AZ
AZO
AZO AutoZone (AZO) Q4 FY26 earnings call
AutoZone delivered solid Q4 FY26 results, driven by robust domestic commercial growth and record store expansion, while navigating softness in DIY sales due to consumer inflation and lower traffic. The company is nearing completion of significant supply chain and technology investments, positioning it for accelerated market share gains and improved profitability in FY27, despite near-term ROIC pressure from new store maturation. Management expects continued momentum in commercial and a rebound in DIY transactions as inflation moderates.
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AZO operating KPIs by quarter
| KPI | Feb 2025 Q2 FY25 | May 2025 Q3 FY25 | Aug 2025 Q4 FY25 | Nov 2025 Q1 FY26 | Feb 2026 Q2 FY26 | May 2026 Q3 FY26 | This call Aug 2026 Q4 FY26 | Change vs prior quarter |
|---|---|---|---|---|---|---|---|---|
| Employees | 125K+As we begin today, we want to thank our more than 125,000 AutoZoners across the globe for their commitment to delivering on our pledge to always put customers first.Source: earnings call transcript | 125K+I want to thank our more than 125,000 AutoZoners across the entire company for their commitment to delivering on our pledge to always put customers first.Source: earnings call transcript | 130K+To start out this morning, I want to thank our more than 130,000 AutoZoners across the entire company for their commitment to delivering on the first line of our pledge.Source: earnings call transcript | 130K+To start out this morning, I want to thank our more than 130,000 AutoZoners across the company for their commitment to delivering on our pledge to always put customers first.Source: earnings call transcript | — | 130K+To start out this morning, I want to thank our more than 130,000 incredible AutoZoners across the company for their commitment to delivering on the first line of our pledge, which is to always put customers first.Source: earnings call transcript | 130K+To start out this morning, I want to thank our more than 130,000 AutoZoners across the company for continuing their relentless commitment to delivering on our pledge to always put customers first.Source: earnings call transcript | — |
| New stores opened International | 17In Mexico and Brazil, we opened a total of 17 new stores in the quarter and now have 949 total International stores.Source: earnings call transcript | 30In Mexico and Brazil, we opened a total of 30 new stores in the quarter and now have 979 international stores.Source: earnings call transcript | 51For the quarter, we opened a total of 90 net domestic stores and 51 stores in our international markets.Source: earnings call transcript | 14As I said earlier, we opened a total of 39 net domestic stores and 14 stores in our international markets, and we remain committed to more aggressively opening satellite stores, Hub and Mega-Hub stores.Source: earnings call transcript | — | — | — | -72.5% |
| Stores International | 949In Mexico and Brazil, we opened a total of 17 new stores in the quarter and now have 949 total International stores.Source: earnings call transcript | 979In Mexico and Brazil, we opened a total of 30 new stores in the quarter and now have 979 international stores.Source: earnings call transcript | 1,030In Mexico and Brazil, we opened a total of 51 new stores in the quarter and now have 1,030 International stores.Source: earnings call transcript | 1,044Across Mexico and Brazil, we now have 1,044 international stores.Source: earnings call transcript | 1,065Across Mexico and Brazil, we now have 1,065 international stores.Source: earnings call transcript | 1,090Across Mexico and Brazil, we now have 1,090 international stores.Source: earnings call transcript | 1,168In Brazil, we now have 167 stores, bringing our total international store count to 1,168.Source: earnings call transcript | +7.2% |
| Stores Mega-Hub | 111We finished the second quarter with 111 Mega-Hub stores, and we expect to open at least 19 more locations over the next 2 quarters.Source: earnings call transcript | 119We opened 8 MegaHubs and finished the third quarter with 119 MegaHub stores.Source: earnings call transcript | 133We opened 14 Mega-Hubs and finished the fourth quarter with 133 Mega-Hubs stores.Source: earnings call transcript | 137We opened 4 Mega-Hubs and finished the quarter with 137 Mega-Hub stores.Source: earnings call transcript | 142We opened 5 Mega-Hubs and finished the quarter with 142 Mega-Hub stores.Source: earnings call transcript | 156We opened 14 Mega-Hubs in the quarter, and we now have 156 Mega-Hub stores.Source: earnings call transcript | 172We opened 16 Mega Hubs in the quarter, 39% for the year and now have 172 Mega Hub stores.Source: earnings call transcript | +10.3% |
| New stores opened Mexico | 13During the quarter, we opened 13 new stores in Mexico to finished with 813 stores, 4 new stores in Brazil, ending with 136.Source: earnings call transcript | 25During the quarter, we opened 25 new stores in Mexico to finish with 838 stores and 5 new stores in Brazil, ending with 141.Source: earnings call transcript | 45During the quarter, we opened 45 new stores in Mexico to finish with 883 stores and 6 new stores in Brazil, ending with 147.Source: earnings call transcript | 12During the quarter, we opened 12 new stores in Mexico to finish with 895 stores and 2 new stores in Brazil, ending with 149 stores.Source: earnings call transcript | 18During the quarter, we opened 18 new stores in Mexico to finish with 913 stores and 3 new stores in Brazil, ending with 152.Source: earnings call transcript | 20During the quarter, we opened 20 new stores in Mexico to finish with 933 stores and 5 new stores in Brazil, ending with 157.Source: earnings call transcript | 68During the quarter, we opened 68 new stores in Mexico to finish with 1,001 stores and 10 new stores in Brazil, ending with 167.Source: earnings call transcript | +240% |
