Latest news with #OReilly
Forbes
a day ago
- Automotive
- Forbes
NASCAR's Newest Series Sponsor Will Be Music To Your Ears (Or Not)
If you're a fan of the catchy jingle from O'Reilly Auto Parts, good news: you'll be hearing a lot more of it. If not, well—sorry about that. NASCAR announced Monday that the automotive replacement parts company will be the new title sponsor of the second-tier touring series currently known as the NASCAR Xfinity Series. 'Like the great sport of NASCAR, O'Reilly Auto Parts was born in America and built on the hard work and drive of passionate people,' said NASCAR President Steve O'Donnell in a press release. 'This new partnership allows us to continue to fuel that passion for the next generation of NASCAR's stars and fans while celebrating the journey we've been on together for decades.' The company, founded in 1957, is already a familiar name to NASCAR fans. O'Reilly first appeared in the sport in 1999 as a race entitlement sponsor for a Truck Series event at Texas Motor Speedway. In 2008, it became the 'Official Auto Parts Retailer of NASCAR,' and since then has had its logo plastered across races in all three national series as well as several contingency awards. And of course, O'Reilly has been a longtime radio sponsor across NASCAR and Speedway Motorsports channels, armed with that jingle that's either a stroke of marketing genius—or the soundtrack to your nightmares. Now, starting in 2026, the company will step onto a bigger NASCAR stage than ever before. 'Our company is rooted in the same values that define NASCAR—teamwork, enthusiasm, and dedication,' said O'Reilly Auto Parts President Brent Kirby. 'You'll see those in action when our customers walk through our doors. We know they need fast service, and Team O'Reilly will get them the parts they need quickly, with excellent customer service. We welcome all fans to stop by our stores and see how our team can help keep them running.' NASCAR's version of Triple-A baseball dates back to 1982, when the sanctioning body cobbled together a collection of regional series and quickly landed a sponsor in Busch beer. That pairing of beer with a Cup Series fueled by Winston cigarettes was a perfect for the time, and the Busch Grand National Series soon became simply 'the Busch Series.' Over the decades, the series evolved into both a ladder for aspiring stars and a playground for established Cup drivers looking for extra track time—or a safety net for those needing to take a step back. Its sponsorship history has mirrored NASCAR's shifting eras: from beer to insurance to broadband, as the sport moved from blue-collar roots toward corporate polish and eventually into the digital age. Now it will bring its sponsorship back to the garage as NASCAR looks to appeal to a mechanical, DIY-minded fan base. Early last year, Comcast said that while Xfinity would remain a 'premier partner,' its run as title sponsor would end after this season. That opened the door for O'Reilly, which will gain a major spotlight thanks to NASCAR's relatively new broadcast partnership with The CW Network. The network is currently in its first full season carrying the series and will showcase the O'Reilly name from coast to coast. 'The success of NASCAR on The CW has shown that millions of fans will consistently tune in for these adrenaline-fueled races every week,' said Brad Schwartz, President, The CW Network. 'This exciting new partnership with O'Reilly Auto Parts gives us the opportunity to expand that reach even further by tapping into our mutually strong presence in local communities nationwide and continuing to grow our passionate audience in the years to come.' And while the NASCAR O'Reilly Auto Parts Series might not roll off the tongue quite as smoothly as Busch, Nationwide, or Xfinity, at least nobody will ever forget the soundtrack. The jingle department already has that covered. Who knows, perhaps next season the drivers won't be saying their car was 'as fast as Xfinity Wi-Fi' and instead will just start signing. 'Oh, oh, oh, O'Reilly…' well, you already know the rest.
