Information is our nourishment. Say hello to the data gods.
Meet Our Team
Consumers speak. We listen, analyze, and dig deep. You win!
Learn More
Receive alerts and reports to power your fund management. Partner with our team of analysts to take your research to the next level.
Learn More
Plug our consumer-demand-data directly into your client-facing software, tools, and platform or work with us to create custom, high-value content your customers will love.
Learn More
Testing our data is like jumping in a time machine to compare market gains and losses against reliable and annotated historical data.
Learn More
Track specific tickers, receive alerts, and watch sector-specific trends. Drill down on individual stocks and see where consumer sentiment aligned with gains and losses in trading.
Learn More
Who We Serve
LikeFolio is your research secret weapon to sniff out game-changing shifts in the market before they happen.
Learn More
LikeFolio is source of quantitative data based upon real consumer insights to power your investment engine.
Learn More
LikeFolio is your content pipeline positioning your tool as an indispensable resource to your customers.
Learn More
LikeFolio has partnered with Tradesmith to build Derby City Insights and bring our powerful insights engine to private investors.
Learn More

Can AutoZone Keep its Earnings Win Streak Alive? (AZO)

September 20, 2021

Can AutoZone Keep its Earnings Win Streak Alive? (AZO)

Replacement car part retailer, AutoZone (AZO), is on a winning streak…Reported Revenue and EPS numbers have surpassed Wall St. expectations in the past 5 quarters.

Can AZO continue to outperform expectations this week?

Consumer Demand growth has pulled back significantly in 2021: -37% YoY on a 90-day moving average.

Last Summer, Autozone's Purchase Intent Mentions rose at an all-time high level, corresponding with an all-time high for the DIY Auto Maintenance Trend.

DIY Auto Maintenance Mentions have also declined on a YoY basis, currently trending -27% YoY (90d MA).

Although this doesn't bode well, AZO has seen a strong increase in sales from its commercial “do-it-for-me” (DIFM) business in recent quarters– Revenues from its commercial business rose +44% YoY in 21Q3.

We’re also seeing relative near-term strength for AZO – Purchase Intent Mentions have risen +22% QoQ on a 30-day moving average, outpacing those of its smaller peers.

This scatterplot highlights AutoZone's dominant position in the retail auto part industry, as well as showcasing its relative weakness in terms of Consumer Happiness.
This combination of factors provides a mixed outlook for AZO, whose shares are currently trading near an ATH level (+40% YoY). Market estimates for the coming report (21Q4) are slightly below the all-time highs seen last year, which provides further room for AZO to post a surprise.

Related Posts

Cars are getting older...

Cars are getting older... The average age of cars on […]

Read More
Monday Preview

Here are some key stats and data points on stocks […]

Read More
5 Stocks to Watch This Week (AZO, LULU, SPOT, CHWY, COST)

Here are some stocks that LikeFolio is watching this trading […]

Read More

Related Posts


Get FREE insights in your inbox every week with the Daily Drop.

About LikeFolio

LikeFolio analyzes social media data to accurately predict shifts in consumer behavior. We sell data and insights to professional investors, corporate research teams, and software providers.

Partner Sites

© 2023
 LikeFolio. All Rights Reserved.
Privacy Policy
Terms of Use
LikeFolio userslaptop-phonepie-chartselect