Added to YB: 2026-04-08
Pitch date: 2026-04-06
MNRO [neutral]
Monro, Inc.
+1.94%
current return
Author Info
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Company Info
Monro, Inc. engages in the operation of retail tire and automotive repair stores in the United States.
Market Cap
$479.1M
Pitch Price
$15.44
Price Target
25.00 (+61%)
Dividend
7.02%
EV/EBITDA
7.26
P/E
-34.37
EV/Sales
0.81
Sector
Specialty Retail
Category
special_situation
Q1-2026 Portfolio Update : +5% - Monro, Inc.
MNRO (holding update): Auto service chain at ~5x normalized EBITDA ($100M) post-turnaround (145 stores closed, $28M inventory cut, $23M RE monetization). 3 qtrs positive comps. Catalyst: Peter Solomon super-voting conversion June-Aug '26 enables sale. CEO comp vests at $25-$30 w/ change-of-control acceleration. Icahn 16.9% ($15-$17 basis, $1.2B war chest, Pep Boys playbook), Gabelli 9.4% ($18-$23). $25 = 8x EBITDA vs peers 9-13x. Risks: turnaround stall, catalyst delay.
Read full article (1 min)