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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
Carvana: Service Expansion Amid Reconditioning Capacity Limits
Dec 8, 2025
Partner Interview
Carvana•US•Large CapCarMaxAmazonLithia MotorsPenske Automotive GroupAutoNationHertz GlobalManheimSonic AutomotiveTricolor AutoCounter PositioningNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerLow Cost OperatorsPhysical Infra & NetworksAuctions & ClassifiedsConsumer DiscretionaryIndustrialsDec 8, 2025
Verra Mobility: Commercial Services History & Key Drivers
Jul 31, 2025
Jul 31, 2025
SIXT: Consolidated Rent-a-Car (ConRACs) & US Market Challenges
Feb 17, 2025
Partner Interview
Sixt•DE•Mid CapHertz GlobalAvis BudgetEnterprise Rent-A-CarIndustrialsFeb 17, 2025
Carvana: Reconditioning & Selling Off-Lease Vehicles
Feb 17, 2025
Feb 17, 2025
Lithia, Penske & Remarketing Off-Lease Vehicles
Jan 27, 2025
Jan 27, 2025
Carvana: ADESA & the Rental Fleet Remarketing Process
Jan 13, 2025
Partner Interview
Carvana•US•Large CapHertz GlobalAvis BudgetSixtACV AuctionsCox AutomotiveManheimNetwork EffectsCounter PositioningAuctions & ClassifiedsVertically Integrated RetailerIndustrialsConsumer DiscretionaryJan 13, 2025
Herc Rentals, Sunbelt, & United Rentals Competition
May 30, 2023
Partner Interview
Herc•US•Mid CapHertz GlobalUnited RentalsAshtead GroupSunbelt RentalsAhern RentalsEquipmentShareH&E Equipment ServicesSunstate EquipmentJLG IndustriesSkyjackGenieSerial AcquirerIndustrialsMaterialsCommunication ServicesMay 30, 2023
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