O'Reilly Automotive (ORLY) -- Dominance in Fragmented Market with Strategic U.S. Focus | Wedgewood Partners 2024 Q4

Capitalizing on U.S. Market Focus and DIFM Growth Opportunities

Apr 13, 2025

Summary

Continues to dominate the fragmented automotive parts industry.
Focus on U.S. market while competitors diversify internationally.
Growth driven by do-it-for-me (DIFM) market expansion.
Potential for future position increases if market conditions align.

O'Reilly Automotive (ORLY, Financial) was a modest contributor to Wedgewood Partners' performance in Q4 2024. The company remains a dominant player in the fragmented automotive parts industry, with a strategic focus on the U.S. market. O'Reilly's emphasis on the do-it-for-me (DIFM) segment has driven growth, as competitors shift focus internationally. The fund expressed interest in potentially increasing its position should market conditions present favorable opportunities.

"O'Reilly has taken profit share, particularly in the faster growing do-it-for-me (DIFM) end markets." — Wedgewood Partners, Q4 2024 Fund Letter

Read full letter at gurufocus Wedgewood Partners 2024 Q4 page.

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