I've put some bags down on ORLY, what else? New cars are abysmal and going forward for next 20 years people will only be able to afford repairing their current shitboxes. What else looks good for the long run? Oil? The earth will make oil forever, EV scam is nearing totality before collapse when oil is still cheaper and cleaner than ever for moving nations and industry.
>>62180126Shit also forgot Purina, pets and related since half of millennial women have no offspring.
>>62180126I see you've never seriously worked on cars.protip: nobody buys from a physical parts store unless they need the part that day, and even then ORLY usually doesn't have it on hand and charges 3-10 times more than the major online competitor.
>>62180126>>62180131You have a child's understanding of the market, lmao.
you think these they/them faggot zoomers are gonna pick up a wrench?
>>62180160I lived by an oreilly store once that could get any part in a couple hours. Really came in handy rebuilding a corvette. And I mean ANY PART they have in distribution. Oreilly is fuckin awesome
>>62180391mine takes a day but they can get pretty much anything in 24 hoursI can still get it cheaper and faster off RockAuto even using next-day shipping.Probably depends where you're located. I'm rural. We have an O'reilly in town but the next one is well over 100 miles away.not sure if RockAuto is public, but that's probably a better bet than ORLY
>>62180391the two things I love about O'reilly are tool rental and diagnostics. They're really good if you don't have the expensive code readers or one-time use tools. they do get slaughtered on prices though, compared to online-only dealers.
>>62180160Retard>>62180184>t. swing trader zoomie with 4 second attention span
>>62180160you're obviously not a mechanicif you have a commercial account you get almost everything at wholesale i buy from them daily. they also deliver to your shop same day for freedont be a faggot like OP
>>62180477>>62180482OP is betting on people fixing their own cars.not commercial accounts the average dude going into ORLY pays 3 times more than ordering off rockauto minimum.if people actually go broke and have to work on their own cars, O'reilly's doesn't stand a chance.
>>62180510okay, listen to me, since you are being a contrarian boomer who refuses to be wrong.regardless of OP's fucking stupid investment idea, "fixing their own cars" really means taking it to a fucking mechanic who probably uses oreillys commercially. that's like 99% of their business i swear to you, retail is nothing in comparison to them. and as people buy old cars, OP will be right, like it or not. Their stock probably wont fucking move an inch though. and just so you know, no fucking zoomer uses rock auto, that website navigation is a filter to anybody under the age of 35. im surprised you havent posted your collection of rock auto fridge magnets yet
>>62180520kekyou make good points, but us boomers and professional mechanics all got started because we were BROKEand BROKE people tell each other about rockauto. O'reilly's is great if you need a part NOW. If you can wait a day or two you can save tons of money ordering online though. Same problem every single brickandmortar retailer ever had
>>62180526oreillys has free shipping, i can get a pair of head gaskets right now that i need on their retail website for $3 cheaper than rockauto and it'll get to my house 1 day fasteri get what you're trying to say, but unless you're commercial, most parts suppliers are charging the exact same price for just about everything. there's little margin here. sometimes ebay and amazon will even be better than both.
>>62180533yep, depends on the part, how fast you need it, and where you're locatedbut if you're not in a hurry, rockauto will generally beat oreilly's even after shipping. For a lot of high-end parts it will beat oreilly's even with next-day shipping.I check them both. I compare prices. I buy off rockauto 99% of the time because it's cheaper even after shipping. It's just slower.I'm not trying to knock ORLY. Seriously when you need a part right now they're the best bet.I just worry they won't survive the internets. Presumably they're living off commercial sales, but I don't know if that's enough.
>>62180538rock auto is more complete, and also survives off of commercial sales. i personally havent bothered because they are a bitch to set it up and it doesnt affect my bottom line as much as you'd think.they'll be fine. oreillys will stand as long as brick and mortars are around. i worry more about the nwo trying to take away private vehicle ownership or just choke us out with rising fuel costs.
>>62180543the recent John Deer right-to-repair lawsuit was promisingand it's a fact that sometimes people need parts immediately and are willing to pay far more to get them fast.I guess time will tell, but I don't share OP's confidence in brick and mortar. Even when it's a great company like ORLY. Much of the US is rural, and we mail-order everythingI like the piston captchas
>>62180550>Much of the US is rural,though to be fair I expect most PEOPLE in the US are urban and suburban. So most of the money isn't in rural sales.I don't have a crystal ball, I don't know what stocks will do. But I do know O'reilly's is often in rural areas that don't use it much.
>>62180567>O'reilly's is often in rural areas that don't use it much.my town for example doesn't have a McD's or a KFC or Wallyworld but we have an O'reilly's that's in constant danger of going out of business. They're spread a bit thin if they're in towns that can't even support a McDonalds.we be mail-ordering our big macs here. we definitely don't mind mail-ordering car parts.
>>62180573you can't buy socks or shoes or pants in my town, but we have a freakin O'reilly's.every time you walk in there's 3 spanish speaking people at the counter on their phones. They know their shit too, they're damn good at getting car parts.But the cost of keeping 3 or more employees idle for most of a 12 hour work day isn't trivial. I assume our location loses money, even after commercial sales. But I'm glad they're around when I need them. It's an extremely useful thing when you NEED parts fast. Just not sure how sustainable it is. Eventually they're going to trim the fat, and my town is undoubtedly some of it.my guess is they're making money off the real estate and tax loss. But that's not always enough.
>>62180592>my guess is they're making money off the real estate and tax lossand this is what OP ignores about brick and mortarwhen 70% of the locations are a tax shelter for the 30% that turn a profit, you've got enormous assets and very little room for growth.those are exactly the sorts of companies that are getting eaten alive by online sales. Huge assets, no growth. The only variable is debt, and I don't care enough to look that up for OP
>>62180612my town doesn't have a gamestop, a bed bath and beyond, or an AMC. We don't have sears and we don't have Penny's. We don't have shitbut we have an O'reilly's. And it's probably losing money on purpose. Not growth, just an asset. Non-producing assets cost a lot to hold. They cost a lot of growth. Any growth the company makes will be absorbed by dead assets. We've seen it hundreds of times since the internets came out. Bezos is a billionaire for a reason.
>>62180623shareholders demand growthhow do you grow once you've dominated your best markets?the only way to get growth is to move into less valuable marketsThis gets you your "growth," but at the expense of future growth. You can't grow anymore not only because your market is saturated, but because you've now moved into unprofitable marketsthis is the death cycle of retailers. They can't increase demand. People only need car parts when they break, there's no buying extras and not much buying just for fun. So once they've saturated their profitable markets, and then saturated their unprofitable markets, there's nowhere to go except down. The next step is literally pulling back or going under.shareholders don't care because they made their money during the growth stage and sold their bags to OP right before things go to shit.
>>62180654by the time the average pleb on 4chan realizes a stock is performing, it's already too late. It's about to die.
>>62180658the idea that a stock may perform better as people go broke might have some merit except of course broke people don't have much money to support major corporations. retailers that perform well during downturns are extremely rare, and usually sell recreational drugs.
