Core Viewpoint - The article emphasizes the importance of value investing and highlights Group 1 Automotive (GPI) as a strong candidate for value investors due to its favorable valuation metrics and earnings outlook [2][3][7] Valuation Metrics - GPI has a Price-to-Book (P/B) ratio of 1.97, which is lower than the industry average of 2.47, indicating it may be undervalued [4] - The Price-to-Sales (P/S) ratio for GPI is 0.29, compared to the industry's average P/S of 0.3, further suggesting potential undervaluation [5] - GPI's Price-to-Cash Flow (P/CF) ratio stands at 9.99, which is also below the industry average of 11.34, reinforcing the notion of being undervalued [6] Earnings Outlook - GPI is currently rated with a Zacks Rank of 2 (Buy) and has an "A" grade for Value, indicating strong potential for value investors [3][7] - The stock's earnings outlook is considered strong, making GPI one of the market's strongest value stocks [7]

COVID-19 Impact and Response - January and February results were strong, but March was significantly impacted by shelter-in-place orders in the U S and a complete shutdown in the U K [7] - U S service departments experienced a 40-50% decrease in customer traffic since mid-March [7] - The company is recalling furloughed employees in the U S and expects to add back approximately 500 U S employees by June [7] - Approximately 20% of vehicle purchases are now completed via home deliveries [13] Financial Performance and Metrics - The company's market capitalization was approximately $1 billion as of April 30, 2020 [16] - In Q1 2020, revenues were $2691 million, a 4 2% decrease compared to $2808 million in Q1 2019 [111] - Adjusted net income for Q1 2020 was $30 6 million, compared to $38 2 million in Q1 2019 [111] - Adjusted diluted earnings per share (EPCS) for Q1 2020 was $1 66, compared to $2 06 in Q1 2019 [111] Geographic and Business Diversity - The company has 186 dealerships worldwide, including 119 in the United States, 50 in the United Kingdom, and 17 in Brazil [18] - In Q1 2020, 69% of new vehicle unit sales were in the United States, 25% in the United Kingdom, and 6% in Brazil [18, 20] - Texas accounts for 35% of the company's geographic diversity in Q1 2020 [22] Strategic Initiatives - The company implemented an online retailing initiative across all dealerships as of December 31, 2019 [54] - Early April trends show a ~60% increase in daily leads for the Acceleride platform compared to January/February levels [54] - The company's U S year-over-year same store service advisor and technician headcount has grown by +11% as of December 31, 2019 [60]

COVID-19 Impact and Recovery - In the first half of April, the Company's vehicle sales and service business were down approximately 50%[5] - By the end of June, the Company's new vehicle sales had rebounded to a level approximately 15% below last year[6] - The flexibility of the business model allowed the Company to generate record operating profit despite an approximate 30% decrease in total company second quarter revenues[7] - In April, the Company furloughed 90% of its employees in the U K[10] - By the end of May, the Company still had 75% of staff furloughed in the U K[11] - At the end of June, 50% of the Company's staff remained on furlough in the U K, but workshop demand had recovered to approximately 70% of pre-COVID levels[12] Cost Management and SG&A Reduction - The Company took swift action to furlough or lay off 4,800 U S employees, representing 42% of headcount[18] - The Company anticipates a permanent impact that will lower SG&A as a percentage of gross profit by at least 200-300 basis points[18] - Nearly $300 million of annualized U S SG&A reduction from 2Q19[18] AcceleRide® Performance - 2Q20 AcceleRide® leads were up 203 percent and 2Q20 AcceleRide® sales were up 190% from prior year period—averaged ~1,000 retail unit sales per month via this channel[51] Financial Overview - As of June 30, 2020, the Company owns approximately $13 billion of net real estate, representing 61% of dealership locations, financed through $621 million of mortgage debt[101]

