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olivLaw · US equity research

CarParts.com, Inc. PRTS

Retail-Auto & Home Supply Stores · SIC 5531 · Vertical: Retail-Auto & Home Supply Stores (SIC 5531)

7.69USD−7.79% · 1 dayClose 04 Nov 2026

CarParts.com is an eCommerce company selling aftermarket auto parts and accessories directly to consumers and professional shops through its website, app and marketplaces. The company reported lower sales for fiscal 2025 at 547.5 million USD, but in the second quarter of 2026 it returned to positive Adjusted EBITDA, its highest since the third quarter of 2023.

The AI analysis may be outdated: new filings came after its sources (see the «AI analysis» section).

At the close of 04 Nov 2026, CarParts.com, Inc. (PRTS) stock was 7.69 USD (−7.79% on the day), with market capitalisation 62.2 m USD, beta 1.35, 52-week range 3.90–10.00 USD. Latest reported quarter (Q3 2027): revenue of 129.3 m USD (+1.2% YoY), net income of -4.1 m USD, diluted EPS -0.53 USD.

Data as of · AI analysis dated · Source: SEC filings and closing prices, computed by olivLaw.

Market cap
62.2 m USD
shares as of 26 Oct 2026
P/E (TTM)
unavailable
Diluted EPS TTM -1.04 · TTM to 03 Oct 2026
E/P (TTM)
-13.57%
TTM to 03 Oct 2026
Dividend yield
unavailable
Beta (2y)
1.35
Volatility (1y) 80%
52-week range
3.9010.00

Price history

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Technical reading

RSI (14)
46.8
neutral
Bollinger (20, 2)
7.15 – 8.86
in the lower half of the band · %B 0.31 · band width 21.3%
SMA 50 / 200
8.25 / 7.10
mixed trend
MACD (12, 26, 9)
-0.10 / -0.07
MACD below signal

Indicators describe past prices; on their own they do not predict direction. On our history the RSI ≤ 40 filter added no return (see the signals methodology).

Performance

CompanyS&P 500vs S&P 500Vertical median
1 month−9.7%−1.1%−8.6 pp—
3 months+38.6%−0.5%+39.0 pp—
6 months−15.5%+4.4%−19.9 pp—
Year to date+53.8%+12.3%+41.5 pp—
1 year+22.1%+13.5%+8.5 pp−9.2%
3 years−75.4%+76.4%−151.8 pp+27.4%
5 years−95.1%+63.7%−158.8 pp—
Max drawdown (1y)
−54.4%
24 Apr 2026 → 22 Jul 2026
Max drawdown (5y)
−97.4%
11 Nov 2021 → 15 Dec 2025
Compound annual growth (5y)
−45.2%
S&P 500 +10.4%

Price returns, dividends excluded.

Quarterly results

Latest quarter: Q3 2027 · 03 Oct 2026

Revenue
129.3 m USD
+1.2% YoY
Net income
-4.1 m USD
unavailable YoY
Diluted EPS
-0.53
unavailable YoY
net / operating
-3.2% / -2.9%

Quarterly margins

Quarterly statements · USD

Fiscal yearQ4 '24Q1 '26Q2 '26Q3 '26Q4 '26Q1 '27Q2 '27Q3 '27
Revenue133.5 m147.4 m151.9 m127.8 m120.4 m132.0 m135.6 m129.3 m
Cost of revenue90.1 m100.0 m102.2 m85.5 m80.5 m89.0 m90.6 m86.2 m
Gross profit43.4 m47.3 m49.8 m42.3 m39.9 m42.9 m45.1 m43.2 m
Operating income-15.5 m-15.1 m-12.4 m-10.0 m-11.3 m-3.1 m-3.2 m-3.8 m
Interest expense269.0 k257.0 k385.0 k585.0 k472.0 k435.0 k386.0 k421.0 k
Pre-tax income-15.4 m-15.1 m-12.6 m-10.8 m-11.5 m-3.3 m-3.2 m-4.0 m
Income tax7.0 k140.0 k90.0 k59.0 k73.0 k-1.4 m7.0 k74.0 k
Net income-15.4 m-15.3 m-12.7 m-10.9 m-11.6 m-1.9 m-3.2 m-4.1 m
Diluted EPS-0.27 ≈-0.27-2.27-1.87-0.05 ≈-0.03-0.43-0.53
Operating cash flow1.8 m5.5 m-25.6 m ≈-6.4 m ≈-7.6 m7.3 m3.4 m ≈-600.0 k ≈
Capex2.4 m2.1 m2.3 m ≈1.9 m ≈1.7 m2.1 m2.3 m ≈3.1 m ≈

