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Safelite & Belron: Insurance Channel Dominance & Competitive Positioning

Partner Interview
D'Ieteren Group•BE•Large CapBelronCaliber CollisionGerber Collision & GlassGlass AmericaConsumer Discretionary
Aug 7, 2026

Progressive: Claims Operations, Culture & Pricing Discipline

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The Progressive•US•Large CapUSAACopartRitchie Bros AuctioneersIAABerkshire HathawayBelronCCC Intelligent SolutionsScale EconomiesNetwork EffectsSwitching CostsInsurers & FinancialsLow Cost OperatorsAuctions & ClassifiedsPhysical Infra & NetworksSerial AcquirerB2B SoftwareFinancialsIndustrialsConsumer DiscretionaryInformation Technology
Aug 6, 2026

Safelite vs Driven Brands: Competing for US Auto Glass Market Share

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D'Ieteren Group•BE•Large CapBelronState FarmDriven BrandsConsumer DiscretionaryIndustrials
Jun 23, 2026

Caliber, Gerber, Service King: Outsourcing US Auto Reconditioning

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Caliber CollisionBelronD'Ieteren GroupService KingGerber Collision & GlassTeslaCarvanaCarMaxDriven BrandsPenske Automotive GroupLithia MotorsAutoNationProcess PowerBrand EquityCounter PositioningVertically Integrated RetailerLow Cost OperatorsConsumer DiscretionaryIndustrials
Mar 3, 2025

Driven Brands: Auto Glass Acquisition Integration

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Driven Brands•US•Mid CapBelronSafeliteConsumer DiscretionaryIndustrials
Feb 17, 2025

Auto Glass & ADAS Suppliers: Switching Cost, ASIL Classification & Self-Calibration Challenges

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Mobileye Global•IL•Mid CapRivian AutomotiveTeslaFuyao GroupPilkington (NSG Group)BYDGlass AmericaBelronD'Ieteren GroupContinentalBoschDENSOSaint-GobainSafeliteProcess PowerBrand EquityMission Critical Products & ServicesConsumer DiscretionaryMaterialsIndustrials
Jan 13, 2025

Safelite, Fuyao & OEM vs Aftermarket Autoglass : Supply Chain, Quality & Manufacturing

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Fuyao GroupBelronD'Ieteren GroupPilkington (NSG Group)Saint-GobainBoyd Autobody & GlassDriven BrandsCorningPPG IndustriesProcess PowerMission Critical Products & ServicesConsumer DiscretionaryMaterialsIndustrialsInformation Technology
Jan 7, 2025

Driven Brands & Auto Glass Repair: Competing vs Safelite

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Driven Brands•US•Mid CapBoyd Autobody & GlassD'Ieteren GroupBelronSafeliteGlass AmericaIndustrialsConsumer Discretionary
Dec 30, 2024
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Weekly update

Just Eat Takeaway, Google, Experian, AB InBev, Hermès, FEVR, IDEXX, Belron, Procore, Wayfair, GXO

Just Eat Takeawaycom•NL•Mid CapGoogleFevertree DrinksAnheuser-Busch InBevExperianHermèsIDEXX LaboratoriesBecton Dickinson andBelronGXO LogisticsWayfairDanaherCCC Intelligent SolutionsProcore
Dec 23, 2024

Belron, Safelite, Boyd, & Auto Glass Repair: Commoditisation Risks

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Belron•BE•Mid CapLucidCaliber CollisionTeslaRivian AutomotiveD'Ieteren GroupSafeliteAsTechBoyd Autobody & GlassDriven BrandsProcess PowerBrand EquityConsumer DiscretionaryFinancialsIndustrials
Dec 17, 2024

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

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Safelite•BE•Mid CapLithia MotorsPenske Automotive GroupBelronD'Ieteren GroupTeslaAsTechService KingDriven BrandsCaliber CollisionBoyd Autobody & GlassCarShieldEnduranceProcess PowerBrand EquityConsumer DiscretionaryIndustrialsFinancials
Nov 27, 2024
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Weekly update

CCC vs Mitchell, Melrose, DHR, LVMH, Kinsale, Belron, Boyd, VEEVA, Wise, BLDR, Westwing, Triveni

CCC Intelligent Solutions•US•Mid CapWiseBelronVeevaDanaherLVMHWestwingSafeliteTeslaRemitly GlobalBuilders FirstSource
Oct 31, 2024

Belron, Boyd & the Auto Glass Repair Market: Vertical Integration Threat

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Belron•BE•Mid CapSafeliteBoyd Autobody & GlassTeslaRivian AutomotiveAsbury Automotive GroupLithia MotorsD'Ieteren GroupProcess PowerBrand EquityConsumer Discretionary
Oct 29, 2024
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Weekly update

Halma, Rolex & WOSG, RH, Roper, Belron, Ocado, Daily Journal, Idox, Cogent

Halma•GB•Large CapBerkshire HathawayRolexIDOXRoperLifcoTeslaAT&TWatches of Switzerland GroupBelron
Jul 17, 2024

US Auto Collision & Repair: An Insurer's Perspective

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Caliber CollisionBelronBerkshire HathawayGerber Collision & GlassService KingState FarmThe ProgressiveTeslaScale EconomiesProcess PowerBrand EquityInsurers & FinancialsSerial AcquirerLow Cost OperatorsConsumer DiscretionaryFinancials
Jul 14, 2024

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