Oura vs O'Reilly Automotive

About

O'Reilly Automotive, Inc. is a Springfield, Missouri-based specialty retailer and supplier of automotive aftermarket parts, tools, supplies, equipment, and accessories — publicly traded on NASDAQ (NASDAQ: ORLY) as an S&P 500 Consumer Discretionary component — operating approximately 6,200 stores across 48 states, Puerto Rico, Canada, and Mexico, serving both do-it-yourself (DIY) consumers who repair their own vehicles and professional service providers (DIFM, Do-It-For-Me — auto repair shops, body shops, dealerships) through approximately 89,000 team members. In fiscal year 2024, O'Reilly reported record full-year sales of $16.71 billion (+6% year-over-year) and net income of $2.39 billion (+2%), marking 32 consecutive years of comparable store sales growth — an unbroken streak through multiple recessions, pandemic disruptions, and consumer spending cycles. Fourth quarter comparable store sales grew 4.4% driven by solid growth in both professional and DIY segments, with 198 net new stores opened during 2024. CEO Brad Beckham, who took over in March 2023 from Greg Johnson, continues the operational discipline that has made O'Reilly the most consistently profitable auto parts retailer in the US — maintaining the dual-market strategy that simultaneously serves professional mechanics who need parts immediately (same-day delivery from O'Reilly's 200+ distribution centers to the repair shop) and weekend DIY customers who replace their own brakes, oil filters, and batteries with O'Reilly team member assistance.