AutoZone (AZO): FY25 Q4 earnings call, Sep 23, 2025

Tue, Sep 23Earnings callSpeaker-labelled transcriptAutoZone

No Kalshi or Polymarket word markets were listed for AutoZone’s Sep 23, 2025 earnings call (FY25 Q4). The transcript is searchable below (quotes of at most 25 words).

Updated

Transcript

quotes of at most 25 words

Speaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.

9 matches for “Headwind”; 5 quoted, at least 25 words apart.

Philip Danielecompanyprepared

…business continues to comp impressively, we faced over five points of currency headwind, which resulted in a lower unadjusted international comp of 2.1%. As you…

Philip Danielecompanyprepared

…driving traffic and sales growth. While there will always be tailwinds and headwinds in any quarter's results, what has been consistent is our focus on…

Jamere Jacksoncompanyprepared

…have been up 8.7%. As Phil discussed earlier, we also had a headwind from foreign exchange rates this quarter. For Mexico, FX rates weakened just…

Jamere Jacksoncompanyprepared

…we anticipate continued benefits from merchandise margins that should offset the rate headwind from the mix shift to a faster-growing commercial business. We're planning a…

Jamere Jacksoncompanyprepared

…and $104 million in net LIFO impacts. Excluding the LIFO and currency headwinds, EBIT would have grown 2.7% on a 52-week basis. Moving to net…

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