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Feb 2, 2026

Credit Acceptance, Carvana, and U.S. Subprime Auto: Ancillary Product Economics, Advances, and Dealer Incentives

US Auto F&I Advisor

IP Interview

Credit Acceptance•US•Mid CapCarMaxCarvanaLithia MotorsAmerican Credit AcceptanceCapital One FinancialCounter PositioningCornered ResourceProcess PowerLow Cost OperatorsVertically Integrated RetailerInsurers & FinancialsConsumer DiscretionaryFinancials

Jan 7, 2026

Wayfair: In-House Delivery for Loyalty, Outsourced LTL for Flexibility

Account Executive at Western Logistics

IP Interview

Wayfair•US•Large CapWilliams-Sonomahome24WestwingArhausAmazonRHFedExUnited Parcel ServiceCounter PositioningScale EconomiesBrand EquityNetwork EffectsSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksUnique IP & BrandsConsumer DiscretionaryIndustrials

Jan 6, 2026

U.S. Auto Retail M&A: Franchise Buyers, CarMax, and the Limits to Scale

US Automotive M&A advisor

IP Interview

CarMax•US•Mid CapLithia MotorsCarvanaAsbury Automotive GroupPenske Automotive GroupAutoNationCounter PositioningVertically Integrated RetailerLow Cost OperatorsConsumer Discretionary

Jan 2, 2026

CarMax: Funding Model vs. Carvana’s Forward-Flow Edge

Former Executive at Ally Financial

Partner Interview

Carvana•US•Large CapCarMaxCredit AcceptanceCapital One FinancialCounter PositioningCornered ResourceProcess PowerLow Cost OperatorsVertically Integrated RetailerInsurers & FinancialsConsumer DiscretionaryFinancials

Jan 2, 2026

Tariffs and the U.S. Home Furniture Market: Costs, Capacity, and Repricing

Former VP of the American Home Furnishings Alliance

Partner Interview

Wayfair•US•Large Caphome24AmazonRHArhausWestwingLowesThe Home DepotCounter PositioningScale EconomiesNetwork EffectsSwitching CostsBrand EquityVertically Integrated RetailerPhysical Infra & NetworksUnique IP & BrandsConsumer Discretionary

Dec 16, 2025

CarMax: Recon Rigidity & Digital Gap vs Carvana

Former Digital Merchandising Executive at CarMax

Partner Interview

CarMax•US•Mid CapCarvanaCounter PositioningLow Cost OperatorsVertically Integrated RetailerConsumer Discretionary

Dec 15, 2025

American Credit Acceptance: POS-Driven Subprime Auto Lending & Unit Economics

Former Head of a Specialty Finance Division at a U.S. Subprime Auto Lender

IP Interview

Credit Acceptance•US•Mid CapWestlake Financial ServicesCarvanaCarMaxAmericas CarMartCapital One FinancialAmerican Credit AcceptanceCornered ResourceProcess PowerCounter PositioningInsurers & FinancialsVertically Integrated RetailerLow Cost OperatorsFinancialsConsumer Discretionary

Dec 9, 2025

Carvana: Root & Embedded Insurance Moat

Former Senior Executive at Root

Partner Interview

Carvana•US•Large CapRootCarMaxThe ProgressiveState FarmThe AllstateTeslaLemonadeCounter PositioningScale EconomiesBrand EquityProcess PowerVertically Integrated RetailerLow Cost OperatorsInsurers & FinancialsFinancialsConsumer Discretionary

Dec 9, 2025

Wayfair: CastleGate 3PL Opportunity & Replatforming

Former Head of Product at Wayfair

Partner Interview

Wayfair•US•Large CapAmazonWilliams-SonomaArhausRHThe Home DepotWestwinghome24Counter PositioningScale EconomiesNetwork EffectsSwitching CostsBrand EquityVertically Integrated RetailerPhysical Infra & NetworksUnique IP & BrandsConsumer Discretionary

Dec 8, 2025

Auto1 Group: European Used Car Retail Economics

Former Managing Director at Auto1

Partner Interview

AUTO1•DE•Mid CapCarvanaVroomCarMaxCounter PositioningVertically Integrated RetailerLow Cost OperatorsConsumer Discretionary

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Credit Acceptance, Carvana, and U.S. Subprime Auto: Ancillary Product Economics, Advances, and Dealer Incentives

Wayfair: In-House Delivery for Loyalty, Outsourced LTL for Flexibility

U.S. Auto Retail M&A: Franchise Buyers, CarMax, and the Limits to Scale

CarMax: Funding Model vs. Carvana’s Forward-Flow Edge

Tariffs and the U.S. Home Furniture Market: Costs, Capacity, and Repricing

CarMax: Recon Rigidity & Digital Gap vs Carvana

American Credit Acceptance: POS-Driven Subprime Auto Lending & Unit Economics

Carvana: Root & Embedded Insurance Moat

Wayfair: CastleGate 3PL Opportunity & Replatforming

Auto1 Group: European Used Car Retail Economics