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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Mike Lasser | UBS | 10 | 50% |
| Greg Melich | Evercore ISI | 10 | 0% |
| Simeon Gutman | Morgan Stanley | 8 | 0% |
| Steve Forbes | Guggenheim | 6 | 0% |
| Bret Jordan | Jefferies | 6 | 0% |
| Scot Ciccarelli | Truist Securities | 5 | 0% |
| Zach Fadem | Wells Fargo | 4 | 0% |
| Chris Horvers | JPMorgan | 4 | 25% |
| Steve Zaccone | Citigroup | 4 | 0% |
| Mike Baker | D.A. Davidson | 4 | 25% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Evercore ISI | 1 | 10 | 0% |
| UBS | 1 | 10 | 50% |
| Morgan Stanley | 1 | 8 | 0% |
| Guggenheim | 1 |
| 6 |
| 0% |
| Truist Securities | 2 | 6 | 0% |
| Jefferies | 1 | 6 | 0% |
| Wells Fargo | 1 | 4 | 0% |
| Citigroup | 1 | 4 | 0% |
O'Reilly delivered an exceptional Q1 with comparable store sales growth of 8.1%, driving double-digit total sales growth of 10.2% and EPS up 16%. Market share gains accelerated, and SG&A discipline improved. Private label penetration exceeded 50%, and operating leverage materialized. Management raised FY2026 EPS guidance to $3.15-$3.25 and operating margin guidance by 10 basis points. Tariff and oil price risks were being managed through supply chain flexibility.
Pricing | Competitive Dynamics | Cost Pressure | Demand | Trade Tariffs | Margin | Revenue Growth | Capex Investment | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 4 | 3 | 2 | 3 | 2 | 2 | 4 | 2 |
| 2025Q1 | 3 | 5 | 1 | 2 | 4 | 3 | 1 | |
| 2025Q2 | 5 | 6 | 4 | 2 | 4 | 2 | ||
| 2025Q3 | 5 | 2 | 2 | 3 | 2 | 2 | 2 | 3 |
| 2025Q4 | 3 | 2 | 6 | 3 | 2 | 4 | 2 | 1 |
| 2026Q1 | 2 | 4 | 5 | 4 | 2 | 2 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Pricing | 4 | 3 | 5 | 5 | 3 | 2 |
| Competitive Dynamics | 3 | 5 | 6 | 2 | 2 | 4 |
| Cost Pressure | 2 | 1 | 4 | 2 | 6 | 5 |
| Demand | 3 | 2 | 2 | 3 | 3 | 4 |
| Trade Tariffs | 2 | 4 | 4 | 2 | 2 | |
| Margin | 2 | 3 | 2 | 4 | 2 | |
| Revenue Growth | 4 | 1 | 2 | 2 | 2 | |
| Capex Investment | 2 | 2 | 3 | 1 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
ORLY O'Reilly Automotive | 8 | +10.2% | |
| AMZN Amazon.com, Inc. | 9 | +16.6% | |
| AZO AutoZone | 7 | +8.4% | |
| BBY Best Buy | 6 | +1.9% | |
| CASY Casey's General Stores, Inc. | 8 | +0.3% | |
| EBAY eBay | 8 | +19.5% | |
| GPC Genuine Parts Company | 6 | +6.8% | |
| MELI MercadoLibre | 7 | +49.0% | |
| PDD PDD Holdings | 6 | +10.4% | |
| TSCO Tractor Supply | 5 | +3.6% | |
| ULTA Ulta Beauty | 7 | +11.8% | |
| WSM Williams-Sonoma | 6 | +4.3% |