AutoZone vs Coupang
AutoZone, Inc. and Coupang, LLC are examined side by side to clarify their business models, financial performance, and market context. This page presents neutral explanations of how each company operates, serves customers, and pursues growth, without recommendations. Educational content, not financial advice.
AutoZone, Inc. and Coupang, LLC are examined side by side to clarify their business models, financial performance, and market context. This page presents neutral explanations of how each company opera...
Why It's Moving
AutoZone Dips on Q1 Earnings Miss, but Analysts See Buying Opportunity in Resilient Growth
- Net sales rose 8.2% to $4.63B, driven by 4.8% U.S. comp sales growth and 11.2% internationally, outpacing many retailers despite slightly missing revenue forecasts.[1][2]
- EPS of $31.04 trailed $32.40 consensus due to a non-cash inventory charge and investments in stores/supply chain, pressuring gross margins down 2 points.[2]
- No analyst downgrades post-earnings; consensus points to ~30% upside, with institutions poised to buy the dip at key support levels.[1]
Coupang Faces Mounting Pressure from Massive Data Breach Fallout and Leadership Shakeup
- November 29 disclosure of data breach impacting 33.7 million users caused shares to drop 5.36% to $26.65, signaling vulnerabilities in customer data protection.
- December 10 New York Times report on CEO resignation amid breach fallout drove another 3.23% plunge to $26.06, highlighting operational repercussions.
- Ongoing investigations by law firms like Johnson Fistel and Rosen Law into potential securities violations add uncertainty for shareholders.
AutoZone Dips on Q1 Earnings Miss, but Analysts See Buying Opportunity in Resilient Growth
- Net sales rose 8.2% to $4.63B, driven by 4.8% U.S. comp sales growth and 11.2% internationally, outpacing many retailers despite slightly missing revenue forecasts.[1][2]
- EPS of $31.04 trailed $32.40 consensus due to a non-cash inventory charge and investments in stores/supply chain, pressuring gross margins down 2 points.[2]
- No analyst downgrades post-earnings; consensus points to ~30% upside, with institutions poised to buy the dip at key support levels.[1]
Coupang Faces Mounting Pressure from Massive Data Breach Fallout and Leadership Shakeup
- November 29 disclosure of data breach impacting 33.7 million users caused shares to drop 5.36% to $26.65, signaling vulnerabilities in customer data protection.
- December 10 New York Times report on CEO resignation amid breach fallout drove another 3.23% plunge to $26.06, highlighting operational repercussions.
- Ongoing investigations by law firms like Johnson Fistel and Rosen Law into potential securities violations add uncertainty for shareholders.
Which Baskets Do They Appear In?
Vehicle Recall Impact | Auto Parts Investment Theme
BMW's recall of nearly 200,000 vehicles due to a faulty engine starter highlights the critical need for reliable automotive components. This situation creates a potential advantage for high-quality parts suppliers as manufacturers prioritize durability to avoid costly recalls.
Published: September 28, 2025
Explore BasketU.S. Auto Tariff Shield: Domestic Winners
This carefully selected group of stocks represents American automotive companies positioned to benefit from U.S. tariffs on imported vehicles. These domestic manufacturers and suppliers have a competitive pricing advantage that could lead to increased market share and profits.
Published: July 20, 2025
Explore BasketAutomotive
Find a car stock to fuel your investment strategy 🏎. This collection brings together carefully selected automotive companies, from traditional manufacturers to electric vehicle pioneers, curated by professional analysts to help you navigate this transformative industry.
Published: May 14, 2025
Explore BasketWhich Baskets Do They Appear In?
Vehicle Recall Impact | Auto Parts Investment Theme
BMW's recall of nearly 200,000 vehicles due to a faulty engine starter highlights the critical need for reliable automotive components. This situation creates a potential advantage for high-quality parts suppliers as manufacturers prioritize durability to avoid costly recalls.
Published: September 28, 2025
Explore BasketU.S. Auto Tariff Shield: Domestic Winners
This carefully selected group of stocks represents American automotive companies positioned to benefit from U.S. tariffs on imported vehicles. These domestic manufacturers and suppliers have a competitive pricing advantage that could lead to increased market share and profits.
Published: July 20, 2025
Explore BasketAutomotive
Find a car stock to fuel your investment strategy 🏎. This collection brings together carefully selected automotive companies, from traditional manufacturers to electric vehicle pioneers, curated by professional analysts to help you navigate this transformative industry.
Published: May 14, 2025
Explore BasketInvestment Analysis
AutoZone
AZO
Pros
- AutoZone reported revenue growth of 2.43% in 2025, reaching $18.94 billion, demonstrating top-line resilience.
- The company benefits from its strong market position with over 6,800 stores across the US, Mexico, and Brazil catering to both DIY and DIFM segments.
- AutoZone has a shareholder-friendly capital allocation strategy, including a $29.2 billion share repurchase authorization, supporting equity value.
Considerations
- Despite revenue growth, earnings declined by 6.17% in 2025, indicating margin pressure and profitability challenges.
- High valuation multiples, such as a price-to-earnings ratio around 26, might limit upside relative to peers in the consumer cyclicals sector.
- Profit margins have been under pressure due to tariff-related cost headwinds and weaker profitability in recent quarters.
Coupang
CPNG
Pros
- Coupang holds a commanding retail presence in South Korea, driven by its advanced mobile e-commerce platform and strong customer engagement.
- The company ranks highly among AI-based stock evaluations, indicating market recognition of its growth and innovation potential.
- Coupang’s focus on technology and logistics provides competitive advantages in South Korea’s fast-growing e-commerce market.
Considerations
- Coupang’s business is highly concentrated in South Korea, increasing exposure to country-specific economic and regulatory risks.
- Operational expenses remain elevated due to its logistics network expansion, which could delay profitability improvements.
- The e-commerce sector's competitive intensity in Asia poses execution risks for sustaining growth and market share.
Why invest with Nemo?
Zero Commission
Trade stocks, ETFs, and more with zero commission. Keep more of your returns.
Trusted & Regulated
Part of Exinity Group 2015, serving over a million customers globally.
6% Interest on Cash
Earn 6% AER on uninvested cash with daily interest payments.
Discover More Comparisons
AutoZone vs Hilton
AutoZone vs Hilton: stock comparison
AutoZone vs Cummins
AutoZone vs Cummins: a stock comparison
AutoZone vs Warner Bros. Discovery
AutoZone vs Warner Bros. Discovery