Carvana Is Crushing It Somehow (The Roman Report)

Опубликовано 27 ноября 2024, 11:00

Carvana has become suspiciously successful. The e-commerce used car retailer sells everything from Ford to Chevrolet to Nissan to Tesla, delivering cars directly to consumers. But is that the reason they're suddenly successful? Or is there something more sinister afoot? We set out to investigate just why Carvana appears to be crushing it right now, not only in sales but in stock price and future outlook. We're going to go over all the theories, look at the numbers, and get to the bottom of the biggest mystery in the automotive industry today: Carvana is crushing it, but how?

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Sources:

"3 Reasons Why You Should NOT Buy From Carvana" By Justin Fischer / CarEdge caredge.com/guides/3-reasons-w...

"A year after bankruptcy concerns, Carvana is leaner and ready for its Wall Street redemption" By Michael Wayland / CNBC cnbc.com/2024/02/02/carvana-le...

"Does Carvana Sell For Lower Prices?" By Jeremy Alicandri / Forbes forbes.com/sites/jeremyalicand...

"Carvana, An Early Mover In Auto E-Commerce, Sells Its 2 Millionth Car" By Jim Henry / Forbes forbes.com/sites/jimhenry/2024...

"Carvana Is Insanely Overvalued" By Dave Kranzler / Seeking Alpha seekingalpha.com/article/47257...

"Carvana issues apology, compensation to Maine woman over broken car" By Ronan Glon / Autoblog autoblog.com/features/carvana-...

"'Carvana needs to be stopped:' Denver man says online car retailer sold him stolen, damaged vehicle" By Jaclyn Allen / Denver7 denver7.com/news/contact-denve...

"Carvana Soars on Elevated Used-Car Sales, Bullish Outlook" By David Welch bloomberg.com/news/articles/20...

"Carvana stock was nearly wiped out in 2022. It's rallied more than 7,000% since." By Matthew Fox / Business Insider
markets.businessinsider.com/ne...

Carvana Third Quarter 2024 Earnings Press Release investors.carvana.com/~/media/...

"Carvana uses ADESA sites to expand its footprint" By Automotive News autonews.com/video/automotive-...

"How Carvana turned Apollo’s $1.3bn concession into $50bn" via Financial Times ft.com/content/6bdbd28e-2586-4...

Timestamps:
00:00 Something Is Up With Carvana
02:11 Intro song
04:34 Carvana Is Crushing It (But How?)
05:12 It's the Prices
14:34 It's Mother Nature
17:56 It's the Dealerships
22:09 It's the Cost-Cutting (and the Stuff They Bought)
27:09 It's a Mirage
32:40 Epilogue
34:11 Sources/Photo Credits
34:31 Teaser