Everything tagged "auto and truck dealerships" across research, earnings, and macro.
3 articles
CarMax is a scaled used-car franchise in the middle of a self-help turnaround, with improving retail trends, a $200M SG&A reset target, and meaningful finance and ancillary profit pools. The stock looks like a selective Buy, but earnings pressure, leverage, and used-car pricing risk keep the setup balanced.
Driven Brands is a more focused automotive services platform with strong Take 5 growth and meaningful deleveraging, but a restatement and control weaknesses keep the risk profile elevated.
Carvana has shifted from restructuring to execution, with revenue, margins, and profitability all surging in 2025 and Q1 2026. The main debate is whether the stock’s premium valuation already discounts too much of the turnaround.
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