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AutoZone tops ratings, analyst highlights strong DIFM sales growth

AutoZone tops ratings, analyst highlights strong DIFM sales growth

Written by Sinad Karahimetovic

Shares of AutoZone (NYSE:) rose nearly 3% after the company reported better-than-expected results.

AZO reported an FQ4 of $40.51 on revenue of $5.3 billion to beat the consensus of $38.51 on sales of $5.15 billion. Comparative sales came in at +6.2%, much better than the consensus of +3.17%.

โ€œThe investments we have made in both inventory availability and technology strengthen our competitive position. We are optimistic about the growth prospects heading into our new fiscal year,โ€ said CEO Bill Rhodes.

The Goldman Sachs analyst is not surprised that AZO is trading higher in pre-market on Monday “as we believe investors are looking at the company’s strong DIFM sales growth positively.”

“We estimate that same-store sales in DIFM increased 20.9% year-over-year, while DIY increased 0.7%,” the analyst added in a note.

An analyst at Evercore ISI added: “AutoZone’s fiscal year 4Q (May-August) results show they’re developing the main line and winning share. Gross margin pressure shows inflation is going through a lag.”

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