largest sale by an insider in the last 3 months. William has been a seller over the last 12 months, reducing personal holdings by €6.6m. Reported Earnings • Sep 22
Full year 2021 earnings released: EPS US$97.60 (vs US$73.62 in FY 2020) The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: US$14.6b (up 16% from FY 2020). Net income: US$2.17b (up 25% from FY 2020). Profit margin: 15% (up from 14% in FY 2020). The increase in margin was driven by higher revenue. Like-for-like sales growth: 13.6% vs FY 2020 Reported Earnings • Jun 15
Third quarter 2021 earnings released: EPS US$27.15 (vs US$14.66 in 3Q 2020) The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: US$3.65b (up 31% from 3Q 2020). Net income: US$596.2m (up 74% from 3Q 2020). Profit margin: 16% (up from 12% in 3Q 2020). The increase in margin was driven by higher revenue. Reported Earnings • May 28
Third quarter 2021 earnings released: EPS US$27.15 (vs US$14.66 in 3Q 2020) The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: US$3.65b (up 31% from 3Q 2020). Net income: US$596.2m (up 74% from 3Q 2020). Profit margin: 16% (up from 12% in 3Q 2020). The increase in margin was driven by higher revenue. Reported Earnings • Mar 20
Second quarter 2021 earnings released: EPS US$15.28 (vs US$12.70 in 2Q 2020) The company reported a solid second quarter result with improved earnings and revenues, although profit margins were flat. Second quarter 2021 results: Revenue: US$2.91b (up 16% from 2Q 2020). Net income: US$345.9m (up 16% from 2Q 2020). Profit margin: 12% (in line with 2Q 2020). Is New 90 Day High Low • Mar 13
New 90-day high: €1,064 The company is up 12% from its price of €946 on 11 December 2020. The Austrian market is up 17% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Specialty Retail industry, which is up 14% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €1,070 per share. Reported Earnings • Mar 05
Second quarter 2021 earnings released: EPS US$15.28 (vs US$12.70 in 2Q 2020) The company reported a solid second quarter result with improved earnings and revenues, although profit margins were flat. Second quarter 2021 results: Revenue: US$2.91b (up 16% from 2Q 2020). Net income: US$345.9m (up 16% from 2Q 2020). Profit margin: 12% (in line with 2Q 2020). Analyst Estimate Surprise Post Earnings • Mar 05
Revenue beats expectations Revenue exceeded analyst estimates by 5.7%. Over the next year, revenue is forecast to stay flat compared to a 8.3% growth forecast for the Specialty Retail industry in Austria. Duyuru • Feb 16
AutoZone, Inc. to Report Q2, 2021 Results on Mar 02, 2021 AutoZone, Inc. announced that they will report Q2, 2021 results Pre-Market on Mar 02, 2021 Duyuru • Feb 09
AutoZone, Inc. Announces Executive Changes AutoZone, Inc. announced that Eric Gould, currently Vice President, Supply Chain Replenishment, has been promoted to Senior Vice President, Supply Chain replacing Mitchell Major, who passed away on January 29, 2021. In his new role, Gould, who joined the company in 1992, will serve on the company’s Executive Committee. Executive Departure • Feb 09
Senior VP of Supply Chain & Customer Satisfaction has left the company On the 29th of January, Mitchell Major's tenure as Senior VP of Supply Chain & Customer Satisfaction ended after 2.2 years in the role. As of September 2020, Mitchell personally held 579.00 shares (€581k worth at the time). A total of 3 executives have left over the last 12 months. Is New 90 Day High Low • Jan 09
New 90-day high: €1,022 The company is up 5.0% from its price of €970 on 09 October 2020. The Austrian market is up 31% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Specialty Retail industry, which is up 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €921 per share. Recent Insider Transactions • Dec 25
Chairman recently sold €97k worth of stock On the 23rd of December, William Rhodes sold around 100 shares on-market at roughly €973 per share. This was the largest sale by an insider in the last 3 months. This was William's only on-market trade for the last 12 months. Reported Earnings • Dec 19
First quarter 2021 earnings released: EPS US$19.05 The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: US$3.15b (up 13% from 1Q 2020). Net income: US$442.4m (up 26% from 1Q 2020). Profit margin: 14% (up from 13% in 1Q 2020). The increase in margin was driven by higher revenue. Analyst Estimate Surprise Post Earnings • Dec 19
Revenue misses expectations Revenue missed analyst estimates by 0.1%. Over the next year, revenue is forecast to grow 1.4%, compared to a 7.3% growth forecast for the Specialty Retail industry in Austria. Reported Earnings • Dec 10
First quarter 2021 earnings released: EPS US$19.05 The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: US$3.15b (up 13% from 1Q 2020). Net income: US$442.4m (up 26% from 1Q 2020). Profit margin: 14% (up from 13% in 1Q 2020). The increase in margin was driven by higher revenue. Analyst Estimate Surprise Post Earnings • Dec 10
Revenue misses expectations Revenue missed analyst estimates by 0.1%. Over the next year, revenue is forecast to grow 1.4%, compared to a 3.1% growth forecast for the Specialty Retail industry in Austria. Is New 90 Day High Low • Dec 08
New 90-day low: €914 The company is down 12% from its price of €1,045 on 09 September 2020. The Austrian market is up 17% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Specialty Retail industry, which is up 17% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €966 per share. Duyuru • Nov 28
AutoZone, Inc. to Report Q1, 2021 Results on Dec 08, 2020 AutoZone, Inc. announced that they will report Q1, 2021 results at 9:00 AM, Eastern Standard Time on Dec 08, 2020 Is New 90 Day High Low • Nov 19
New 90-day low: €946 The company is down 7.0% from its price of €1,019 on 20 August 2020. The Austrian market is up 11% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Specialty Retail industry, which is up 17% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €968 per share. Duyuru • Nov 17
AutoZone, Inc. Announces Retirement of Ron Griffin, Senior Vice President and Chief Information Officer, Customer Satisfaction AutoZone, Inc. announced that Ron Griffin, Senior Vice President and Chief Information Officer, Customer Satisfaction, will retire in early 2021.