Podcasts about CarMax

On today's episode, Clay is joined by François Rochon to discuss his 2025 annual letter and the key themes shaping markets in 2025. He also digs into his top holdings, including Constellation Software, Alphabet, and Meta. IN THIS EPISODE YOU'LL LEARN: 00:00:00 - Intro 00:02:18 - François's key takeaways and lessons from 2025 00:03:58- Why François views AI as a revolution on par with the early internet 00:07:04 - The circular investment dynamic in AI infrastructure and what it means for companies like Nvidia 00:11:46 - How Alphabet and Meta are using massive capex spending to both defend and grow their businesses 00:17:52 - Why François believes shares of Constellation Software are cheap despite the AI-driven sell-off in software stocks 00:30:03 - What made Mark Leonard one of François's favorite CEOs 00:42:09 - Why François sold CarMax after 18 years 01:11:29 - The three essential qualities every successful long-term investor must develop Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TIP Mastermind Community⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Learn how to join us in Omaha for the Berkshire meeting ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Rochon's firm: Giverny Capital. Rochon's annual letters. Follow Clay on ⁠⁠X⁠⁠ and ⁠⁠LinkedIn⁠⁠. Related ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠books⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ mentioned in the podcast. Ad-free episodes on our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Premium Feed⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. NEW TO THE SHOW? Get smarter about valuing businesses in just a few minutes each week through our newsletter, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Intrinsic Value Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Check out our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠We Study Billionaires Starter Packs⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Follow our official social media accounts: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Browse through all our episodes ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Try our tool for picking stock winners and managing our portfolios: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TIP Finance Tool⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Enjoy exclusive perks from our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠favorite Apps and Services⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Learn how to better start, manage, and grow your business with the ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠best business podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. SPONSORS Support our free podcast by supporting our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠sponsors⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: HardBlock Human Rights Foundation Vanta Unchained Netsuite Fundrise Shopify References to any third-party products, services, or advertisers do not constitute endorsements, and The Investor's Podcast Network is not responsible for any claims made by them. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Shoot us a Text.Episode #1291: An activist investor pushes CarMax to overhaul its digital game, Carvana accelerates same-day delivery into Los Angeles, and Lucid rolls out CarPlay and Android Auto updates while resetting its software strategy. Activist investor Starboard Value is turning up the heat on CarMax's incoming CEO, arguing the used-car giant has plenty of untapped potential, and they've got a $350 million stake to back up that opinion.Starboard sent a letter to CEO-elect Keith Barr calling out CarMax for falling short, and pushing for a streamlined online trade-in process and better digital conversion rates.The firm wants SG&A expenses capped at 70–75% of gross profit, and believes modest price cuts of $100–$300 per vehicle could restore competitiveness.Starboard is also nominating two board members, including its own CEO Jeffrey Smith, signaling this is more than a suggestion.Analysts at Truist agree there's room to improve, but warn that gaining ground on Carvana while cutting costs at the same time won't be easy."If CarMax can get its flywheel moving again as Starboard talked about, then I think the stock would be drastically higher than it is today," said Morningstar analyst David Whiston.Carvana is taking its same-day delivery service to the City of Angels, and if you thought they were already moving fast, Los Angeles is about to find out what that really means.Carvana has rolled out same-day vehicle delivery to the Los Angeles metro area, letting eligible customers go from online checkout to driveway delivery in a matter of hours.Customers looking to sell can also get same-day pickup or drop-off after completing an online appraisal — making the whole transaction, buy or sell, a same-day affair.LA joins Sacramento and San Diego, making California one of the more saturated same-day markets, with Carvana now operating the service across 20 states nationwide.Lucid Motors is delivering some good news to Gravity SUV owners just in time for its investor day. After a rough few months of software headaches, it's a welcome update.Lucid is pushing a software update to North American Gravity SUV owners Thursday that enables Apple CarPlay and Android Auto, with European and Middle East owners getting it in late March.The features have been available on the Lucid Air sedan for some time, but the Gravity has had a rocky software rollout, significant enough that Lucid's interim CEO issued a public apology to owners.Lucid recently parted ways with several top software leaders and last month laid off 12% of its workforce.Today's show is brought to you by iPacket Value. From accurate MSRP validation to smarter merchandJoin Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

(For Entertainment Purposes only, always seek a qualified professional.) Support: PositiveSarcasm.com/Donate Intro: Keanu Reeves is in a rock band...and they are touring! Segment 1: Carmax will buy your car, depending on the vehicle, it's actually worth it, and you can turn a profit every time depending on what you buy next. FREE STOCKS, IRA, CASH MANAGEMENT: https://a.webull.com/S4xAPPzv9rXFMdF8Q4 Sign up via my referral link now! https://j.moomoo.com/00EoSC Trade Stocks and Crypto Reward when you sign up: https://etoro.tw/47OmXMl PositiveSarcasm.com - 2014 Therapy for yourself, for couples, for teens: https://www.betterhelp.com/

VPM News Host Lyndon German and BizSense Reporter Jackie DiBartolomeo discuss the Richmond's region's top business stories, starting with the Midlothian Depot's near completion, Richmond's budget priorities and the CarMax Park's construction progress.

Sports App: Trae Young, CBB, NFL Crosstalk: John Carlson gone, Ovi last year, Zim on the DC mount rushmore? Blaine McCormick: What to expect from CarMax park, the block party this saturday Picking Conference Champs: Lurch from the sports junkies as he and AWadd have a round robin style draft of who wins the major conference tournaments Tune in LIVE every weekday from 12-3 PM everywhere on the Audacy app and locally at 910 the fan and 105.1 FM for more AWadd Radio!!

