O'Reilly Auto Parts (ORLY, Financial) was featured in the Right Tail Capital Q1 2025 letter for its impressive market performance and strategic positioning. During the COVID-19 pandemic, O'Reilly capitalized on the opportunity to gain market share from smaller competitors, outperforming peers such as AutoZone and Advance Auto. The company's dedication to customer service and operational excellence has been pivotal in maintaining its competitive edge and driving growth.
"Or consider O’Reilly Auto Parts. In 2020, during the COVID-related selloff, I expected ORLY and its peers (AutoZone and Advance Auto) to gain share from mom-and-pop competitors. Not only did ORLY outperform, but Advance Auto has struggled, and even AutoZone has lagged behind O’Reilly’s growth." — Jeremy Kokemor, Right Tail Capital, Q1 2025 Fund Letter
Read full letter at gurufocus Right Tail Capital 2025 Q1 page.