≈ derived quarter (cumulative difference / share-days average)

E/P over time

E/P = trailing-12-month diluted EPS / price at quarter end. E/P is the inverse of P/E and stays defined when earnings are negative.

Fiscal years

Fiscal year2017201820192021⚠ 2022202320242026
Revenue303.4 m289.5 m280.7 m443.9 m661.6 m675.7 m588.8 m547.5 m
Revenue YoY+0.0%−4.6%−3.0%unavailable—+2.1%−12.9%unavailable
Net income24.0 m-4.9 m-31.5 m-1.5 m-951.0 k-8.2 m-40.6 m-50.4 m
Net income YoYunavailable−120.4%unavailableunavailable—unavailableunavailableunavailable
Diluted EPSunavailableunavailable-0.89-0.04-0.02-0.15-0.71-0.82
Diluted EPS YoYunavailableunavailableunavailableunavailable—unavailableunavailableunavailable
net %7.9%-1.7%-11.2%-0.3%-0.1%-1.2%-6.9%-9.2%
Free cash flow6.7 m492.0 k717.0 k-28.7 m2.8 m38.1 m-10.2 m-42.0 m

The series breaks before 2022: earlier years come from the original reports of the issuer of that time, later years from a subsequent filing that restated the perimeter (a separation, discontinued operations). The year-on-year change across the break is not shown.

Reported results vs expectations

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Balance sheet & financial health

Fiscal year 2026 · 03 Jan 2026

Cash
25.8 m USD
Financial debt
unavailable USD
Net debt
unavailable USD
Equity
53.5 m USD
Total assets
184.9 m USD
Debt / equity
unavailable
Current ratio
1.66x
ROE
unavailable
ROA
-27.3%
FCF margin
-7.7%

Financial statements (source on every figure)

Revenue and net income (USD)