Visit: RadioLawTalk.com for information & full episodes! Follow us on Facebook: bit.ly/RLTFacebook Follow us on Twitter: bit.ly/RLTTwitter Follow us on Instagram: bit.ly/RLTInstagram Subscribe to our YouTube channel: www.youtube.com/channel/UC3Owf1BEB-klmtD_92-uqzg Your Radio Law Talk hosts are exceptional attorneys and love what they do! They take breaks from their day jobs and make time for Radio Law Talk so that the rest of the country can enjoy the law like they do. Follow Radio Law Talk on Youtube, Facebook, Twitter & Instagram!

AWadd takes us into the second hour of the show as always with the Richmond Commander. The question of the day on the Richmond Commander, are the Commanders one GREAT offseason away from making a Super Bowl appearance? We go around the biggest stories in the NFL as the Cardinals have cut former first overall pick Kyler Murray, but where does this leave Malik Willis in the rankings of available quarterbacks. Bill Roth, the voice of the Hokies joins the show to answer if can VT make the tourney and what is the outlook for the football team this season under James Franklin. We get the opportunity for a first look at CarMax park as they host a big event this Saturday. Plus J$'s ranking of the top MLB stadiums. Tune in LIVE every weekday from 12-3 PM everywhere on the Audacy app and locally at 910 the fan and 105.1 FM for more AWadd Radio!!

Shoot us a Text.Episode #1283: Oil markets are on edge as global conflict pressures fuel prices and supply chains. Meanwhile, BYD may have cracked the code on five-minute EV charging, and CarMax becomes the first U.S. auto retailer to launch a shopping app inside ChatGPT.Oil markets are on edge after military action involving the U.S. and Israel disrupted shipping through the Strait of Hormuz. While automakers aren't seeing immediate shutdowns, rising energy prices and potential shipping reroutes are adding another variable to an already complex year.Roughly 20 million barrels of crude flow through the strait daily, along with LNG, aluminum, steel inputs and key plastics used in vehicle production.Oil briefly jumped nearly 7%, with analysts warning prices could top $100 a barrel if the conflict drags on.Automakers rely heavily on Asia–Europe sea lanes for semiconductors, battery materials and electronics—any expansion into the Red Sea or Suez would be “significantly disruptive.”“It certainly adds risk [for OEMs] and you've got to be thinking about rerouting anything that's going to go through that part of the world,” said AlixPartners' Dan Hearsch.If range anxiety has been the headline problem for EV adoption, BYD may be attacking it at the source. The Chinese automaker is testing a 1,500 kW “flash charging” network that looks less like a parking lot and more like a traditional gas station.The demo site in Shenzhen features liquid-cooled charging guns and pull-through lanes, allowing drivers to plug in and roll out—no backing into stalls required.Leaked specs suggest up to 1,500 kW on a 1,000V architecture—potentially adding 249 miles in about 5 minutes. For context, most U.S. and European fast chargers top out at 350 kW.Testing is currently limited to select BYD models with a “Flash Charge” badge, with charging reportedly starting within 10 seconds of plug-in.Pricing at the demo site is around $0.18 per kWh, a fraction of many Western public charging rates.CarMax just became the first U.S. auto retailer to launch a car-shopping app inside ChatGPT, bringing both buying and selling tools directly into the AI platform. It's another signal that conversational commerce isn't coming—it's here.Customers can browse CarMax's 45,000+ vehicle inventory using natural prompts like “SUV with third row under $25,000” or “small AWD car with good tech.”The app also allows sellers to check their vehicle's value and connect directly to CarMax's online offer tool.CarMax says the goal is to reduce the overwhelm of used-car shopping by meeting customers on a platform they're already using.Today's show is brought to you by iPacket Value. From accurate MSRP validation to smarter merchandising decisions, iPacketJoin Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

Cascadia Minerals VP Corporate Development Andrew Carne joined Angela Harmantas at the Prospectors & Developers Association of Canada or PDAC conference in Toronto to share news about the company's transformational merger with Granite Creek Copper and the growth strategy for the CarMax copper-gold project in Yukon. Carne described the August merger as “a really transformational transaction,” bringing the CarMax project into Cascadia's portfolio. The project already hosts an existing resource of 650 million pounds of copper and 20,000 ounces of gold, providing what Carne called “a really nice foundation that we know is economic.” However, he noted the project had struggled to gain momentum in weaker copper markets and amid tighter funding cycles. Following the acquisition, Cascadia immediately completed a 4,000 metre drill program, intersecting long, broad copper intervals outside the existing resource. Carne highlighted the potential for sulfide mineralization at depth, explaining that this material “actually recovers even better from a mine plant perspective” and has not yet been fully drilled off. The company has now announced a 15,000 metre drill program for the year, focused on expanding the resource and testing parallel structures within 400 to 500 metres of the known deposit. With $6.5 million in the bank and road access to the site, Cascadia is fully funded and plans to begin drilling in late April. CarMax is positioned as Cascadia's anchor project, with a two-year plan aimed at advancing toward an updated PEA or potentially pre-feasibility. Alongside this, the company continues early-stage exploration at its Catch Property, targeting new copper-gold porphyry discoveries. #proactiveinvestors #cascadiaminerals #tsxv #cam #otcqb #camnf #pdac2026 #CascadiaMinerals #AndrewCarne #CopperExploration #CarMaxProject #YukonMining #CopperStocks #GoldExploration #MiningNews #ResourceExpansion #DrillingProgram #JuniorMining #Porphyry #OTCMarkets

The Justice Department reached a settlement with the lending side of CarMax to pay $15,000 each to service members whose cars were wrongfully repossessed - and to work to get the action removed from their credit reports. https://www.lehtoslaw.com

CarMax illegally repossessed cars of service members HR 4 full 2554 Thu, 26 Feb 2026 19:01:21 +0000 izoEIRv0uo2p5WIishezxA1qR1qD39sD news MIDDAY with JAYME & WIER news CarMax illegally repossessed cars of service members HR 4 From local news & politics, to what's trending, sports & personal stories...MIDDAY with JAYME & WIER will get you through the middle of your day! © 2025 Audacy, Inc. News False https://player.amperwavepodcasting.

