Autozone, Inc. · NYSE:AZO

Autozone — Q4 2025 Earnings Presentation

13 slides from Autozone's earnings presentation, Sep 23, 2025

  1. Slide 1: 4th Quarter Earnings Release, FY2025

    4th Quarter Earnings Release, FY2025 AUTOZONE, INC., © 2025 ALL RIGHTS RESERVED. 1

  2. Slide 2: Forward-Looking Statements

    Forward-Looking Statements Certain statements herein constitute forward-looking statements that are subject to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995 and typically use words such as “believe,” “anticipate,” “should,” “intend,” “plan,” “will,” “expect,” “es

  3. Slide 3: Fourth Quarter Fiscal 2025 Conference Call

    Fourth Quarter Fiscal 2025 Conference Call September 23, 2025 AUTOZONE, INC., © 2025 ALL RIGHTS RESERVED. 3

  4. Slide 4: AUTOZONE, INC., © 2025 ALL RIGHTS RESERVED.

    AUTOZONE, INC., © 2025 ALL RIGHTS RESERVED. 4

  5. Slide 5: Fourth Quarter FY 2025 – GAAP

    Fourth Quarter FY 2025 – GAAP Financial Highlights  Net Sales +0.6%  Total Company SSS +5.1%; Domestic SSS +4.8%; International SSS +7.2% (Constant Currency)(1)  Diluted weighted average shares outstanding decreased 1.8% vs Q4 FY24  During Q4 FY25, we repurchased $447 million in AutoZone stock 

  6. Slide 6: Fourth Quarter FY 2025 – Adjusted

    Fourth Quarter FY 2025 – Adjusted (Adjusted for Impact of LY’s Additional Week) Financial Highlights  Net Sales +6.9%  Total Company SSS +5.1%; Domestic SSS +4.8%; International SSS +7.2% (Constant Currency)(1)  Diluted weighted average shares outstanding decreased 1.8% vs Q4 FY24  During Q4 FY2

  7. Slide 7: FY 2025 – GAAP

    FY 2025 – GAAP Financial Highlights  Net Sales +2.4%  Total Company SSS +3.9%; Domestic SSS +3.2%; International SSS +9.3% (Constant Currency) (1)  Diluted weighted average shares outstanding decreased 3.1% vs FY24  During FY25, we repurchased $1.5 billion in AutoZone stock  LIFO negatively imp

  8. Slide 8: FY 2025 - Adjusted

    FY 2025 - Adjusted (Adjusted for Impact of LY’s Additional Week) Financial Highlights  Net Sales +4.5%  Total Company SSS +3.9%; Domestic SSS +3.2%; International SSS +9.3% (Constant Currency) (1)  Diluted weighted average shares outstanding decreased 3.1% vs FY24  During FY25, we repurchased $1

  9. Slide 9: Growth Priorities

    Growth Priorities U.S. Retail (DIY) U.S. Commercial (DIFM) International AUTOZONE, INC., © 2025 ALL RIGHTS RESERVED. 9

  10. Slide 10: New Store Highlights

    New Store Highlights During Q4 FY25, we expanded our footprint in the US by opening 90 net new stores. We also continued our international expansion efforts by opening 45 new stores in Mexico or an 11.2% increase compared to PY and 6 new stores in Brazil or a 15.7% increase compared to PY. Consisten

  11. Slide 11: Domestic Commercial Highlights

    Domestic Commercial Highlights Financial Highlights % increase in programs vs. LY 3.4% 16 Weeks Ended 52 Weeks Ended August 30, 2025 August 30, 2025 Domestic Commercial Sales $1,762.0 $5,212.3 ($ millions) % increase in sales 6.0% 6.7% 16 Weeks Ended 52 Weeks Ended August 30, 2025* August 30, 2025*

  12. Slide 12: Balance Sheet Highlights

    Balance Sheet Highlights As of As of ($ in millions, except per store amounts are in thousands) August 30, 2025 August 31, 2024 Higher/(Lower) Inventory $ 7,026 $ 6,155 14.1% Inventory/store $ 918 $ 837 9.6% Inventory, net of payables $ (1,000) $ (1,200) (16.7%) Inventory, net of payables/store $ (1

  13. Slide 13: Building Shareholder Value

    Building Shareholder Value  Live the Pledge  Consistent, steady EPS growth  Powerful Free Cash Flow generation  Disciplined Capital Allocation • Invest to optimize performance of existing assets • Drive growth • Excess cash returned to shareholders  Accelerate growth in Domestic Commercial and

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