LKQ Mergers and Acquisitions Presentation Deck
3 Entry & Expansion Opportunities in Canadian Mechanical Parts
Through Acquisition of #2 Wholesale Distributor
$3.9
1.6
$3.6
1.5
2.3 2.1
Canadian Automotive Aftermarket Distribution ($bn)
$3.9 $4.0
1.6 1.7
2.1 2.3 2.3
'19A-'30E CAGR: +3.3%
$4.5 $4.6
$4.3
LKQ 25
Anniversary
1.8
1.9
1.9
Canada Retail Hard Parts Segment
$4.9
$4.8
2.0 2.0
$5.1
2.1
5.3$
$5.4
2.2 2.3
2.5 2.6 2.7 2.8 2.9 3.0 3.1 3.2
2019A 2020A 2021A 2022A 2023E 2024E 2025E 2026E 2027E 2028E 2029E 2030E
Canada WD Hard Parts Segment
Estimated Shares for Wholesale Distributors
Opportunity for
Expansion
Others
Note: All financial figures in US$, unless otherwise noted.
Source: RBC Capital Markets Initiating Coverage report, LKQ Strategy Analysis, and public filings.
45%
Competitor 3
3% 5%
Competitor 2
29%
19%
Competitor 1
CAG #2
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