| Stores Mexico | 813During the quarter, we opened 13 new stores in Mexico to finished with 813 stores, 4 new stores in Brazil, ending with 136.Source: earnings call transcript | 838During the quarter, we opened 25 new stores in Mexico to finish with 838 stores and 5 new stores in Brazil, ending with 141.Source: earnings call transcript | 883During the quarter, we opened 45 new stores in Mexico to finish with 883 stores and 6 new stores in Brazil, ending with 147.Source: earnings call transcript | 895We finished the quarter with 6,666 US stores, 895 Mexico stores and 147 Brazil stores.Source: earnings call transcript | 913We opened 64 stores globally this past quarter versus 45 in last year's second quarter to finish with 6,709 US stores, 913 Mexico stores and 152 Brazil stores.Source: earnings call transcript | 933We opened 82 stores globally this past quarter to finish with 6,766 US stores, 933 Mexico stores and 157 Brazil stores.Source: earnings call transcript | 1,001This past quarter, we celebrated the opening of our 1,000th store in Mexico and finished the quarter with 1,001 locations.Source: earnings call transcript | +7.3% |
| New stores opened Brazil | 4During the quarter, we opened 13 new stores in Mexico to finished with 813 stores, 4 new stores in Brazil, ending with 136.Source: earnings call transcript | 5During the quarter, we opened 25 new stores in Mexico to finish with 838 stores and 5 new stores in Brazil, ending with 141.Source: earnings call transcript | 6During the quarter, we opened 45 new stores in Mexico to finish with 883 stores and 6 new stores in Brazil, ending with 147.Source: earnings call transcript | 2During the quarter, we opened 12 new stores in Mexico to finish with 895 stores and 2 new stores in Brazil, ending with 149 stores.Source: earnings call transcript | 3During the quarter, we opened 18 new stores in Mexico to finish with 913 stores and 3 new stores in Brazil, ending with 152.Source: earnings call transcript | 5During the quarter, we opened 20 new stores in Mexico to finish with 933 stores and 5 new stores in Brazil, ending with 157.Source: earnings call transcript | 10During the quarter, we opened 68 new stores in Mexico to finish with 1,001 stores and 10 new stores in Brazil, ending with 167.Source: earnings call transcript | +100% |
| Stores Brazil | 136During the quarter, we opened 13 new stores in Mexico to finished with 813 stores, 4 new stores in Brazil, ending with 136.Source: earnings call transcript | 141During the quarter, we opened 25 new stores in Mexico to finish with 838 stores and 5 new stores in Brazil, ending with 141.Source: earnings call transcript | 147During the quarter, we opened 45 new stores in Mexico to finish with 883 stores and 6 new stores in Brazil, ending with 147.Source: earnings call transcript | 147We finished the quarter with 6,666 US stores, 895 Mexico stores and 147 Brazil stores.Source: earnings call transcript | 152We opened 64 stores globally this past quarter versus 45 in last year's second quarter to finish with 6,709 US stores, 913 Mexico stores and 152 Brazil stores.Source: earnings call transcript | 157We opened 82 stores globally this past quarter to finish with 6,766 US stores, 933 Mexico stores and 157 Brazil stores.Source: earnings call transcript | 167In Brazil, we now have 167 stores, bringing our total international store count to 1,168.Source: earnings call transcript | +6.4% |
| Stores US | — | — | — | 6,666We finished the quarter with 6,666 US stores, 895 Mexico stores and 147 Brazil stores.Source: earnings call transcript | 6,709We opened 64 stores globally this past quarter versus 45 in last year's second quarter to finish with 6,709 US stores, 913 Mexico stores and 152 Brazil stores.Source: earnings call transcript | 6,766We opened 82 stores globally this past quarter to finish with 6,766 US stores, 933 Mexico stores and 157 Brazil stores.Source: earnings call transcript | — | +0.8% |
| New stores opened | — | — | — | 53We opened 53 stores globally this past quarter versus 34 in last year's first quarter.Source: earnings call transcript | 64We opened 64 stores globally this past quarter versus 45 in last year's second quarter to finish with 6,709 US stores, 913 Mexico stores and 152 Brazil stores.Source: earnings call transcript | 82We opened 82 stores globally this past quarter to finish with 6,766 US stores, 933 Mexico stores and 157 Brazil stores.Source: earnings call transcript | 175Finally, we opened 175 new stores this quarter.Source: earnings call transcript | +113.4% |
| New stores opened Mega-Hub | — | — | — | 4We opened 4 Mega-Hubs and finished the quarter with 137 Mega-Hub stores.Source: earnings call transcript | 5We opened 5 Mega-Hubs and finished the quarter with 142 Mega-Hub stores.Source: earnings call transcript | 14We opened 14 Mega-Hubs in the quarter, and we now have 156 Mega-Hub stores.Source: earnings call transcript | 16We opened 16 Mega Hubs in the quarter, 39% for the year and now have 172 Mega Hub stores.Source: earnings call transcript | +14.3% |
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