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Driven Brands: Auto Glass Acquisition Integration
Feb 17, 2025
Partner Interview
Driven Brands•US•Small CapBelronSafeliteFeb 17, 2025
Auto Glass & ADAS Suppliers: Switching Cost, ASIL Classification & Self-Calibration Challenges
Jan 13, 2025
Jan 13, 2025
Weekly update
Carvana Finance GPU, Broadcom, Hermès, Celsius, SSD, Wolt vs Liefrando, FTAI, Vitrolife, FEVR, Metro Bank
Jan 7, 2025
Carvana•US•Large CapCellaVisionAlly FinancialBroadcomSysmexVitrolifeSafeliteCelsiusFTAI AviationCarMaxGoogleDoorDashFarfetchDHLReplySimpson ManufacturingFevertree DrinksGXO LogisticsBrand EquityLow Cost Operators
Jan 7, 2025
Driven Brands & Auto Glass Repair: Competing vs Safelite
Dec 30, 2024
Partner Interview
Driven Brands•US•Small CapBoyd Autobody & GlassD'Ieteren GroupBelronSafeliteGlass AmericaDec 30, 2024
Belron, Safelite, Boyd, & Auto Glass Repair: Commoditisation Risks
Dec 17, 2024
Dec 17, 2024
Weekly update
Tesla Vertical Integration, GEICO vs PGR, Google Shopping Lawsuit, Adyen, Sartorius, Safelite, AMZN, CVNA, CCC, Reply
Nov 29, 2024
Tesla•US•Mega CapGoogleCellaVisionWayfairSysmexAdyenSafeliteReplySHEINCarvanaAmazonSartoriusCelsiusThe ProgressiveTargetBerkshire HathawayCounter PositioningVertically Integrated Retailer
Nov 29, 2024
Safelite, Lithia & US Auto Body Shops: In-Housing Glass Repair
Nov 27, 2024
Nov 27, 2024
Weekly update
CCC vs Mitchell, Melrose, DHR, LVMH, Kinsale, Belron, Boyd, VEEVA, Wise, BLDR, Westwing, Triveni
Oct 31, 2024
CCC Intelligent Solutions•US•Mid CapWiseBelronVeevaDanaherLVMHWestwingSafeliteTeslaRemitly GlobalBuilders FirstSourceSwitching CostsB2B Software
Oct 31, 2024
Belron, Boyd & the Auto Glass Repair Market: Vertical Integration Threat
Oct 29, 2024
Oct 29, 2024
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