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O'Reilly Automotive, Inc. is a specialty retailer and supplier of automotive aftermarket parts, tools, supplies, equipment, and accessories, operating in the United States, Puerto Rico, Mexico, and Canada . The company serves both do-it-yourself (DIY) customers and professional service providers through a dual market strategy, with a significant portion of its revenue coming from the DIY channel . O'Reilly's product offerings include new and remanufactured automotive hard parts, maintenance items, accessories, auto body paint, automotive tools, and professional service provider equipment, categorized by quality and price into "good," "better," and "best" . The company also provides enhanced services such as battery diagnostics, recycling programs, and custom hydraulic hoses .
- Automotive Hard Parts - Offers new and remanufactured parts essential for vehicle repair and maintenance, catering to both DIY customers and professional service providers.
- Maintenance Items - Supplies products necessary for routine vehicle upkeep, including filters, fluids, and wipers, ensuring vehicle longevity and performance.
- Accessories - Provides a range of automotive accessories, enhancing vehicle aesthetics and functionality, tailored to customer preferences.
- Auto Body Paint - Supplies paint products for vehicle bodywork, supporting both cosmetic and repair needs with a variety of color options.
- Automotive Tools - Offers a comprehensive selection of tools required for vehicle repair and maintenance, serving both amateur and professional mechanics.
- Professional Service Provider Equipment - Supplies specialized equipment for professional automotive service providers, enhancing service efficiency and capability.
- Enhanced Services - Includes battery diagnostics, recycling programs, and custom hydraulic hoses, offering additional value and convenience to customers.
| Name | Position | External Roles | Short Bio | Start Date |
|---|---|---|---|---|
Brad Beckham Executive | Chief Executive Officer (CEO) | None | Brad Beckham joined ORLY in 1996 and has held various roles, including COO and Co-President, before becoming CEO in January 2024. He has been instrumental in the company's growth and profitability. | 1996 |
Brent Kirby Executive | Co-President | None | Brent Kirby joined ORLY in 2018 and has held roles such as EVP of Supply Chain. He became Co-President in January 2023. | 2018 |
Jeremy Fletcher Executive | Executive Vice President and CFO | None | Jeremy Fletcher is the current CFO, confirmed by his signature on the most recent 8-K filing dated February 5, 2025. | N/A |
Scott R. Ross Executive | Executive Vice President and CIO | None | Scott R. Ross joined ORLY in October 2023 as CIO, bringing over 30 years of IT experience. | October 2023 |
Andrea M. Weiss Board | Independent Director | Director at Premier Investments, Ltd. | Andrea M. Weiss has been a Director since 2019 and has extensive experience in retail and board governance. | 2019 |
Dana M. Perlman Board | Independent Director | Chief Growth and Operations Officer at G-III Apparel Group Ltd. | Dana M. Perlman has been a Director since 2017 and is Chair of the Corporate Governance/Nominating Committee. | 2017 |
David O'Reilly Board | Executive Vice Chairman of the Board | Various bank and charitable organization boards | David O'Reilly has been with ORLY since 1972, serving in roles such as CEO and Executive Chairman. He led the company through its IPO in 1993. | 1972 |
Fred Whitfield Board | Independent Director | Founder of HoopTee Charities, Inc. | Fred Whitfield has been a Director since 2021 and has a background in sports management and legal affairs. | 2021 |
Greg Henslee Board | Executive Chairman of the Board | None | Greg Henslee has over 40 years of experience in the automotive aftermarket industry and served as CEO from 2005 to 2018. He has been Executive Chairman since May 2021. | 1993 |
John R. Murphy Board | Director | Director and Audit Committee Chairman at Cadrenal Therapeutics, Inc. | John R. Murphy has been a Director since 2003 and has expertise in accounting, finance, and mergers and acquisitions. | 2003 |
Maria A. Sastre Board | Independent Director | Director at General Mills, Inc. and Guidewell Mutual Holding Corporation | Maria A. Sastre has been a Director since 2020 and is a member of the Audit and Corporate Governance/Nominating Committees. | 2020 |
Thomas T. Hendrickson Board | Independent Director | Director at Snap One Holdings Corp. and Ollie’s Bargain Outlet Holdings, Inc. | Thomas T. Hendrickson has been a Director since 2010 and is Chair of the Audit Committee. | 2010 |
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Given that your higher-margin DIY business, which accounts for slightly over 50% of your sales , is experiencing softness and facing increased competition from mass retailers and warehouse clubs becoming more competitive , how do you plan to regain momentum and protect your market share in the DIY segment?
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With the prospect of tariffs ranging from 30% to 60% on goods from China and other countries , what specific strategies are you implementing to mitigate the potential impact on your cost of goods sold and overall margins?
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Your SG&A expenses grew 4.2% in the third quarter, reaching the high end of your expectations due to factors like self-insurance costs from events such as Hurricane Helene and deferred compensation ; how do you intend to control these expenses without compromising your commitment to excellent customer service?
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You've reduced your operating margin guidance to a range of 19.4% to 19.9%, driven by third-quarter sales performance and updated full-year comparable store sales expectations ; what concrete steps are you taking to improve sales and margins in the face of current macroeconomic pressures?
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The delays in new store openings due to construction and permitting issues have put you slightly behind your growth plan ; how are you addressing these obstacles to ensure timely expansion and maximize the returns on your capital investments?
Competitors mentioned in the company's latest 10K filing.
| Company | Description |
|---|---|
The company competes primarily with national retail and wholesale automotive parts chains, including this competitor, in both the DIY and professional service provider portions of the automotive aftermarket. | |
The company competes primarily with national retail and wholesale automotive parts chains, including this competitor, in both the DIY and professional service provider portions of the automotive aftermarket. | |
CARQUEST | The company competes primarily with national retail and wholesale automotive parts chains, including this competitor, in both the DIY and professional service provider portions of the automotive aftermarket. |
NAPA | The company competes primarily with national retail and wholesale automotive parts chains, including this competitor, in both the DIY and professional service provider portions of the automotive aftermarket. |
The company competes with mass merchandisers and online retailers that carry automotive replacement parts, maintenance items, and accessories, including this competitor. | |
The company competes with mass merchandisers and online retailers that carry automotive replacement parts, maintenance items, and accessories, including this competitor. |
Notable M&A activity and strategic investments in the past 3 years.
| Company | Year | Details |
|---|---|---|
Groupe Del Vasto (Vast Auto) | 2024 |
Recent developments and announcements about ORLY.
Earnings
New Earnings (Q4 2024)
·Feb 6, 2025, 10:15 PMView full earnings summary →O’Reilly’s 2025 comp guidance is down to 2–4% (vs. typical 3–5%) due to a cautious consumer and discretionary softness. Q4 comps were 4.4%. With ~25% sourcing from China, tariff risks loom. Still, $16B in sales in a $168B market signals ample growth runway.