Skyler Tennant

Consumer Cyclical

Limited coverage. Only 4 questions of coverage. Treat these numbers as directional — sample too small for reliable averages.

Companies

Questions

Challenge RatePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.

Challenge Trend

Q4 '25Q2 '26

Focus Areas6 topics

Revenue Growth2Pricing2Capex Investment1Guidance Reliability1Demand1Trade Tariffs1

Trends2 quarters

Questions per Quarter

Questions

Challenging

Companies Covered

Question History4 questions

AZOAutoZone2 quarters

2026 Q2

a sustainable level comp growth would be around that 4% plus level into the future

Revenue GrowthCapex InvestmentView in transcript →

given some of the inflationary trends and that maturation curve, can we assume comps get to a level closer to 5%

Revenue GrowthGuidance ReliabilityView in transcript →

2025 Q4

we wanted to ask whether the consumer is showing any signs of elasticity to higher prices or whether you're seeing any signs of trade down

PricingDemandView in transcript →

How are you thinking about inflation? Has it impacted the entire products catalog? And for items not impacted, are you seeing any signs of demand elasticity there

PricingTrade TariffsView in transcript →