OR ORLY O'Reilly Auto Parts 로딩 중... : 애널리스트의 강세 및 약세 의견

Goldman Sachs refreshes its U.S. Conviction List by adding six stocks including Applied.

Goldman Sachs adds six stocks to its US Conviction Buy list while removing four others.

Management raised full-year comp guidance driven by strong first-half performance and double-digit professional business growth, while maintaining a cautious stance on back-half consumer demand and inflation moderation.

바클레이즈 분석에 따르면 가스 가격 상승이 소매업체에 미치는 영향은 불균등하며, Tractor Supply가 가장 큰 타격을.

Management expects same-skew inflation to moderate to ~4% in Q4 from +7% in Q3, but cautions that energy prices and tariffs could introduce additional cost pressures, particularly in lubricants. — If AutoZone sees continued inflation, competitors will face similar supply-side pressures, which could enable pricing power across the industry or signal margin compression if they cannot pass through costs.

자동차 부품 섹터: 차량 유지 관리로 인한 회복력.

Management expressed confidence in the strong start to the year and maintained its full-year comp guidance, while raising EPS guidance, but remained cautious about consumer spending amid fuel price increases.

작성자가 ORLY를 29배 실적으로, 자동차 소유 감소로 인한 장기 자동차 부품 수요 위험에 노출되었다고 지적합니다; 약세/관망, 명시적인 숏이 아님.

Management is guiding to solid mid-single-digit comp growth for 2026 (3-5%), driven by continued professional business strength and stable industry fundamentals. While cautious on the DIY consumer, they are investing in new store growth and capacity, signaling confidence in their competitive position and long-term market share gains.