Margins

Income statement · USD

Revenue
2023
675.7 m
2024
588.8 m
2026
547.5 m

SEC (XBRL)· 05 Mar 2026verified

Cost of revenue
2023
446.3 m
2024
392.1 m
2026
368.2 m

SEC (XBRL)· 05 Mar 2026verified

Gross profit
2023
229.4 m
2024
196.7 m
2026
179.3 m

SEC (XBRL)· 05 Mar 2026verified

Operating income
2023
-9.9 m
2024
-40.6 m
2026
-48.9 m

SEC (XBRL)· 05 Mar 2026verified

Interest expense
2023
1.4 m
2024
1.2 m
2026
1.7 m

SEC (XBRL)· 05 Mar 2026verified

Pre-tax income
2023
-8.1 m
2024
-40.3 m
2026
-50.1 m

SEC (XBRL)· 05 Mar 2026verified

Income tax
2023
145.0 k
2024
267.0 k
2026
362.0 k

SEC (XBRL)· 05 Mar 2026verified

Net income
2023
-8.2 m
2024
-40.6 m
2026
-50.4 m

SEC (XBRL)· 05 Mar 2026verified

Diluted EPS
2023
-0.15
2024
-0.71
2026
-0.82

SEC (XBRL)· 05 Mar 2026verified

Weighted average diluted shares
2023
56.6 m
2024
57.0 m
2026
61.2 m

SEC (XBRL)· 05 Mar 2026verified

Balance sheet · USD

Cash
2023
51.0 m
2024
36.4 m
2026
25.8 m

SEC (XBRL)· 05 Mar 2026verified

Receivables
2023
7.4 m
2024
6.1 m
2026
7.1 m

SEC (XBRL)· 05 Mar 2026verified

Inventories
2023
128.9 m
2024
90.4 m
2026
95.2 m

SEC (XBRL)· 05 Mar 2026verified

Current assets
2023
193.3 m
2024
138.9 m
2026
135.1 m

SEC (XBRL)· 05 Mar 2026verified

Property, plant & equipment, net
2023
26.4 m
2024
32.2 m
2026
20.2 m

SEC (XBRL)· 05 Mar 2026verified

Total assets
2023
257.9 m
2024
210.6 m
2026
184.9 m

SEC (XBRL)· 05 Mar 2026verified

Accounts payable
2023
77.9 m
2024
60.4 m
2026
44.9 m

SEC (XBRL)· 05 Mar 2026verified

Current liabilities
2023
113.0 m
2024
90.4 m
2026
81.2 m

SEC (XBRL)· 05 Mar 2026verified

Total liabilities
2023
145.0 m
2024
125.4 m
2026
131.4 m

SEC (XBRL)· 05 Mar 2026verified

Equity
2023
112.8 m
2024
85.2 m
2026
53.5 m

SEC (XBRL)· 05 Mar 2026verified

Cash flow · USD

Operating cash flow
2023
50.0 m
2024
10.3 m
2026
-34.1 m

SEC (XBRL)· 05 Mar 2026verified

Capex
2023
11.9 m
2024
20.6 m
2026
8.0 m

SEC (XBRL)· 05 Mar 2026verified

Free cash flow
2023
38.1 m ≈
2024
-10.2 m ≈
2026
-42.0 m ≈

SEC (XBRL)· 05 Mar 2026derived

Investing cash flow
2023
-11.9 m
2024
-20.6 m
2026
-7.9 m

SEC (XBRL)· 05 Mar 2026verified

Financing cash flow
2023
-5.9 m
2024
-4.4 m
2026
31.4 m

SEC (XBRL)· 05 Mar 2026verified

Share repurchases
2023
4.3 m
2024
—
2026
—

SEC (XBRL)· 08 Mar 2024verified

Computed indicators

Growth

Revenue growth (YoY)
unavailable
input data missing
Revenue CAGR 3Y
-6.8%
computed by olivLawFY 2023 → FY 2026
Revenue CAGR 5Y
4.3%
computed by olivLawFY 2021 → FY 2026
EBIT growth (YoY)
unavailable
input data missing
Net income growth (YoY)
unavailable
input data missing
Net income CAGR 3Y
unavailable
the base of the ratio is not positive
Net income CAGR 5Y
unavailable
the base of the ratio is not positive
EPS growth (YoY)
unavailable
input data missing
EPS CAGR 3Y
unavailable
the base of the ratio is not positive
EPS CAGR 5Y
unavailable
the base of the ratio is not positive
FCF growth (YoY)
unavailable
input data missing

Profitability

Gross margin
33.1%
computed by olivLawTTM to 03 Oct 2026
EBITDA margin
unavailable
input data missing
EBIT margin
-4.1%
computed by olivLawTTM to 03 Oct 2026
Net margin
-4.0%
computed by olivLawTTM to 03 Oct 2026
FCF margin
-1.3%
computed by olivLawTTM to 03 Oct 2026

Returns

ROE
-35.4%
computed by olivLawTTM to 03 Oct 2026 · balance sheet at 03 Oct 2026
ROA
-11.2%
computed by olivLawTTM to 03 Oct 2026 · balance sheet at 03 Oct 2026
ROIC
unavailable
input data missing
ROCE
-22.2%
computed by olivLawTTM to 03 Oct 2026 · balance sheet at 03 Oct 2026
Payout ratio (EPS)
unavailable
input data missing
Payout ratio (FCF)
unavailable
input data missing

