Monro (MNRO) stock calls: who's bullish, who's bearish, and their track records
As of November 5, 2026, MCAFax has logged 19 calls on Monro (MNRO) from 8 tracked investors: 17 bullish, 0 bearish and 2 neutral. The most recent is bullish, posted by @DOMOCAPITAL on Nov 4, 2026 when MNRO last closed at $11.63. None of these calls has been scored yet; calls are scored 180 days after the post.
Not investment advice; for research and education.
Who is bullish and who is bearish on MNRO?
Consensus: bullish. Every current directional call on MNRO points the same way (JP Investments (@JPSInvestments), DOMO Capital Management, LLC (@DOMOCAPITAL), Lee Roach (@leevalueroach), Kingdom Capital (@kingdomcapadv), Colin King (@valuedontlie), Falling Knife Cap (@mac003_c), and Tom (@tomcvegas)). Mikro Kap David (@david_katunaric) takes a neutral or watch-only view, which is the closest thing to dissent here.
Every logged MNRO call
| Date | Player | Call | Price at call | Current / outcome | Result | Source |
|---|---|---|---|---|---|---|
| Nov 4, 2026 | DOMO Capital Management, LLC (@DOMOCAPITAL) | Bullish (long) | $11.63 | Open; scored 180 days after the post | Open (reiteration, counted once) | post |
| Nov 2, 2026 | Kingdom Capital (@kingdomcapadv) | Bullish (long) | $11.95 | Open; scored 180 days after the post | Open (reiteration, counted once) | post |
| Oct 29, 2026 | Colin King (@valuedontlie) | Bullish (long) | $12.30 | Open; scored 180 days after the post | Open (not yet scored) | post |
| Oct 29, 2026 | Mikro Kap David (@david_katunaric) | Neutral / watch | $14.30 | Open; scored 180 days after the post | Watch only (neutral calls are not scored) | post |
| Oct 29, 2026 | Kingdom Capital (@kingdomcapadv) | Bullish (long) | $14.30 | Open; scored 180 days after the post | Open (reiteration, counted once) | post |
| Oct 29, 2026 | Falling Knife Cap (@mac003_c) | Bullish (long) | $14.30 | Open; scored 180 days after the post | Open (reiteration, counted once) | post |
| Oct 29, 2026 | Kingdom Capital (@kingdomcapadv) | Bullish (long) | $14.30 | Open; scored 180 days after the post | Open (reiteration, counted once) | post |
| Oct 29, 2026 | Tom (@tomcvegas) | Bullish (long) | $14.30 | Open; scored 180 days after the post | Open (not yet scored) | post |
| Oct 29, 2026 | Lee Roach (@leevalueroach) | Bullish (long) | $14.30 | Open; scored 180 days after the post | Open (reiteration, counted once) | post |
| Oct 28, 2026 | Falling Knife Cap (@mac003_c) | Bullish (long) | $14.16 | Open; scored 180 days after the post | Open (not yet scored) | post |
| Oct 28, 2026 | Kingdom Capital (@kingdomcapadv) | Bullish (long) | $14.16 | Open; scored 180 days after the post | Open (reiteration, counted once) | post |
| Oct 26, 2026 | Colin King (@valuedontlie) | Neutral / watch | $13.41 | Open; scored 180 days after the post | Watch only (neutral calls are not scored) | post |
| Oct 21, 2026 | Kingdom Capital (@kingdomcapadv) | Bullish (long) | $14.23 | Open; scored 180 days after the post | Open (reiteration, counted once) | post |
| Oct 17, 2026 | Kingdom Capital (@kingdomcapadv) | Bullish (long) | $13.64 | Open; scored 180 days after the post | Open (reiteration, counted once) | post |
| Oct 9, 2026 | Kingdom Capital (@kingdomcapadv) | Bullish (long) | $13.74 | Open; scored 180 days after the post | Open (reiteration, counted once) | post |
| Oct 5, 2026 | Kingdom Capital (@kingdomcapadv) | Bullish (long) | $13.64 | Open; scored 180 days after the post | Open (not yet scored) | post |
| Sep 30, 2026 | Lee Roach (@leevalueroach) | Bullish (long) | $13.76 | $11.95 on Oct 30, 2026 | Open (not yet scored) | post |
| Sep 23, 2026 | DOMO Capital Management, LLC (@DOMOCAPITAL) | Bullish (long) | $14.29 | $13.23 on Oct 23, 2026 | Open (not yet scored) | post |
| Jul 21, 2026 | JP Investments (@JPSInvestments) | Bullish (long) | $16.79 | $13.80 on Oct 19, 2026 | Open (not yet scored) | post |
Dates are the post date in US Central time. Prices are closes in the listing currency. Open calls are not marked to market on this page; they are scored 180 days after the post.
