🇺🇸 SECAutoZoneDoubao · 实盘不做把握 8/10不做原因:风险收益比不佳
北京时间·🕒 发布 19:00:23·⟳ 抓取 19:00:46 +23s·⚡ 决策 10-26 19:03:08 +2m22s·1.1 天前
AutoZone CFO Jamere Jackson将于11月25日离职并出任FedEx CFO,公司启动外部继任搜索
这是一次有序、预期可交接的CFO人事变更:8-K明确排除财务/经营问题和会计分歧,设置一个月交接期并指定内部临时CFO;消息没有带来可量化的基本面增量,也不满足做空所需的强负面催化。
📄 原文AutoZone↗ 原文
----- f8k_102326.htm ----- UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 _________________ FO…
不做 AutoZone, Inc.(AZO.US)
有序CFO更替且明确与财务/经营分歧无关,没有可量化业绩或估值催化;做空缺少强负面事实,做多也没有新增正向surprise。
不做 FedEx Corporation(FDX.US)
聘用CFO属于管理层任命,未显示业务、财务指引或资本配置变化;且本轮未取得FedEx同步一手公告,交易edge不足。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
结论摘要
AutoZone CFO跳槽至FedEx属高管正常流动,官方明确称与业绩、会计或政策分歧无关,并安排内部临时CFO及外部继任搜索。人事连续性风险有限但缺乏可交易的盈利或估值重估驱动,因此不做AZO或FDX方向交易。
🔎 新鲜度:最早出现 2026-10-26 · 扩散 low · price-in 风险 low ↗
消息传播链
- AutoZone正式披露CFO Jamere Jackson将于2026年11月25日离职、出任FedEx CFO,并说明离职与财务经营结果或分歧无关;J. Scott Murphy将在过渡期担任principal accounting officer和principal financial officer。市场反应:披露时为美股盘前,未取得可靠盘前价格,不能判断市场是否已即时重定价。
关键理由
- 8-K明确离职并非因财务、经营结果或会计/报告分歧,不能据此推导财务暴雷或经营恶化。
- 公司只提供“fiscal 2027稳健”的定性表述,没有上调指引、订单、回购或其他足以形成正向预期差的新增事实。
主要风险
- 外部CFO搜索期若延长,或市场将该离职解读为管理连续性风险,AZO可能出现短暂情绪折价。
- 若FedEx同步披露的安排涉及现任高管离任、重组或战略变化,FDX的边际影响可能不同于单纯人事任命。
反向证据
- 做空前查反向 · 来源 filing · 日期 2026-10-26 · 影响 weakens
8-K明确称离职与财务或经营结果无关,也不存在与财务、运营、会计或报告政策及实践的分歧,并设置过渡期和临时CFO。
检索:CFO resignation disagreement financial results accounting reporting policies AutoZone 原文 ↗ - 做多前查反向 · 来源 filing · 日期 2026-10-26 · 影响 weakens
CEO仅定性称战略成熟且预计fiscal 2027稳健,没有新的量化指引、利润上修、资本回报或经营订单增量。
检索:AutoZone fiscal 2027 outlook CFO departure new financial guidance buyback order 原文 ↗
先例如何影响了这次决策
对本次决策的影响:先例缺口与一手披露共同支持AVOID:既不能把有序CFO变动机械视为做空机会,也不能把外部高管任命当作FDX利好。
方向:未取得可由一手来源锚定且与本次同市场、同相位、同机制高度相似的CFO正常离职样本;不能用泛化的人事变动记忆推断方向。
涨幅量级:缺乏干净对齐先例,无法校准可靠的短线涨跌幅;当前8-K自身也未给出业绩或资本配置增量。
形态:没有证据支持反复见光死或利空下杀;相反,披露文本明确排除分歧并安排过渡期。
工具执行结果 · 成功 4 · 降级 0 · 失败 0 · 取消 0
- search_processed_events 成功 stock_tools HTTP · 258 ms
{"result": "search_processed_events:agent query=`autozone cfo jamere jackson resigns fedex | autozone chief financial officer departure november 25 2026 | jamere jackson fedex cfo`;结构化索引覆盖完整 72 小时;旧记录兼容扫描近 68.8/72 小时、2615 条本臂决策(完整),返回 0 条候选。未命中只表示这些 agent query 表达式没有召回候选,不能据此证明消息首发或不是重复;按当前事件继续正常研判。 - web_search 成功 doubao_search · 1,336 ms
豆包搜索结果(原始查询:FedEx names Jamere Jackson CFO October 2026 announcement current CFO;API SearchType:web) - web_search 成功 doubao_search · 1,343 ms
豆包搜索结果(原始查询:AutoZone CFO Jamere Jackson resigns FedEx October 26 2026;API SearchType:web) - web_search 成功 doubao_search · 2,682 ms
web_search「retail company CFO resigns unrelated disagreement stock reaction precedent CFO departure」无结果。
原文全文
展开原文 · 9,984 字
----- f8k_102326.htm -----
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
_________________
FORM
8-K
_________________
CURRENT REPORT
Pursuant to Section 13 or 15(d)
of the Securities Exchange Act of 1934
Date of Report (Date of earliest event reported):
October 20, 2026
_______________________________
AUTOZONE, INC.
(Exact name of registrant as specified in its charter)
_______________________________
Nevada
1-10714
62-1482048
