On Tuesday July 26th at 10am EDT we’ll be hosting a black book on the auto aftermarket space. We’ve been bullish auto parts since early 2021, and also added VVV and DRVN to our Long list in Fall 2021. It’s a space that historically does well in Macro Quad4 environments, and though in aggregate the names have traded lower year to date, they are significantly outperforming the rest of retail. In our presentation on Tuesday we’ll look at trends in all of the relevant demand drivers and investment considerations for the auto parts and auto maintenance space. From miles driven, car parc aging, weather, interest rates, gas prices, to inflation, new/used supply and demand, EVs, tariffs, and more. We’ll detail the puts and takes for our aggregate view of the industry and provide updated views on key tickers including VVV, DRVN, ORLY, AAP, AZO, and MNRO while highlighting visit trends across their respective store fleets.
Call Details
Date/Time: Tuesday July 26th at 10AM EDT Add to Calendar: CLICK HERE
Toll Free:
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UK: 0
Confirmation Number: 13731505
Live Video Link CLICK HERE
