Consumer BehaviorDiscretionary demand is soft within DIY due to lower-end consumers pulling back on non-essential purchases.
Market CompetitionAZO shares are flat reflecting a tougher narrative around choppy FQ2 comps, rising competitive concerns, and questions about DIFM re-acceleration.
Sales PerformanceSoft FQ2 comparable sales do not present a strong outlook, indicating that market expectations might have already adjusted to the potential shortfall.