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Dec 8, 2025

Carvana: Service Expansion Amid Reconditioning Capacity Limits

Former Associate Director of Inspection Centers at Carvana
Partner Interview
CarvanaUSLarge CapCarMaxAmazonLithia MotorsPenske Automotive GroupAutoNationHertz GlobalManheimSonic AutomotiveTricolor AutoCounter PositioningScale EconomiesNetwork EffectsSwitching CostsVertically Integrated RetailerLow Cost OperatorsPhysical Infra & NetworksAuctions & ClassifiedsConsumer DiscretionaryIndustrials
Mar 3, 2025

Caliber, Gerber, Service King: Outsourcing US Auto Reconditioning

Former Executive at Xcite Automotive
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Caliber CollisionBelronD'Ieteren GroupService KingGerber Collision & GlassTeslaCarvanaCarMaxDriven BrandsPenske Automotive GroupLithia MotorsAutoNationBrand EquityProcess PowerCounter PositioningVertically Integrated RetailerLow Cost OperatorsConsumer DiscretionaryIndustrials
Feb 7, 2025

Dent Wizard: Auto Recondition and Dealer Services Consolidation

Former Senior Executive at Dent Wizard
Partner Interview
Penske Automotive GroupUSLarge CapCox AutomotiveLithia MotorsConsumer Discretionary
Jan 27, 2025

Lithia, Penske & Remarketing Off-Lease Vehicles

Former General Manager at Lithia & Driveway
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Lithia MotorsUSMid CapCarvanaCarMaxPenske Automotive GroupManheimOPENLANEHertz GlobalAvis BudgetSixtEnterprise Rent-A-CarCounter PositioningNetwork EffectsVertically Integrated RetailerLow Cost OperatorsAuctions & ClassifiedsConsumer DiscretionaryIndustrials
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Nov 27, 2024

Tesla's Vertically Integrated Repair Network

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IP ResearchTeslaUSMega CapBoyd ServicesBYDGerber Collision & GlassStellantisLithia MotorsPenske Automotive GroupGeneral MotorsBrand EquityProcess PowerConsumer DiscretionaryIndustrials
Nov 27, 2024

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

Former General Manager at Lithia & Driveway
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SafeliteBEMid CapLithia MotorsPenske Automotive GroupBelronD'Ieteren GroupTeslaAsTechService KingDriven BrandsCaliber CollisionBoyd Autobody & GlassCarShieldEnduranceBrand EquityProcess PowerConsumer DiscretionaryIndustrialsFinancials
Nov 6, 2024

Lithia, Penske & US Franchised Car Dealers: ICE and EV Servicing

Former General Manager at Lithia & Driveway
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Lithia MotorsUSMid CapTeslaPenske Automotive GroupAsbury Automotive GroupCCC Intelligent SolutionsSoleraService KingGerber Collision & GlassCaliber CollisionBrand EquityProcess PowerNetwork EffectsSwitching CostsB2B SoftwareConsumer DiscretionaryInformation Technology
Jul 7, 2024

Lithia Motors: Servicing Economics

Former GM at Lithia
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Lithia MotorsUSMid CapAsbury Automotive GroupPenske Automotive GroupAutoNationSonic AutomotiveTeslaGeneral MotorsBrand EquityProcess PowerConsumer Discretionary
May 7, 2024

Lithia, Asbury & Franchise Auto Dealers: Servicing ICE vs Electric Vehicles

Former Service Director at Asbury Automotive Group
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Lithia MotorsUSMid CapAsbury Automotive GroupAutoNationSonic AutomotivePenske Automotive GroupCarvanaCarMaxCounter PositioningVertically Integrated RetailerLow Cost OperatorsConsumer Discretionary
Mar 6, 2021

US Franchise Auto Dealers: Shifting Omnichannel

Owner & Operator of Bill Knight Automotive
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Penske Automotive GroupUSLarge CapCopartNetwork EffectsAuctions & ClassifiedsPhysical Infra & NetworksIndustrialsConsumer Discretionary

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