Read more from VPM News:  Most artificial intelligence legislation in Virginia was tabled until 2027  Scenes from the Virginia State Capitol 2026: a dispatch    Other links:  At Longwood, a journey toward racial reckoning (Virginia Center for Investigative Journalism at WHRO)  After federal funding upheavals, Richmond nonprofits say they are bruised but not broken (The Richmonder)  What is ‘performance-based regulation', and how can it lower utility bills? (Virginia Mercury)  DOJ reaches settlement with CarMax over illegal repossession of servicemembers' vehicles (WTVR)  CASA seeks to secure first state funding increase since 2008 amid rising demand for services (Cardinal News)  Our award-winning work is made possible with your donations. Visit vpm.org/donate to support local journalism. 

In this episode, Scott Becker reviews sharp stock drops across Klarna, Avis, CarMax, and KKR, highlighting shrinking margins, weak earnings, and private equity headwinds.

In this episode, Scott Becker reviews sharp stock drops across Klarna, Avis, CarMax, and KKR, highlighting shrinking margins, weak earnings, and private equity headwinds.

Shoot us a Text.Episode #1267: CarMax taps a hospitality CEO to sharpen its digital edge, Toyota makes a disciplined move into three-row EVs with the Highlander name, and AI-generated resumes are creating new hiring headaches for retailers and operators. Show Notes with links: CarMax brings in a hospitality heavyweight to steer its turnaround. The nation's largest used-car retailer has tapped former InterContinental Hotels Group CEO Keith Barr to lead the charge as sales stall and Carvana gains ground. His mission: sharpen digital retail and squeeze costs.Barr takes over in March, replacing Bill Nash amid stagnant sales and rising competition from Carvana.CarMax operates 250+ stores covering 85% of the U.S., but retail volumes fell 8% last quarter.The focus: improve online conversion, streamline vehicle acquisition and reconditioning costs.Analysts say CarMax's omnichannel model may be confusing buyers and hurting digital sales.Barr is confident: “All those foundational pieces are there… we're going to sell more cars and continue to create more value for shareholders.”Toyota is making a calculated move into EVs with the Highlander EV—on its own terms. By putting the Highlander name on a three-row electric SUV, the company signals a strategic shift rooted in discipline, profitability, and market timing rather than rapid expansion.Toyota preserved margins while competitors absorbed heavy EV losses, maintaining flexibility as demand cooled.It's entering the most profitable U.S. segment—three-row midsize SUVs—with a name buyers already trust.Domestic production in Kentucky reduces tariff exposure and political risk while strengthening its U.S. footprint.Leadership under CEO Koji Sato appears focused on controlled scale and sustainable growth.AI may be speeding up hiring—but it's also muddying the truth. New survey data shows a growing disconnect between what candidates claim on resumes and what they can actually do on the job, with AI tools making embellishment easier than ever.80% of hiring managers say resumes often don't match real-world skills; 34% say it happens “all the time” or “often.”Retail examples include POS “experts” who couldn't navigate the system and candidates who folded instantly in negotiation role-play.86% of hiring leaders believe AI makes it too easy to exaggerate skills; 42% see it as a serious hiring risk.Meanwhile, 80% of hiring managers dislike AI-generated resumes, and over half are less likely to hire obvious AI users.As Express CEO Bob Funk Jr. put it: “Integrity is still a competitive advantage.”Join Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

Laks Ganapathi of Unicus Research discusses why her firm is taking short positions in auto companies, including CarMax (KMX) and Stellantis (STLA). She cites consumer difficulties, noting that CarMax is cutting prices and Stellantis said on its earnings call that it was losing customers. On the other hand, Carvana (CVNA) is taking market share. Laks also highlights the fact that pre-COVID cars were much better made, and says quality has notably deteriorated across brands.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

In der heutigen Folge sprechen die Finanzjournalisten Anja Ettel und Philipp Vetter über den Grönland-Dämper für den Dax, Elon Musks Sandkastenstreit um RyanAir und Glyphosat-Euphorie bei Bayer. Außerdem geht es um Deutsche Bank, Ryanair, Lufthansa, Rheinmetall, Renk, Thales, Dassault Aviation, BMW, Mercedes, VW, Hermes, Kering, Adidas, Douglas, Bayer, Under Armour, Bath & Body Works, Campbell's, Kraft Heinz, CarMax, AmeriCold, Healthpeak Properties, Comcast, Mondelez und Broadridge Financial Solutions. Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Der Börsen-Podcast Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

LotTalk hosts Chris Keene and Renaldo Leonard sit down with Frank Knox, AutoAcquire AI founder and former CarMax executive, to discuss winning acquisition strategies for 2026. Learn why data and discipline beat gut-feel buying, how to leverage scarcity over market day supply, and why all acquisition channels work when you have the right approach. Frank shares the CARS framework (Clarity, Accountability, Results, Standards) and explains why winning 30% of appraisals should be your baseline. If you're struggling to stock your lot with profitable inventory in today's tight market, this episode delivers actionable strategies you can implement immediately.

Ignacio Vacchiano, responsable de distribución en España de Leverage Shares, repasa los protagonistas: Lam Research, Applied Materials, Carmax, Intel y Netflix.

