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Found 9 results in 3ms
Feb 17, 2025
Driven Brands: Auto Glass Acquisition Integration
Former District Manager at Driven Brands
Partner Interview
Driven Brands•US•Mid CapBelronSafeliteConsumer DiscretionaryIndustrialsJan 13, 2025
Auto Glass & ADAS Suppliers: Switching Cost, ASIL Classification & Self-Calibration Challenges
Former Engineer at Honda
Weekly update
Jan 7, 2025
Carvana Finance GPU, Broadcom, Hermès, Celsius, SSD, Wolt vs Liefrando, FTAI, Vitrolife, FEVR, Metro Bank
Carvana•US•Large CapCellaVisionAlly FinancialBroadcomSysmexVitrolifeSafeliteCelsiusFTAI AviationCarMaxGoogleDoorDashFarfetchDHLReplySimpson ManufacturingFevertree DrinksGXO Logistics
Dec 30, 2024
Driven Brands & Auto Glass Repair: Competing vs Safelite
Former Executive at Driven Brands
Partner Interview
Driven Brands•US•Mid CapBoyd Autobody & GlassD'Ieteren GroupBelronSafeliteGlass AmericaIndustrialsConsumer DiscretionaryDec 17, 2024
Belron, Safelite, Boyd, & Auto Glass Repair: Commoditisation Risks
Former Senior Executive at AsTech
Weekly update
Nov 29, 2024
Tesla Vertical Integration, GEICO vs PGR, Google Shopping Lawsuit, Adyen, Sartorius, Safelite, AMZN, CVNA, CCC, Reply
Tesla•US•Mega CapGoogleCellaVisionWayfairSysmexAdyenSafeliteReplySHEINCarvanaAmazonSartoriusCelsiusThe ProgressiveTargetBerkshire Hathaway
Nov 27, 2024
Safelite, Lithia & US Auto Body Shops: In-Housing Glass Repair
Former General Manager at Lithia & Driveway
Weekly update
Oct 31, 2024
CCC vs Mitchell, Melrose, DHR, LVMH, Kinsale, Belron, Boyd, VEEVA, Wise, BLDR, Westwing, Triveni
CCC Intelligent Solutions•US•Mid CapWiseBelronVeevaDanaherLVMHWestwingSafeliteTeslaRemitly GlobalBuilders FirstSource
Oct 29, 2024
Belron, Boyd & the Auto Glass Repair Market: Vertical Integration Threat
Former Collision Repair Manager at Tesla
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