Balance sheet

Net debt
unavailable
input data missing
Net debt / EBITDA
unavailable
input data missing
Debt / equity
unavailable
input data missing
Interest coverage
-12.4x
computed by olivLawTTM to 03 Oct 2026

Liquidity

Current ratio
1.7x
computed by olivLawbalance sheet at 03 Oct 2026
Quick ratio
0.7x
computed by olivLawbalance sheet at 03 Oct 2026
Cash ratio
0.4x
computed by olivLawbalance sheet at 03 Oct 2026

Cash

Operating cash flow
2.4 m USD
computed by olivLawTTM to 03 Oct 2026
Capital expenditure
9.2 m USD
computed by olivLawTTM to 03 Oct 2026
Free cash flow
-6.8 m USD
computed by olivLawTTM to 03 Oct 2026
FCF conversion
unavailable
insufficient data
Cash conversion
unavailable
input data missing

Efficiency

Days sales outstanding
6 days
computed by olivLawTTM to 03 Oct 2026 · balance sheet at 03 Oct 2026
Days inventory outstanding
90 days
computed by olivLawTTM to 03 Oct 2026 · balance sheet at 03 Oct 2026
Days payables outstanding
49 days
computed by olivLawTTM to 03 Oct 2026 · balance sheet at 03 Oct 2026
Cash conversion cycle
47 days
computed by olivLawTTM to 03 Oct 2026 · balance sheet at 03 Oct 2026

Market and valuation

Market capitalisation
62.2 m USD
computed by olivLawbalance sheet at 03 Oct 2026
Enterprise value
unavailable
input data missing
Market cap / net income TTM
unavailable
insufficient data
P/E (TTM)
unavailable
insufficient data
Earnings yield
-13.6%
computed by olivLawTTM to 03 Oct 2026
P/B
1.2x
computed by olivLawbalance sheet at 03 Oct 2026
P/S
0.1x
computed by olivLawTTM to 03 Oct 2026 · balance sheet at 03 Oct 2026
EV/EBITDA
unavailable
input data missing
EV/EBIT
unavailable
input data missing
EV/Sales
unavailable
input data missing
P/FCF
unavailable
the base of the ratio is not positive
FCF yield
-10.9%
computed by olivLawTTM to 03 Oct 2026 · balance sheet at 03 Oct 2026
Dividend yield
unavailable
no dividend in the structured statements; a missing line is not a confirmed zero
Shareholder yield (distributions)
unavailable
input data missing

1 indicators that do not apply to the sector.

Valuation

olivLaw classification

Insufficient data
What is missing
  • indicators available: 5 of at least 6
  • score weight coverage: 33.3% of at least 60%
  • valuation methods computed: 0 of at least 1

A scoring methodology on indicators and valuation, not investment advice.

Closing price

7.69 USD

04 Nov 2026Source: olivLaw, closing series

Market cap: 62.2 m USD

Key indicators

Market capitalisation
62.2 m USD
computed by olivLawbalance sheet at 03 Oct 2026
P/E (TTM)
unavailable
insufficient data
P/B
1.2x
computed by olivLawbalance sheet at 03 Oct 2026
EV/EBITDA
unavailable
input data missing
ROE
-35.4%
computed by olivLawTTM to 03 Oct 2026 · balance sheet at 03 Oct 2026
Net margin
-4.0%
computed by olivLawTTM to 03 Oct 2026
Revenue growth (YoY)
unavailable
input data missing
Dividend yield
unavailable
no dividend in the structured statements; a missing line is not a confirmed zero

Coverage and freshness

26/37 reporting lines present
Latest full fiscal year: 2026
Latest reported period: 03 Oct 2026
Latest balance sheet date: 03 Oct 2026
Share count (cover of the latest filing), as of: 26 Oct 2026
Source: SEC (XBRL)published 30 Oct 2026
verified 2335derived 121

Score by group

33% · Insufficient data

Estimated value range

unavailable — no valuation method could be computed

Valuation assumptions are editorial choices, not measured; beta is not measured.

