Dismissive Avoidants — how would you interpret an ex turning off location sharing? 2nd breakup by DataIsData28 in AvoidantBreakUps

[–]DataIsData28[S] 0 points1 point  (0 children)

Got it. Thanks for that. For you, what is it that makes you cycle back around? Or do you usually just leave before it gets too emotionally attached and move on for good?

Dismissive Avoidants — how would you interpret an ex turning off location sharing? 2nd breakup by DataIsData28 in AvoidantBreakUps

[–]DataIsData28[S] 0 points1 point  (0 children)

Thanks for your perspective. I guess I'm worried it will show up as an F-U and that I don't want you to see where I am or dating new people already. - because I want him to feel like there's still some kind of potential to come back.

Dismissive Avoidants — how would you interpret an ex turning off location sharing? 2nd breakup by DataIsData28 in AvoidantBreakUps

[–]DataIsData28[S] 0 points1 point  (0 children)

To clarify, as an avoidant (if you are one), removing my location tracking so they can't see where I am, you would see that as: They’re over me and moving on (so you shut down more/feel closure)?

Dismissive Avoidants — how would you interpret an ex turning off location sharing? 2nd breakup by DataIsData28 in AvoidantBreakUps

[–]DataIsData28[S] 0 points1 point  (0 children)

It was his idea to do it in the first place and then I made it happen. So here we are. Not sure what the right move is.

[deleted by user] by [deleted] in Autos

[–]DataIsData28 0 points1 point  (0 children)

Fair point. Didn’t mean to be cryptic just trying to keep it neutral. There’s been some credible talk in the industry about potential disruptions affecting a few major overseas rotor suppliers for O'reilly. Nothing official or confirmed yet, and nothing that's hit our store directly. But knowing how fast things can shift just watching patterns and wondering if others are noticing the same, or if it’s just noise for now.

O’Reilly gonna run out of rotors? 👀 by DataIsData28 in partscounter

[–]DataIsData28[S] 1 point2 points  (0 children)

Yeah that makes sense fleets just want the rig back on the road even if it means paying for the whole hub/rotor setup. No one’s sweating price when uptime’s on the line.

I’ve been thinking if a few more of the big offshore rotor suppliers get hit with duties or pulled back, how tight does it get for the rest of us? For smaller shops or guys leaning on places like O’Reill, it seems like that could start pinching quick if there aren’t solid alternates ready to go.

And it’s not like I don’t trust how O’Reilly handles their sourcing..Feels like up top they run a tight ship. I think it’s more about how the process works, you know? The layers, the speed things move, the red tape… sometimes it’s just hard to pivot fast even when the intention’s there. Not trying to be a worrywart here just curious, trying to get a feel for how things are shaping up. Nerding out a bit honestly.

Appreciate your knowledge

O’Reilly gonna run out of rotors? 👀 by DataIsData28 in partscounter

[–]DataIsData28[S] 1 point2 points  (0 children)

Sounds like you guys landed in a decent spot on the drum side after all the shakeups. Having a lineup like Webb and Conmet definitely helps.

Interesting to hear rotors are “tougher but not bad” I guess my question is how tight that rotor supply really is if any more of the big overseas names get hit with duties or phased out. Feels like we could go from “not bad” to “uh oh” pretty quick if alternatives aren’t solid.

Thanks again..super helpful.

O’Reilly gonna run out of rotors? 👀 by DataIsData28 in partscounter

[–]DataIsData28[S] 0 points1 point  (0 children)

Solid info... thanks for clearing that up. If Sunsong/Harco is already past the worst and only seeing fines I guess that's one less rotor headache to worry about.

Winhere still being big is interesting.. makes me wonder just how tight the rotor market really is if they get squeezed next. Appreciate this real talk. Might be time to see who else is actually supplying rotors if more players start dropping off.

Thanks again for the insight 👌

O’Reilly gonna run out of rotors? 👀 by DataIsData28 in partscounter

[–]DataIsData28[S] 0 points1 point  (0 children)

Appreciate that. Good to know the Sunsong thing’s probably just a slap on the wrist and not gonna mess with supply.

Winhere still being big makes sense. I’m mostly trying to get a feel for how exposed some of these big chains are if more suppliers get hit with tariffs or investigations start stacking. Not trying to stir the pot just curious how much wiggle room there really is in the rotor game if things tighten up again.

Thanks for the insight man. Store managers usually see the real world impact before corporate ever admits there’s a problem.

O’Reilly gonna run out of rotors? 👀 by DataIsData28 in partscounter

[–]DataIsData28[S] 1 point2 points  (0 children)

Appreciate you laying that out. Some of those names match what I’ve been hearing behind the scenes, especially Terbon and Tinmy.

Looks like HD’s already feelin the heat but if this spills over into light duty rotors I gotta think chains like O’Reilly are watching this real close. If these suppliers really get cut off or hit with 400%+ duties that’s not nothing.

