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[BLOG] Dan Shuart

Added to YB: 2024-07-16

Pitch date: 2024-07-13

AAP [bullish]

Advance Auto Parts, Inc.

-23.73%

current return

Author Info

Company Info

Advance Auto Parts, Inc. engages in the provision of automotive aftermarket parts in the United States and internationally.

Market Cap

$3.3B

Pitch Price

$60.80

Price Target

N/A

Dividend

1.83%

EV/EBITDA

5.96

P/E

-5.47

EV/Sales

0.65

Sector

Specialty Retail

Category

turnaround

Show full summary:
Advance Auto Parts: Will this Turnaround Finally Turn?

AAP: Underperforming vs peers (O'Reilly, AutoZone) despite similar industry. New CEO/CFO, activists involved. Turnaround plan: divest Worldpac (~$2B), improve working capital (potential $500M release), consolidate supply chain, boost margins. If successful, 25%+ annual returns possible. Risks: historical execution issues. Upside from closing gap to peers.

Read full article (10 min)