The earnings call presented a mixed outlook. While international sales and commercial growth showed promise, challenges such as currency headwinds and a decline in domestic DIY sales impacted overall performance. The company's strategic initiatives, like the expansion of Mega-Hubs, indicate a positive long-term strategy. However, current economic conditions and foreign exchange impacts present significant challenges.

Company Guidance

During AutoZone's Q1 2025 Earnings Call, the company reported a 2.1% increase in total sales, reaching $4.3 billion, despite a challenging macroeconomic environment. Domestic same-store sales saw a modest growth of 0.3%, while international same-store sales experienced a 13.7% rise on a constant currency basis. However, the stronger U.S. dollar resulted in an unadjusted 1% international comp, creating a currency headwind of approximately 1,300 basis points. The company's commercial sales grew by 3.2%, with a 9% increase on a two-year stack basis. DIY sales showed a slight decline of 0.4%, with a transaction count down by 1.8%. The gross margin improved by 16 basis points to 53%, while earnings per share decreased by 0.1% to $32.52, partly due to a $0.68 per share drag from foreign exchange rates. AutoZone remains focused on strategic growth initiatives, aiming to open more stores, Hubs, and Mega-Hubs, with plans to invest over $1 billion in capital expenditures for fiscal year 2025.

International Same-Store Sales Growth

International same-store sales increased by 13.7% on a constant currency basis, showing strong growth in markets outside the U.S.

Domestic Commercial Sales Increase

Domestic commercial sales grew by 3.2% for the quarter, with domestic commercial sales representing 30% of domestic auto part sales.

Mega-Hub Expansion

The company plans to increase its Mega-Hub locations to nearly 300, with 111 currently in place, indicating a strategic focus on improving inventory and product availability.

Free Cash Flow Generation

The company generated $565 million in free cash flow for the first quarter, demonstrating strong cash generation capabilities.

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AutoZone (DE:AZ5) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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DE:AZ5 Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Mar 04, 2025	2025 (Q2)	27.92 / -	27.765	―	―	―
Dec 10, 2024	2025 (Q1)	32.26 / 31.25	31.282	-0.09% (-0.03)
Sep 24, 2024	2024 (Q4)	51.51 / 46.24	44.65	3.55% (+1.59)
May 21, 2024	2024 (Q3)	25.23 / 27.76	23.68	17.25% (+4.08)
Feb 27, 2024	2024 (Q2)	- / -	26.381	―
Dec 05, 2023	2024 (Q1)	30.34 / 31.28	26.381	18.58% (+4.90)
Sep 19, 2023	2023 (Q4)	43.41 / 44.65	38.932	14.69% (+5.72)
May 23, 2023	2023 (Q3)	- / 32.79	21.431	53.01% (+11.36)
Feb 28, 2023	2023 (Q2)	21.11 / 23.68	21.431	10.49% (+2.25)
Dec 06, 2022	2023 (Q1)	24.27 / 26.38	24.689	6.85% (+1.69)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

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DE:AZ5 Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Dec 10, 2024	€3149.00	€3171.00	+0.70%
Sep 24, 2024	€2695.00	€2714.00	+0.71%
May 21, 2024	€2682.00	€2601.00	-3.02%
Feb 27, 2024	€2528.00	€2716.00	+7.44%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

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