IP Research ResourceNovember 25, 2024Amazon, 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 AnalysisAerCap Holdings N.V.Air Lease CorporationVertu Motors PlcCarvana CoCarMax IncMotorpoint Group PlcAuto Trader Group plcCazoo Group LtdCounter PositioningInsurers & FinancialsVertically Integrated RetailerLow Cost OperatorsIndustrialsConsumer DiscretionaryCommunication Services