AutoZone (AZO) is hitting all-time highs despite an earnings miss. Seth Basham and Kevin Roberts discuss the results. Seth calls the quarter “ho-hum” but expects business to pick up in 2025; he likes Advanced Auto Parts (AAP) as well. Kevin thinks the average age of cars will continue to climb, spurring demand for AutoZone’s parts, though he says how tariffs will impact the industry is unknown.
The Watch List
10 Dec 2024
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