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Dec 8, 2025

Carvana: Service Expansion Amid Reconditioning Capacity Limits

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CarvanaUSLarge CapCarMaxAmazonLithia MotorsPenske Automotive GroupAutoNationHertz GlobalManheimSonic AutomotiveTricolor AutoCounter PositioningNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerLow Cost OperatorsPhysical Infra & NetworksAuctions & ClassifiedsConsumer DiscretionaryIndustrials
Jul 31, 2025

Verra Mobility: Commercial Services History & Key Drivers

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Verra MobilityUSSmall CapHertz GlobalAvis BudgetConstellation SoftwareConduentSwitching CostsB2B SoftwareIndustrialsInformation Technology
Feb 17, 2025

Carvana: Reconditioning & Selling Off-Lease Vehicles

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CarvanaUSLarge CapCarMaxSixtHertz GlobalManheimCounter PositioningNetwork EffectsVertically Integrated RetailerLow Cost OperatorsAuctions & ClassifiedsConsumer DiscretionaryIndustrials
Feb 17, 2025

SIXT: Consolidated Rent-a-Car (ConRACs) & US Market Challenges

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SixtDEMid CapHertz GlobalAvis BudgetEnterprise Rent-A-CarIndustrials
Jan 27, 2025

Lithia, Penske & Remarketing Off-Lease Vehicles

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Lithia MotorsUSMid CapCarvanaCarMaxPenske Automotive GroupManheimOPENLANEHertz GlobalAvis BudgetSixtEnterprise Rent-A-CarCounter PositioningNetwork EffectsVertically Integrated RetailerLow Cost OperatorsAuctions & ClassifiedsConsumer DiscretionaryIndustrials
Jan 13, 2025

Carvana: ADESA & the Rental Fleet Remarketing Process

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CarvanaUSLarge CapHertz GlobalAvis BudgetSixtACV AuctionsCox AutomotiveManheimNetwork EffectsCounter PositioningAuctions & ClassifiedsVertically Integrated RetailerIndustrialsConsumer Discretionary
May 30, 2023

Herc Rentals, Sunbelt, & United Rentals Competition

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HercUSMid CapHertz GlobalUnited RentalsAshtead GroupSunbelt RentalsAhern RentalsEquipmentShareH&E Equipment ServicesSunstate EquipmentJLG IndustriesSkyjackGenieSerial AcquirerIndustrialsMaterialsCommunication Services

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