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AutoZone, Inc. is the leading retailer and distributor of automotive replacement parts and accessories in the Americas, with operations in the U.S., Mexico, and Brazil . The company offers a wide range of products for cars, sport utility vehicles, vans, and light-duty trucks, including new and remanufactured automotive hard parts, maintenance items, accessories, and non-automotive products . AutoZone's business is divided into two primary segments: Auto Parts Stores and Other, which includes ALLDATA and E-commerce . The company's sales are primarily driven by failure and maintenance-related categories, which together accounted for approximately 86% of total sales in fiscal 2024 . AutoZone also provides commercial sales programs and sells products through its websites, including www.autozone.com and www.autozonepro.com, but does not derive revenue from automotive repair or installation services .
- Auto Parts Stores - Operates retail locations offering a comprehensive selection of automotive replacement parts, maintenance items, and accessories for various vehicles.
- Other - Encompasses ALLDATA, a provider of automotive diagnostic and repair software, and E-commerce platforms for online sales of automotive products.
| Name | Position | External Roles | Short Bio | Start Date |
|---|---|---|---|---|
Jamere Jackson Executive | Chief Financial Officer | Board Member at Eli Lilly & Co. | Jamere Jackson joined AutoZone as CFO in September 2020 and has led the Finance and Store Development teams. | Sep 2020 |
Kenneth E. Jaycox, Jr. Executive | Senior Vice President – Commercial | None | Kenneth E. Jaycox, Jr. joined AutoZone in July 2024, previously serving as Chief Commercial Officer at U.S. Steel. | Jul 2024 |
Philip B. Daniele, III Executive | President and Chief Executive Officer | None | Philip B. Daniele, III has been with AutoZone for 31 years, holding various roles in store operations and leadership positions. He became CEO in January 2024. | Jan 2024 |
Thomas B. Newbern Executive | Chief Operating Officer | None | Thomas B. Newbern has been with AutoZone since 1985, overseeing operations, sales, and technology. He became COO in 2023. | 1985 |
William R. Hackney Executive | Executive Vice President – Merchandising, Marketing, and Supply Chain | None | William R. Hackney has been with AutoZone since 1983, contributing significantly to merchandising strategies. | 1983 |
Brian P. Hannasch Board | Director | Board Member at Alimentation Couche-Tard | Brian P. Hannasch has been a director at AutoZone since 2022, with extensive retail operations experience. | 2022 |
Gale V. King Board | Director | Board Member at Unum Group | Gale V. King has been a director at AutoZone since 2018, with a background in human resources and corporate governance. | 2018 |
Jill A. Soltau Board | Director | Board Member at Kirkland’s Inc., Southwest Airlines Co. | Jill A. Soltau has been a director at AutoZone since 2018, with CEO experience in the retail industry. | 2018 |
Linda A. Goodspeed Board | Director | Board Member at Darling Ingredients Inc. | Linda A. Goodspeed has been a director at AutoZone since 2013, with extensive IT and automotive industry experience. | 2013 |
Michael A. George Board | Director | Board Member at Ralph Lauren Corp. | Michael A. George has been a director at AutoZone since 2022, with a background as CEO of Qurate Retail and QVC. | 2022 |
- Given that your domestic DIY comp was down 1.1% for the quarter, and discretionary categories have been under significant pressure for at least a year, what specific strategies are you implementing to stimulate growth in the DIY segment and offset these declines?
- With a $32 million headwind on sales and $8 million on EBIT this quarter due to foreign exchange rates, how do you plan to mitigate the impact of FX on your international business, especially as you continue expanding in markets like Mexico and Brazil?
- You've invested over $1 billion in CapEx in FY '24 and plan similar investments in FY '25, particularly in new Hubs, Mega-Hubs, and distribution centers; can you provide clarity on the expected return on these investments and the timeline for them to materially contribute to earnings growth?
- Despite opening new commercial programs, average weekly sales per program remained flat at $16,700; what challenges are preventing growth in sales per program, and how do you plan to accelerate your commercial business to meet your growth objectives?
- Considering the difficulty in achieving your long-term EPS growth algorithm in the near term due to factors like LIFO and FX headwinds, what specific measures are you taking to return to double-digit EPS growth, and how will you drive margin expansion in this challenging environment?
Recent developments and announcements about AZO.
Earnings
New Earnings (Q2 2025)
·8 days agoView full earnings summary →AZO Q2: Inventory investments boosted commercial in-stock to its highest level since early ’20. With only 5% share in a vast market, AZO still has massive runway for growth. But accelerated SG&A and a potential $356M FX revenue drag could tighten margins if sales lag.