O'Reilly Automotive
12 декабря 2017, 17:23

O'Reilly (ORLY) to Gain From New Outlets, High Costs Ail

O'Reilly (ORLY) is likely to benefit from its strong distribution network and store launches. However, rising costs and a huge inventory are challenges for the company.

27 октября 2017, 23:47

Holiday Fervor, Long-Term Trends Show Opportune Retail Sector

Holiday Fervor, Long-Term Trends Show Opportune Retail Sector

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27 октября 2017, 15:55

O'Reilly Automotive (ORLY) Catches Eye: Stock Jumps 5.6%

O'Reilly Automotive (ORLY) saw a big move last session, as its shares jumped nearly 6% on the day, amid huge volumes.

26 октября 2017, 14:50

O'Reilly (ORLY) Q3 Earnings Beat Estimates, Revenues In Line

O'Reilly's (ORLY) Q3 results impress with an earnings beat despite inclement weather conditions hampering sales in various parts of the United States.

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15 сентября 2017, 16:30

Is O'Reilly Automotive (ORLY) a Great Stock for Value Investors?

Is O'Reilly Automotive (ORLY) a great pick from the value investor's perspective right now? Read on to know more.

27 июля 2017, 17:32

O'Reilly (ORLY) Beats on Q2 Earnings Estimates, Cuts Outlook

O'Reilly (ORLY) Q2 earnings beat estimates despite a challenging sales environment. However, full-year guidance has been trimmed.

21 июля 2017, 15:38

O'Reilly (ORLY) to Report Q2 Earnings: What's in the Cards?

Current logistic problems, clustered presence only in the U.S. and high capital expenses may dampen O'Reilly's (ORLY) chances of an earnings beat in Q2.

18 июля 2017, 16:30

Applied Materials, O'Reilly Automotive and Netflix highlighted as Zacks Bull and Bear of the Day

Applied Materials, O'Reilly Automotive and Netflix highlighted as Zacks Bull and Bear of the Day

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18 июля 2017, 12:23

Bear of the Day: O'Reilly Automotive (ORLY)

Bear of the Day: O'Reilly Automotive (ORLY)

13 июля 2017, 23:20

Retail in Transformation Mode: Will Players Benefit?

Retail in Transformation Mode: Will Players Benefit?

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06 июля 2017, 18:33

O'Reilly Automotive stock price target cut to $255 from $320 at UBS

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06 июля 2017, 17:52

Company News for July 06, 2017

Companies in the News are: ORLY,BMY,MORE,PRPO

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06 июля 2017, 17:02

O'Reilly Automotive stock price target cut to $200 at Morgan Stanley

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06 июля 2017, 17:01

O'Reilly Automotive downgraded to equal weight from overweight at Morgan Stanley

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06 июля 2017, 14:24

O'Reilly Automotive stock price target cut to $195 from $262 at Credit Suisse

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06 июля 2017, 14:23

O'Reilly Automotive downgraded to neutral from outperform at Credit Suisse

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05 июля 2017, 20:53

O'Reilly Automotive Plummets On Disappointing Sales; Mild Winter, Low Hispanic Spending Blamed

O'Reilly Automotive stock crashed as much as 21% on 7 times its average daily volume, its biggest drop since June 2012 dragging the share price to the lowest since October 2014, after the auto-parts retailer said same-store sales misses forecast for the second quarter. The miss slammed ORLY peers: Advance Auto Parts plunged 16%, AutoZone tumbled 10%, while suppliers Standard Motor Products, Dorman Products and Motorcar Parts of America also dropped sharpdly. Investors were disappointment as same-store sales rose only 1.7% in Q2, trailing O’Reilly’s own projection for growth of 3-5%, the company said in a statement earlier. As usual it was the weather's fault: retailers blamed weak consumer demand at the start of the year on delayed tax refunds- although how that impacted second quarter results is not clear -  and a mild winter that reduced the need to replace some car parts. O’Reilly’s Chief Executive Officer Greg Henslee said weak consumer demand continued into the second quarter despite signs of stronger sales earlier this spring according to Bloomberg. “After exiting the first quarter and entering April on an improved sales trend, we faced a more challenging sales environment than we expected for the remainder of the quarter,” Henslee said. “While we are disappointed with our sales results in the first half of the year, we remain confident in the long-term health of our industry.” O’Reilly’s sluggish sales rekindled concerns that competition from e-commerce could be eroding demand at brick and mortar stores, Consumer Edge Research analyst David Schick wrote in a note to clients Wednesday.  “While our analysis does not see risk of the entire sector going online - we think the threat is meaningful for some categories and is unlikely to fade until visibility improves,” he said. The huge miss added to concerns tied to Amazon’s expansion into the industry, adding to the selloff in the group. Industry analysts, such as RBC's Scot Ciccarelli, said that apart from a mild winter, other possible causes for weak sales could be fewer cars entering peak repair stages of life cycle, less robust spending from Hispanic customers due to political concerns and beefed up competition from Wal-Mart. As shown summarized below, industry analysts were hard pressed to come up with any positive spin to the disappointing data. RBC (Scot Ciccarelli) Another miss for a sector under heavy scrutiny; "today’s moves imply that we are seeing a complete washout of the sector" Expects valuation arguments to accelerate given significant pressure on industry multiples Apart from a mild winter, other possible causes for weak sales could be fewer cars entering peak repair stages of life cycle, less robust spending from Hispanic customers due to political concerns and beefed up competition from Wal-Mart Sector perform, PT $201 from $280 JP MORGAN (Christopher Horvers) A good portion of the same store sales miss represents an industry-wide slowdown caused by the delayed "impact of vehicle age dynamics, mild winters and a softer consumer;" a portion of it is ORLY specific, as DIFM (do it for me) segment is more competitive Sees the lateral selloff as overdone; stocks overreacting to ORLY’s pre-announcement; would opportunistically buy AZO and AAP Neutral, PT $210 from $295 to reflect weaker sales and EPS outlook CONSUMER EDGE (David Schick) Weaker comp. sales confirming "softer trends persist" narrative and resultant questions around e-commerce competition Current headwinds driven by weather, used pricing and higher gas prices with online competition possibly weighing on P/E multiple Doesn’t see risk of entire sector going online, but "threat is meaningful" for some categories and is unlikely to fade until visibility improves Overweight, PT $310 Assuming that it was not the "mild winter" that was to blame for the steep drop in end-demand, today's profit warning is just the latest confirmation that at a time when the Fed is actively hiking interest rates, the US consumer remains in the doldrums, and consumer spending continues to recede, suggesting that the next relevant phase for the US economy is not expansion as the Fed hopes, but contraction, also known as recession.