Filing excerpt
Merchandise inventories $ 7,559,056 (in thousands) vs $ 7,025,688 (in thousands) in prior year
sec.gov/Archives/edgar/data/866787/000110465926073525/azo-20260509x10...Read the full source
AutoZone10-Q: Inventory issue
AutoZone's merchandise inventories grew by over $530M to $7.56B
What happened
The company's inventory has increased by over $530M year-over-year, tying up an additional $656M in cash from operations this year.
Source
Other signals in this filing (8)
- Platform strategyAutoZone is in a multi-year ERP implementation to replace core financial systemsPlatform strategy
- Internal control weaknessAutoZone is implementing a new ERP system, creating inherent risks for financial controls.Internal control weakness
- Market expansionAutoZone increases CapEx by 12.6% to $997.5M for store and hub expansionMarket expansion
- Capex increaseAutoZone's CapEx increased to $997.5M to fund store and hub expansion initiatives.Capex increase
- Margin pressureAdjusted Return on Invested Capital (ROIC) dropped sharply from 43.5% to 36.3%.Margin pressure
- Software implementationAutoZone begins multi-year ERP implementation to replace core financial systemsSoftware implementation
- Cash flow concernVariable rate debt nearly doubled to $1.4B, creating a $13.6M earnings risk per 1% rate hike.Cash flow concern
- Supply chain disruptionAutoZone flags risk that credit downgrade could disrupt its supplier financing arrangementsSupply chain disruption
Extracted by Autobound
From the Signal API record- Signal
- 10-Q: Inventory issue
What this signalsFilings often name leadership changes, deals and spending plans.
- Dollar figure
- $7.6B (Total merchandise inventories)
- Filed
- Jun 12, 2026
More from AutoZone
- New locationAutoZone opens new stores in Willow Street, East Lampeter Twp.New location
- RevenueAutoZone 4th Quarter Total Company Same Store Sales Increase 1.5%; Domestic Same Store Sales Increase 1.6%; 4th Quarter EPS of $56.05; Annual Sales of $20.3 BillionRevenue
- EarningsAutoZone Reports $20.3 Billion In Annual Revenue And $56.05 In Fourth-Quarter Earnings Per ShareEarnings
- 8-KAutoZone raises $850M in new capital through senior note sale due 20318-K
- PromotionAutoZone Promotes Grace Sharpley to Senior Vice President, FinancePromotion
- 10-QAutoZone is in a multi-year ERP implementation to replace core financial systems10-Q
More 10-Q signals at other companies
- SEC 10-QMillerKnoll, Inc.Jeffrey M. Stutz appointed Interim Chief Executive Officer.SEC 10-Q
- SEC 10-QCID HoldCo, Inc.Disclosed material weaknesses in financial reporting due to insufficient accounting staff and controls.SEC 10-Q
- SEC 10-QScholastic CorporationCore school channels decline with fewer book fairs and lower club participation.SEC 10-Q
The full record
From the Signal API recordDetails
- CIK
- 866787
- Accession number
- 0001104659-26-073525
- Timeframe
- Current quarter
- Filing year
- 2026
- Fiscal year
- 0
- Why it matters
- Supply chain tools needed
- Signal category
- Financial
Extraction
- Confidence
- High
- Relevance
- 70%
- Sentiment
- Neutral
- Detected
- Jun 16, 2026
- signal_type
sec-10q- signal_subtype
inventoryIssue
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GET /v1/signals/097e2485-a5c5-447d-9837-b2b9504817d4 returns this record as JSON. POST /v1/companies/enrich returns every signal for autozone.com.
{
"signal_id": "097e2485-a5c5-447d-9837-b2b9504817d4",
"signal_type": "sec-10q",
"signal_subtype": "inventoryIssue",
"detected_at": "2026-06-16T09:35:21.334+00:00",
"company": {
"name": "AutoZone",
"domain": "autozone.com"
},
"data": {
"detail": "The company's inventory has increased by over $530M year-over-year, tying up an additional $656M in cash from operations this year. This presents challenges in inventory management, warehousing, and forecasting, creating opportunities for optimization solutions.",
"metrics": {
"timeframe": "current_quarter",
"dollar_context": "Total merchandise inventories",
"dollar_millions": 7559.1
},
"summary": "AutoZone's merchandise inventories grew by over $530M to $7.56B",
"excerpts": "Merchandise inventories $ 7,559,056 (in thousands) vs $ 7,025,688 (in thousands) in prior year",
"relevance": 0.7,
"sentiment": "neutral",
"confidence": "high",
"source_url": "https://www.sec.gov/Archives/edgar/data/866787/000110465926073525/azo-20260509x10q.htm",
"filing_date": "2026-06-12",
"filing_year": 2026,
"fiscal_year": 0,
"sales_relevance": "Supply chain tools needed",
"signal_category": "financial"
}
}
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