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Carvana: Service Expansion Amid Reconditioning Capacity Limits

Partner Interview

Carvana•US•Large CapCarMaxAmazonLithia MotorsPenske Automotive GroupAutoNationHertz GlobalManheimSonic AutomotiveTricolor AutoCounter PositioningNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerLow Cost OperatorsPhysical Infra & NetworksAuctions & ClassifiedsConsumer DiscretionaryIndustrials

ADESA: Power Dynamics Post-Carvana Acquisition

Partner Interview

CarvanaCarMaxManheimOPENLANEAmerica’s Auto AuctionSonic AutomotiveAutoNationACV AuctionsCarvanaCarMaxManheimOPENLANEAmerica’s Auto AuctionSonic AutomotiveAutoNationACV AuctionsCounter PositioningNetwork EffectsVertically Integrated RetailerLow Cost OperatorsAuctions & ClassifiedsConsumer DiscretionaryIndustrials

Lithia Motors: Servicing Economics

Lithia Motors•US•Mid CapAsbury Automotive GroupPenske Automotive GroupAutoNationSonic AutomotiveTeslaGeneral MotorsProcess PowerBrand EquityConsumer Discretionary

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

Lithia Motors•US•Mid CapAsbury Automotive GroupAutoNationSonic AutomotivePenske Automotive GroupCarvanaCarMaxCounter PositioningVertically Integrated RetailerLow Cost OperatorsConsumer Discretionary

Carvana vs CarMax: Comparing Operating Models

Partner Interview

Carvana•US•Large CapCarMaxSonic AutomotiveShiftVroomCounter PositioningVertically Integrated RetailerLow Cost OperatorsConsumer Discretionary

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