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ORLY - The Container Store: Execution Risk Is High
O'Reilly Automotive Inc.
The Container Store (TCS) is a leading retailer of storage and organizational products operating 93 locations across 33 states. Operating mile deep in an inch-wide market, the company has been delivering what we consider to be mixed results - shares are down 20% year-to-date.
Source: CNBC
Some aspects of the business are attractive, such as the large white space opportunity as well a fast-growing direct-to-consumer business. Management's focus on leveraging customer data is also commendable. However, the success in all this is largely dependent on execution, which we question.