Automotive Retail
Case studies in automotive retail.
AutoZone: Where to Put the Next Mile of Growth?
AutoZone had grown through new stores, a commercial program serving professional repair customers, and a network of hubs and mega hubs intended to widen parts availability. International operations were also expanding. The company said it planned higher investment in fiscal 2024, including supply-chain projects and store openings. Read case
Camping World Holdings: How Much Inventory Is Enough?
Camping World Holdings, Inc. (CWH) entered the second half of 2026 with a difficult retail balance. New RV demand had weakened, but the company said it had continued to gain new-unit share through May. Used-unit sales were growing, yet margins on both new and used vehicles had fallen. Read case
Carvana: How long should the return promise last?
Carvana built its retail model around an online transaction. A customer can search a large inventory, inspect annotated photographs and vehicle details, arrange financing, and have the car delivered or pick it up. Carvana says its high-definition virtual tours show the actual vehicle and visible imperfections. Read case
EVgo: Pacing the Fast-Charging Buildout
On 12 November 2024, EVgo reported third-quarter results and filed its quarterly report. Its latest operating measures showed a network growing quickly: Q3 revenue was $67.5 million, network throughput was 78 gigawatt-hours, and the company added more than 270 operational stalls. Read case
O’Reilly Automotive: Where should the next stores go?
On April 24, 2024, O’Reilly Automotive reported first-quarter comparable-store sales growth of 3.4%, following 10.8% in the year-earlier quarter. The company reaffirmed its plan to open 190–200 net new stores during 2024. Read case
OneWater Marine — Stocking for a Softer Season
At 30 June 2026, OneWater Marine had $485.5 million of inventory and $68.7 million of unrestricted cash. The late-July Q3 release showed a mixed picture: reported revenue and same-store sales declined, while gross margin and operating income improved. Read case
Sonic Automotive: How Fast Should EchoPark Grow?
On September 9, Sonic Automotive announced a record sales result at the Sturgis Motorcycle Rally. Sonic Powersports said it sold 1,135 motorcycles during the event, including 511 new Harley-Davidsons, across five Black Hills locations. More than 550 teammates had been deployed, and the company assembled over 1,200 motorcycles for the rally. Read case