Trump Announces Two-Week Suspension of Attacks on Iran, Oil Prices Plunge 17%
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 6 hours ago
0mins
Should l Buy MNRO?
Source: Yahoo Finance
- Oil Price Drop Impact: Trump's announcement of a two-week suspension of attacks on Iran led to a 17% drop in crude oil prices, which not only alleviates inflationary pressures but also provides retailers with lower shipping costs, thereby improving their margins.
- Retail Sector Recovery: Consumer retail stocks surged, with Monro and National Vision jumping 5.8% and 6% respectively, indicating a market shift towards optimism regarding consumer confidence and future growth prospects.
- Reduced Inventory Risks: An increase in vessels passing through the Strait of Hormuz has significantly lowered the risk of inventory shortages for goods sourced from the region, allowing retailers to maintain better margins while potentially passing savings onto customers.
- Strong Consumer Spending: Delta's record quarterly sales suggest that discretionary spending power remains robust despite geopolitical pressures, and when combined with the sharp drop in oil prices, this signals a recovery for the retail sector and a cooling of inflationary pressures.
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Analyst Views on MNRO
Wall Street analysts forecast MNRO stock price to rise
1 Analyst Rating
0 Buy
1 Hold
0 Sell
Hold
Current: 15.740
Low
20.00
Averages
20.00
High
20.00
Current: 15.740
Low
20.00
Averages
20.00
High
20.00
About MNRO
Monro, Inc. is an operator of retail tire and automotive repair stores in the United States. The Company offers replacement tires and tire-related services, automotive undercar repair services, and a range of routine maintenance services, primarily on passenger cars, light trucks, and vans. It also provides other products and services for brakes, mufflers and exhaust systems, and steering, drive train, suspension, and wheel alignment. Its retail tire and automotive repair stores operate primarily under the brands Monro Auto Service and Tire Centers, Tire Choice Auto Service Centers, Mr. Tire Auto Service Centers, Car-X Tire & Auto, Tire Warehouse Tires for Less, Ken Towery’s Tire & Auto Care, Mountain View Tire & Auto Service, and Tire Barn Warehouse. It services bus companies, construction equipment, dry vans, farmers, forestry, home builders trucks, intermodal, landscapers, logistics, long-haul truckers, mining companies, municipal and DPW vehicles, racetracks, and quarries.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Trump Announces Two-Week Suspension of Attacks on Iran, Oil Prices Plunge 17%
- Oil Price Drop Impact: Trump's announcement of a two-week suspension of attacks on Iran led to a 17% drop in crude oil prices, which not only alleviates inflationary pressures but also provides retailers with lower shipping costs, thereby improving their margins.
- Retail Sector Recovery: Consumer retail stocks surged, with Monro and National Vision jumping 5.8% and 6% respectively, indicating a market shift towards optimism regarding consumer confidence and future growth prospects.
- Reduced Inventory Risks: An increase in vessels passing through the Strait of Hormuz has significantly lowered the risk of inventory shortages for goods sourced from the region, allowing retailers to maintain better margins while potentially passing savings onto customers.
- Strong Consumer Spending: Delta's record quarterly sales suggest that discretionary spending power remains robust despite geopolitical pressures, and when combined with the sharp drop in oil prices, this signals a recovery for the retail sector and a cooling of inflationary pressures.
See More
Monro Executives to Participate in 2026 UBS Conference
- Executive Participation: Monro, Inc.'s CFO Brian D’Ambrosia and VP of Investor Relations Felix Veksler will participate in the UBS Global Consumer and Retail Conference on March 11, 2026, highlighting the company's leadership in the automotive service industry.
- Live Webcast Available: The event will be webcast live via the 'Investors' section of the company's corporate website, ensuring that investors and the public can access real-time updates on the company's latest developments and strategic direction.
- Company Background: Monro, Inc. is a leading provider of automotive repair and tire services in the U.S., generating approximately $1.2 billion in sales for fiscal 2025, showcasing its strong performance and sustainable growth potential in the market.
- Commitment to Service Quality: Monro is dedicated to delivering high-quality automotive services, combining professional expertise with state-of-the-art technology to ensure customer vehicles are safe and reliable, further solidifying its competitive advantage in the national market.
