ORLY → $30.00 by Dec 28, 2025.

First Brands filed for bankruptcy this morning and has major customer concentration in retailers like Autozone, O'Reilly, NAPA and similar. The company would continue supplying parts, but what happens in the medium to long term with retailers when a major supplier falls down? I assume that costs can go up as they seek wider sources of supply for their privately branded parts. Any hiccup in metrics for these high valuation companies could at least be a set-back to their stock …