Valuation methods

  • DCF (discounted cash flow)unavailable · net debt missing: EV cannot be bridged to equity (missing debt is not zero)
  • Peers: EV/EBITDAunavailable · net debt missing: EV cannot be bridged to equity (missing debt is not zero)
  • Peers: P/Eunavailable · the base of the ratio is not positive
  • Dividend discount (DDM)unavailable · the company pays no dividend: a dividend model needs an explicit initiation assumption

no valuation method could be computed

Multiple comparisons use the SIC vertical: Retail-Auto & Home Supply Stores (SIC 5531)

Classification (SIC) comparables group by industry code, not by economic activity; the direct group is an editorial selection by activity. Members' multiples are on their own trailing twelve months, at their own latest close.

Assumptions (illustrative, editorial)

Risk-free rate
4.3%
Equity risk premium
5.0%
Beta (default)
1.00
Cost of equity
9.3%
Terminal growth
2.5%

Factor scorecard

Insufficient data

Minimum-evidence gate: indicators available: 5 of at least 6; score weight coverage: 33.3% of at least 60%; valuation methods computed: 0 of at least 1

FactorValueScoreWeight used
ROIC · Qualityunavailableunavailable—
Net margin · Quality-4.0%20 (vs peers)19%
FCF conversion · Qualityunavailableunavailable—
Revenue CAGR 3Y · Growth-6.8%0 (on a fixed band)25%
EPS CAGR 3Y · Growthunavailableunavailable—
Net debt / EBITDA · Balance sheetunavailableunavailable—
Interest coverage · Balance sheet-12.4x0 (on a fixed band)19%
Current ratio · Balance sheet1.7x75 (on a fixed band)13%
P/E (TTM) · Valuationunavailableunavailable—
EV/EBITDA · Valuationunavailableunavailable—
FCF yield · Valuation-10.9%0 (on a fixed band)25%
Shareholder yield (distributions) · Returnsunavailableunavailable—
Payout ratio (FCF) · Returnsunavailableunavailable—

Factors without a value were dropped; the remaining weights were renormalised.

Score groups

  • Balance sheet30/100 · 2/3 factors with a value
  • Growth· partial0/100 · 1/2 factors with a value
  • Quality· partial20/100 · 1/3 factors with a value
  • Returns· partialunavailable · 0/2 factors with a value
  • Valuation· partial0/100 · 1/3 factors with a value

A «partial» group is computed from under half of its weight or from one factor: it is not a full assessment of the group.

Memo

CARPARTS.COM, INC. (PRTS). Latest full fiscal year: 2026; data up to 2026-10-03.

Figures computed from the financial statements: revenue 547.5 m USD in 2026; net margin -4.0%; ROE -35.4%.

Valuation cannot be computed from the available data.

Insufficient data for a verdict (indicators available: 5 of at least 6; score weight coverage: 33.3% of at least 60%; valuation methods computed: 0 of at least 1).

Text generated deterministically from the figures shown; no language model. Not investment advice.

What supports the thesis

  • Current ratio: 1.7x

What contradicts it

  • Net margin: -4.0%
  • Revenue CAGR 3Y: -6.8%
  • Interest coverage: -12.4x
  • FCF yield: -10.9%

Not assessed (insufficient data or a ratio without meaning): ROIC, FCF conversion, EPS CAGR 3Y, Net debt / EBITDA, P/E (TTM), EV/EBITDA, Shareholder yield (distributions), Payout ratio (FCF).