Kick off 2026 with a hard reset on used car fundamentals. In this LotTalk Season 3 premiere, hosts Chris Keene and Renaldo Leonard break down why “margin compression” is often a self‑inflicted wound, not just a market reality. They dig into velocity, bucket management, and how to make smarter pricing decisions using real‑world SRP, VDP, and lead data instead of gut feel. You'll hear cautionary lessons from CarMax, a live case study of a dealer who grew inventory but lost momentum, and a blueprint for partnering with fixed ops so recon doesn't steal your first 30 days. If you're a used car or inventory manager looking to plug profit leaks and stop “digging the hole” deeper in 2026, this episode is your playbook. Get more LotTalk at www.lottalkpodcast.com

Shoot us a Text.Episode #1241: CarMax leans on price cuts and marketing to spark sales, Toyota takes its iconic Hilux electric in Europe, and Walmart keeps scaling drone delivery as demand grows.CarMax is shifting back to fundamentals as sales and earnings continue to slide. The company will cut prices, trim costs, and increase marketing to regain momentum heading into 2026.Q3 results saw unit sales down 8% and earnings down 50% year-over-year.CarMax will use targeted price cuts to spark demand, not blanket reductions.The company is lowering margins while boosting marketing to drive traffic.SG&A will be cut by $150M annually despite increased ad spend.“Our average selling prices have drifted upward and appear to be less attractive to customers,” said Interim CEO David McCreight.Toyota just electrified one of its most important global trucks. The Hilux made its first European appearance as a full EV, signaling Toyota's pickup electrification push—just not for North American buyers.Toyota debuted the Hilux BEV at the Brussels Motor Show, and uses a 59.2 kWh battery, offering up to 160 miles WLTP range, or 236 miles in city driving.With AWD and 473 Nm of torque, it can tow 1.6 tons and haul over 1,500 lbs, keeping its work-truck credibility.Europe gets the Hilux BEV in April, but the truck isn't sold in the U.S.—and Toyota isn't signaling that will change.Alphabet-owned Wing is dramatically expanding its on-demand drone partnership with Walmart, signaling that flying groceries and meds are becoming a real part of everyday commerce.Wing will expand drone delivery to 150 more Walmart stores, building on pilots in Dallas-Fort Worth and Atlanta.Wing's top 25% of customers order three times per week, mostly groceries like eggs, ground beef, produce, and snacks.Once complete, Wing will operate from 270+ Walmart locations, reaching roughly 10% of the U.S. population.Walmart remains Wing's primary commercial partner, even as the company continues testing larger drones capable of carrying five-pound payloads.Wing's new chief business officer Heather Rivera: “Volume is definitely powering our flywheel.”Join Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

It's a semi-victory Monday here on AWadd Radio as the Eagles fall on Wild Card weekend along with a bunch of crazy games in the NFL, all that and more on the Sports App! MP, Michael Phillips hops on the program for some classic crosstalk on AWard Radio as the two hosts discuss why the Commanders hired David Blough and why they did it so early. The Washington Commanders have officially filled the open OC position hiring from within and promoting former NFL QB and Assistant QB Coach David Blough. Where did he come from and what can we expect going forward from the Commanders' offense? Some breaking news out of CarMax park as the Flying Squirrels drop a statement saying they are no longer negotiating with VCU Baseball over the use of the new baseball stadium. Tune in LIVE every weekday from 12-3 PM everywhere on the Audacy app and locally at 910 the fan and 105.1 FM for more AWadd Radio!!

Today on CarEdge Live, Ray and Zach discuss the latest news from CarMax ... Tune in to learn more! Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

From Hustle to Clarity: Andy Seeley on Simplifying Growth, Marketing & Building Businesses That LastIn this episode, I sit down with Andy Seeley, CEO of Creatively Disruptive, co-owner of Ashworth Strategy, speaker, and creator of CAI (Customer AI),  for an honest, grounded conversation about business growth, marketing clarity, and what actually supports long-term success for founders.Andy's journey spans sales leadership, agency building, economic downturns, and helping hundreds of small and service-based businesses navigate growth without burnout. From opening CarMax locations to supporting kids activity centers, e-commerce brands, and local businesses, Andy brings real-world perspective to what works  and what quietly breaks businesses over time.Rather than chasing hype, hustle culture, or overcomplicated tactics, Andy challenges founders to rethink marketing as communication, build systems that support people, and create businesses that serve life not consume it.We cover:Why hustle alone isn't the answer to sustainable growthThe hidden danger of relying on word-of-mouth as a strategyHow fear keeps founders underpricing, understaffing, and stuckWhy most businesses don't fail at marketing, they fail at follow-upThe role of AI in supporting human connection (not replacing it)Building systems that create freedom instead of burnoutHow downturns create the biggest opportunity for market shareWhy clarity, consistency, and communication outperform complexityThe importance of treating agencies as partners, not vendorsRedefining success as freedom, impact, and time with familyTakeaways:Marketing should feel like communication, not manipulation.Growth comes from clarity, not chaos.Fear shrinks businesses faster than bad strategy.Strong systems give founders freedom — not more work.The best businesses are built to support life, not replace it.

CarMax is back as a microcosm of the entire consumer economy. The company stumbled back in the spring then at the end of summer declared – no big deal - everything was turning around. Instead, not long after management eventually admitted it didn't turn around which, this past week, was totally confirmed when CarMax reported sales that had basically crashed during the quarter. Eurodollar University's conversations w/Steve Van Metre---------------------------------------------------------------------------------------------------------------------What if your gold could actually pay you every month… in MORE gold?That's exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.Check it out here: https://monetary-metals.com/snider---------------------------------------------------------------------------------------------------------------------EDU LIVE PRESIDENT'S DAY FEBRUARY 2026If you're a serious investor and want to capitalize on what the monetary system is signaling right now, plus deep discussions about what truly is the greatest threat we all face, join me, Hugh Hendry, George Gammon, Steve Van Metre, Brent Johnson, Mike Green at Eurodollar University's very first Live Event, President's Day Weekend February 2026. To reserve your spot just go here but you better hurry, there aren't many spots left:https://eurodollar-university.com/event-home-page---------------------------------------------------------------------------------https://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

In this episode, Scott Becker examines what went wrong for names like Lucid, CarMax, Restoration Hardware, and MicroStrategy as they head into 2025.

In this episode, Scott Becker examines what went wrong for names like Lucid, CarMax, Restoration Hardware, and MicroStrategy as they head into 2025.

Handling upset customers the wrong way can damage your reputation faster than you can fix it. In this episode, Chris breaks down a proven process for de-escalating complaints, rebuilding trust, and turning negative experiences into long-term customer loyalty.

