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Coho Relative Value Equity's investment thesis on AutoZone Inc. ($AZO) — Q1 2025 | Buyside Digest

$AZONYSEAutoZone Inc.

BULL

Coho Relative Value Equity—AZO

Fund Letter

Q1 2025

Published March 31, 2025

$3070.22USD

+2.9% vs last month

$3653.24Pitched

-16.0% since pitch

Market CapN/A

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

AutoZone acts as an organic portfolio hedge against rising tariffs, which are expected to decrease new car affordability. This dynamic drives...

— Coho Partners, Ltd.

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