Versus the vertical median

Retail-Auto & Home Supply Stores (SIC 5531) · same industry (4-digit SIC) · compared with 5 companies

Multiples and returns vs the median

P/E
—
vertical median 32.7x
EV/EBITDA
—
vertical median 15.3x
P/S
0.1x
vertical median 0.5x
below median (−77.3%)
P/B
1.2x
vertical median 1.2x
at median
ROE
-35.4%
vertical median 0.4%
below median (−8,508.9%)
Net margin
-4.0%
vertical median 1.0%
below median (−508.5%)
EBIT margin
-4.1%
vertical median 3.0%
below median (−235.4%)
Revenue YoY
—
vertical median 6.0%
Net debt/EBITDA
—
vertical median 1.8x
Dividend yield
—
vertical median —

Price rebased to 100 (monthly, 5 years)

Companies in the vertical

Market capP/EROENet marginRevenue YoY1A / 3A
ORLYO Reilly Automotive Inc74.7 bn29.4—14.3%+6.4%−9% / +41%
AZOAutoZone, Inc.53.5 bn21.8—12.6%+7.4%−16% / +27%
AAPAdvance Auto Parts, Inc.3.1 bn36.13.8%1.0%unavailable−2% / −0%
HZOMarinemax Inc1.2 bn375.50.4%0.2%−5.0%+125% / +77%
PRTSCarparts.com, Inc.62.2 m—-35.4%-4.0%unavailable+22% / −75%
ONEWOneWater Marine Inc.10.6 k—-35.9%-6.7%+5.6%−13% / −60%

1- and 3-year price returns: for PRTS from daily closes (the same as the performance table), for the other companies from month-end closes.

olivLaw engine forecast

The world engine ran after the company's latest material disclosure. Probabilities are of TOUCHING a level within the horizon (not closing there) and sit next to the random walk (p_rw), the no-information benchmark.

The engine has no published run for this company yet.

Valuation scenarios (editable assumptions)

Illustrative scenarios

Illustrative: not forecasts and without probabilities. Each case is one coherent set of assumptions, computed on today's figures.

Bear
Allowed range: -50 … 50%
Allowed range: -100 … 100%
Allowed range: 0 … 100
Allowed range: -10 … 20%
Allowed range: 0 … 100%
Base
Allowed range: -50 … 50%
Allowed range: -100 … 100%
Allowed range: 0 … 100
Allowed range: -10 … 20%
Allowed range: 0 … 100%
Bull
Allowed range: -50 … 50%
Allowed range: -100 … 100%
Allowed range: 0 … 100
Allowed range: -10 … 20%
Allowed range: 0 … 100%
Nothing is saved.

Estimated price (USD)

Estimated priceBearBaseBull
1 years
insufficient data
Total return unavailable · Per year unavailable
insufficient data
Total return unavailable · Per year unavailable
insufficient data
Total return unavailable · Per year unavailable
3 years
insufficient data
Total return unavailable · Per year unavailable
insufficient data
Total return unavailable · Per year unavailable
insufficient data
Total return unavailable · Per year unavailable
5 years
insufficient data
Total return unavailable · Per year unavailable
insufficient data
Total return unavailable · Per year unavailable
insufficient data
Total return unavailable · Per year unavailable
What moves the 3-year price the most

    AI analysis

    AI-generatedAI-generated analysis (Claude) from cited public sources; it may contain errors. Not investment advice. As of 27 Oct 2026 · Model: claude-haiku-5-5.

    Possibly outdated: the newest document it read is from 07 Aug 2026; since then the company filed 10-Q (30 Oct 2026), 8-K (29 Oct 2026 · results).

    In brief

    CarParts.com is an eCommerce company selling aftermarket auto parts and accessories directly to consumers and professional shops through its website, app and marketplaces. The company reported lower sales for fiscal 2025 at 547.5 million USD 1, but in the second quarter of 2026 it returned to positive Adjusted EBITDA, its highest since the third quarter of 2023 3.

    SWOT

    Strengths

    • A very large parts catalog with vehicle fitment and a well developed digital platform 1.
    • A mix of owned stock and drop-ship allows a broad range without large inventories 12.
    • Improved Adjusted EBITDA in the second quarter of 2026 points to a more disciplined operation 3.

