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S&P Global Mobility: Carfax's Dealer Footprint, Data Moat & Competitive Position
Jul 27, 2026
Partner Interview
S&P Global•US•Large CapCox AutomotiveManheimCarvanaCarMaxNetwork EffectsCounter PositioningAuctions & ClassifiedsVertically Integrated RetailerLow Cost OperatorsFinancialsConsumer DiscretionaryJul 27, 2026
Credit Acceptance: Dealer Economics & Competitive Positioning vs Westlake
Jul 22, 2026
Partner Interview
Credit Acceptance•US•Mid CapCarMaxCarvanaWestlake Financial ServicesExeter FinanceCornered ResourceProcess PowerCounter PositioningInsurers & FinancialsLow Cost OperatorsVertically Integrated RetailerFinancialsConsumer DiscretionaryJul 22, 2026
Cars.com & CarGurus: Competitive Dynamics in US Automotive Marketplaces
Jul 13, 2026
Partner Interview
Cars.com•US•Small CapCarGurusCox AutomotiveManheimCarvanaCarMaxNetwork EffectsCounter PositioningAuctions & ClassifiedsVertically Integrated RetailerLow Cost OperatorsConsumer DiscretionaryCommunication ServicesJul 13, 2026
Carvana: IRC Operations, Post-Sale Repairs & Merchandising Strategy
Jul 6, 2026
Partner Interview
Carvana•US•Large CapDriveTimeCarMaxCounter PositioningVertically Integrated RetailerLow Cost OperatorsConsumer DiscretionaryJul 6, 2026
Carvana & Hertz: Fleet Disposal Economics & Direct-to-Consumer Channel
Jun 30, 2026
Partner Interview
Carvana•US•Large CapHertz GlobalCarMaxCounter PositioningVertically Integrated RetailerLow Cost OperatorsConsumer DiscretionaryIndustrialsJun 30, 2026
Amazon Autos: Building an Automotive Marketplace & OEM Ad Revenue Model
Jun 22, 2026
Partner Interview
Amazon•US•Mega CapCarvanaAutotraderCarMaxLithia MotorsAsbury Automotive GroupPenske Automotive GroupNetwork EffectsScale EconomiesSwitching CostsCounter PositioningVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsLow Cost OperatorsConsumer DiscretionaryCommunication ServicesJun 22, 2026
Carvana: IRC Operations, CARLI System & Reconditioning Efficiency
May 9, 2026
Partner Interview
Carvana•US•Large CapCarMaxCounter PositioningVertically Integrated RetailerLow Cost OperatorsConsumer DiscretionaryMay 9, 2026
Carvana ADESA Clear: Digital Auction Strategy & Marketplace Economics
May 5, 2026
Partner Interview
Carvana•US•Large CapCarMaxManheimACV AuctionsBacklot CarsCounter PositioningNetwork EffectsVertically Integrated RetailerLow Cost OperatorsAuctions & ClassifiedsConsumer DiscretionaryIndustrialsMay 5, 2026
Carvana: Building a Digital Wholesale Auction from Scratch
Apr 23, 2026
Partner Interview
Carvana•US•Large CapManheimDriveTimeACV AuctionsCarMaxCounter PositioningNetwork EffectsVertically Integrated RetailerAuctions & ClassifiedsLow Cost OperatorsConsumer DiscretionaryIndustrialsApr 23, 2026
America's Car-Mart: Doug Campbell's Fleet Management & Remarketing Experience
Mar 10, 2026
Partner Interview
Americas CarMart•US•Small CapCarvanaCarMaxCounter PositioningVertically Integrated RetailerLow Cost OperatorsConsumer DiscretionaryMar 10, 2026
America's Car-Mart: Evolution from $10K to $20K Vehicles & Impact on Customer Retention
Mar 9, 2026
Partner Interview
Americas CarMart•US•Small CapCarvanaCarMaxCounter PositioningVertically Integrated RetailerLow Cost OperatorsConsumer DiscretionaryMar 9, 2026
IP References
Feb 27, 2026
Ernie Garcia II & Carvana Underwriting Practices
IP Reference Checks
Management CheckCarvana•US•Large CapCarMaxCredit AcceptanceCounter PositioningCornered ResourceProcess PowerVertically Integrated RetailerLow Cost OperatorsInsurers & FinancialsConsumer DiscretionaryFinancials
Carvana: Company Culture, Execution Challenges & Near-Death Experiences
Feb 25, 2026
Feb 25, 2026
America's Car-Mart: Centralization Strategy, Store Closures & Turnaround Plan
Feb 9, 2026
Partner Interview
Americas CarMart•US•Small CapCarvanaDriveTimeCarMaxCounter PositioningVertically Integrated RetailerLow Cost OperatorsConsumer DiscretionaryFeb 9, 2026
CarMax: Inventory Missteps, Omnichannel Friction, and the Carvana Challenge
Jan 9, 2026
Partner Interview
CarMax•US•Mid CapCarvanaLithia MotorsAsbury Automotive GroupPenske Automotive GroupACV AuctionsCounter PositioningNetwork EffectsLow Cost OperatorsVertically Integrated RetailerAuctions & ClassifiedsConsumer DiscretionaryIndustrialsJan 9, 2026
Credit Acceptance, Carvana, and U.S. Subprime Auto: Ancillary Product Economics, Advances, and Dealer Incentives
Jan 7, 2026
Jan 7, 2026
U.S. Auto Retail M&A: Franchise Buyers, CarMax, and the Limits to Scale
Jan 6, 2026
Jan 6, 2026
CarMax: Funding Model vs. Carvana’s Forward-Flow Edge
Jan 2, 2026
Partner Interview
Carvana•US•Large CapCarMaxCredit AcceptanceCapital One FinancialCounter PositioningCornered ResourceProcess PowerLow Cost OperatorsVertically Integrated RetailerInsurers & FinancialsConsumer DiscretionaryFinancialsJan 2, 2026
CarMax: Recon Rigidity & Digital Gap vs Carvana
Dec 16, 2025
Partner Interview
CarMax•US•Mid CapCarvanaCounter PositioningLow Cost OperatorsVertically Integrated RetailerConsumer DiscretionaryDec 16, 2025
American Credit Acceptance: POS-Driven Subprime Auto Lending & Unit Economics
Dec 15, 2025
Dec 15, 2025
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