Carvana – Q4 2022 Update & Demand Outlook

  • Credit
  • Consumer
  • North America


Former executive at Carvana Co


  • Trends and developments in the used vehicle retail industry, focusing on Carvana (NYSE: CVNA)
  • Volume and GPU (gross profit per unit) trends as rising interest rates push buyers to the sidelines
  • Competitive positioning, focusing on CarMax (NYSE: KMX) as Carvana integrates its acquisition of Adesa
  • Medium-to-long-term outlook


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