AutoZone Reports First Quarter EPS of $.46, Up 15 %

Dec 05, 2000

MEMPHIS, Tenn., Dec. 5 /PRNewswire/ -- AutoZone, Inc. (NYSE: AZO), today reported diluted earnings per share of $0.46 for its first fiscal quarter (12 weeks) ended November 18, 2000, up 15% from $.40 per share for the prior year quarter ended November 20, 1999.

Sales were $1.064 billion for the quarter, an increase of 6% from $1.006 billion in fiscal 2000. Same store sales, or sales for domestic auto parts stores open at least one year, increased 2% during the quarter, including 1% for retail sales and 10% for commercial sales. Same store sales at TruckPro were down 1% for the quarter, while stores in Mexico reported a same store sales increase of over 40%. In fiscal 2000, first quarter same store sales for domestic auto parts stores increased 7%, including 7% for retail sales and 9% for commercial sales. Earnings before interest and taxes of $110.8 million increased 5% from $105.7 last year. Net income for the quarter decreased 4% to $53.8 million from $56.0 million in the prior year due to higher interest and taxes.

"I am pleased to announce we met our goal of 15% earnings per share growth despite a difficult sales environment," said John C. Adams Jr., chairman and chief executive officer. "Our acquired stores continue to gain leverage on payroll and occupancy, and we are particularly excited about the success of our stores in Mexico and the progress we've made with ALLDATA. We continue to test new sales initiatives in all of our businesses. We also expect to control costs but not at the expense of customer service."

During the quarter, AutoZone opened 41 new and replaced 5 auto parts stores in the U.S. AutoZone plans to open a total of 175 domestic auto parts stores and at least 7 new stores in Mexico in fiscal 2001. Aggregate share repurchases under the currently authorized $1.35 billion share repurchase program are $1.23 billion or 47.5 million shares at the end of the first quarter, including $205 million or 9.0 million shares under forward purchase contracts.

AutoZone will host a one hour conference call beginning at 4 p.m. (CST) today to discuss the results of the quarter. Investors may listen to the conference call live and review supporting slides on the AutoZone website, www.autozone.com, by clicking "About Us," "Investor Relations," "Conference Calls," or by going directly to http://www.autozone.com/Investors. The call will also be available by dialing (630) 395-0173. A replay of the call and slides will be available on the website. In addition, a replay of the call will be available by dialing (402) 220-3014 through Tuesday, December 12, 2000, at 5 p.m.(CST).

AutoZone sells auto and light truck parts, chemicals and accessories through 2,956 AutoZone stores in 42 states plus the District of Columbia in the U.S. and 13 AutoZone stores in Mexico. AutoZone also sells heavy-duty truck parts through 49 TruckPro stores in 15 states, and automotive diagnostic and repair software through ALLDATA. On the web, AutoZone sells diagnostic and repair information through alldatadiy.com, and auto and light truck parts through AutoZone.com.

Certain statements contained in this press release are forward-looking statements. These statements discuss, among other things, expected growth, domestic and international development and expansion strategy, business strategies and future performance. These forward-looking statements are subject to risks, uncertainties and assumptions, including without limitation, competition, product demand, domestic and international economies, government approvals, inflation, the ability to hire and retain qualified employees, consumer debt levels and the weather. Actual results may materially differ from anticipated results. Please refer to the Risk Factors section of Form 10-K for the year ended August 26, 2000, for more details.

