Stock market expert Jon Erlichman recently shared a review of stock returns during the last six U.S. recessions, highlighting those that have performed well in difficult times.
I must again marvel at O’Reilly Auto Parts, which seems incapable of a downtick. Congratulations to the holders of this thing, because apparently, this company simply prints money.
March retail sales exceeded expectations, rising 4.6% year-over-year, driven by strong growth in discretionary categories like sporting goods, electronics, apparel, and home improvement. The figure surpassed Bloomberg's forecast of 1.3% sequential growth, as revised February data showed mixed trends.
Goldman Sachs analyst Brooke Roach warns that U.S. tariff hikes will significantly impact retail, with China's tariff rate soaring to 54% and key sourcing nations like Vietnam (46%) and Cambodia (49%) facing steep increases. Apparel and footwear tariffs will average 38%, forcing brands to adjust pricing and negotiate costs.
O'Reilly currently trades at $1,425 and has been a dream stock for shareholders. It’s returned 370% since April 2020, tripling the S&P 500’s 122% gain. The company has also beaten the index over the past six months as its stock price is up 23.4%.
Goldman Sachs downgrades Genuine Parts to "Sell" due to market challenges, while upgrading AutoZone to "Neutral" amid improved performance and strong market positioning.
Energy stocks dominated Q1 of 2025, while Tech and Consumer Discretionary suffered. Energy giants Chevron and Exxon had solid performances. Some Tech stocks shined.
Stay informed about the performance of the S&P500 index in the middle of the day on Thursday. Uncover the top gainers and losers in today's session for valuable insights.
Earnings results often indicate what direction a company will take in the months ahead. With Q4 behind us, let’s have a look at Advance Auto Parts (NYSE:AAP) and its peers.
