During Gregory Henslee's tenure as CEO, O'Reilly Automotive has tripled its sales and quintupled its earnings per share.
Record turkey and pork prices may not last forever.
Despite a recent sales-growth slowdown, we remain positive on narrow-moat AutoZone, Genuine Parts, Advance, and O’Reilly over the longer run.
Although PetSmart could be an attractive takeout target, we're maintaining our valuation for now.
O'Reilly and Advance have expanded their store bases through acquisitions and organic growth, enhancing their cost advantages.
Office Depot's poor fourth-quarter results show that the company continues to struggle against the immense structural headwinds facing the office superstores.
Rumors of private equity interest in in the office supplies retailer seem legitimate, but the size of a potential deal could be an obstacle.