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Nov 18, 2025

Inter Cars: Soft-Franchise Economics, Logistics Moat, and Pricing Control

Former Head of Sales at Inter Cars
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IP Interview
Inter Cars•PL•Mid CapOReilly AutomotiveAdvance Auto PartsAutoZoneNAPA Auto PartsAuto PartnerScale EconomiesB2B MiddlemenConsumer Discretionary
Apr 25, 2025

Carvana & SilverRock: Warranty Claims & In-Network Partnerships

Former Mechanical Auditor at SilverRock
Partner Interview
DriveTimeSilverRockCarvanaCarMaxOReilly AutomotiveAdvance Auto PartsAutoZoneThe ProgressiveLKQPep BoysDriveTimeSilverRockCarvanaCarMaxOReilly AutomotiveAdvance Auto PartsAutoZoneThe ProgressiveLKQPep BoysCounter PositioningScale EconomiesVertically Integrated RetailerLow Cost OperatorsB2B MiddlemenInsurers & FinancialsMaterialsConsumer DiscretionaryFinancials
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IP Research Resource
Apr 23, 2025

IP Research Roundup: O’Reilly & US Auto Parts Retail Market

IP Research Roundup
OReilly Automotive•US•Large CapAdvance Auto PartsTeslaAutoZoneNAPA Auto PartsCarvanaCarMaxScale EconomiesBrand EquityProcess PowerCounter PositioningB2B MiddlemenVertically Integrated RetailerLow Cost OperatorsConsumer Discretionary
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Weekly update
Jul 24, 2024

Carrier vs Trane HVAC, Roper, O'Reilly, Ryan Specialty, Midwich, Privia, MongoDB, Cogent

Carrier Global•US•Large CapRoperAT&TMongoDBWatscoRyan Specialty GroupTeslaLifcoDaikinConstellation SoftwareBoseAutoZoneDanaherDiploma
Jul 22, 2024

First Brands, O’Reilly, Tesla: Power within the US Auto Parts Aftermarket

Auto Parts Manufacturing, Distribution, and Installation Expert
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Advance Auto Parts•US•Mid CapTeslaFirst Brands Group, LLCNAPA Auto PartsOReilly AutomotiveAutoZoneBrand EquityProcess PowerScale EconomiesB2B MiddlemenConsumer Discretionary
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Weekly update
Jun 26, 2024

TSLA, Brown & Brown, Rolex & Watches of Switzerland, DJCO, Belron, VEEV, bioMérieux, Dynatrace, TechTarget

Tesla•US•Mega CapTechTargetDynatraceVeevaDatadogIQVIABrown & BrownWatches of Switzerland GroupAutoZoneOReilly AutomotiveDaily JournalInforma
Jun 24, 2024

Tesla: Servicing & Auto Parts Operations

Former Senior Manager of Parts Operations at Tesla
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Tesla•US•Mega CapVolkswagenAudiLithia MotorsAsbury Automotive GroupService KingGerber Collision & GlassCaliber CollisionLKQBoyd Autobody & GlassAutoZoneAdvance Auto PartsOReilly AutomotiveMercedes-Benz GroupToyotaBYDScale EconomiesBrand EquityProcess PowerB2B MiddlemenConsumer DiscretionaryEnergy
Jun 10, 2024

MONRO: EV Threat to US Auto Repair Shops

Former Store Manager at MONRO
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Monro•US•Small CapGerber Collision & GlassService KingCaliber CollisionJiffy LubeSnaponOReilly AutomotiveAdvance Auto PartsAutoZoneLithia MotorsScale EconomiesB2B MiddlemenIndustrialsConsumer Discretionary
Jun 10, 2024

LKQ & US Auto Recycling: Salvage Operations

Former Operations Manager at LKQ
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LKQ•US•Mid CapCopartIAAACV AuctionsAsbury Automotive GroupOReilly AutomotiveAdvance Auto PartsAutoZoneLithia MotorsNetwork EffectsScale EconomiesAuctions & ClassifiedsPhysical Infra & NetworksB2B MiddlemenIndustrialsConsumer Discretionary
May 31, 2024

O'Reilly Auto Parts: Customer Segments & Profit per Vehicle Type

Former Sales Manager at O'Reilly Auto Parts
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OReilly Automotive•US•Large CapAdvance Auto PartsAutoZoneNAPA Auto PartsKOI Auto PartsScale EconomiesB2B MiddlemenConsumer Discretionary
May 23, 2024

O'Reilly Auto Parts: Distribution Center Operations

Former Operations Manager at O'Reilly Auto Parts
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OReilly Automotive•US•Large CapAdvance Auto PartsAutoZoneNAPA Auto PartsScale EconomiesB2B MiddlemenConsumer Discretionary
May 15, 2024

O'Reilly vs Advance Auto Parts: Supply Chain Comparison

Former Regional Director at O'Reilly Auto Parts
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OReilly Automotive•US•Large CapAdvance Auto PartsAutoZoneNAPA Auto PartsScale EconomiesB2B MiddlemenConsumer Discretionary

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