Stop treating data governance as a "data cop" function and start using it as a high ROI offensive weapon. In this episode, Peter Kapur, Head of Data Governance and Data Quality at CarMax, breaks down how to move beyond defensive compliance to drive profitability, customer experience, and better data science outcomes.Critical Insights for LeadersShift from defense to offense Data defense covers the mandatory regulatory and legal requirements like privacy and cybersecurity. Data offense involves everything else that hits your bottom line, such as investing in data quality to save or make money.Prioritize problems over frameworks Avoid bringing rigid policies and "data geek" terminology to business leaders. Instead, spend time listening to their specific data struggles and apply governance capabilities as solutions to those problems.Data quality makes governance tangible Without high quality data, governance is just a collection of abstract policies. Improving data quality empowers data scientists to produce better models and gives analytics teams the ability to discover and trust their data.Key Moments in the Conversation02:41 Defining the clear line between defensive regulation and offensive growth 06:03 Why data quality and data governance must sit together to be effective 11:00 Shifting from "data school" to "business school" to communicate value 13:12 Quantifying the ROI of data governance through customer wins and time savings 18:35 Actionable advice for starting an offensive strategy from scratch Wisdom from the Episode"If we meet the laws, we meet the regulations, we meet the legal, how do we leverage our data? It is a mindset shift versus, let me lock my data down, no one use it." Tactical Advice for ImplementationEnsure adoption through personalization Design tools and processes that are personalized to specific roles so they feel like a natural part of the workflow rather than a burden.Focus on the eye of the consumer Treat every person in the organization as a "data citizen" and remember that data quality is ultimately defined by the needs of the people consuming it.Join the ConversationSubscribe to the podcast on your favorite platform to catch every episode. Follow us on LinkedIn to stay updated on the latest trends in data leadership.

The consumer's ability to purchase used cars is affecting CarMax (KMX), says Karl Brauer with iSeeCars. The company posted an earnings beat but the stock still fell in premarket hours, as it and peers see headwinds in vehicle price increases. Karl points to Carvana (CVNA) and Amazon's (AMZN) digitalization of the car market as a method for CarMax to copy and become less asset-dependent. He offers his take on what the road ahead for CarMax is for 2026. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

Likefolio's Megan Brantley covers their latest sentiment data on CarMax (KMX), saying it is “bleeding market share” to Carvana (CVNA). She compares change in visits, a measure of forward demand, noting CarMax is trending negative year-over-year. She also notes uncertainty around leadership changes, lawsuits, and more. ======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

On today's MJ Morning Show:The endorsement Fester lostWoman's body found in Dollar Tree refrigeratorMorons in the newsInmate's last meal delayedLabubu maker has a new productWoman picked the wrong day to shoplift at WalmartNo Powerball winner last nightAmazon documentary about Bucs shows MJNew holiday cocktail... ew....Co-worker's breathDoor Dasher shows up with a cloud of pot smokeAverage American's net worth.. We took callsRob Reiner update... argument with son at Conan's partyAbout which actor is someone posting this story?Anthony Geary RIPMerriam-Webster word of the yearHow many drinks should you have at a party?Taylor Swift and Travis Kelce are both drinkers... when does the blow-up happen?Christmas lights... are they on the decline?Elton John videoCar sold by Carmax was stolenRV sold to customer left in limbo as dealership changes ownership2026 healthy food to become popular... crown cabbageCannabis medical effects don't meet expectationsWhat's the best seat on a flight to avoid getting sick?See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Shoot us a Text.Episode #1213: Today we're talking Scout's aggressive service-first launch strategy, Carvana's stunning rise past Detroit's giants as it joins the S&P 500, and Waymo's shift from polite AV to confidently assertive city driver.Show Notes with links:Scout Motors is doubling down on a factory-run service network as it preps for a 2027 U.S. launch, betting that premium, reliable service will become a differentiator in the direct-to-consumer EV space.Scout will open 25 brand-owned rooftops at launch, both “Studios,” where customers shop and interact with a sales adviser, and “Workshops,” where service is performed. 57 rooftops are planned in Year 2.The brand plans 15% more annual service labor capacity than projected need to stay ahead of demand and reduce wait times.Scout aims to staff 1,400 service bays with roughly 900 technicians within five years, backed by VW Group resources but operating independently.“The way we describe our retail operations is a digital-first experience built on a service-first infrastructure.” — Cody Thacker, VP Commercial Operations, ScoutCarvana's comeback is officially Wall Street-certified as the online used-car disruptor joins the S&P 500, marking a stunning rebound from near-bankruptcy to an $87B valuation that now eclipses Ford and GM.Shares have surged more than 8,000% since 2022 and nearly doubled in 2025 as demand rebounded and cost discipline kicked in.Carvana now trades at 57× forward earnings, massively outpacing Detroit's single-digit multiples.The company sold a record 155,941 units in Q3, driving 55% revenue growth and fueling analyst confidence in potential volume leadership over CarMax by 2026.Index inclusion on Dec. 22 is expected to trigger significant buying from funds tracking the S&P.Waymo's once overly-courteous robotaxis are getting a software personality shift in San Francisco—assertive, human-like driving that's raising eyebrows, improving flow, and occasionally bending rules.Riders report more aggressive lane changes, quicker merges, and tighter gaps—closer to how real-world urban drivers operate.The shift follows complaints that overly passive AVs caused congestion, got stuck behind obstacles, and struggled downtown.Recent incidents include an illegal U-turn, a lane-change with no signal, and even a tragic neighborhood cat strike—fueling debate over “too human” behavior.Waymo says more assertiveness is required to scale in busy cities, with updates teaching AVs to make “common-sense decisions” when laws conflict.Thank you to today's sponsor, Mia. Capture more revenue, protect CSI, and never miss a call or connection again with 24/7 phone coverage and texting (SMS) follow-up for sales, service, and reception. Learn more at https://www.mia.inc/Join Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