(State or Other Jurisdiction of Incorporation)
(Commission File Number)
(I.R.S. Employer Identification No.)
123 South Front Street
Memphis
,
Tennessee
38103
(Address of Principal Executive Offices) (Zip Code)
(
901
)
495-6500
(Registrant's telephone number, including area code)
(Former name or former address, if changed since last report)
_______________________________
Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:
☐
Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
☐
Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
☐
Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
☐
Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))
Securities registered pursuant to Section 12(b) of the Act:
Title of each class
Trading Symbol(s)
Name of each exchange on which registered
Common Stock, par value $0.01 per share
AZO
New York Stock Exchange
Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).
Emerging growth company
☐
If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐
Item 5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers.
On October 20, 2026, Jamere Jackson, Chief Financial Officer, Customer Satisfaction, notified AutoZone, Inc. (the "Company") that he has resigned from his position as Chief Financial Officer of the Company effective November 25, 2026 (the “Effective Date”) for a professional opportunity outside of the automotive aftermarket industry. His departure is not related to the Company's financial or operating results or to any disagreement with the Company regarding the Company's financial, operational, accounting or reporting policies or practices. The Company has commenced an external search for Mr. Jackson’s successor. Beginning on the Effective Date and while the search is ongoing thereafter, J. Scott Murphy, the Company’s Vice President and Controller, will serve as both principal accounting officer and principal financial officer of the Company for purposes of the Securities Exchange Act of 1934, as amended (the “Exchange Act”).
Item 7.01. Regulation FD Disclosure.
On October 26, 2026, the Company issued a press release announcing Mr. Jackson’s resignation. A copy of the press release is attached hereto as Exhibit 99.1 and incorporated herein by reference.
The information provided under Item 7.01 of this Current Report on Form 8-K, including Exhibit 99.1, is being furnished and is not deemed to be “filed” with the Securities and Exchange Commission for the purposes of Section 18 of the Exchange Act, or otherwise subject to the liabilities of that section and is not incorporated by reference into any filing of the Company under the Securities Act of 1933, as amended, or the Exchange Act, whether made before or after the date hereof, except as shall be expressly set forth by specific reference to this Current Report on Form 8-K in such a filing.
Item 9.01. Financial Statements and Exhibits.
(d) Exhibits.
Exhibit No.
Description
99.1
Press Release of AutoZone, Inc. dated October 26, 2026
104
Cover Page Interactive Data File (embedded within the Inline XBRL document)
SIGNATURE
Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.
AUTOZONE, INC.
