AZO
🚗 Tariffs on auto components could significantly increase the cost of new cars, potentially leading to a ‘Cubanization’ of the US car market where people repair old vehicles instead of buying new ones.
🔧 This trend directly benefits auto parts retailers like Autozone, as consumers needing to maintain aging vehicles will increase demand for replacement components.
📈 Reflecting this potential benefit, Autozone’s stock showed resilience, rising 6% in the month preceding the video, contrasting sharply with the broader market downturn caused by tariff fears.
@Artedeinvertir:
“One of the benefited companies that we have in True Capital is Autozone, which is the company selling replacement parts. What do people do if they don’t buy new cars? Well, they will break down and need to buy all kinds of components. That’s why the shares of Autozone and O’Reilly, which are the two best companies in the maintenance component sales sector, we see that in the last month they have risen in the stock market by 6% and 4%, while the S&P 500 has fallen by 12% during the last few months. Well, companies that are beneficiaries will start appearing.”
Watch the exact part of the video where Arte de Invertir talks about Autozone here:
Watch the video on YouTube
Read more articles analyzing Autozone (AZO) at the following link. AZO stock.
