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Running on Clouds: The Story of On
The story of how a Swiss runner's pursuit of a new running sensation became On, aiming to be the most premium global sportswear brand worldwide.
Monro (MNRO) investor relations material
Monro Stephens Annual Investment Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Stephens Annual Investment Conference summary19 Nov, 2025
Company overview and industry dynamics
Operates over 1,100 auto aftermarket service stores in 32 states, with a 60+ year history and a focus on both tire sales (50% of revenue) and vehicle services.
Industry tailwinds expected due to an aging car park (average vehicle age 12.5 years) and rising new vehicle prices, leading to increased demand for maintenance and replacement tires.
Customers are trading down less in tire quality than expected, with stable demand in higher tire tiers and a broad customer base from high-income to value-focused segments.
Uptake in key service categories like brakes and ride control has increased, supported by new inspection tools.
Store portfolio optimization and monetization
Closed 145 underperforming stores after a diagnostic review, reallocating inventory and focusing on improving performance at remaining locations.
Monetization of closed store real estate is progressing, with $5.5 million in proceeds from 24 locations in the last quarter and ongoing transactions expected to be substantially complete in coming quarters.
Field management was realigned, reducing district managers by about 20 and introducing regional vice presidents and new performance toolkits.
Merchandising, inventory, and vendor relations
Hired a new SVP of merchandising and strengthened the team with experienced industry leaders.
Narrowed inventory assortment, reducing inventory by $21 million over two quarters, while maintaining flexibility to meet customer needs.
Vendor support has improved, with more marketing support and competition among vendors to be included in the streamlined assortment.
Detail pricing tool's impact on sales & GM
Timeline for closed store real estate monetization
How digital marketing drives profitable customers
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Next Monro earnings date
Q3 202628 Jan, 2026
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Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
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Frequently asked questions
Monro, Inc., together with its subsidiaries, provides automotive undercar repair, and tire sales and services in the United States. The company’s stores provide various services and repairs for brakes; mufflers and exhaust systems; steering, drive train, suspension, and wheel alignment; routine maintenance services, including state inspections, oil and lube services, fluids replacement services, and battery maintenance; tires replacement services; headlight, windshield wiper blade.
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