Date: October 26, 2026
By:
/s/ Jenna M. Bedsole
Jenna M. Bedsole
Senior Vice President, General Counsel and Secretary
----- exh_991.htm -----
EX-99.1
2
exh_991.htm
PRESS RELEASE
EdgarFiling
EXHIBIT 99.1
AutoZone Chief Financial Officer Jamere Jackson to Depart November 25, 2026
MEMPHIS, Tenn., Oct. 26, 2026 (GLOBE NEWSWIRE) -- AutoZone, Inc. (NYSE: AZO) today announced that Jamere Jackson has resigned as Chief Financial Officer effective November 25, 2026, after which he will assume the position of Chief Financial Officer of FedEx Corporation. “During Jamere’s six-year tenure at AutoZone, he was a key contributor in helping shape the strategies we implemented to drive record sales, earnings, and earnings per share. I appreciate his many contributions to our success and wish him well in his future endeavors,” said Phil Daniele, President and Chief Executive Officer. “We have commenced an external search for his successor. I am confident the experienced, deeply tenured, finance and accounting team we have will ensure seamless continuity and will deliver exceptional financial leadership. Our strategies are well established, and we believe we are on track for a solid fiscal 2027.”
About AutoZone (NYSE: AZO)
As of August 29, 2026, the Company had 6,863 stores in the U.S., 1,001 in Mexico and 167 in Brazil for a total store count of 8,031.
AutoZone is a leading retailer and distributor of automotive replacement parts and accessories in the Americas. Each store carries an extensive product line for cars, sport utility vehicles, vans and light duty trucks, including new and remanufactured automotive hard parts, maintenance items, accessories, and non-automotive products. The majority of stores have a commercial sales program that provides prompt delivery of parts and other products and commercial credit to local, regional and national repair garages, dealers, service stations, fleet owners and other accounts. AutoZone also sells automotive hard parts, maintenance items, accessories and non-automotive products through www.autozone.com, and our commercial customers can make purchases through www.autozonepro.com. Additionally, we sell the ALLDATA brand of automotive diagnostic, repair, collision and shop management software through www.alldata.com. We also provide product information on our Duralast branded products through www.duralastparts.com. AutoZone does not derive revenue from automotive repair or installation services.
Certain statements herein constitute forward-looking statements that are subject to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. Forward-looking statements typically use words such as “believe,” “anticipate,” “should,” “intend,” “plan,” “will,” “expect,” “estimate,” “project,” “positioned,” “strategy,” “seek,” “may,” “could” and similar expressions. These statements are based on assumptions and assessments made by our management in light of experience, historical trends, current conditions, expected future developments and other factors that we believe appropriate. These forward-looking statements are subject to a number of risks and uncertainties, including without limitation: product demand, due to changes in fuel prices, miles driven or otherwise; energy prices; weather, including extreme temperatures and natural disasters; competition; credit market conditions; cash flows; access to financing on favorable terms; future stock repurchases; the impact of recessionary conditions; consumer debt levels; changes in laws or regulations; risks associated with self-insurance; war and the prospect of war, including terrorist activity; public health issues; inflation, including wage inflation; exchange rates; the ability to hire, train and retain qualified employees, including members of management; construction delays; failure or interruption of our information technology systems; issues relating to the confidentiality, integrity or availability of information, including due to cyber-attacks; historic sales and profit growth rate sustainability; downgrade of our credit ratings; damage to our reputation; challenges associated with doing business in and expanding into international markets; origin and raw material costs of suppliers; inventory availability; disruption in our supply chain; tariffs, trade policies and other geopolitical factors; new accounting standards; our ability to execute our growth initiatives; and other business interruptions. These and other risks and uncertainties are discussed in more detail in the “Risk Factors” section contained in Item 1A under Part 1 of our Annual Report on Form 10-K for the year ended August 30, 2025. Forward-looking statements are not guarantees of future performance and actual results may differ materially from those contemplated by such forward-looking statements. Events described above and in the “Risk Factors” section could materially and adversely affect our business. However, it is not possible to identify or predict all such risks and other factors that could affect these forward-looking statements. Forward-looking statements speak only as of the date made. Except as required by applicable law, we undertake no obligation to update publicly any forward-looking statements, whether as a result of new information, future events or otherwise.