Likefolio's Andy Swan says it's “clear that Carvana is the winner,” with data showing strong growth in visits. Meanwhile, CarMax (KMX) is falling; Andy says, “consumers are voting with their clicks, and it's not even close.” While he thinks the stock could be overbought, he also sees substantial market share growth for CVNA ahead.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Today I'm joined by Jim Keffer, CEO of Keffer Auto Group. We break down his radical 10-year buyout model, why he hunts “unicorn” operators instead of centralizing, and how underperforming rooftops become high-ROI assets. Jim also explains the math behind buying broken stores, the traits that separate true owner-operators, and the coming shakeups he sees from Carvana, CarMax, and digital retailing. It's a candid, transparent look at a model most dealers never get to see up close. This episode is brought to you by: 1. Lotlinx - What if ChatGPT actually spoke dealer? Meet LotGPT — the first AI chatbot built just for car dealers. Fluent in your market, your dealership, and your inventory, LotGPT delivers instant insights to help you merchandise smarter, move inventory faster, and maximize profit. It pulls from your live inventory, CRM, and Google Analytics to give VIN-specific recommendations, helping dealers price vehicles accurately, spot wasted spend, and uncover the hottest opportunities — all in seconds. LotGPT is free for dealers, but invite-only. Join the waitlist now @ Lotlinx.com/LotGPT 2. vAuto - The average car sits 45 days before getting shipped to another store — hoping it'll sell faster somewhere else. But guess what? Once it lands there, it usually sits another 30 days. On paper, that looks fine. In reality, that car's been tying up capital for 75 days — bleeding margin the whole time. The fix? Get the car to the right store on day one — or move it before the clock runs out. Because every day you wait, you're losing gross you'll never get back. Check out vAuto's new guide on centralized inventory management @ ⁠https://www.vauto.com⁠⁠⁠⁠ 3. CDG Circles - A modern peer group for auto dealers. Private dealer chats. Real insights — confidential, compliant, no travel required. Visit @ https://cdgcircles.com/ to learn more. Check out Car Dealership Guy's stuff: For dealers: CDG Circles ➤ https://cdgcircles.com/ Industry job board ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://jobs.dealershipguy.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Dealership recruiting ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://www.cdgrecruiting.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Fix your dealership's social media ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://www.trynomad.co⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Request to be a podcast guest ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://www.cdgguest.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ For industry vendors: Advertise with Car Dealership Guy ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://www.cdgpartner.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Industry job board ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://jobs.dealershipguy.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Request to be a podcast guest ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://www.cdgguest.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Topics: 00:08 Biggest challenge in the car business? 00:52 How does the decentralized model work? 03:41 What is the buyout model? 07:08 How to find the right operators? 32:48 How does goodwill depreciation work? 33:15 How to identify and hire talent? 34:01 Biggest used car sales challenge? 37:45 Balancing sales efficiency with customer experience? 58:18 Future of car dealerships? Car Dealership Guy Socials: X ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠x.com/GuyDealership⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Instagram ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠instagram.com/cardealershipguy/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ TikTok ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠tiktok.com/@guydealership⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ LinkedIn ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠linkedin.com/company/cardealershipguy⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Threads ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠threads.net/@cardealershipguy⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Facebook ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠facebook.com/profile.php?id=100077402857683⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Everything else ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠dealershipguy.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Discover how the world's most profitable companies actually make money, from Tesla to Amazon to ChatGPT. Join Product Manager Brian Orlando and Enterprise Business Agility Consultant Om Patel as they continue to explore the 23 business models from Adrian Slywotzky's "The Art of Profitability." Part 2 continues the examination of the strengths and weaknesses of the remaining 11 business models where the hosts discuss why some companies dominate their industries while others struggle.Business models covered are: Specialty Product model (CrowdStrike, Beyond Meat)Local Leadership (Publix, Dutch Bros)Transaction Scale (Visa, Stripe)Value Chain Position (Amazon, TSMC)Cycle timing (private equity firms)After-Sale profits (Apple Care, John Deere)New Product innovation (Tesla, OpenAI)Relative Market Share (Walmart, Google)Experience Curve (Southwest Airlines, TSMC)Low-Cost Design (Dropbox, IKEA)Scarcity tactics (Ferrari, Nike limited editions)Whether you're a product manager, startup founder, or business strategist, this episode provides actionable insights on choosing and executing the right business model for your market. #ProductManagement #BusinessModels #StrategyLINKSYouTube https://www.youtube.com/@arguingagileSpotify: https://open.spotify.com/show/362QvYORmtZRKAeTAE57v3Apple: https://podcasts.apple.com/us/podcast/agile-podcast/id1568557596Website: https://arguingagile.com/

CarMax's quiet executive exit is the signal buyers have been waiting for. In this video I explain why 2026 is shaping up to be the ultimate used-car buyer's market — and how to win big.Buy me a coffee! https://www.paypal.com/paypalme/partsmanagerproGrab a copy of my book:https://partsmanagerpro.gumroad.com/l/qtqax"The Parts Manager Guide" - https://www.amazon.com/Parts-Manager-Guide-Strategies-Maximize-ebook/dp/B09S23HQ1P/ref=sr_1_4?crid=3UZYOGZJUNJ9K&keywords=parts+manager+guide&qid=1644443157&sprefix=parts+manager+guid%2Caps%2C244&sr=8-4Become a supporter of this podcast: https://www.spreaker.com/podcast/the-motor-files-podcast--4960744/support.

