Advance Auto Parts (AAP) posted disappointing Q2 results with a comparable sales miss and worse profit flow through than expected, excluding tariff refunds, RBC Capital Markets said in a note emailed Friday.
RBC said that it was "encouraged by progress to date on the margin front" but added that investors will likely ask if "more reinvestment is needed to drive an inflection in top-line."
The investment firm said it is lowering the company's Q3 comparable sales estimate to a decrease of 0.3%, compared with expected growth of 2% previously, and the adjusted earnings per share estimate to $0.85, down from $0.86 previously.
For 2026, RBC now expects the company to post comp sales growth of 1%, down from 1.9% previously, and adjusted EPS of $3.08, up from $3.04 expected earlier.
RBC kept its sector perform rating on Advance Auto and decreased the price target to $52 from $67 previously, citing a lower multiple that "reflects less top-line visibility, which might spur the need for increased reinvestment."
Price: $42.30, Change: $-0.09, Percent Change: -0.21%