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O'Reilly Automotive, Inc.

ORLYleader

O'Reilly Automotive is one of the largest specialty retailers of automotive aftermarket parts, tools, supplies, and accessories in the United States, operating over 6,100 stores across 48 states.

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Products & Revenue

Product Revenue Share

Revenue Breakdown ($16.4B)

Static data (loading live financials…)

Professional (Installer) (55%)
Do-It-Yourself (40%)
Other (5%)

Segment Breakdown & Key Customers

Product Details

Professional Parts55%

Auto parts and accessories sold to professional mechanics and repair shops

DIY Parts40%

Auto parts, accessories, and tools for do-it-yourself customers

Other5%

Enhanced services including battery testing, wiper installation, and check engine diagnostics

Supply Chain Relationships

Competitors

AutoZone, Inc.

Auto parts retail

Impact: Primary competitor

Genuine Parts Company

Auto parts distribution

Impact: Key competitor

The Home Depot, Inc.

Automotive supplies at home improvement stores

Impact: Low

Macro & Market Context

소비재 (경기민감)Sector News

프리미엄 vs 가성비 양극화 — 고소득 소비 견조, 중간층 압박 심화

미국 소매판매 증감 (MoM)

+0.4%

소비자신뢰지수 (Conference)

98.3

명품 시장 성장률 (글로벌)

+6% YoY

전자상거래 침투율

22%

Upcoming Catalysts

◆Amazon·Tesla Q1 실적 (2026.04~05)◆중국 5.4월 소매판매 데이터◆미국 4월 CPI·PCE 발표

Latest News

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AI Analysis

Click "Get AI Analysis" for an AI-powered supply chain analysis of O'Reilly Automotive, Inc..

Company Info

Headquarters

Springfield, Missouri, USA

Founded

1957

Employees

90,000

Sector Overview — 소비재 (경기민감)

Sector News

프리미엄 vs 가성비 양극화 — 고소득 소비 견조, 중간층 압박 심화

미국 소매판매 증감 (MoM)

+0.4%

소비자신뢰지수 (Conference)

98.3

명품 시장 성장률 (글로벌)

+6% YoY

전자상거래 침투율

22%

Key Themes

  • •소비 양극화 — Amazon/LVMH 프리미엄 수요 vs Dollar General 가성비
  • •AI 개인화 추천 → 전환율 개선 — AMZN·JD 수혜
  • •중국 소비 회복 기대감 — LVMH·RMS 매출 반등 베팅

Upcoming Catalysts

  • ◆Amazon·Tesla Q1 실적 (2026.04~05)
  • ◆중국 5.4월 소매판매 데이터