EVENTS:   Best Equity Short Ideas Conference Call 12 - Zach Shannon/Corto Capital Advisors & Craig Huber/Huber Research Partners & Thomas Beevers /Forensic Alpha & Ed Steele/Iron Blue Financials & Bill Campbell/Paragon Intel - 12 Nov 25   Will AI Deflate the World? Macro Lessons from Three Industrial Revolutions and China - Manoj Pradhan/Talking Heads Macro - 13 Nov 25     ROADSHOWS: Forest Products Sector Equity and Commodity Research With Expertise in Distressed Debt - Kevin Mason /ERA Research   •   London   12 - 14 Nov 25       Buyside to Buyside Forum and Expert Calls across TMT, Consumer, Healthcare and Fintech - Andrew Peters /Revelare Partners   •   London   17 - 19 Nov 25       Fundamental US Healthcare Short Ideas - Dr Elliot Favus /Favus Institutional Research   •   London   17 - 19 Nov 25      

Fortnightly Publication Highlighting Latest Insights From IRF Providers

Company Research

AutoZone accelerates, Advance Auto stalls

Consumer Discretionary

Northcoast Research

Northcoast’s latest Auto Parts Price Tracker shows that AZO has taken significantly more aggressive pricing actions than its competitors. By raising prices earlier, AZO may be positioning itself to absorb future tariff-related costs more effectively, limiting the impact on its margins over time. In contrast, AAP does not appear to be taking full advantage of this pricing environment. Not only has it refrained from meaningfully increasing prices, but it has also decreased prices in some categories, despite macro conditions that would typically encourage companies to maintain or raise prices. Northcoast believes this reflects the company’s ongoing struggle to better align its purchasing and pricing strategies. This cautious approach may be limiting its ability to expand margins at a time when passing through higher costs could be both justified and beneficial to the bottom line.

Edition: 210

- 02 May, 2025


Advance Auto Parts (AAP)

Consumer Discretionary

Veritas Investment Research

Despite a 50%+ drop from its 52-week high and ongoing cost reduction efforts, the potential for further downside remains high. Veritas' report focuses on how 1) the automotive aftermarket industry has grown substantially, but AAP has been losing market share in both the DIY and DIFM segments. 2) Over three decades, the company's operating margin has consistently lagged peers. 3) The company has unique off-balance sheet supply chain financing exposure (60% of its EV). This exposure is considered an outlier and the estimated financing components are substantial. Normalising operating lease liabilities further reveals higher leverage than reported. TP $38 (40% downside).

Edition: 178

- 26 January, 2024