Slide 1: 2nd Quarter Earnings Release, FY2026
2nd Quarter Earnings Release, FY2026 AUTOZONE, INC., © 2026 ALL RIGHTS RESERVED
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
Slide 3: Second Quarter Fiscal 2026 Conference Call
Second Quarter Fiscal 2026 Conference Call March 3, 2026 AUTOZONE, INC., © 2026 ALL RIGHTS RESERVED
Slide 4: AUTOZONE, INC., © 2026 ALL RIGHTS RESERVED
AUTOZONE, INC., © 2026 ALL RIGHTS RESERVED 4
Slide 5: Second Quarter FY 2026 – GAAP
Second Quarter FY 2026 – GAAP Financial Highlights Net Sales +8.1% Total Company SSS +3.3%; Domestic SSS +3.4%; International SSS +2.5% (Constant Currency)(1) Diluted weighted average shares outstanding decreased 1.6% vs Q2 FY25 During Q2 FY26, we repurchased $311 million in AutoZone stock 1
Slide 6: YTD Second Quarter FY 2026 – GAAP
YTD Second Quarter FY 2026 – GAAP Financial Highlights Net Sales +8.2% Total Company SSS +4.0%; Domestic SSS +4.2%; International SSS +3.1% (Constant Currency) (1) Diluted weighted average shares outstanding decreased 1.6% vs Q2 FY25 FY26 YTD, we repurchased $741.8 million in AutoZone stock
Slide 7: Growth Priorities
Growth Priorities U.S. Retail (DIY) U.S. Commercial (DIFM) International AUTOZONE, INC., © 2026 ALL RIGHTS RESERVED 7
Slide 8: New Store Highlights
New Store Highlights We expanded our global footprint by opening 64 net new stores in the second quarter. AUTOZONE, INC., © 2026 ALL RIGHTS RESERVED 8
Slide 9: Domestic Commercial Highlights
Domestic Commercial Highlights Financial Highlights # of Commercial Programs Total Domestic Commercial Programs 6,310 % increase in programs vs. LY 5.8% 12 Weeks Ended Trailing 4 Qtrs February 14, 2026 February 14, 2026 Domestic Commercial Sales $1,154.8 $5,479.0 ($ millions) % increase in sales 9.8
Slide 10: Balance Sheet Highlights
Balance Sheet Highlights As of As of ($ in millions, except per store amounts are in thousands) February 14, 2026 February 15, 2025 Higher/(Lower) Inventory $ 7,449 $ 6,589 13.1% Inventory/store $ 958 $ 887 8.1% Inventory, net of payables $ (813) $ (1,196) (32.0%) Inventory, net of payables/store $
Slide 11: 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
Slide 12: AUTOZONE, INC., © 2026 ALL RIGHTS RESERVED
AUTOZONE, INC., © 2026 ALL RIGHTS RESERVED