
Autozone: An Unlikely Winner in the Tariff Turmoil?
🚗 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.

AutoZone: Recession-Proof Auto Parts Retailer?
🚗 AutoZone benefits during economic downturns as people repair older cars instead of buying new ones.
📈 The stock rose during the 2008 crisis and has provided exceptional returns, averaging over 20% annually.
✅ Currently, AutoZone's valuation is around its historical average, making it potentially undervalued compared to the broader market.