Contact Information:
Financial: Brian Campbell at (901) 495-7005, brian.campbell@autozone.com
Media: Jennifer Hughes at (901) 495-6022, jennifer.hughes@autozone.com
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
_________________
FORM
8-K
_________________
CURRENT REPORT
Pursuant to Section 13 or 15(d)
of the Securities Exchange Act of 1934
Date of Report (Date of earliest event reported):
October 20, 2026
_______________________________
AUTOZONE, INC.
(Exact name of registrant as specified in its charter)
_______________________________
Nevada
1-10714
62-1482048
(State or Other Jurisdiction of Incorporation)
(Commission File Number)
(I.R.S. Employer Identification No.)
123 South Front Street
Memphis
,
Tennessee
38103
(Address of Principal Executive Offices) (Zip Code)
(
901
)
495-6500
(Registrant's telephone number, including area code)
(Former name or former address, if changed since last report)
_______________________________
Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:
☐
Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
☐
Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
☐
Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
☐
Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))
Securities registered pursuant to Section 12(b) of the Act:
Title of each class
Trading Symbol(s)
Name of each exchange on which registered
Common Stock, par value $0.01 per share
AZO
New York Stock Exchange
Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).
Emerging growth company
☐
If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐
Item 5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers.
On October 20, 2026, Jamere Jackson, Chief Financial Officer, Customer Satisfaction, notified AutoZone, Inc. (the "Company") that he has resigned from his position as Chief Financial Officer of the Company effective November 25, 2026 (the “Effective Date”) for a professional opportunity outside of the automotive aftermarket industry. His departure is not related to the Company's financial or operating results or to any disagreement with the Company regarding the Company's financial, operational, accounting or reporting policies or practices. The Company has commenced an external search for Mr. Jackson’s successor. Beginning on the Effective Date and while the search is ongoing thereafter, J. Scott Murphy, the Company’s Vice President and Controller, will serve as both principal accounting officer and principal financial officer of the Company for purposes of the Securities Exchange Act of 1934, as amended (the “Exchange Act”).
Item 7.01. Regulation FD Disclosure.
On October 26, 2026, the Company issued a press release announcing Mr. Jackson’s resignation. A copy of the press release is attached hereto as Exhibit 99.1 and incorporated herein by reference.
The information provided under Item 7.01 of this Current Report on Form 8-K, including Exhibit 99.1, is being furnished and is not deemed to be “filed” with the Securities and Exchange Commission for the purposes of Section 18 of the Exchange Act, or otherwise subject to the liabilities of that section and is not incorporated by reference into any filing of the Company under the Securities Act of 1933, as amended, or the Exchange Act, whether made before or after the date hereof, except as shall be expressly set forth by specific reference to this Current Report on Form 8-K in such a filing.
Item 9.01. Financial Statements and Exhibits.
(d) Exhibits.
Exhibit No.
Description
99.1
Press Release of AutoZone, Inc. dated October 26, 2026
104
Cover Page Interactive Data File (embedded within the Inline XBRL document)
SIGNATURE
Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.
AUTOZONE, INC.
