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    Scott Ciccarelli

    Managing Director and Senior Equity Research Analyst at Truist Securities

    Scott Ciccarelli is a Managing Director and Senior Equity Research Analyst at Truist Securities, specializing in the consumer discretionary and consumer staples sectors with a focus on auto parts, discount stores, and auto dealerships. He covers major companies such as Advance Auto Parts, Ollie's Bargain Outlet Holdings, CarMax, Dollar Tree, Williams-Sonoma, Tractor Supply Co, and AutoZone, having issued 1,174 price targets and ratings across 22 stocks and achieving a 100% success rate with an average return of 127.8%. Ciccarelli began his analyst career at BMO Capital Markets before joining RBC Capital Markets as Managing Director & Senior Analyst from 2004 to 2021, and subsequently joining Truist Securities in 2021. He holds senior FINRA-registered credentials and is recognized for consistently accurate stock recommendations, with documented outstanding calls including rapid achievements on Dollar Tree and Williams-Sonoma.

    Scott Ciccarelli's questions to TRACTOR SUPPLY CO /DE/ (TSCO) leadership

    Scott Ciccarelli's questions to TRACTOR SUPPLY CO /DE/ (TSCO) leadership • Q1 2025

    Question

    On behalf of Scott Ciccarelli, Josh Young asked for details on vendor requests for price increases, including how widespread they are and if Tractor Supply has begun passing them on to consumers.

    Answer

    CEO Hal Lawton clarified that Tractor Supply is not taking price increases at this time due to market uncertainty. He acknowledged that vendors are incurring significant tariff costs and that conversations about managing the value chain are expected to begin in the coming weeks and months.

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    Scott Ciccarelli's questions to AUTOZONE (AZO) leadership

    Scott Ciccarelli's questions to AUTOZONE (AZO) leadership • Q2 2025

    Question

    Josh Young, on for Scott Ciccarelli at Truist Securities, asked how potentially higher new car prices from tariffs could impact AutoZone's business in calendar 2025, as consumers might opt to repair existing vehicles.

    Answer

    CFO Jamere Jackson agreed that higher vehicle prices historically create a tailwind for the repair business, as consumers hold onto cars longer. Executive Philip Daniele supported this, adding that other key industry drivers, like the increasing average age of vehicles (now 12.6 years) and miles driven, remain favorable for the aftermarket.

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