Demand DriversIndustry-wide demand should benefit from slight same-SKU inflation while demand creation continues to benefit from a variety of fundamental drivers, including an aging vehicle fleet, miles driven expansion, and pressured new/used vehicle affordability.
Financial PerformanceManagement raised the earnings per share guidance, suggesting they view the demand issues as temporary.
Market Share GrowthMarket share gains can continue based on an elevated position on call lists, winning inventory availability, and excellent service.