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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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. […]
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 […]
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 […]
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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