Call Details
Time: Today, Wednesday, January 17th at 10:00am ET
Toll Free:
Toll:
UK: 0
Confirmation Number: 13674553
Live Video Link: CLICK HERE
We’re going live with our Auto Parts Retail research with a Black Book on the changing paradigm in the space – and how we quantify the risks and upside. Initial tickers …
ORLY: Best Idea Long. Here’s the quality play, and the world knows that. But numbers are low, and the space is far more defendable than the consensus/market thinks. Key factors that are turning positive that have caused the current slowdown in sales, and it goes beyond Amazon and online competitors.
AAP: Top name on our Long Bench. Actually a more interesting ‘battleground’ name for us. As we go deeper on this one, we’re saving a bullet in the chamber to go Best Idea. Or boot it entirely if the research call changes. Best takeout target in the space. This is one of those ‘sell the puts’ type names.
AZO: #2 on Short Bench. Biggest AMZN risk. Targeting the wrong part of the market. Most under-invested for future growth.
