Retail
Retail Auto
Four auto names, three businesses
Genuine Parts $24.3B is auto plus industrial distribution. Carvana $20.3B is used cars. AutoZone $18.9B and O'Reilly $17.8B are parts stores. Do not rank them as one chain.
Dual market, two definitions
O'Reilly is about 50% DIY and 50% professional. AutoZone domestic commercial is 31.7% of domestic sales. Those are not the same statistic. Store counts are 7,657 and 6,585.
| Company | Stores | Mix definition | Mix | Note |
|---|---|---|---|---|
| AutoZone | 7,657 | Domestic commercial share of domestic sales | 31.7% | 6,627 US, 883 Mexico, 147 Brazil; 6,098 US commercial programs |
| O'Reilly | 6,585 | Professional share of sales | 50% | About 50% DIY and 50% professional; 6,447 US/PR, 112 Mexico, 26 Canada |
Carvana is units and a revenue mix
2025: 596,641 retail units, +43%. Revenue $20.3B: retail vehicles $14.5B, wholesale $4.1B, other $1.7B. Net income included a $621M net non-cash benefit.
Retail vehiclesWholesaleOther
Retail units 596,641. Wholesale units 297,643.