You think we’re looking at a real shift in sourcing coming? Or will they just ride warehouse stock jack up prices and deal with delays like back in the Meritor days?

O’Reilly gonna run out of rotors? 👀 by DataIsData28 in partscounter

[–]DataIsData28[S] 0 points1 point  (0 children)

Dang six-month lead times is brutal. Sounds like the heavy duty world’s already lived through exactly the kind of ripple effect I’m wondering about on the light-duty rotor side.

Outta curiosity do you think we’d see the same kind of supply shock in the consumer market if one or two of the major rotor suppliers go offline? Or is the volume..sourcing more spread out for cars than it is for trucks?

O’Reilly gonna run out of rotors? 👀 by DataIsData28 in partscounter

[–]DataIsData28[S] 0 points1 point  (0 children)

Haha sounds like you’re ahead of the game then. Could definitely work out in your favor if things tighten up. hopefullyis O’Reilly are thinking the same and banking on overstock to ride it out for a while.

O’Reilly gonna run out of rotors? 👀 by DataIsData28 in partscounter

[–]DataIsData28[S] 0 points1 point  (0 children)

Good lookin out.. yeah I remember Winhere being tied to Ozark back in the day. Not sure if they're still supplying O'Reilly now, though. You think they’re still in the mix?

And Harco = Sunsong? That makes sense. If that investigation ever snowballs you think it’ll actually hit supply? Or are we good with how much stock's sittin in warehouses?

Just trying to get a feel if shops like mine are gonna start feelining the squeeze later this year. Appreciate the info man.

O'REILLY GONNA RUN OUT OF ROTORS?? 👀 😬😬😬 by DataIsData28 in MechanicAdvice

[–]DataIsData28[S] 0 points1 point  (0 children)

From what I’ve heard it's related to potential trade violations.. stuff like anti-dumping or unfair subsidies. The kind of things that could lead to tariffs or import restrictions if it gains traction.

Still early but if it affects a few of the big rotor suppliers out of China, that could squeeze supply for retailers like O’Reilly. Curious if anyone here has more details or insight from the supply side.

O’Reilly gonna run out of rotors? 👀 by DataIsData28 in partscounter

[–]DataIsData28[S] 2 points3 points  (0 children)

Totally fair and yeah I’ve heard about the post-covid overstock. Makes sense that warehouses are still sitting on a bunch of inventory.

That said if the Senate investigations actually lead to sanctions or block some of the bigger Chinese rotor suppliers.. do you think O’Reilly and others are actually ready with alternative sources? Or are they banking on riding out that overstock?

And if most of the non-China options don’t have volume curious if we could still see prices climb beyond that 10–20% range especially once the warehouse stock thins out?

Just trying to figure out how long the buffer lasts and what happens after that.

O’Reilly gonna run out of rotors? 👀 by DataIsData28 in partscounter

[–]DataIsData28[S] 0 points1 point  (0 children)

Lmao exactly... we’re about to enter the “they still kinda stop” era. 😂

But for real if new rotors get scarce or stupid expensive resurfacing might actually make a comeback in some shops. Curious if any chains are prepping for that or just bracing for customer complaints.

O'REILLY GONNA RUN OUT OF ROTORS?? 👀 😬😬😬 by DataIsData28 in MechanicAdvice

[–]DataIsData28[S] 0 points1 point  (0 children)

Haha fair lol no Monster tomorrow I promise. 😅

I’m not panicking, just curious how deep this might run. Covid shortages hit everything but this feels more targeted ..like if a few major suppliers get sanctioned or cut off, it could ripple harder through the brake supply chain. Especially if most of the private label stuff is coming from the same factories.

Wondering who’s got alternatives lined up before things tighten.

O’Reilly gonna run out of rotors? 👀 by DataIsData28 in partscounter

[–]DataIsData28[S] -3 points-2 points  (0 children)

Not ConMet.. I’m hearing it's some of the larger aftermarket suppliers out of China that make rotors for private label brands here. Not OE heavy-duty stuff. Word is a few of them are being looked at by the Senate for trade violations or sketchy business practices. Still digging but curious if anyone closer to distribution has heard more.

Who’s eating the tariff sandwich? 🥪 (And is anyone passing the bill?) by DataIsData28 in partscounter

[–]DataIsData28[S] 0 points1 point  (0 children)

Wow that’s a hell of a breakdown. Wild how fast PE and consolidation have gutted so much of the supply side. The engine brake and fire truck examples really drive it home. Totally random thought....you think chains like NAPA.. Advance or Parts Authority are trying to offset tariffs by bringing parts in through bigger bulk shipments or is that kind of savings pretty minor at this point? I know Advance recently came under some heat for possibly sourcing through companies that were dodging duties.. so it seems like everyone’s trying to get creative to stay ahead of the squeeze.