Carvana – North America Used-vehicle Retail Industry Update & Growth Outlook – 27 October 2021

  • Public Equity
  • Consumer
  • North America


Former director at Carvana Co


  • Competitive dynamics – Carvana (NYSE: CVNA), CarMax (NYSE: KMX), Vroom (NASDAQ: VRM) and Shift Technologies (NASDAQ: SFT)
  • Consumer demand trends and supply disruptions from pandemic and semiconductor-related shortages
  • Digital channel developments and penetration trends
  • Medium-to-long-term growth outlook


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