文章核心观点 - 美国汽车零件零售商AutoZone第四季度利润和销售额低于预期,主要受到成本上升和消费者可支配支出疲软的影响 [1] - 美国同店销售仅增长0.2%,但国际同店销售跳升4.9% [1] - AutoZone在本季度新增117家门店 [2] 公司经营情况 - 第四季度每股收益为51.58美元,低于分析师预期的53.49美元 [1] - 收入同比增长9.0%至62.1亿美元,略低于预期 [1] - 毛利率下降21个基点至52.5%,主要受非现金LIFO影响的53个基点下滑拖累 [1] - 营业费用和销售、一般及管理费用增长10.4%至19.6亿美元 [1] 市场表现 - 美国市场受到可支配支出下降的挑战 [2] - 国际市场同店销售增长4.9% [1] - 公司股价当日下跌约1%,但今年以来上涨约16% [2]

文章核心观点 - 公司本季度收入为62.1亿美元,同比增长9.1% [1] - 每股收益为48.11美元,而上年同期为46.46美元 [1] - 公司的收入和每股收益数据均超出了分析师的预期 [1] 公司财务指标总结 同店销售 - 国内同店销售同比增长0.2%,低于分析师预期的1.5% [2] - 总同店销售(按固定汇率计算)同比增长1.3%,低于分析师预期的1.6% [2] 门店数据 - 总门店面积为49,417,000平方英尺,略高于分析师预期的49,231,600平方英尺 [2] - 总门店数量为7,353家,高于分析师预期的7,330家 [2] - 国内门店数量为6,432家,高于分析师预期的6,427家 [2] - 每家门店平均面积为6.72万平方英尺,符合分析师预期 [2] 销售数据 - 汽车零件销售额为60.9亿美元,略高于分析师预期的60.8亿美元,同比增长9% [2] - 其他销售额为1.13亿美元,高于分析师预期的1.07亿美元,同比增长11.2% [2] - 国内商业销售额为16.6亿美元,略低于分析师预期的16.7亿美元,同比增长10.9% [2] 股票表现 - 公司股票在过去一个月内下跌3.4%,而标普500指数上涨1.7% [3] - 公司目前的股票评级为"卖出"(Zacks Rank 4),表明其可能在短期内表现不佳 [3]

业绩总结 - FY2024第四季度净销售增长9.0%[11] - FY2024第四季度毛利率为52.5%[12] - FY2024第四季度营业利润为1,297百万美元，增长6.1%[12] - FY2024第四季度净利润为902百万美元，增长4.3%[12] - FY2024第四季度每股收益为51.58美元，增长11.0%[12] - FY2024全年净销售增长5.9%[19] - FY2024全年毛利率为53.1%[20] - FY2024全年营业利润为3,789百万美元，增长9.1%[20] - FY2024全年净利润为2,662百万美元，增长5.3%[20] 新店铺开设情况 - 在Q4 FY24，公司在美国开设了68家新店铺[29] 国际市场扩张 - 在墨西哥，公司的店铺数量相比Q4 FY23增长了7.3%；而在巴西，店铺数量自Q4 FY23以来增长了27.0%[30] 商业销售情况 - 商业销售继续增长，与Q4 FY23相比增长了10.9%[32] 商业计划覆盖率 - 公司在国内商店中的商业计划覆盖率从Q4 FY23的90%增长到了92%[33] 库存情况 - 库存净额相比去年同期减少了16.5%[35]

AutoZone (AZO) came out with quarterly earnings of $48.11 per share, missing the Zacks Consensus Estimate of $53.31 per share. This compares to earnings of $46.46 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -9.75%. A quarter ago, it was expected that this auto parts retailer would post earnings of $35.67 per share when it actually produced earnings of $36.69, delivering a surprise of 2.86%.Over the last four quarters, the ...

