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Safelite, Fuyao & OEM vs Aftermarket Autoglass : Supply Chain, Quality & Manufacturing

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Fuyao GroupBelronD'Ieteren GroupPilkington (NSG Group)Saint-GobainBoyd Autobody & GlassDriven BrandsCorningPPG IndustriesProcess PowerMission Critical Products & ServicesConsumer DiscretionaryMaterialsIndustrialsInformation Technology
Jan 7, 2025

Driven Brands & Auto Glass Repair: Competing vs Safelite

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Driven Brands•US•Mid CapBoyd Autobody & GlassD'Ieteren GroupBelronSafeliteGlass AmericaIndustrialsConsumer Discretionary
Dec 30, 2024

Belron, Safelite, Boyd, & Auto Glass Repair: Commoditisation Risks

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Belron•BE•Mid CapLucidCaliber CollisionTeslaRivian AutomotiveD'Ieteren GroupSafeliteAsTechBoyd Autobody & GlassDriven BrandsProcess PowerBrand EquityConsumer DiscretionaryFinancialsIndustrials
Dec 17, 2024

Safelite, Lithia & US Auto Body Shops: In-Housing Glass Repair

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Safelite•BE•Mid CapLithia MotorsPenske Automotive GroupBelronD'Ieteren GroupTeslaAsTechService KingDriven BrandsCaliber CollisionBoyd Autobody & GlassCarShieldEnduranceProcess PowerBrand EquityConsumer DiscretionaryIndustrialsFinancials
Nov 27, 2024

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

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Belron•BE•Mid CapSafeliteBoyd Autobody & GlassTeslaRivian AutomotiveAsbury Automotive GroupLithia MotorsD'Ieteren GroupProcess PowerBrand EquityConsumer Discretionary
Oct 29, 2024

Tesla: Culture & Manufacturing-Repair Feedback Loop

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Tesla•US•Mega CapBoyd Autobody & GlassCaliber CollisionService KingCARSTARGerber Collision & GlassProcess PowerBrand EquityConsumer Discretionary
Sep 21, 2024

Tesla Repair Network & Vertical Integration

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Tesla•US•Mega CapMonroService KingCaliber CollisionGerber Collision & GlassToyotaAsbury Automotive GroupLithia MotorsBoyd Autobody & GlassProcess PowerBrand EquityConsumer Discretionary
Sep 16, 2024

Tesla vs Toyota: EV vs ICE Repair Process

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Tesla•US•Mega CapMonroService KingCaliber CollisionGerber Collision & GlassToyotaAsbury Automotive GroupLithia MotorsBoyd Autobody & GlassProcess PowerBrand EquityConsumer Discretionary
Aug 29, 2024

Belron, Safelite & US Auto Glass Repair: TPA Agreements

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D'Ieteren Group•BE•Large CapBoyd Autobody & GlassCaliber CollisionDriven BrandsService KingConsumer DiscretionaryIndustrials
Jul 5, 2024

Safelite & US Auto Glass Repair: Relationships with Insurers

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The Progressive•US•Large CapBerkshire HathawayRivian AutomotiveD'Ieteren GroupBoyd Autobody & GlassCaliber CollisionGerber Collision & GlassDriven BrandsThe AllstateState FarmTeslaBYDScale EconomiesProcess PowerBrand EquityInsurers & FinancialsSerial AcquirerLow Cost OperatorsFinancialsConsumer DiscretionaryIndustrials
Jun 29, 2024

Tesla: Servicing & Auto Parts Operations

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Tesla•US•Mega CapVolkswagenAudiLithia MotorsAsbury Automotive GroupService KingGerber Collision & GlassCaliber CollisionLKQBoyd Autobody & GlassAutoZoneAdvance Auto PartsOReilly AutomotiveMercedes-Benz GroupToyotaBYDScale EconomiesProcess PowerBrand EquityB2B MiddlemenConsumer DiscretionaryEnergy
Jun 24, 2024

Belron: Safelite's Competitive Advantage

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D'Ieteren Group•BE•Large CapBoyd Autobody & GlassConsumer Discretionary
Jun 23, 2024

Belron: Safelite & US Auto Glass Repair Market Dynamics

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D'Ieteren Group•BE•Large CapBoyd Autobody & GlassFix Auto WorldConsumer Discretionary
Jun 19, 2024

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