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Auto-Parts Retailers' Immunity to Amazon.com Drives Stock Surge

  • Record U.S. auto fleet causes boom in replacement-part demand
  • Parts use may grow up to 4 percent for the next four years
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Photographer: Pawel Gaul/Getty Images
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Not all brick-and-mortar retailers are running in fear from Amazon.com Inc. Just look at the auto-parts industry.

The three largest U.S. sellers of replacement parts are seeing sales surge, sending their stock prices on a roll. AutoZone Inc., Advance Auto Parts Inc. and O’Reilly Automotive Inc. have all gained at least about 20 percent this year. That trounces the 1.3 percent decline for the Standard & Poor’s 500 Index.