Financial Performance - Group 1 Automotive's Q3 2020 revenues were $3040 million, a decrease of 2.5% compared to $3118 million in Q3 2019 [41] - Net income for Q3 2020 was $1264 million, a significant increase of 232.3% compared to $38 million in Q3 2019 [41] - Adjusted net income for Q3 2020 was $129 million, up 129.1% from $563 million in Q3 2019 [41] - Adjusted diluted earnings per share (EPCS) for Q3 2020 was $697, a 130.8% increase from $302 in Q3 2019 [41] - Adjusted free cash flow CAGR 2019 was $237 million [3] Operational Highlights - AcceleRide sales experienced 99% growth in total sales in September 2020 compared to September 2019 [10] - The company owns approximately $13 billion of net real estate, representing 61% of dealership locations, financed through $628 million of mortgage debt as of September 30, 2020 [35] - Parts & Service segment provides consolidated P&S Revenue & +61% 2014-2019 [13] Strategic Initiatives - Group 1 refinanced $850 million of bond debt due in 2022/23 with $726 million of bond/mortgage debt due mostly in 2027/28, resulting in total interest savings of over $15 million annually [21] - The company repurchased approximately 598000 shares in 2020, representing about 3% of its float [38] - The company targets acquisitions that clear return hurdles (10% after-tax discounted cash flow) [39]

Financial Performance & Growth - Group 1 Automotive's adjusted EPS CAGR was +25.5%[4] - The company's revenue CAGR was +20.6% reaching $12044 million in 2020[4, 7] - Adjusted free cash flow reached $426 million in 2020[6] Business Segments - Parts & Service contributes approximately 45% of the company's total gross profit[15] - The company's parts and service revenue increased by +6.1% CAGR from 2014 to 2019, reaching $1510 million in 2019[33] Geographic Footprint & Strategy - 41% of Group 1 Automotive's Q4 2020 total new vehicle unit sales were in Texas[23] - The company has allocated $34 billion in acquired revenues from 2014-2020[27] Digital Retail - AcceleRide® digital platform experienced +104% year-over-year growth in FY20 total sales[45] Finance & Insurance - Finance & Insurance gross profit per retail unit (PRU) in the U S reached $1951 in 2020[52, 53] Debt and Liquidity - The company has immediate liquidity of over $500 million[13]

Forward-Looking Statements This presentation contains "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995, which are statements related to future, not past, events and are based on our current expectations and assumptions regarding our business, the economy and other future conditions. In this context, the forward-looking statements often include statements regarding our strategic investments, goals, plans, projections and guidance regarding our financial ...

Financial Performance & Growth - Adjusted Earnings Per Share (EPS) increased by 255% [8] - Revenue experienced a Compound Annual Growth Rate (CAGR) of over 15% [8] - Group 1 has never lost money on an operating basis in any quarter [12] - AcceleRide® achieved 68% growth in units sold year-over-year for 3Q21 [12] Business Strategy & Operations - Parts & Service generates approximately 45% of total gross profit [9] - The company has acquired approximately $41 billion in revenue through acquisitions from 2014 to YTD 2021 [20] - Approximately half of Group 1's vehicles sold utilized at least one component of the AcceleRide® platform during 3Q21 [34] Geographic Footprint & Market Position - Group 1 operates 120 dealerships in 15 states in the United States [13] - Texas accounts for 37% of 3Q21 total new vehicle unit sales [15] - As of September 30, 2021, the Company owns approximately $14 billion of net real estate, representing 61% of dealership locations [24]

'VALUE DRIVEN' Morgan Stanley's Virtual 8th Annual Laguna Conference September 17, 2020 Forward Looking Statement This presentation contains "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995, which are statements related to future, not past, events and are based on our current expectations and assumptions regarding our business, the economy and other future conditions. In this context, the forward-looking statements often include statements regarding our ...

Page 1 Bank of America 2022 Auto Summit Investor Presentation April 13, 2022 Forward-Looking Statements This presentation contains "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995, which are statements related to future, not past, events and are based on our current expectations and assumptions regarding our business, the economy and other future conditions. In this context, the forward-looking statements often include statements regarding our strategic ...

Core Viewpoint - Group 1 Automotive, Inc. is set to release its financial results for the second quarter of 2025 on July 24, 2025, before market opening, with a conference call scheduled for later that morning to discuss the results [1]. Group 1 Automotive Overview - Group 1 operates 259 automotive dealerships and 330 franchises across the U.S. and U.K., offering 36 brands of automobiles [3]. - The company provides a range of services including the sale of new and used cars, vehicle financing, service and insurance contracts, automotive maintenance and repair, and vehicle parts [3]. Conference Call Details - The conference call will be available via live simulcast on the internet and will have a replay available for 30 days [2]. - Participants can join the call by dialing in 10 minutes prior to the start, with specific numbers provided for domestic and international callers [2]. - A telephonic replay will be accessible until July 31, 2025, with designated numbers for domestic and international access [2].