New York Times
3 days ago
- Automotive
- New York Times
NASCAR adds O'Reilly Auto Parts as new series sponsor, ending Xfinity pact: Sources
NASCAR has reached a multi-year deal with O'Reilly Auto Parts to become the new entitlement sponsor for NASCAR's second-tier series beginning next year, sources familiar with the discussions but not authorized to speak freely have told The Athletic. O'Reilly Auto Parts replaces Xfinity, which has been the entitlement sponsor for the past 11 years but will continue as a premier partner for NASCAR's top-level Cup Series. An announcement is tentatively scheduled for early next week, according to those sources. Advertisement NASCAR and Xfinity announced in February that Xfinity was expanding its role within NASCAR but would not continue as the entitlement sponsor. The change came as the Xfinity Series was entering its first year of a seven-year deal to air races on the CW Network, owned by the Nexstar Media Group. A new relationship between NASCAR and the CW network has been a boon for both sides, with races on the channel consistently delivering more than 1 million viewers and ranking among CW's most-watched programming. The rising popularity of the soon-to-be O'Reilly Auto Parts Series on television, combined with it being a series that touts itself as the place where future stars develop, was a key factor in the new deal, according to the sources. Several team owners recently expressed enthusiasm to The Athletic about the potential deal between NASCAR and O'Reilly, with many citing the fact that the auto parts retailer has long supported NASCAR through race sponsorships and activation across its three national series for years, which should allow O'Reilly to hit the ground running. O'Reilly, which operates more than 6,000 stores, is set to become the fourth company to serve as an entitlement sponsor for NASCAR's second-tier series since its formation in the early 1980s. Before Xfinity, Anheuser-Busch (1982-2007) and Nationwide (2008-14) served as entitlement sponsors. Sports Business Journal first reported the news. Spot the pattern. Connect the terms Find the hidden link between sports terms Play today's puzzle
Yahoo
3 days ago
- Business
- Yahoo
ORLY- A "Cannibal" Stock that You Should Consider
A Cannibal is a business that 'eats' or buys back its shares. They can be very attractive investments. The reasoning? In the long run, stocks always follow Earnings Per Share (EPS). Let's take a look at O'Reilly Automotive Inc. (ORLY) as an example, says Pieter Slegers, editor of Compounding Quality. To get more articles and chart analysis from MoneyShow, subscribe to our .) Since EPS = Earnings / Total Shares Outstanding, the only ways to improve EPS are to grow earnings or reduce the total shares outstanding. A great cannibal does both. Look at ORLY. This is the kind of chart I dream about at night. O'Reilly is buying back its shares while increasing net income at the same time. The result? An average return of 20.2% over the past 10 years. This means $10,000 invested in O'Reilly would now be worth $62,900. But what if the total shares outstanding would increase? That's exactly what Stock-Based Compensation (SBC) does. As the name suggests, SBC is compensation based on stocks. It allows companies to pay employees with stock instead of cash. See also: DOCS: A Healthcare Play That's on the Move After Beat-and-Raise Quarter The problem with this is dilution. When more shares are issued, your ownership stake shrinks. To avoid too much dilution, we always use these two rules: • Stock-Based Compensation as a percentage of net income should be lower than 10%• Avg. SBC as a percentage of net income past five years should be lower than 10%, too More From GOOGL: What's Behind Perplexity AI's $34.5B Chrome Bid? VNT: A New "Buy" in the Industrial Tech Space MoneyMasters Podcast 8/14/25: The Downfall of the US Dollar | Peter Schiff's Prediction Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
29-07-2025
- Business
- Yahoo
Monro (MNRO) Reports Earnings Tomorrow: What To Expect
