DRIVER Act
BEARISHThe DRIVER Act (HR6687) mandates open vehicle diagnostic data access, structurally shifting repair volumes from automaker dealer networks to independent shops. Aftermarket distributors O'Reilly ($ORLY at $98.55, +5.82% 7-day) and AutoZone ($AZO at $3669.56, +2.56% 7-day) benefit directly, while GM ($GM at $77.97, -0.1% 7-day), Ford ($F at $11.93, -3.63% 7-day), and Tesla ($TSLA at $372.03, -1.13% 7-day) face bearish pressure. The bill is early-stage (referred to committee Dec 12, 2025) with a long legislative path, but the structural implications for the $300+ billion U.S. vehicle repair ecosystem are unambiguous.
→ Structural shift of repair volume from automaker captive dealer service bays to independent repair shops, expanding the addressable market for aftermarket parts distributors by an estimated 10-20% of dealer-captured repair revenue over time.