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国联证券-商贸零售行业途虎深度系列3：复盘美国汽车后市场，连锁龙头穿越周期(公司篇)-241112

美国汽车后市场龙头公司具备数十年持续稳定成长且抗周期特点。1）AutoZone近20年营收CAGR约为5.99%，净利润CAGR约为8.25%，并且公司在2008年金融危机和2020年新冠疫情期间业绩并未出现明显下滑。2）0’ReiIIy过去20年创超43倍的股价涨幅，股价上涨主要来自同店收入稳步增长以及盈利能力提升。2003-2023年期间毛利率从2.22%稳步提升至51.26%；净利率从6.6

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