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MNRO MONRO, INC.

Last updated: May 11, 2026

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Execution Consistency

Did the company actually spend money buying back stock in 3+ of the last 4 quarters?

Bought back stock in 4/4 quarters. Q3 2025: $44M, Q3 2023: $26M, Q3 2024: $26M, Q2 2023: $54M

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Execution Acceleration

Is the most recent quarter's buyback spend more than 15% above the trailing average?

Latest quarter $44M vs trailing avg $35M (+24%)

Buyback vs FCF

What percentage of free cash flow is going to buybacks? Bull: 30%+. Bear: negative FCF or no buybacks.

Missing buyback or cash flow data

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Buyback Intensity

How fast are they shrinking the float? Bull: 2%+ annually. Bear: under 0.5%.

Repurchased 413,600 shares = 5.5% of 30,019,660 outstanding (annualized)

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Insider Buying

Are officers and directors buying stock with their own money on the open market?

6 open-market purchases by 2 insiders

  • FITZSIMMONS PETER D (President and CEO) bought 12,750 shares at $19.68 on 2026-02-05
  • FITZSIMMONS PETER D (President and CEO) bought 13,350 shares at $18.80 on 2026-02-03
  • ICAHN CARL C () bought 101,422 shares at $17.48 on 2025-11-07
  • ICAHN CARL C () bought 428,967 shares at $17.40 on 2025-11-06
  • ICAHN CARL C () bought 108,270 shares at $17.23 on 2025-11-05
  • ICAHN CARL C () bought 639,473 shares at $15.19 on 2025-11-04
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Insider-Buyback Convergence

Are both company buybacks and insider buying independently active? Bull when the company is buying back stock in 2+ quarters and insiders have made 2+ open-market purchases.

Company buybacks in 4 quarters and 6 insider purchases by 2 insiders (no calendar overlap, but both independently active)

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Insider Net Direction

Over the last 90 days, are insiders net buyers or net sellers on the open market?

Insiders bought $2M, sold $0M in the last 90 days (net buying)

Red Flag

Active buyback + insiders net selling 3x+ more than buying. Company cash may be supporting price while insiders exit.

No buyback-insider divergence detected