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Skylar Tennant

Research Analyst at Morgan Stanley & Co. LLC

Skylar Tennant is a Research Analyst at Morgan Stanley & Co. LLC, specializing in equity research. While specific companies covered and detailed performance metrics are not publicly available, Tennant is actively involved in providing timely investment analysis and has experience in equity research and investment banking. Their career includes a role as an Investment Banking Intern at Morgan Stanley in 2023 and prior experience as an Equity Research Associate at Morgan Stanley, indicating a recent start and progression within the firm. Professional credentials such as FINRA registrations or specific securities licenses are not explicitly disclosed.

Skylar Tennant's questions to AUTOZONE (AZO) leadership

Question · Q1 2026

Skylar Tennant asked about consumer behavior, specifically if there were signs of elasticity to higher prices or trade-down. She also questioned the impact of inflation across the product catalog and demand elasticity for items not affected by inflation.

Answer

President and CEO Philip Daniele III indicated that the lower-end consumer has been stable but under pressure for over two years, while the higher-end consumer remains stable. He noted limited trade-down opportunities due to the nature of most products. Philip Daniele III also mentioned that inflation is expected to increase through Q3, then moderate in Q4. Most 'break fix' and required maintenance products show little volatility, while discretionary categories, after two years of decline, have stabilized and shown minor improvement.

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