Auto Part Retailers Likely to Get a Boost as New Car Prices Rise -- Market Talk

Dow Jones04-07

1148 ET - Car part retailers like Autozone and O'Reilly have the most durable earnings outlooks in the U.S. hardline retail industry, UBS analysts say in a research note. The analysts say cash-pressed consumers will prioritize spend based on need, and will thus forego the rising prices of new cars in favor of used cars and auto parts. As a result, Autozone and O'Reilly now have premium valuations far above their five-year averages, reflecting both optimism in their earnings outlooks and the likelihood they generate significant gross profit dollar and free cash flow outperformance, the analysts say. (kelly.cloonan@wsj.com)

(END) Dow Jones Newswires

April 07, 2025 11:48 ET (15:48 GMT)

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