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Sentiment · FY2026 Q3
What companies say about each other on earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“Add up all of the public competitors of us [indiscernible] Napa, you just barely get over 20% of the available market share. That means there's 75% to 80% that's available for all of us to go take share of wallet and share of customers.”
AutoZone frames NAPA (Genuine Parts Company) as one of the few public competitors in a highly fragmented aftermarket auto parts market, noting that even combined, named public competitors hold barely 20% share, implying ample room for share gains industry-wide rather than a specific competitive threat.
AutoZone's Q2 FY2026 delivered 8.2% revenue growth with commercial sales at 9.8%, decelerating from 14.5% partly due to severe weather impact. DIY comps remained resilient at 1.5% and the $59 million LIFO charge came in below prior expectations. FX tailwinds accelerated with peso strength while SG&A per-store growth moderated. Despite the revenue strength, EPS declined 2.3% and gross margin was flat excluding LIFO despite commercial mix headwinds.
Revenue Growth | Competitive Dynamics | Demand | Capex Investment | Pricing | Margin | Cost Pressure | Trade Tariffs | |
|---|---|---|---|---|---|---|---|---|
| 2025Q1 | 4 | 6 | 3 | 5 | 3 | 2 | 1 | 3 |
| 2025Q2 | 4 | 5 | 5 | 2 | 3 | 3 | 4 | |
| 2025Q3 | 4 | 8 | 1 | 4 | 3 | 5 | 3 | 4 |
| 2025Q4 | 4 | 2 | 5 | 2 | 5 | 3 | 3 | 4 |
| 2026Q1 | 5 | 3 | 4 | 3 | 3 | 2 | 4 | 1 |
| 2026Q2 | 8 | 4 | 7 | 5 | 3 | 2 | 2 | 1 |
| 2026Q3 | 11 | 5 | 5 | 5 | 6 | 3 | 3 | 1 |
| '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | '26Q2 | '26Q3 | |
|---|---|---|---|---|---|---|---|
| Revenue Growth | 4 | 4 | 4 | 4 | 5 | 8 | 11 |
| Competitive Dynamics | 6 | 5 | 8 | 2 | 3 | 4 | 5 |
| Demand | 3 | 5 | 1 | 5 | 4 | 7 | 5 |
| Capex Investment | 5 | 2 | 4 | 2 | 3 | 5 | 5 |
| Pricing | 3 | 3 | 5 | 3 | 3 | 6 | |
| Margin | 2 | 3 | 5 | 3 | 2 | 2 | 3 |
| Cost Pressure | 1 | 3 | 3 | 3 | 4 | 2 | 3 |
| Trade Tariffs | 3 | 4 | 4 | 4 | 1 | 1 | 1 |
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Bret Jordan | Jefferies | 14 (0%) |
| Mike Lasser | UBS | 12 (42%) |
| Chris Horvers | JPMorgan | 12 |
| Steve Zaccone | Citigroup | 10 (10%) |
| Steve Forbes | Guggenheim | 8 (0%) |
| Zach Fadem | Wells Fargo | 8 (0%) |
| Brian Nagel | Oppenheimer | 8 (0%) |
| Scot Ciccarelli | Truist Securities | 7 (43%) |
| Dave Bellinger | Mizuho Securities | 5 (0%) |
| Mark Jordan | Goldman Sachs | 5 (0%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Jefferies | 1 | 14 (0%) |
| JPMorgan | 2 | 14 (14%) |
| UBS | 2 | 14 (36%) |
| Citigroup | 1 | 10 (10%) |
| Morgan Stanley | 3 | 9 (0%) |
| Oppenheimer | 1 | 8 (0%) |
| Wells Fargo | 1 | 8 (0%) |
| Guggenheim | 1 | 8 (0%) |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
AZO AutoZone | 7 | +8.4% | |
| AMZN Amazon.com, Inc. | 9 | +16.6% | |
| BBY Best Buy | 6 | +1.9% | |
| CASY Casey's General Stores, Inc. | 9 | +14.5% | |
| EBAY eBay | 8 | +19.5% | |
| GPC Genuine Parts Company | 6 | +6.8% | |
| MELI MercadoLibre | 7 | +49.0% | |
| ORLY O'Reilly Automotive | 8 | +10.2% | |
| PDD PDD Holdings | 6 | +10.4% | |
| TSCO Tractor Supply | 5 | +3.6% | |
| ULTA Ulta Beauty | 8 | +11.1% | |
| WSM Williams-Sonoma | 6 | +4.3% |