CarMax sacked their CEO after preannouncing just brutal results for an industry already reeling and at the epicenter of the current ongoing breakdown in credit markets. The stock plunged 25% Thursday when management disclosed unit sales are looking to crash by 8 to 12% in the latest quarter. Relatedly, consumer confidence plunged to record and near-record lows...and it has little to do with the govt shutdown. Eurodollar University's conversation w/Steve Van Metre---------------------------------------------------------------------------------------------------------------------What if your gold could actually pay you every month… in MORE gold?That's exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.Check it out here: https://monetary-metals.com/snider---------------------------------------------------------------------------------------------------------------------https://eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

Send us a textMarkets have a habit of choosing the path that hurts the most people, and this week they proved it. We open with a jolt: CarMax plunges 24%, the CEO is shown the door, and used‑car demand looks like a classic pull‑forward that left a hole in today's sales. From there, we follow the thread across the macro tapestry: consumer sentiment hovering near crisis lows, layoffs announced at a pace that clashes with payroll prints, and a tech slide that turns “AI capex” from dream to doubt in a heartbeat.I break down how cobweb dynamics and inventory timing errors ripple from toothpaste to autos, why tariffs distorted the clock on purchases, and where the data is more theatre than truth. China's export picture adds another twist: a bilateral surplus that widens even as shipments to the US shrink, exposing the difference between volume and value in a tariff world. We dig into the money plumbing too, because it's no longer just M2. Offshore dollar creation rides on the collateral of investment portfolios, trade invoices, rehypothecated claims that shape and form money in ways the Fed doesn't fully map.For investors, the practical edge is structure and levels. Options now mediate the market's mood, turning volatility into potential income when used with care. Covered calls on quality after big drops can pay you to wait, but path risk matters. We map Meta's gap fill and key Fibonacci retracements, and consider Oracle's round‑trip as a reminder that narratives can outrun cash flows. The stance is clear: acknowledge the pullback, respect the signs of strain, and build selective shopping lists rather than chasing every bounce. Let the market pay you for patience, and let price confirm when the turn is real.If this breakdown helps you navigate the noise, follow the show, share it with a friend who trades the headlines, and leave a quick review. Tell me what level you're watching next. I'll bring the charts.Support the show⬇️ Subscribe on Patreon or Substack for full episodes ⬇️https://www.patreon.com/HughHendryhttps://hughhendry.substack.comhttps://www.instagram.com/hughhendryofficialhttps://blancbleustbarts.comhttps://www.instagram.com/blancbleuofficial⭐⭐⭐⭐⭐ Leave a five star review and comment on Apple Podcasts!

In this episode, Scott Becker reviews a rough day in the markets as major companies like CarMax, UPS, Warby Parker, and Zimmer Biomet see sharp decline.

Today on CarEdge Live, Ray and Zach discuss the latest news from Ford and CarMax. Tune in to learn more! Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Shoot us a Text.Episode #1190: Today we cover CarMax's executive shakeup amid disappointing guidance, Tesla shareholders' approval of Elon Musk's massive pay package, and how Scout Motors is seeing overwhelming demand for extended-range EVs.Show Notes with links:CarMax shares plunged 24% Thursday after the used car giant issued a grim forecast and announced a surprise leadership shakeup. With profits slipping and competition heating up, the company is betting on new leadership to stabilize its course and unlock its underlying potential.CarMax expects used unit sales to fall 8–12% and earnings to dip sharply to $0.18–$0.36 per share.CarMax stock is down nearly 50% in 2025, while competitors like Carvana are up over 50% year-to-date.CEO Bill Nash is stepping down; retail veteran David McCreight will serve as interim CEO.Former CEO Tom Folliard returns as interim executive chair, citing a need for hands-on guidance.“The company's recent results do not reflect its potential. Change is needed,” said Folliard, referencing CarMax's long-term brand strength and ability to perform at a higher level.Tesla shareholders just gave Elon Musk the green light on a massive pay package, potentially worth $1 trillion, in exchange for hitting big targets over the next decade. It's not a payday just yet, but it's a power move with long-term implications.Over 75% of participating shareholders approved the plan amid loud chants of “Elon! Elon!”The plan is tied to 12 performance-based tranches, each triggered by Tesla meeting specific operational, profit, and market cap goals — including a stretch target of reaching an $8.5 trillion valuation over the next decade.Tesla ran an unprecedented media campaign to secure votes, including TV ads and interviews from its typically quiet board chair.“Tesla is at an inflection point… this last year has been a critical one in our history,” said Chairwoman Robyn Denholm.Turns out, EV truck buyers want a little gas on the side. Over 80% of the 130,000 reservations for the upcoming Scout Terra and Traveler EVs are for versions with a gas-powered generator to boost range.The EREV models offer 150 miles of battery-only range, with a gas engine pushing total range to 500 miles.Customers are clearly favoring the “just in case” option, and CEO Scott Keogh isn't surprised: “The market has spoken.”On the idea of a gas-only Scout, Keogh didn't hesitate: “I don't see it. There's a lot of drama now—people saying the world was all EV, now it's going back to 100% internal combustion. The world is still heading electric.”He added, “The technology is there, the innovation is there… We want to make sure Scout is prepared for the next 100 years. We're not building a two-year brand.Join Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

Send us a textWhen logic fails, hedges break, and the models panic.Markets rarely behave. In this episode, Hugh Hendry unpacks why. Exploring what happens when models flash red and logic collapses in real time. From George Gammon's CarMax hedge to the intricacies of dating, calculating sexual market value and the Fed's confused dance with Treasury policy, Hugh dissects how a “Z-score of 3” moment becomes a one-in-a-thousand event that reshapes portfolios.He links collapsing used-car stocks to compressed thirty year immigration trends, digs into the stealth recession in U.S. housing, and considers how risk managers unknowingly amplify panic by reducing exposure. Along the way he spotlights Martin Marietta, BioNTech's AI ambitions, and why the next big opportunity may lie inside America's housing-linked equities.This is a raw, late-night macro sermon from St Barts: part reflection, part market therapy. Traders and macro mavens will find insight in Hugh's irreverent exploration of fear, liquidity, and conviction.Support the show⬇️ Subscribe on Patreon or Substack for full episodes ⬇️https://www.patreon.com/HughHendryhttps://hughhendry.substack.comhttps://www.instagram.com/hughhendryofficialhttps://blancbleustbarts.comhttps://www.instagram.com/blancbleuofficial⭐⭐⭐⭐⭐ Leave a five star review and comment on Apple Podcasts!

