Wolfe Research's Auto & Auto Retail Analyst, Chris Bottiglieri, hosted a webcast to discuss latest thoughts on Carvana, KAR, IAA, and AAP.
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1-6 out of 6 Posted on August 15, 2019
Filed under: Rod Lache, Dan Galves, and Chris Bottiglieri, Autos, Auto Parts, and Auto Technology, Auto 2.0, CVNA, Auto Aftermarket, AAP, IAA, KAR
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Posted on August 14, 2019
Filed under: Rod Lache, Dan Galves, and Chris Bottiglieri, Autos, Auto Parts, and Auto Technology, Auto Aftermarket, IAA
This AM (08/13/19) IAA reported Q2 with Rev beating Cons but EBITDA missing. However, these results were already known via discontinued ops disclosure in KAR’s 10-Q. The acceleration in volume and clarity around purchase accounting impacting COGS settled shares, which were +5%.
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Posted on July 12, 2019
Filed under: Rod Lache, Dan Galves, and Chris Bottiglieri, Autos, Auto Parts, and Auto Technology, Auto Aftermarket, IAA, KAR, Autos and Auto Parts, CTB, FCA-IT, TEN
Does Tenneco have strategic options?
The Auto Industry Outlook has deteriorated since Tenneco’s current strategy was unveiled in the Spring of 2018. And while it may be difficult for the Company to change direction, we believe that this needs to be considered. The current plan does not look like it will work. But we believe that TEN may have options that the Street is not actively contemplating.
Why are OEM’s adding EV’s into the lowest-priced vehicle segments?
FCA’s $788mln investment for a Fiat 500 EV production line is another data point that highlights the economic challenges of Europe CO2 regulations. But more fundamentally, why do OEMs think consumers are going to pay a €10k-€12k premium for car types that typically cost €20k or less?
Tire update… Natural Rubber continues to decline; And Q2 replacement demand was decent (despite a pullback in June)
Overall, industry trends suggest CTB is increasingly well positioned.
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Posted on July 11, 2019
Filed under: Rod Lache, Dan Galves, and Chris Bottiglieri, Autos, Auto Parts, and Auto Technology, Auto Aftermarket, IAA
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Posted on July 11, 2019
Filed under: Rod Lache, Dan Galves, and Chris Bottiglieri, Autos, Auto Parts, and Auto Technology, Auto 2.0, APTV, LYFT, NIO, UBER, Auto Aftermarket, IAA, KAR, Autos and Auto Parts, F, GM
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