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AutoZone10-K: Margin pressure

AutoZone gross margin decreases 29 basis points in fiscal 2026 due to LIFO impact

Source: Autobound Signal API · 35 signals tracked for AutoZone · updated

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What happened

Gross margin for fiscal 2026 fell to 52.3% of net sales compared to 52.6% in fiscal 2025, driven by 61 basis points from non-cash LIFO charges.

Source

SEC EDGAROct 26, 2026

Annual report (Form 10-K)

AutoZone 10-K

Filing excerpt

Gross profit for fiscal 2026 was $10.6 billion, or 52.3% of net sales, a 29 basis point decrease compared with $10.0 billion, or 52.6% of net sales for fiscal 2025.

sec.gov/Archives/edgar/data/866787/000110465926118791/azo-20260829x10...Read the full source

Other signals in this filing (2)

Extracted by Autobound

From the Signal API record
Signal
10-K: Margin pressure

What this signalsFilings often name leadership changes, deals and spending plans.

Dollar figure
$192M (non-cash LIFO charge in fiscal 2026)
Filed
Oct 26, 2026

More 10-K signals at other companies

The full record

From the Signal API record

Numbers

Percent
-0.29% (gross margin decrease)

Details

CIK
866787
Accession number
0001104659-26-118791
Timeframe
Last year
Filing year
2026
Why it matters
Efficiency tools needed
Signal category
Financial

Extraction

Confidence
High
Relevance
70%
Sentiment
Negative
Detected
Oct 27, 2026
signal_type
sec-10k
signal_subtype
marginPressure

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The API returns more than this page shows

This page shows a preview. The full sec-10k record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.

Company

  • linkedin_urlValue in the API
  • industriesValue in the API
  • employee_count_lowValue in the API
  • employee_count_highValue in the API
  • revenueValue in the API
  • descriptionValue in the API

Signal

  • signal_nameValue in the API
  • associationValue in the API
Show the full JSONThe record on this page and the API request

GET /v1/signals/6228b61c-faab-444a-a3dc-ea1d973668c4 returns this record as JSON. POST /v1/companies/enrich returns every signal for autozone.com.

{
  "signal_id": "6228b61c-faab-444a-a3dc-ea1d973668c4",
  "signal_type": "sec-10k",
  "signal_subtype": "marginPressure",
  "detected_at": "2026-10-27T07:03:57.577+00:00",
  "company": {
    "name": "AutoZone",
    "domain": "autozone.com"
  },
  "data": {
    "detail": "Gross margin for fiscal 2026 fell to 52.3% of net sales compared to 52.6% in fiscal 2025, driven by 61 basis points from non-cash LIFO charges. Vendors offering inventory optimization and margin intelligence tools may find opportunities to help alleviate margin headwinds.",
    "metrics": {
      "pct": -0.0029,
      "timeframe": "last_year",
      "pct_context": "gross margin decrease",
      "dollar_context": "non-cash LIFO charge in fiscal 2026",
      "dollar_millions": 192
    },
    "summary": "AutoZone gross margin decreases 29 basis points in fiscal 2026 due to LIFO impact",
    "excerpts": "Gross profit for fiscal 2026 was $10.6 billion, or 52.3% of net sales, a 29 basis point decrease compared with $10.0 billion, or 52.6% of net sales for fiscal 2025.",
    "relevance": 0.7,
    "sentiment": "negative",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/866787/000110465926118791/azo-20260829x10k.htm",
    "filing_date": "2026-10-26",
    "filing_year": 2026,
    "sales_relevance": "Efficiency tools needed",
    "signal_category": "financial"
  }
}

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