See More
Activist Movements Target Southwest Airlines, ZoomInfo, Bitdeer, and Other Stocks
- Increased Holdings: There has been a notable rise in the holdings of various assets, indicating a shift in investment strategies among market participants.
- Market Implications: This increase in holdings may suggest growing confidence in certain sectors or assets, potentially influencing market trends and investor behavior.
- Sector Focus: Specific sectors are seeing more significant increases in holdings, which could reflect changing economic conditions or investor sentiment.
- Future Outlook: Analysts are monitoring these trends closely to assess their potential impact on future market performance and investment opportunities.
See More
Carl Icahn Increases Monro Stake to 5.07 Million Shares Amid Defensive Measures
- Stake Increase: Carl Icahn increased his stake in Monro by 247% in Q4, raising his shares from 1.46 million to 5.07 million, with a current value of approximately $102 million, solidifying his position as the company's largest shareholder.
- Continued Accumulation: Despite Monro's poison pill defense aimed at limiting his influence, Icahn continued to accumulate shares throughout Q4, signaling strong conviction in the investment and suggesting he sees substantial upside potential for the company's future.
- Strategic Tension: The rising tension between Icahn's continued buying and Monro's defensive measures indicates that he may push for strategic changes aimed at improving operations and unlocking shareholder value.
- Historical Context: Icahn has a rich history of targeting automotive aftermarket companies, having previously invested in Pep Boys and Federal-Mogul, suggesting he may implement similar activist strategies at Monro.
See More
Monro Declares Quarterly Dividend of $0.28 per Share
- Quarterly Dividend Announcement: Monro has declared a quarterly dividend of $0.28 per share, consistent with previous distributions, demonstrating the company's ongoing ability to maintain stable cash flows, which is likely to attract more income-focused investors.
- Dividend Yield: The forward yield of 4.75% reflects the company's attractiveness in the current market environment, potentially enhancing investor confidence in its long-term investment value.
- Financial Performance Overview: In Q3 2026, Monro reported a non-GAAP EPS of $0.16, beating expectations by $0.02, although revenue of $293.4 million fell short by $1.79 million, indicating resilience in profitability despite revenue challenges.
- Future Outlook: Monro expects to continue achieving positive comp store sales in fiscal 2026 while advancing digital marketing and operational improvements, indicating a proactive growth strategy in a competitive market.
See More
Monro, Inc. Declares Quarterly Cash Dividend
- Quarterly Cash Dividend: Monro, Inc. has declared a cash dividend of $0.28 per share, applicable to all common stock and holders of convertible preferred stock, reflecting the company's commitment to shareholder returns.
- Dividend Payment Date: The dividend will be payable on March 10, 2026, to shareholders who own shares by the close of business on February 24, 2026, ensuring a timely cash inflow for investors.
- Financial Performance: In fiscal 2025, Monro generated approximately $1.2 billion in sales, indicating strong growth momentum in the automotive service and tire market, which enhances the company's competitive position in the industry.
- Commitment to Service Quality: Monro aims to deliver high-quality automotive repair and tire services, leveraging professional expertise and state-of-the-art technology to ensure customer vehicle safety, further solidifying its status as a leading national service provider.
See More
Trump Announces Two-Week Suspension of Attacks on Iran, Oil Prices Plunge 17%
- Oil Price Drop Impact: Trump's announcement of a two-week suspension of attacks on Iran led to a 17% drop in crude oil prices, which not only alleviates inflationary pressures but also provides retailers with lower shipping costs, thereby improving their margins.
- Retail Sector Recovery: Consumer retail stocks surged, with Monro and National Vision jumping 5.8% and 6% respectively, indicating a market shift towards optimism regarding consumer confidence and future growth prospects.
- Reduced Inventory Risks: An increase in vessels passing through the Strait of Hormuz has significantly lowered the risk of inventory shortages for goods sourced from the region, allowing retailers to maintain better margins while potentially passing savings onto customers.
- Strong Consumer Spending: Delta's record quarterly sales suggest that discretionary spending power remains robust despite geopolitical pressures, and when combined with the sharp drop in oil prices, this signals a recovery for the retail sector and a cooling of inflationary pressures.