    Weaknesses

    • Net losses in fiscal 2025 and falling sales have weakened the financial position 1.
    • Dependence on suppliers in Asia limits control over costs and deliveries 1.
    • Headcount reductions and the sale of the Philippines subsidiary suggest difficulties with scale 1.

    Opportunities

    • If the A-Premium partnership reaches its estimated level, mechanical parts revenue could grow significantly 3.
    • Rising online sales in the auto parts market could support expansion of the digital channel 1.
    • Card and membership fee income could diversify revenue sources 3.

    Threats

    • Tariffs and trade restrictions with China and Taiwan could raise import costs 1.
    • Larger competitors with more resources could limit the company's growth 1.
    • Rising shipping and fuel costs could reduce margins 1.

    Risks

    • Dependence on foreign suppliershigh

      Most products come from Taiwan and China, without long-term contracts with foreign suppliers, which could affect availability and price 1.

    • Net losses and falling saleshigh

      The company reported a net loss in fiscal 2025 and a sales decline, and losses could continue 1.

    • Dependence on marketplacesmedium

      If marketplace hosts limit access, the company could lose a substantial part of its revenue 1.

    • Shipping costsmedium

      Rising delivery fees for inbound and outbound shipping could reduce margins 1.

    • Artificial intelligence riskslow

      Developments in AI could create operational and reputational risks, and the technology can quickly become replicable 13.

    Investment thesis

    What would need to be true (bull case)

    • If the return to positive Adjusted EBITDA holds, the company could show that its more disciplined model works 3.
    • The A-Premium partnership and the expanded delivery network could add new revenue with limited inventory investment 23.
    • A rising average vehicle age and growing online sales could support long-term demand 1.

    What would break the thesis

    • Sales fell in fiscal 2025 and in the second quarter of 2026, and recovery could be slow if demand does not grow 12.
    • Dependence on Asian suppliers and tariffs could raise costs and reduce margins 1.
    • Larger competitors with greater resources could limit the company's ability to gain market share 1.

    What to watch

    • Development of net sales and Adjusted EBITDA after the second quarterQ3 2026
    • Pace of growth of the A-Premium partnership against the long-term estimate of above 100 million USD2027
    • Effect of tariffs and shipping costs on gross marginnext 10-K
    • Use of the 25 million USD credit line and the convertible notes balanceQ3 2026

    Products, market & competition

    AI-generatedAI-generated analysis (Claude) from cited public sources; it may contain errors. Not investment advice. As of 27 Oct 2026 · Model: claude-haiku-5-5.

    Possibly outdated: the newest document it read is from 07 Aug 2026; since then the company filed 10-Q (30 Oct 2026), 8-K (29 Oct 2026 · results).

    The business

    CarParts.com, Inc. (ticker PRTS) describes its business as a technology-enabled eCommerce company that simplifies how drivers and professional customers buy aftermarket parts and accessories. Sales run through www.carparts.com, the mobile app, the wholesale platform and marketplaces such as eBay and Amazon, with access to more than 1.5 million products 1. The company operates four distribution centers across the U.S., totaling over 1 million square feet of fulfillment space 1.

    The fulfillment model combines stock-and-ship storage with drop-ship from suppliers, guided by the proprietary Auto-Vend system. The JC Whitney house brand is being consolidated as the flagship private label, while for mechanical parts the company relies on its A-Premium partnership, which operates mainly on a drop-ship basis 2. The company had 1,186 employees as of January 3, 2026, and sold its Philippines subsidiary in January 2026 1.

    In 2026 the financial structure was adjusted: the company obtained a 25 million USD revolving credit facility and announced a 10-to-1 reverse stock split with a return to Nasdaq compliance 3. Quarterly results show that reduced marketing spend lowered sales but improved operating profitability 23.

    Segments

    Online consumer channel

    The online channel includes the website, the app and the eBay and Amazon marketplaces, the main channel for end consumers 1. The decline in second-quarter 2026 sales was attributed to rationalized marketing spend on lower-margin customers 2.