Auto services provider Monro (NASDAQ:MNRO) will be reporting earnings this Wednesday before the bell. Here's what to expect. Monro beat analysts' revenue expectations by 1.3% last quarter, reporting revenues of $295 million, down 4.9% year on year. It was a softer quarter for the company, with a significant miss of analysts' EBITDA estimates and a significant miss of analysts' gross margin estimates. Is Monro a buy or sell going into earnings? Read our full analysis here, it's free. This quarter, analysts are expecting Monro's revenue to grow 1% year on year to $296.1 million, a reversal from the 10.3% decrease it recorded in the same quarter last year. Adjusted earnings are expected to come in at $0.15 per share. The majority of analysts covering the company have reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Monro has missed Wall Street's revenue estimates six times over the last two years. Looking at Monro's peers in the automotive and marine retail segment, some have already reported their Q2 results, giving us a hint as to what we can expect. Genuine Parts delivered year-on-year revenue growth of 3.4%, beating analysts' expectations by 0.9%, and O'Reilly reported revenues up 5.9%, in line with consensus estimates. Genuine Parts traded up 8.7% following the results while O'Reilly was also up 2.8%. Read our full analysis of Genuine Parts's results here and O'Reilly's results here. There has been positive sentiment among investors in the automotive and marine retail segment, with share prices up 9.5% on average over the last month. Monro is up 10.7% during the same time and is heading into earnings with an average analyst price target of $18 (compared to the current share price of $16.50). Here at StockStory, we certainly understand the potential of thematic investing. Diverse winners from Microsoft (MSFT) to Alphabet (GOOG), Coca-Cola (KO) to Monster Beverage (MNST) could all have been identified as promising growth stories with a megatrend driving the growth. So, in that spirit, we've identified a relatively under-the-radar profitable growth stock benefiting from the rise of AI, available to you FREE via this link. StockStory is growing and hiring equity analyst and marketing roles. Are you a 0 to 1 builder passionate about the markets and AI? See the open roles here. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
14-07-2025
- Automotive
- Yahoo
O'Reilly Automotive, Inc. (ORLY): A Bear Case Theory
We came across a bearish thesis on O'Reilly Automotive, Inc. on by moneytr33. In this article, we will summarize the bears' thesis on ORLY. O'Reilly Automotive, Inc.'s share was trading at $90.13 as of June 30th. ORLY's trailing and forward P/E were 33.13 and 30.67 respectively according to Yahoo Finance. O'Reilly Automotive (ORLY), widely regarded as a best-in-class auto parts retailer, is facing a compelling short case despite its operational excellence. The company boasts industry-leading same-store sales growth, unit expansion, and return metrics, but its current valuation—trading at 31x forward earnings—is at an all-time high and appears disconnected from its underlying fundamentals. At this elevated multiple, ORLY offers a forward return of only 8–9%, driven by mid-single-digit revenue growth and a 3% free cash flow yield. Operational pressures are mounting as gross margins face headwinds and SG&A costs rise, leading to a decline in operating margins. Furthermore, share buybacks, once a key EPS lever, have become uneconomic given ORLY's earnings yield is now below its cost of debt, eroding prior financial engineering advantages. The pro segment, though sticky and lower-margin, is maturing, and growth has decelerated. Meanwhile, competitive threats are rising—from Walmart's expanding auto parts push to a rejuvenated Advance Auto Parts reducing market share giveaways. Structural risks such as fewer parts in EVs and a future shift toward autonomous vehicles could dampen long-term sentiment. Historically, valuation air pockets—as seen in 2017—have led to multiple compression, especially as cyclical tailwinds like post-COVID car demand normalize. Today's 31x forward P/E, 1.5x the S&P's multiple versus a historical average of 1.14x, could revert to or fall below market multiples, implying over 30% downside. Though ORLY is not expected to implode fundamentally, it now resembles a richly priced, maturing business in an increasingly competitive and uncertain landscape—making it an attractive relative short. Previously we covered a bullish thesis on AutoZone, Inc. by The Compounding Tortoise in June 2025, which highlighted its attractive valuation, strong same-store sales rebound, and long-term growth from new mega hubs. The company's stock price has appreciated approximately by 1.4% since our coverage. This is because the thesis played out modestly. moneytr33 shares a contrarian view on peer O'Reilly Automotive emphasizing its stretched valuation and margin pressures. ORLY isn't on our list of the 30 Most Popular Stocks Among Hedge Funds. While we acknowledge the risk and potential of ORLY as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the best short-term AI stock. READ NEXT: 8 Best Wide Moat Stocks to Buy Now and 30 Most Important AI Stocks According to BlackRock. Disclosure: None. This article was originally published at Insider Monkey. Sign in to access your portfolio