See More
Monro Executives to Participate in 2026 UBS Conference
- Executive Participation: Monro, Inc.'s CFO Brian D’Ambrosia and VP of Investor Relations Felix Veksler will participate in the UBS Global Consumer and Retail Conference on March 11, 2026, highlighting the company's leadership in the automotive service industry.
- Live Webcast Available: The event will be webcast live via the 'Investors' section of the company's corporate website, ensuring that investors and the public can access real-time updates on the company's latest developments and strategic direction.
- Company Background: Monro, Inc. is a leading provider of automotive repair and tire services in the U.S., generating approximately $1.2 billion in sales for fiscal 2025, showcasing its strong performance and sustainable growth potential in the market.
- Commitment to Service Quality: Monro is dedicated to delivering high-quality automotive services, combining professional expertise with state-of-the-art technology to ensure customer vehicles are safe and reliable, further solidifying its competitive advantage in the national market.
See More
Activist Movements Target Southwest Airlines, ZoomInfo, Bitdeer, and Other Stocks
- Increased Holdings: There has been a notable rise in the holdings of various assets, indicating a shift in investment strategies among market participants.
- Market Implications: This increase in holdings may suggest growing confidence in certain sectors or assets, potentially influencing market trends and investor behavior.
- Sector Focus: Specific sectors are seeing more significant increases in holdings, which could reflect changing economic conditions or investor sentiment.
- Future Outlook: Analysts are monitoring these trends closely to assess their potential impact on future market performance and investment opportunities.
See More
Carl Icahn Increases Monro Stake to 5.07 Million Shares Amid Defensive Measures
- Stake Increase: Carl Icahn increased his stake in Monro by 247% in Q4, raising his shares from 1.46 million to 5.07 million, with a current value of approximately $102 million, solidifying his position as the company's largest shareholder.
- Continued Accumulation: Despite Monro's poison pill defense aimed at limiting his influence, Icahn continued to accumulate shares throughout Q4, signaling strong conviction in the investment and suggesting he sees substantial upside potential for the company's future.
- Strategic Tension: The rising tension between Icahn's continued buying and Monro's defensive measures indicates that he may push for strategic changes aimed at improving operations and unlocking shareholder value.
- Historical Context: Icahn has a rich history of targeting automotive aftermarket companies, having previously invested in Pep Boys and Federal-Mogul, suggesting he may implement similar activist strategies at Monro.
See More
Monro Declares Quarterly Dividend of $0.28 per Share
- Quarterly Dividend Announcement: Monro has declared a quarterly dividend of $0.28 per share, consistent with previous distributions, demonstrating the company's ongoing ability to maintain stable cash flows, which is likely to attract more income-focused investors.
- Dividend Yield: The forward yield of 4.75% reflects the company's attractiveness in the current market environment, potentially enhancing investor confidence in its long-term investment value.
- Financial Performance Overview: In Q3 2026, Monro reported a non-GAAP EPS of $0.16, beating expectations by $0.02, although revenue of $293.4 million fell short by $1.79 million, indicating resilience in profitability despite revenue challenges.
- Future Outlook: Monro expects to continue achieving positive comp store sales in fiscal 2026 while advancing digital marketing and operational improvements, indicating a proactive growth strategy in a competitive market.
See More
Monro, Inc. Declares Quarterly Cash Dividend
- Quarterly Cash Dividend: Monro, Inc. has declared a cash dividend of $0.28 per share, applicable to all common stock and holders of convertible preferred stock, reflecting the company's commitment to shareholder returns.
- Dividend Payment Date: The dividend will be payable on March 10, 2026, to shareholders who own shares by the close of business on February 24, 2026, ensuring a timely cash inflow for investors.
- Financial Performance: In fiscal 2025, Monro generated approximately $1.2 billion in sales, indicating strong growth momentum in the automotive service and tire market, which enhances the company's competitive position in the industry.
- Commitment to Service Quality: Monro aims to deliver high-quality automotive repair and tire services, leveraging professional expertise and state-of-the-art technology to ensure customer vehicle safety, further solidifying its status as a leading national service provider.
See More