                                AUTOZONE, INC.
                    CONDENSED CONSOLIDATED BALANCE SHEETS
                                (in thousands)

         Subject to Reclassification

                   ASSETS
                                    Nov. 18,              Aug. 26,
                                       2000                  2000
                                 (Unaudited)
        Current assets:
     Cash and cash equivalents       $7,041                $6,969
     Accounts receivable             24,772                21,407
     Merchandise inventories      1,179,999             1,108,978
     Prepaid expenses                25,077                30,214
     Deferred income taxes           19,469                19,212
     Total current assets         1,256,358             1,186,780

    Property and equipment:
     Property and equipment       2,339,830             2,320,376
     Less accumulated depreciation
      and amortization              590,416               561,936
                                  1,749,414             1,758,440
    Other assets:
     Cost in excess of net
      assets acquired               324,470               324,494
     Deferred income taxes           48,120                52,182
     Other assets                    31,346                11,322
                                    403,936               387,998
                                $ 3,409,708           $ 3,333,218


                     LIABILITIES AND STOCKHOLDERS' EQUITY

    Current liabilities:
     Accounts payable              $791,611              $788,825
     Accrued expenses               221,504               227,682
     Income taxes payable            34,259                18,037
    Total current liabilities     1,047,374             1,034,544

    Long-term debt                1,408,378             1,249,937
    Other liabilities                58,105                56,558
    Stockholders' equity            895,851               992,179
                                $ 3,409,708           $ 3,333,218



                                AUTOZONE, INC.
                 CONDENSED CONSOLIDATED STATEMENTS OF INCOME
                                 (Unaudited)
                   (in thousands, except per share amounts)

                                         Twelve Weeks Ended
                                    Nov. 18,              Nov. 20,
                                       2000                  1999

    Net sales                    $1,063,566            $1,006,472
    Cost of sales, including
     warehouse and delivery
     expenses                       618,001               584,956
    Operating, selling, general
     and administrative expenses    334,797               315,768
    Operating profit                110,768               105,748
    Interest expense, net            22,980                14,604
    Income before income taxes       87,788                91,144
    Income taxes                     34,000                35,100
    Net income                      $53,788               $56,044

    Weighted average shares
     for basic earnings per share   116,717               139,261
    Effect of dilutive stock options    333                   795
    Adjusted weighted average shares
     for diluted earnings per share 117,050               140,056

    Basic earnings per share           $.46                 $0.40
    Diluted earnings per share         $.46                 $0.40

AutoZone's 1st Quarter - Fiscal 2001

    Other Selected Balance Sheet Information
                                   November 18,  November 20,     August 26,
                                          2000          1999           2000

    Working Capital                 $  208,984    $  285,320    $   152,236
    Treasury stock                  $1,024,012    $  415,283    $   870,915


    Selected Cash Flow Information
                                             12 Weeks Ended     12 Weeks Ended
                                          November 18, 2000  November 20, 1999

    Capital spending                                 $55,048        $66,210
    Depreciation & amortization                      $30,464        $30,124


    Store Count & Square Footage
                                              12 Weeks Ended    12 Weeks Ended
                                           November 18, 2000 November 20, 1999

    Domestic auto parts stores:
      Store count:
      Stores opened                                       41             87
      Stores closed                                       --              2
      Replacement stores                                   5             13
      Total domestic auto parts stores                 2,956          2,796

      Square footage (in thousands)                   18,962         17,935

    Auto parts stores in Mexico:
      Stores opened                                       --              2
      Total auto parts stores in Mexico                   13              8

    TruckPro stores:
      Stores opened                                       --             --
      Replacement stores                                  --              1
      Total TruckPro stores                               49             46


    Sales & Inventory Statistics (Domestic auto parts):
                                              12 Weeks Ended    12 Weeks Ended
                                           November 18, 2000 November 20, 1999

    Sales per average store ($ in thousands)            $345           $349
    Sales per average sq foot                            $54            $54

    Same store sales - rolling 13 periods
      Domestic auto parts - total                         2%             7%
       Organic                                            0%             5%
       Acquired                                          12%            25%
       Retail                                             1%             7%
       Commercial                                        10%             9%

    Inventory turns:
      Based on average inventories                       2.2X          2.2X
      Based on ending inventories                        2.2X          2.0X


    Accounts payable/inventory(total company)             67%           62%

SOURCE AutoZone, Inc.

CONTACT: media, Andrew Burns, 901-495-7313, or financial, Emma Jo Kauffman, 901-495-7005, both of AutoZone, Inc./