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IP Research AnalysisMay 1, 2025Carvana & DriveTime Relationship and Subprime Loan Performance Analysis
IP ResearchCarvana CoCarMax IncCredit Acceptance CorporationWestlake CorpExeter FinanceCapital One Financial CorporationBridgecrestDriveTimeCounter PositioningCornered ResourceProcess PowerVertically Integrated RetailerLow Cost OperatorsInsurers & FinancialsConsumer DiscretionaryFinancialsMaterials- IP Research ResourceApril 23, 2025
IP Research Roundup: O’Reilly & US Auto Parts Retail Market
IP Research RoundupO’Reilly Automotive IncAdvance Auto Parts IncTesla IncAutoZone IncNAPA Auto PartsCarvana CoCarMax IncScale EconomiesProcess PowerBrand EquityCounter PositioningB2B MiddlemenVertically Integrated RetailerLow Cost OperatorsConsumer Discretionary - IP Research ResourceMarch 24, 2025
IP Research Roundup: Credit Acceptance, Westlake, Carvana, & US Auto Subprime Lending
IP Research RoundupCredit Acceptance CorporationExeter FinanceWestlake Financial ServicesCarvana CoCarMax IncDriveTimeBanco Santander S.A.BridgecrestCornered ResourceProcess PowerCounter PositioningInsurers & FinancialsVertically Integrated RetailerLow Cost OperatorsFinancialsConsumer Discretionary - IP Research ResourceNovember 25, 2024
IP Research Roundup: Amazon, Carvana, Wayfair, SHEIN & Vertically-Integrated Ecommerce
Carvana CoWayfair IncAmazon.com IncSHEINCounter PositioningNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer Discretionary - IP Research SurveyMarch 4, 2024
ACV vs Manheim, ADESA & Physical Auto Auctions: Indie Used Car Dealers
IP SurveysIP ResearchACV Auctions IncManheimCarvana CoCarMax IncCox AutomotiveOPENLANE IncADESANetwork EffectsCounter PositioningAuctions & ClassifiedsVertically Integrated RetailerLow Cost OperatorsIndustrialsConsumer Discretionary - Company ProfileDecember 21, 2023
ACV Auctions
IP Company ProfileIP ResearchACV Auctions IncCarvana CoManheimOPENLANE IncCopart IncCarMax IncNetwork EffectsCounter PositioningAuctions & ClassifiedsVertically Integrated RetailerPhysical Infra & NetworksLow Cost OperatorsIndustrialsConsumer Discretionary - IP Research AnalysisMay 24, 2022
Carvana's Finance GPU and Gain-on-Loan Sale
In Practise Weekly AnalysisCarvana CoCounter PositioningVertically Integrated RetailerConsumer Discretionary - IP Research AnalysisMarch 22, 2022
Carvana, ADESA, ACV, & Wholesale Auto Auctions
In Practise Weekly AnalysisCarvana CoCarMax IncACV Auctions IncCounter PositioningNetwork EffectsVertically Integrated RetailerLow Cost OperatorsAuctions & ClassifiedsConsumer DiscretionaryIndustrials - IP Research AnalysisDecember 14, 2021
Wayfair CastleGate, Amazon, & FBA vs FBW
In Practise Weekly AnalysisCarvana CoAmazon.com IncWayfair IncCounter PositioningNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer Discretionary - IP Research AnalysisJune 7, 2021
AerCap, Aircraft Leasing, & Auto Dealer Business Models
In Practise Weekly AnalysisAir Lease CorporationVertu Motors PlcCarvana CoCarMax IncMotorpoint Group PlcAuto Trader Group plcCazoo Group LtdAerCap Holdings N.V.Counter PositioningVertically Integrated RetailerLow Cost OperatorsInsurers & FinancialsIndustrialsConsumer DiscretionaryCommunication Services