The bull case for MNRO
- Relays Monro CFO remarks at the Gabelli conference (Nov 3, 2026) on the Ares refinancing (flexibility to explore alternatives being evaluated) and reads them as a sign the company will be sold soon. (DOMO Capital Management, LLC (@DOMOCAPITAL), Nov 4, 2026; source)
- Quotes Monro's Q2 FY2027 10-Q: a goodwill test triggered by the falling share price found fair value of the single reporting unit above carrying value including goodwill as of Sept 26, 2026; notes book value is over $18 a share. (Kingdom Capital (@kingdomcapadv), Nov 2, 2026; source)
- After a weak Q2, calls Monro an "option" on a sale: fundamentals are bad, but sale incentives exist; holds a small common plus call-spread position sized as a non-core bet. (Colin King (@valuedontlie), Oct 29, 2026; source)
- After Monro's Q2 results, says the company is clearly trying to sell itself and that there is value above the current enterprise value. (Kingdom Capital (@kingdomcapadv), Oct 29, 2026; source)
- Says the new financing makes either a piecemeal sale or a whole-company sale cleaner, and the debt documents explicitly prepare for a whole-company sale. (Falling Knife Cap (@mac003_c), Oct 29, 2026; source)
- Compares the MNRO results-day selloff to NVRI, which recovered once a sale looked likely; says the new credit agreement makes a piecemeal sale easier and Icahn is still involved. (Kingdom Capital (@kingdomcapadv), Oct 29, 2026; source)
- Reads the CEO comments and the early paydown of supplier financing as cleanup before a sale; concedes MNRO is a $10-11 stock if there is no sale. (Tom (@tomcvegas), Oct 29, 2026; source)
- Argues the market is missing a Permitted Change of Control clause in the Oct 23 Ares credit agreement that allows one sale to a private-equity sponsor within 12 months. (Lee Roach (@leevalueroach), Oct 29, 2026; source)
- Sum of the parts: owned real estate about $350M gross, California ops about $200M, Tire Choice about $300M, Monro/Mr. Tire stores about $300M; 20% haircut and $90M net debt gives about $830M equity or $26.50 per share; expects private equity and strategic interest. (Falling Knife Cap (@mac003_c), Oct 28, 2026; source)
- Preview of Monro Q2 FY27 results (Oct 29): expects the strategic review to lead to a sale or restructuring; linked Seeking Alpha article sees 40%-75% upside to a $20-25 per share outcome on network value, acquirer synergies and owned real estate. (Kingdom Capital (@kingdomcapadv), Oct 28, 2026; source)
- Earnings-season preview: would not be surprised if Monro announces "advanced discussions" and then a deal weeks later, as Enviri did. (Kingdom Capital (@kingdomcapadv), Oct 21, 2026; source)
- Expects Monro to be sold for over $20 per share in the near term. (Kingdom Capital (@kingdomcapadv), Oct 17, 2026; source)
- Back-of-envelope LBO math: a buyer could pay ~$20/share for Monro, commit ~$450M cash and still find the deal accretive with synergies. (Kingdom Capital (@kingdomcapadv), Oct 9, 2026; source)
- Monro is a takeover candidate: Mavis looks like a credible acquirer, and Icahn holds about a third of shares. (Kingdom Capital (@kingdomcapadv), Oct 5, 2026; source)
- Expects Monro to be bought out; owned real estate gives downside protection; Icahn as backstop. (Lee Roach (@leevalueroach), Sep 30, 2026; source)
- Pep Boys per-store sale price implies about $30 per share for Monro; sees a sale as likely. (DOMO Capital Management, LLC (@DOMOCAPITAL), Sep 23, 2026; source)
- Applies Mavis-Pep Boys price per store to Monro 1,115 stores, implying ~$979M value. (JP Investments (@JPSInvestments), Jul 21, 2026; source)
The bear case for MNRO
No tracked investor has a current bearish thesis on MNRO.
Neutral and watch-list views
- After Q2, sees Monro as a binary bet on a sale: rising interest costs and weak results mean buyers can wait longer than Monro can; does not count on owned real estate as downside protection. No position. (Mikro Kap David (@david_katunaric), Oct 29, 2026; source)
- Skeptical of Monro without a sale: wants a 3-year margin plan and doubts the dividend is sustainable absent real estate sales; notes Icahn could go activist. (Colin King (@valuedontlie), Oct 26, 2026; source)
Thesis lines are MCAFax summaries in our own words; follow the source link for the author's full post.
