O’Reilly Automotive Inc (ORLY) has defied tariff troubles and unfavourable weather conditions to consistently report healthy same-store sales growth. The company's strong capabilities in the supply chain and customer service play a key role in making ORLY the top-notch aftermarket player it is today. It is also good to see that management is not standing still - the omnichannel strategy spearheaded by an external hire is promising.
Over the long term, I have little doubt the company's quality will shine through as it steadily compounds earnings at a healthy rate while continuing to