Close

Not a member yet? Register now and get started.

lock and key

Sign in to your account.

Account Login

Forgot your password?

Automotive  // Browsing posts in Automotive

Profitability Attainable as Carvana is Evolving How Used Cars are Sold (CVNA)

Research Question: Does Carvana truly have a unique business model that will eventually become profitable? Companies: AN, CARG, CARS, COST, CVNA, INFO, KMX, LAD, TRUE By: David Franklin Click here to download report (.pdf)   Summary of Findings Profits are attainable for Carvana Co. (CVNA) and its partially unique business model—if it continues to adjust […]

Read more...

Carvana Idea Proposal (CVNA)

Carvana Idea Proposal (CVNA)

Does Carvana truly have a unique business model that will eventually become profitable? Report Available: December 4, 2019   Blueshift’s initial research found CVNA, the technology-driven online used car dealer using car vending machines, posting amazing growth numbers and attempting to disrupt how used cars are bought and sold. Founded in 2012 to modernize and […]

Read more...

Sep 11 2019 Automotive, Consumer Goods

VW’s EV Initiative, MEB Platform Get High Praise; Have Significant Potential (VOW.DE)

Research Question: How significant is the Volkswagen MEB platform play and what does it mean for the auto industry? Companies: BMW.DE, F, FCAU, GM, TSLA, VOW.DE, 1211.HK By: David Franklin Click here to download (.pdf)   Summary of Findings Volkswagen AG’s (VW/DE) electric vehicle (EV) initiative—including its modular electric drive matrix (MEB) platform—is in its […]

Read more...

CarMax Primed for Additional Growth with Online and New Store Sales (KMX)

Research Question: Can CarMax sustain its growth trend as it continues to add stores and expand its omnichannel sales platform? Companies: AMZN, AN, BRK.A/B, CVNA, KAR, KMX, PAG, SAH By: David Franklin Click here to download report (.pdf)   Summary of Findings CarMax Inc.’s (KMX) growth trend will continue, with its omnichannel and store expansion […]

Read more...

Volkswagen/EV Industry Idea Proposal (VOW.DE )

Volkswagen/EV Industry Idea Proposal (VOW.DE )

How significant is the Volkswagen MEB platform play and what does it mean for the auto industry? Report Available: September 11, 2019   Blueshift’s initial research found VOW.DE near or having achieved some major milestones in its transition to battery electric vehicle (BEV) or electric vehicle (EV) production. VOW.DE’s EV program, which includes its modular […]

Read more...

CarMax Idea Proposal (KMX)

CarMax Idea Proposal (KMX)

Can CarMax sustain its growth trend as it continues to add stores and expand its omnichannel sales platform? Report Available: August 21, 2019   Blueshift’s initial research found KMX, the nation’s largest used car dealer, building on its FYQ4 2019 sales uptick with a solid FYQ1 2020 performance. CEO Bill Nash cited “strong growth in […]

Read more...

Online, Store Expansion Initiatives to Drive CarMax’s Growth in Robust Used Market (KMX)

Research Question: Will the rollout of an omnichannel/online car buying option and the expansion of physical store locations drive sales and loan originations for CarMax in 2019? Companies: ABG, AN, BRK.A/B, CARG, CVNA, HYRE, KMX, LAD, PAG, SAH By: David Franklin Click here to download report (.pdf)   Summary of Findings CarMax Inc.’s (KMX) omnichannel/online and […]

Read more...

CarMax Idea Proposal (KMX)

CarMax Idea Proposal (KMX)

Will the rollout of an online car-buying option and expansion of physical store locations drive sales and loan originations for CarMax in 2019?   Report Available: May 1, 2019   Blueshift’s initial research found KMX, the nation’s largest used car dealer, recovering nicely in its Q4 from declining market share experienced in the first half […]

Read more...

Subprime Loans Set to Grow in Personal and Mortgage But to Fall in Auto

Research Question: Can the subprime lending industry sustain its late-year bounce and extend gains through 2019? Companies: BAC, BX, CACC, COF, CPSS, DFS, ELVT, ENVA, FCFS, LON:EXPN, OMF, SC, USB, WFC By: David Franklin Click here to download report (.pdf)   Summary of Findings Gains in the subprime lending industry through 2019 will be challenged […]

Read more...

2018 Subprime Lending Returns Will Be Solid for Some But Challenging for Others

Research Question: Will household debt and credit card and auto loan delinquencies further suppress positive returns for the subprime lending industry? Companies: ALLY, BAC, CACC, COF, CPSS, FCAU, FMCC, GM, JPM, KMX, SC, TRU, USB, WFC By: David Franklin Click here to download report (.pdf)   Summary of Findings Subprime lenders with disciplined yet dynamic underwriting […]

Read more...