In their own words
- @DOMOCAPITAL (Nov 4, 2026): "TLDR: They are selling the company soon"
- @kingdomcapadv (Nov 2, 2026): "From $MNRO 10-Q (book value is over $18):"
- @valuedontlie (Oct 29, 2026): "The stock is basically an "option" absent a legit plan to turn around performance"
- @david_katunaric (Oct 29, 2026): "potential buyers can afford to wait a lot longer than Monro can"
- @kingdomcapadv (Oct 29, 2026): "Remaining question is there value in excess of current EV, which I also think is a pretty strong "yes""
- @mac003_c (Oct 29, 2026): "new financing structure makes piecemeal sale cleaner, or its wholeco sale which they explicitly prepare for in debt docs."
Track records of the players calling MNRO
| Player | Calls on MNRO | Career W-L | Win % | Avg edge vs S&P | Status |
|---|---|---|---|---|---|
| DOMO Capital Management, LLC (@DOMOCAPITAL) | 2 | 0-0 | - | - | No scored calls yet |
| JP Investments (@JPSInvestments) | 1 | 0-0 | - | - | No scored calls yet |
| Mikro Kap David (@david_katunaric) | 1 | 7-12 | .368 | -7.2 | Ranked #8 (career) |
| Kingdom Capital (@kingdomcapadv) | 8 | 4-14 | .222 | -17.3 | Ranked #11 (career) |
| Lee Roach (@leevalueroach) | 2 | 0-0 | - | - | No scored calls yet |
| Falling Knife Cap (@mac003_c) | 2 | 0-0 | - | - | No scored calls yet |
| Tom (@tomcvegas) | 1 | 0-0 | - | - | No scored calls yet |
| Colin King (@valuedontlie) | 2 | 11-8 | .579 | +35.1 | Ranked #5 (career) |
See the full market-calls leaderboard for every player's record.
How we score these calls
A call wins when, 180 days after the post, the stock beat the S&P 500 in the direction the investor called (a long must outperform the index, a short must underperform it). Edge is the gap versus the S&P 500 in percentage points. Price at call is the last close known at the time of the post (Yahoo Finance daily bars, split-adjusted, in the listing currency). Track records cover calls from roughly the past year.
Last updated: November 5, 2026
Not investment advice; for research and education.
FAQ
Who is bullish on Monro (MNRO)?
As of November 5, 2026, @DOMOCAPITAL, @JPSInvestments, @kingdomcapadv, @leevalueroach, @mac003_c, @tomcvegas, and @valuedontlie have logged bullish calls on MNRO. Current bullish voices: @JPSInvestments, @DOMOCAPITAL, @leevalueroach, @kingdomcapadv, @valuedontlie, @mac003_c, and @tomcvegas.
Who is bearish on MNRO?
As of November 5, 2026, none of the investors MCAFax tracks has made a bearish call on MNRO.
What is the consensus on MNRO among tracked investors?
Current calls on MNRO lean bullish; no tracked investor is on the other side right now.
What price was MNRO at when these calls were made?
Prices at call ranged from $11.63 to $16.79. The most recent call was made when MNRO last closed at $11.63. We use the last close known when each post went up.
How have past MNRO calls performed?
No MNRO call has been scored yet. Calls are scored 180 days after the post against the S&P 500.
Is there a contrarian call on MNRO?
Consensus: bullish. Every current directional call on MNRO points the same way (JP Investments (@JPSInvestments), DOMO Capital Management, LLC (@DOMOCAPITAL), Lee Roach (@leevalueroach), Kingdom Capital (@kingdomcapadv), Colin King (@valuedontlie), Falling Knife Cap (@mac003_c), and Tom (@tomcvegas)). Mikro Kap David (@david_katunaric) takes a neutral or watch-only view, which is the closest thing to dissent here.
How does MCAFax score stock calls?
A call wins when, 180 days after the post, the stock beat the S&P 500 in the direction the investor called (a long must outperform the index, a short must underperform it). Edge is the gap versus the S&P 500 in percentage points. Price at call is the last close known at the time of the post (Yahoo Finance daily bars, split-adjusted, in the listing currency). Track records cover calls from roughly the past year.
Where do these calls come from?
Public posts on X by investors MCAFax tracks. Each call links to the original post, and we log only posts that name a ticker and take a side. Theses are summarized in our own words.
Is this investment advice?
No. This page is journalism and research for education. It reports what tracked investors said and how their past calls performed.
How often is the MNRO page updated?
It is regenerated from the MCAFax market-calls database whenever new calls are logged or scored. This version is current as of November 5, 2026.