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Company Research3 Apr 2023
12 Boring Businesses With Strong Track Records
To get great or stable returns, you don't necessarily need to be on the hunt for the "next big thing."
O’Reilly Automotive (ORLY) investor relations material
O’Reilly Automotive 49th Annual Automotive Symposium summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.49th Annual Automotive Symposium summary4 Nov, 2025
Recent performance and industry outlook
Industry remains resilient with steady demand for vehicle maintenance despite some consumer pressure at the lower end; more trade-up than trade-down observed in recent months.
Supplier base has become healthier post-pandemic, with cost pressures from labor and raw materials being managed and passed through rationally.
Long-term outlook is bullish, with growth opportunities in North America, especially in Mexico, Canada, and under-penetrated U.S. regions.
Pullbacks in consumer spending are typically short-lived, lasting one to three quarters, but vehicle maintenance remains essential.
Distribution network and competitive positioning
Distribution centers are strategically located near population and vehicle hubs, with 31 regional DCs and over 300 hub stores supporting rapid replenishment.
Stores are replenished five nights a week, with multiple daily runs within a 250-mile radius, enabling time-definite delivery promises.
Tiered inventory management allows for efficient SKU allocation based on demand curves, providing a competitive edge.
Scale provides a decisive advantage over regional competitors, with only 10% market share in a fragmented industry, signaling significant growth potential.
Store expansion and capital allocation
Plans to open 200–210 stores this year and 225–235 next year, focusing on organic growth and disciplined capital deployment.
New store performance hinges on assembling strong teams and delivering a superior customer experience from day one.
Expansion is supported by new distribution centers and talent development, especially in the Mid-Atlantic, Canada, and Mexico.
Store growth remains the primary use of capital, with a cautious approach to scaling teams and market entry.
What is the long-term competitive moat of your DC network?
How will O'Reilly maintain margin if pricing normalizes?
What specific indicators signal end of DIY deferral?
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Next O’Reilly Automotive earnings date
Q4 20255 Feb, 2026
Next O’Reilly Automotive earnings date
Q4 20255 Feb, 2026
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