财务业绩 - 公司第四季度总体同店销售增长1.3%，其中国内同店销售增长0.2%[1][2] - 第四季度每股收益增长11.0%至51.58美元，全年销售额为185亿美元[3] - 全年毛利率为53.1%，较上年提升110个基点，主要受益于LIFO成本影响[3] - 全年营业利润增长9.1%至38亿美元，净利润增长5.3%至27亿美元[3] - 2024财年第四季度净销售额为184.90亿美元，同比增长6.0%[16] - 2024财年第四季度毛利润为98.17亿美元，毛利率为53.1%[16] - 2024财年第四季度营业利润为37.89亿美元，同比增长9.0%[16] - 2024财年第四季度净利润为26.62亿美元，同比增长5.3%[16] - 2024财年第四季度每股收益为149.55美元，同比增长13.0%[16] - 2024财年第四季度经调整后的净销售额为181.24亿美元，同比增长3.8%[18] - 2024财年第四季度经调整后的营业利润为37.02亿美元，同比增长6.6%[18] - 2024财年第四季度经调整后的净利润为26.02亿美元，同比增长2.9%[18] - 2024财年第四季度经调整后的每股收益为146.14美元，同比增长10.4%[18] - 2024财年第四季度经调整后的ROIC为49.7%，同比下降5.7个百分点[22] 门店拓展 - 公司在美国、墨西哥和巴西新开设合计213家门店，总店数达7,353家[6] - 公司在2024财年第17周和2023财年第16周分别开设了68家和53家新店[26] - 公司在2024财年第53周和2023财年第52周分别开设了136家和133家新店[26] 销售情况 - 公司国际业务表现良好，按固定汇率计算销售增长约10%[5] - 公司2024财年第17周和2023财年第16周的总销售额分别为60.93亿美元和55.89亿美元，同比增长9.0%和6.3%[27] - 公司2024财年第53周和2023财年第52周的总销售额分别为181.51亿美元和171.45亿美元，同比增长5.9%和7.4%[27] - 公司2024财年第17周和2023财年第16周的商业销售额分别为16.63亿美元和14.99亿美元，同比增长10.9%和3.9%[27] - 公司2024财年第53周和2023财年第52周的商业销售额分别为48.83亿美元和45.98亿美元，同比增长6.2%和8.7%[27] - 公司2024财年第17周和2023财年第16周的同店销售增长率分别为0.7%和4.5%[28] - 公司2024财年第53周和2023财年第52周的同店销售增长率分别为2.1%和5.6%[28] 存货管理 - 公司2024年8月31日和2023年8月26日的存货周转率均为1.5次[30] - 公司2024年8月31日和2023年8月26日的应付账款/存货比率分别为119.5%和124.9%[29] 资本回报 - 公司全年回购1.1百万股，总投资32亿美元，累计回购1.55亿股[4] 未来发展 - 公司将继续投资改善库存可用性、加速国内商业业务增长、拓展国际业务并专注于提供优质客户服务[5][6]

MEMPHIS, Tenn., Sept. 24, 2024 (GLOBE NEWSWIRE) -- AutoZone, Inc. (NYSE: AZO) today reported net sales of $6.2 billion for its fourth quarter (17 weeks) ended August 31, 2024, an increase of 9.0% from the fourth quarter of fiscal 2023 (16 weeks). Excluding sales from the additional week included in this year’s quarter, adjusted sales were up 2.6%. Same store sales, or sales for our domestic and international stores open at least one year, are computed on a 16-week and 52-week basis and are as follows:       ...

AutoZone, Inc. AZO will release earnings results for its fourth quarter fiscal 2024, before the opening bell on Tuesday, Sept. 24.Analysts expect the Memphis, Tennessee-based company to report quarterly earnings at $53.69 per share, up from $46.46 per share in the year-ago period. AutoZone is projected to post quarterly revenue of $6.23 billion, compared to $5.69 billion a year earlier, according to data from Benzinga Pro.On June 19, AutoZone’s board approved an additional $1.5 billion share repurchase.Auto ...

Wall Street analysts expect AutoZone (AZO) to post quarterly earnings of $53.61 per share in its upcoming report, which indicates a year-over-year increase of 15.4%. Revenues are expected to be $6.2 billion, up 9% from the year-ago quarter.The current level reflects no revision in the consensus EPS estimate for the quarter over the past 30 days. This demonstrates how the analysts covering the stock have collectively reappraised their initial projections over this period.Ahead of a company's earnings disclos ...

In the latest trading session, AutoZone (AZO) closed at $3,078.31, marking a -0.73% move from the previous day. This change lagged the S&P 500's 0.03% gain on the day. On the other hand, the Dow registered a loss of 0.04%, and the technology-centric Nasdaq increased by 0.2%.The auto parts retailer's stock has dropped by 2.24% in the past month, falling short of the Retail-Wholesale sector's gain of 4.37% and the S&P 500's gain of 1.54%.Analysts and investors alike will be keeping a close eye on the performa ...

AutoZone (AZO) ended the recent trading session at $3,101.04, demonstrating a -0.71% swing from the preceding day's closing price. The stock's change was less than the S&P 500's daily gain of 0.13%. At the same time, the Dow added 0.55%, and the tech-heavy Nasdaq lost 0.52%.Shares of the auto parts retailer witnessed a loss of 2.79% over the previous month, trailing the performance of the Retail-Wholesale sector with its gain of 8.29% and the S&P 500's gain of 3.67%.Market participants will be closely follo ...