Gabelli & Company Research analyst Carolina Jolly discusses the wide moat around U.S. auto part suppliers that make it difficult for Amazon (AMZN, Financial) to compete with them. She also lists several unique factors of the sector that separate it from other retailers, who are losing market share to the giant Amazon.
Companies she discusses in the video are the Big Four dealers in the $100 billion aftermarket industry: O'Reilley (ORLY, Financial), Autozone (AZO, Financial), Advance Auto Parts (AAP, Financial) and Napa.