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Automotive  // Browsing posts in Automotive

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 […]

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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 […]

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Jul 10 2017 Automotive, Consumer Goods

Goodyear’s Margin Sustainable Even As Tire Demand Continues to Lag (GT)

Research Question: Is Goodyear’s higher margin sustainable? Will tire demand continue to lag? Companies: CTB, CTTAY, GT, HEL:NRE1V, KRX:000240, KRX:002350/002355, KRX:073240, MGDDY, MNRO, SHA:600182, SHA:601058, SHA:601163, SHLD, TYO:5101, TYO:5105, TYO:5108/BRDCY, TYO:8053 By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings Goodyear Tire & Rubber Co. (GT) will be able to maintain […]

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Apr 27 2017 Automotive, Consumer Goods

Advance Auto Parts Makes Incremental Progress, Amazon Is a Far-Off Threat (AAP)

Research Question: Is Advance Auto Parts succeeding with its operational improvements in the commercial market to drive its turnaround and fend off rising online competition? Companies: AAP, AMZN, AZO, EBAY, GM, GPC, IEP, KMX, LKQ, ORLY, TEN, WMT   By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings Advance Auto Parts […]

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Rising Delinquencies the New Normal for Subprime Auto Lending

Research Question: Are rising delinquencies of subprime auto loans signs of a bubble set to burst, or are they the new normal? Companies: ALLY, CACC, COF, F, GM, JPM, SC, WFC By: David Franklin Click here to download report (.pdf)   Summary of Findings Rising delinquencies are the new normal for the subprime auto loan industry. […]

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Douglas Dynamics Dealerships Forecast Some Sales Growth Despite Mild Start to Winter (PLOW)

Research Question: Will Douglas Dynamics’ Western and Fisher brands sell more snowplows than a year ago? Companies: PLOW, TTC By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings Nearly half of Douglas Dynamics Inc.’s (PLOW) Western and Fisher dealers interviewed are optimistic they will see a year-to-year sales increase on snowplows […]

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Nov 02 2016 Automotive, Consumer Goods

Advance Auto Parts Is Not Making Progress in the Commercial Market (AAP)

Research Question: Is Advance Auto Parts having enough success in the commercial market to reverse its declining sales and to drive its turnaround? Companies: AAP, AMZN, AZO, EBAY, GPC, IEP, ORLY By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings Advance Auto Parts Inc.’s (AAP) efforts in the commercial market have […]

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Strong Summer Prices and Bookings to Boost Rental Car Industry

Research Question: Is Enterprise still priced to take market share from Avis and Hertz? Companies: CAR, ETR:SIX2, EXPE, HTZ, OWW By: Reverdy Johnson Click here to download the report (.pdf)   Summary of Findings Six of 16 sources said rental car rates have increased this summer compared to last, and six said booking volume and demand have […]

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Apr 14 2016 Automotive, Consumer Goods

Advance Auto Parts’ Push into Commercial Sales Remains Stalled

Research Question: Is Advance Auto Parts executing the right moves to catch up to its peers this year and beyond? Companies: AAP, AMZN, AZO, EBAY, GPC, ORLY By: Seth Agulnick Click here to download the report (.pdf)   Summary of Findings Advance Auto Parts Inc.’s (AAP) focus on the commercial market is the right strategy, […]

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No Bubble Set to Burst This Year in Subprime Auto Loans

Research Question: Is the subprime auto loan industry in a bubble that will burst this year? Companies: ALLY, CACC, COF, GM, KAR, LAD, PAG, SC, WFC By: Chris Jenks Click here to download the report (.pdf)   Summary of Findings An auto financing bubble that is set to burst in 2016 does not exist. Only three […]

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