Key Takeaways CVNA posted 46% retail sales growth and recorded $488M adjusted EBITDA with 11.5% margins last quarter. ABG's Clicklane digital platform sold 51K+ units in 2024, up 13% year over year, supporting its online push. ABG faces SG&A pressure and $250M annual capex, which weigh on margins and near-term free cash flow.Carvana Inc. (CVNA) and Asbury Automotive (ABG) both sell cars, but they take different approaches. Carvana has carved out a name for itself as a digital disruptor, offering a fully o ...

Used car prices are revving back into high gear – and dealership stocks are catching a tailwind. According to Cox Automotive, the Manheim Index, which tracks wholesale used vehicle prices, jumped 1.6% in June, marking a 6.3% year-over-year surge – the steepest increase since August 2022. The reason? A one-two punch of Trump-era auto tariffs and tightening new car supply is throwing the market into overdrive.Read Also: After a 9,644% Rally, This Used Car Stock Still Has Room to Run — ‘Just 1% of the Market S ...

The meme-stock frenzy is seemingly making a comeback in 2025 as investors once again chase unprofitable companies for their latest bets.To this end, according to data from Bespoke Investment Group, 10 of the 14 Russell 3000 stocks that have tripled since the April 8 market bottom are unprofitable. By late June, the index’s 858 money-losing stocks had gained an average of 36%, beating their profitable peers.Meanwhile, while technology giants like Nvidia (NASDAQ: NVDA) and the S&P 500 have climbed steadily, n ...

PRESS RELEASE Arcueil, July 7, 2025 Aramis Group updates its growth objectives for fiscal year 2025Contained impact on profitability Following strong growth in H1 2025, Aramis Group continues to gain market share but anticipates lower growth than expected in the second half of fiscal year 2025, due to: a significant slowdown in the market environment since early April, marked by economic uncertainty affecting the entire European automotive sector;deliberate choices in certain countries to prioritize unit p ...

Core Insights - Carvana Inc. (CVNA) is trading at a forward sales multiple of 3.65, significantly higher than its peers and its own five-year average [1][7] - Despite appearing expensive, Carvana's strong sales momentum and operational improvements may justify the premium valuation [3][14] Sales Performance - Carvana's retail sales increased by 33.1% year-over-year to 416,348 units last year, with Q1'25 sales rising 45.7% due to strong demand [4][7] - The company anticipates further sequential growth in retail unit sales for Q2 and expects substantial growth for the full year 2025 [4] Operational Efficiency - Carvana is enhancing operational efficiency through various technology and process initiatives, including cost reductions in reconditioning and transport [5] - The company reported record adjusted EBITDA of approximately $488 million in Q1'25, more than doubling from the previous year, with an adjusted EBITDA margin of 11.5%, the highest among public car dealers [6][7] Market Performance - Carvana's stock has surged over 70% year-to-date, contrasting with a 13.8% decline in the auto sector, while competitors like CarMax and Lithia Motors have seen declines [10] - The Zacks Consensus Estimate projects a 214% increase in annual earnings to $4.99 per share for 2025, with a further 23% increase expected in FY26 [12] Investor Sentiment - Investors are responding positively to Carvana's results, indicating that the market is betting on continued growth rather than mere speculation [14] - As long as the growth narrative remains intact, Carvana's elevated valuation multiple appears justified [14]

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].

在北京花乡旧车市场，盛夏的热浪与新能源车专区的冷清形成鲜明对比。燃油汽车展区前来看车的消费 者不在少数，而一旁的新能源汽车展位前，却鲜少有人光顾。车商李先生守着几辆贴着"急售"标签的电 动车发愁。"去年38万元收的顶配车，现在挂18万元无人问津，"他指着玻璃窗上一指厚的灰尘道："买 家怕电池随时报废，我们怕车子烂在手里。" 这一幕正是当下新能源二手车市场的缩影。中国汽车流通协会最新发布的数据显示，今年4月份，新能 源二手车市场渗透率为8.8%，而同期的新能源新车的市场渗透率为47.34%。新旧新能源汽车市场销售 冰火两重天的背后，凸显消费者对新能源二手车信心的缺失。 在笔者看来，消费者对电池衰减的焦虑、技术迭代过快以及检测认证体系的缺失已成为钳制新能源二手 车市场良性发展的关键所在。更深层的市场矛盾根源，实则是产业狂飙突进与配套体系脱节。 国务院印发的《推动大规模设备更新和消费品以旧换新行动方案》明确提出，2027年二手车交易量较 2023年增长45%的目标。二手车交易量的提升，新能源车型无疑扮演着重要角色。今年6月24日，商务 部办公厅发布的《关于组织开展2025年千县万镇新能源汽车消费季活动的通知》中提出 ...

Introduction to Carvana June 2025 SAFE HARBOR Forward-Looking Statements This presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. All statements other than statements of historical fact, including statements regarding our future results of operations, financial condition, business strategy, plans, and objectives, are forward-looking statements. These statements may be preceded by, followed by or include the words "aim," "anticipate," " ...

Zacks Investment Research Key Takeaways From being on the brink of collapse in 2022, used car e-retailer Carvana Inc. (CVNA) has staged a remarkable comeback. The stock rocketed more than 1000% in 2023 and tacked on another 284% last year. The momentum doesn't seem to be stopping. So far this year, the stock has surged 59%, handily outperforming the broader industry as well as peers like CarMax (KMX) and Lithia Motors (LAD) . In fact, shares of CarMax and Lithia Motors fell 15% and 5%, respectively, over th ...

Carvana (CVNA 1.03%) has been riding high after a blockbuster first quarter that saw the online used-car retailer hit record highs across virtually every key metric. Investors who bought in when Carvana was a single-digit stock during a very rocky 2022 are sitting on spectacular gains now, with the share price up 1,000% over the past three years. The stock has surged 183% over the past year, and lately it's been within striking distance of its all-time highs. After such a massive run, is it too late to park ...