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Sep 16, 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
Aug 29, 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
Jul 2, 2024

Tesla vs Toyota: Servicing & Repair

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Tesla•US•Mega CapToyotaAsbury Automotive GroupLithia MotorsBYDService KingMonroProcess PowerBrand EquityConsumer Discretionary
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Jun 13, 2024

Lifco vs Halma, LKQ, Brown & Brown, Procore, ALGN, Agilon, MONRO, PETS, MNDY

Lifco•SE•Large CapLKQHalmaPets at HomeProcoreMonroAlign TechnologymondaycomAtlassianDanaherConstellation SoftwareBrown & Brown
Jun 10, 2024

MONRO: EV Threat to US Auto Repair Shops

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Monro•US•Small CapGerber Collision & GlassService KingCaliber CollisionJiffy LubeSnaponOReilly AutomotiveAdvance Auto PartsAutoZoneLithia MotorsScale EconomiesB2B MiddlemenIndustrialsConsumer Discretionary

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