Date: October 26, 2026
By:
/s/ Jenna M. Bedsole
Jenna M. Bedsole
Senior Vice President, General Counsel and Secretary
----- exh_991.htm -----
EX-99.1
2
exh_991.htm
PRESS RELEASE
EdgarFiling
EXHIBIT 99.1
AutoZone Chief Financial Officer Jamere Jackson to Depart November 25, 2026
MEMPHIS, Tenn., Oct. 26, 2026 (GLOBE NEWSWIRE) -- AutoZone, Inc. (NYSE: AZO) today announced that Jamere Jackson has resigned as Chief Financial Officer effective November 25, 2026, after which he will assume the position of Chief Financial Officer of FedEx Corporation. “During Jamere’s six-year tenure at AutoZone, he was a key contributor in helping shape the strategies we implemented to drive record sales, earnings, and earnings per share. I appreciate his many contributions to our success and wish him well in his future endeavors,” said Phil Daniele, President and Chief Executive Officer. “We have commenced an external search for his successor. I am confident the experienced, deeply tenured, finance and accounting team we have will ensure seamless continuity and will deliver exceptional financial leadership. Our strategies are well established, and we believe we are on track for a solid fiscal 2027.”
About AutoZone (NYSE: AZO)
As of August 29, 2026, the Company had 6,863 stores in the U.S., 1,001 in Mexico and 167 in Brazil for a total store count of 8,031.
AutoZone is a leading retailer and distributor of automotive replacement parts and accessories in the Americas. Each store carries an extensive product line for cars, sport utility vehicles, vans and light duty trucks, including new and remanufactured automotive hard parts, maintenance items, accessories, and non-automotive products. The majority of stores have a commercial sales program that provides prompt delivery of parts and other products and commercial credit to local, regional and national repair garages, dealers, service stations, fleet owners and other accounts. AutoZone also sells automotive hard parts, maintenance items, accessories and non-automotive products through www.autozone.com, and our commercial customers can make purchases through www.autozonepro.com. Additionally, we sell the ALLDATA brand of automotive diagnostic, repair, collision and shop management software through www.alldata.com. We also provide product information on our Duralast branded products through www.duralastparts.com. AutoZone does not derive revenue from automotive repair or installation services.
Certain statements herein constitute forward-looking statements that are subject to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. Forward-looking statements typically use words such as “believe,” “anticipate,” “should,” “intend,” “plan,” “will,” “expect,” “estimate,” “project,” “positioned,” “strategy,” “seek,” “may,” “could” and similar expressions. These statements are based on assumptions and assessments made by our management in light of experience, historical trends, current conditions, expected future developments and other factors that we believe appropriate. These forward-looking statements are subject to a number of risks and uncertainties, including without limitation: product demand, due to changes in fuel prices, miles driven or otherwise; energy prices; weather, including extreme temperatures and natural disasters; competition; credit market conditions; cash flows; access to financing on favorable terms; future stock repurchases; the impact of recessionary conditions; consumer debt levels; changes in laws or regulations; risks associated with self-insurance; war and the prospect of war, including terrorist activity; public health issues; inflation, including wage inflation; exchange rates; the ability to hire, train and retain qualified employees, including members of management; construction delays; failure or interruption of our information technology systems; issues relating to the confidentiality, integrity or availability of information, including due to cyber-attacks; historic sales and profit growth rate sustainability; downgrade of our credit ratings; damage to our reputation; challenges associated with doing business in and expanding into international markets; origin and raw material costs of suppliers; inventory availability; disruption in our supply chain; tariffs, trade policies and other geopolitical factors; new accounting standards; our ability to execute our growth initiatives; and other business interruptions. These and other risks and uncertainties are discussed in more detail in the “Risk Factors” section contained in Item 1A under Part 1 of our Annual Report on Form 10-K for the year ended August 30, 2025. Forward-looking statements are not guarantees of future performance and actual results may differ materially from those contemplated by such forward-looking statements. Events described above and in the “Risk Factors” section could materially and adversely affect our business. However, it is not possible to identify or predict all such risks and other factors that could affect these forward-looking statements. Forward-looking statements speak only as of the date made. Except as required by applicable law, we undertake no obligation to update publicly any forward-looking statements, whether as a result of new information, future events or otherwise.
Contact Information:
Financial: Brian Campbell at (901) 495-7005, brian.campbell@autozone.com
Media: Jennifer Hughes at (901) 495-6022, jennifer.hughes@autozone.com
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