    Wholesale and professional channel

    The wholesale platform sells to collision repair shops, installers and automotive distributors, with bulk purchasing and dedicated commercial terms 1. This channel supports the professional segment of the repair market.

    A-Premium partnership (mechanical parts)

    The A-Premium partnership, operated mainly on a drop-ship basis, expands the mechanical parts range without a matching increase in owned inventory 2. The company reports an annualized revenue run rate approaching 50 million USD 3.

    Market context

    The aftermarket auto parts market is fragmented and competitive, and the average age of U.S. light vehicles reached 12.8 years in 2025 1. The company argues that an older fleet generates more repairs and parts demand 1. The U.S. Auto Care Association projects online auto parts revenue above 27 billion USD by 2028 12.

    Growth in online sales is supported by better product availability, lower prices and rising consumer comfort with digital platforms 1. The company's market share, however, depends on its ability to rebuild sales after the decline in 2025 12.

    Trends

    • Aging vehicle fleettailwind

      Older vehicles need more frequent repairs, which could support demand for replacement parts, especially from DIY owners 12.

    • Shift to online salestailwind

      If the trend toward buying parts online continues, digital platforms could gain share against physical stores 1.

    • Tariffs and trade with China and Taiwanheadwind

      Most products come from Taiwan and China, and tariffs and trade restrictions could raise import costs and compress margins 1.

    • Artificial intelligence in commercemixed

      The Spark assistant and fitment data could lower acquisition costs, but the technology is also becoming easier for competitors to replicate 23.

    Competitive position

    Competitors include national parts chains such as Advance Auto Parts, AutoZone, Napa Auto Parts, O'Reilly Auto Parts and Pep Boys, large marketplaces such as Amazon and eBay, and the distributor LKQ Corporation 1. The company notes that some competitors may be larger or have greater financial and marketing resources 1.

    The advantages the company cites are its proprietary parts-to-vehicle catalog, broad product selection and fast delivery, factors it says it uses to compete 13.

    • AutoZoneAZO

      National auto parts chain named as a direct competitor in source 1.

    • O'Reilly Auto PartsORLY

      National auto parts chain named as a competitor in both DIY and professional segments.

    • AmazonAMZN

      Large marketplace where the company sells through its own storefront, and also a competitor.

    • LKQ CorporationLKQ

      Wholesale aftermarket parts distributor named as a competitor in source 1.

    News & filings

    In the press

    No news in our archive over the last 180 days.

    SEC filings

    • Quarterly report30 Oct 2026
    • Current report29 Oct 2026
      Results of operations · Financial statements and exhibits
    • Quarterly report07 Aug 2026
    • Current report06 Aug 2026
      Results of operations · Financial statements and exhibits
    • Current report16 Jun 2026
      Material agreement · Termination of a material agreement · Creation of a direct financial obligation · Financial statements and exhibits
    • Current report09 Jun 2026
      Other events
    • Current report08 Jun 2026
      Departure or appointment of officers
    • Current report21 May 2026
      Item 3.03 · Amendments to articles or bylaws · Financial statements and exhibits
    • Current report11 May 2026
      Material agreement · Termination of a material agreement · Item 3.03 · Other events · Financial statements and exhibits
    • Current report11 May 2026
      Departure or appointment of officers · Shareholder vote

    Sources

    1. [1] Form 10-K, fiscal year ended 2026-01-03 · SEC / CarParts.com, Inc. · 05 Mar 2026
    2. [2] Form 10-Q, quarter ended 2026-07-04 · SEC / CarParts.com, Inc. · 07 Aug 2026
    3. [3] Form 8-K, results release (exhibit 99.1) · SEC / CarParts.com, Inc. · 06 Aug 2026

    Figures computed by olivLaw from SEC filings and closing prices; the qualitative analysis is AI-generated from cited sources. Not investment advice.