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Nov 27, 2025

Amazon Autos & Costco's Auto Program

Former Zone Business Consultant at Affinity Auto Group
Partner Interview
Costco Wholesale•US•Mega CapCarvanaGeneral MotorsAmazonLithia MotorsAsbury Automotive GroupScale EconomiesCounter PositioningNetwork EffectsSwitching CostsLow Cost OperatorsVertically Integrated RetailerPhysical Infra & NetworksConsumer StaplesConsumer Discretionary
Nov 23, 2025

CarMax Inc: Culture & Competing with Carvana

Former Executive Vice President at CarMax
Partner Interview
CarMax•US•Mid CapCarvanaLithia MotorsAsbury Automotive GroupCounter PositioningLow Cost OperatorsVertically Integrated RetailerConsumer Discretionary
Nov 6, 2024

Lithia, Penske & US Franchised Car Dealers: ICE and EV Servicing

Former General Manager at Lithia & Driveway
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IP Interview
Lithia Motors•US•Mid CapTeslaPenske Automotive GroupAsbury Automotive GroupCCC Intelligent SolutionsSoleraService KingGerber Collision & GlassCaliber CollisionBrand EquityProcess PowerNetwork EffectsSwitching CostsB2B SoftwareConsumer DiscretionaryInformation Technology
Oct 29, 2024

Belron, Boyd & the Auto Glass Repair Market: Vertical Integration Threat

Former Collision Repair Manager at Tesla
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IP Interview
Belron•BE•Mid CapSafeliteBoyd Autobody & GlassTeslaRivian AutomotiveAsbury Automotive GroupLithia MotorsD'Ieteren GroupBrand EquityProcess PowerConsumer Discretionary
Sep 16, 2024

Tesla Repair Network & Vertical Integration

Former Collision Repair Manager at Tesla
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IP Interview
Tesla•US•Mega CapMonroService KingCaliber CollisionGerber Collision & GlassToyotaAsbury Automotive GroupLithia MotorsBoyd Autobody & GlassBrand EquityProcess PowerConsumer Discretionary
Aug 29, 2024

Tesla vs Toyota: EV vs ICE Repair Process

Former Collision Repair Manager at Tesla
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IP Interview
Tesla•US•Mega CapMonroService KingCaliber CollisionGerber Collision & GlassToyotaAsbury Automotive GroupLithia MotorsBoyd Autobody & GlassBrand EquityProcess PowerConsumer Discretionary
Jul 7, 2024

Lithia Motors: Servicing Economics

Former GM at Lithia
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IP Interview
Lithia Motors•US•Mid CapAsbury Automotive GroupPenske Automotive GroupAutoNationSonic AutomotiveTeslaGeneral MotorsBrand EquityProcess PowerConsumer Discretionary
Jul 2, 2024

Tesla vs Toyota: Servicing & Repair

Former Collision Repair Manager at Tesla
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IP Interview
Tesla•US•Mega CapToyotaAsbury Automotive GroupLithia MotorsBYDService KingMonroBrand EquityProcess PowerConsumer Discretionary
Jun 24, 2024

Tesla: Servicing & Auto Parts Operations

Former Senior Manager of Parts Operations at Tesla
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IP Interview
Tesla•US•Mega CapVolkswagenAudiLithia MotorsAsbury Automotive GroupService KingGerber Collision & GlassCaliber CollisionLKQBoyd Autobody & GlassAutoZoneAdvance Auto PartsOReilly AutomotiveMercedes-Benz GroupToyotaBYDScale EconomiesBrand EquityProcess PowerB2B MiddlemenConsumer DiscretionaryEnergy
Jun 10, 2024

LKQ & US Auto Recycling: Salvage Operations

Former Operations Manager at LKQ
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IP Interview
LKQ•US•Mid CapCopartIAAACV AuctionsAsbury Automotive GroupOReilly AutomotiveAdvance Auto PartsAutoZoneLithia MotorsNetwork EffectsScale EconomiesAuctions & ClassifiedsPhysical Infra & NetworksB2B MiddlemenIndustrialsConsumer Discretionary
May 7, 2024

Lithia, Asbury & Franchise Auto Dealers: Servicing ICE vs Electric Vehicles

Former Service Director at Asbury Automotive Group
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IP Interview
Lithia Motors•US•Mid CapAsbury Automotive GroupAutoNationSonic AutomotivePenske Automotive GroupCarvanaCarMaxCounter PositioningVertically Integrated RetailerLow Cost OperatorsConsumer Discretionary
Nov 7, 2023

CarMax: How a Vehicle Flows through the Network

Former Senior Operations Director at CarMax
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IP Interview
CarMax•US•Mid CapCarvanaVroomLithia MotorsAsbury Automotive GroupCounter PositioningVertically Integrated RetailerLow Cost OperatorsConsumer Discretionary
Aug 28, 2023

Carvana: Evolution of the Inspection & Reconditioning Process

Former Associate Director of Inspection Centers at Carvana
Partner Interview
Carvana•US•Large CapCarMaxAsbury Automotive GroupVroomLithia MotorsCounter PositioningVertically Integrated RetailerLow Cost OperatorsConsumer Discretionary
Mar 18, 2022

Investor Dialogue: Carvana vs CarMax

IP Dialogue
Carvana•US•Large CapAsbury Automotive GroupCarMaxCounter PositioningLow Cost OperatorsVertically Integrated RetailerConsumer Discretionary

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