A first look at cannabis sales in Virginia sheds light on pot preferences in the commonwealth; and a technology overhaul means layoffs for Goochland-based CarMax.  Read more House of Delegates passes redistricting amendment Tazewell judge denies injunction against GA redistricting effort Blue Ridge Area Food Bank reports record levels of food insecurity Note: VPM's Fall 2025 membership campaign is ongoing now through Oct. 31. ⁠⁠Click or tap here to see our matching challenges.⁠⁠  Our award-winning work is made possible with your donations. Visit ⁠⁠vpm.org/donate⁠⁠ to support local journalism. 

VPM News Host Lyndon German and BizSense Reporter Jack Jacobs discuss the Richmond region's top business stories. This week's episode include details on a new agreement for use of CarMax Park, news of the PGA tour's return to Richmond and the renovation of a church located in the Fan District.

What is going on in the auto world? First, Tricolor goes bankrupt. Then parts supplier First Brands follows them. CarMax reports dismal earnings. Even Germany's Bosch decided to lay off another 13,000 workers. It's not just a canary in the coal mine, there's a whole flock - or fleet - of them. Eurodollar University's Money & Macro Analysis---------------------------------------------------------------------------------------------------------------------What if your gold could actually pay you every month… in MORE gold?That's exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.Check it out here: https://monetary-metals.com/snider------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------Sign up for our webinar on the Hidden Truth Behind Interest Rates:https://webinar.eurodollar-university.com/home---------------------------------------------------------------------------------------------------------------------CarMax Second Quarter Earningshttps://investors.carmax.com/news-and-events/news/news-details/2025/CarMax-Reports-Second-Quarter-Fiscal-Year-2026-Results/default.aspxCNBC CarMax stock plummets 20% following ‘challenging' quarterhttps://www.cnbc.com/2025/09/25/carmax-stock-plummets-after-missed-wall-streets-expectations.htmlMarketWatch CarMax sees surprise drop in used-car sales even at lower prices, and the stock diveshttps://www.marketwatch.com/story/carmax-sees-unexpected-drop-in-used-car-sales-even-at-lower-prices-and-the-stock-dives-7dc067b0Bloomberg Economists Lower US Job Growth Through 2026, Fueling Rate Cutshttps://www.bloomberg.com/news/articles/2025-09-26/economists-lower-us-job-growth-through-2026-fueling-rate-cutsGTR First Brands supply chain finance debt tops US$866mnhttps://www.gtreview.com/news/americas/first-brands-supply-chain-finance-debt-tops-us866mn/Bloomberg First Brands Files for Bankruptcy After Lender Scrutinyhttps://www.bloomberg.com/news/articles/2025-09-29/auto-parts-supplier-first-brands-files-for-bankruptcyQ3 2025 Cox Automotive Dealer Sentiment Index Shows Steady Confidence Amid Economic Headwindshttps://www.coxautoinc.com/insights-hub/q3-2025-cadsi/Bloomberg Bosch to Shed 13,000 Jobs as Auto-Industry Slump Deepenshttps://www.bloomberg.com/news/articles/2025-09-25/bosch-to-shed-another-13-000-jobs-as-auto-industry-slump-deepenshttps://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

Why did CarMax's earnings spook investors? And how has Intel stock gained 46% this month? Plus, what's driving a sharp selloff in Kenvue shares? Host Jack Pitcher discusses the biggest stock moves of the week and the news that drove them. Sign up for the WSJ's free Markets A.M. newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Why did CarMax's earnings spook investors? And how has Intel stock gained 46% this month? Plus, what's driving a sharp selloff in Kenvue shares? Host Jack Pitcher discusses the biggest stock moves of the week and the news that drove them. Sign up for the WSJ's free Markets A.M. newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Episode 679: Neal and Toby discuss the potential government shutdown and the impact it'll have on the economy. Then, Starbucks announces its closing 1% of its stores as part of its turnaround plan. Also, CarMax shares plunge as its latest earnings report warns nobody is buying used cars. Meanwhile, IBM just helped HSBC with the world's first quantum-powered financial trades. What. Plus, a breakdown of plastic surgery across the country by region. Finally, Amazon settles with the FTC for $2.5B over its ‘deceptive' Prime program.  You can try reMarkable Paper Pro Move for 100 days for free. If it's not what you're looking for, get your money back. Get your paper tablet at https://www.remarkable.com today Get your MBD live show tickets here! https://www.tinyurl.com/MBD-HOLIDAY  Vote for MBD in the Signal Awards! http://bit.ly/3W4e5ik  Subscribe to Morning Brew Daily for more of the news you need to start your day. Share the show with a friend, and leave us a review on your favorite podcast app. Listen to Morning Brew Daily Here:⁠ ⁠⁠https://www.swap.fm/l/mbd-note⁠⁠⁠  Watch Morning Brew Daily Here:⁠ ⁠⁠https://www.youtube.com/@MorningBrewDailyShow⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

¡Emprendeduros! En este episodio Rodrigo nos da una actualización de mercado donde habla del estatus del mercado, de las nuevas inversiones del gobierno, del discurso de Jerome Powell, de del movimiento de Bienes Raices y del ajuste a los numeros de PIB. Nos da los reportes de ingresos de Autozone, Micron Technologies, KB Home, Accenture y Carmax. Después habla de Nvidia y su inversion en OpenAI y de las nuevas legiones de inversores de MEME. Finalmente contesta a dos preguntas de los Emprendeduros. ¡Síguenos en Instagram! Rodrigo: https://www.instagram.com/rodnavarro Emprendeduros: https://www.instagram.com/losemprendeduros Para mas información sobre nuestro fondo visita: https://emprendedurosventures.com/