Carvana Tshuag Poob Amid Siv Tsheb Tus Nqi Txo

Tus yuam sij takeaways

• Kev lag luam tsheb siv Carvana pom nws cov khoom lag luam poob qis 48% hauv ob hnub tom qab kev poob qis hauv peb lub hlis twg cov nyiaj tau los
• Carvana Tshuag poob yuav luag 97% xyoo-rau-hnub (YTD) raws li kev lag luam pib kub dhau thaum kawg qhia pom tias txias
• Txawm hais tias cov nqi tsheb qis dua yog qhov zoo rau cov neeg siv khoom, cov tub ua lag luam yuav raug ntaus vim tias cov neeg ua lag luam tau txais txiaj ntsig thiab kev kwv yees poob qis

Carvana Tshuag tau ua rau muaj qhov ntswg loj heev rau hnub Friday thaum cov tub ua lag luam khiav tawm lub coupe. Cov khw muag khoom hauv online pib tus nqi Tshuag poob 39% nyob rau hauv ib hnub thaum kev lag luam ntim ntaus lub tuam txhab cov ntaub ntawv txhua lub sijhawm ntawm 71 lab.

Tom qab swb ib qho ntxiv 18% hauv kev ua lag luam ua ntej hnub Monday, qhov kev sib tham thaum ntxov lub lim tiam tau pockmarked los ntawm kev lag luam nres. Carvana Tshuag tau kaw 15.6% Hnub Monday, nce mus txog tsuas yog $ 7.39 ib feem - ib nrab ntawm hnub Thursday tus nqi kaw $ 14.35.

Txhua tus tau hais, tus neeg muag khoom pib tus nqi tau poob 48% hauv ob hnub xwb, thiab tau nqis ze li 97% YTD.

Tus neeg ua txhaum? Kev tsis paub tseeb nyob ib puag ncig qhov kev lag luam pib poob thaum kawg - thiab cov neeg ua lag luam txhawj xeeb txog Carvana tus qauv kev lag luam tom qab lub quarter thib peb poob siab.

Carvana yog dab tsi?

Carvana yog ib lub tsheb siv tsheb uas sib txuas ua lag luam e-lag luam thiab cov vending machines los buck tus qauv kev lag luam ib txwm muaj. Cov neeg siv tuaj yeem mus yuav cov tsheb siv hauv online thiab txaus siab rau tus nqi tsis muaj haggle thiab xa hauv tsev. Hauv qee qhov chaw, cov neeg yuav khoom tuaj yeem tuaj xyuas meej, ntau zaj dab neeg "vending machines" uas xa tsheb mus tos cov neeg siv khoom.

Carvana aims kom yooj yim thiab modernize lub tsheb yuav kev. Thiab mus txog rau lub quarter dhau los, nws cov qauv zoo li ua haujlwm ... feem ntau.

Peb yuav nkag mus rau txhua qhov hauv qab no. Ua ntej, cia peb caij me ntsis hauv txoj kab cim xeeb kom pom tias vim li cas "Amazon ntawm kev yuav tsheb" tau nres ntawm cov tub ua lag luam.

Lub ntiaj teb ntawm (auto) teeb meem

Tshwj tsis yog tias koj nyob hauv lub cav thaiv, tej zaum koj tau hnov ​​​​txog qhov kev kub ntxhov uas tau tuav lub ntiaj teb los ntawm lub hnab nyiaj.

Txawm hais tias qhov ua rau Covid-induced inflation muaj ntau, ib tus tuaj yeem sib cav tias thawj cov vestiges nkag mus nrog cov khoom siv me me, tsis yooj yim: cov khoom siv hluav taws xob.

Cia peb rov qab ib pliag.

Semiconductors thiab nws pib nqi: ib qho txuas inextricable

Rov qab rau xyoo 2020, kev muag tsheb, zoo li feem ntau ntawm kev yuav khoom hauv tsev, poob qis heev. Txhawm rau txiav lawv cov kev poob, cov tuam txhab pib txiav cov khoom lag luam. Ib cag ntawm kev poob qis rau cov khoom loj xws li cov hlau thiab cov log tsheb, lawv kuj tau tso tseg lossis ncua kev txiav txim semiconductor. (Lub tsheb cia siab rau cov chips me me no rau txhua yam los ntawm kev khiav lub computer sab hauv kom tig lub teeb.)

Thaum tsis muaj kev txiav txim ntawm automaker, thiab muab qhov kev thov ntau dua rau cov khoom siv hluav taws xob ntau dua rau cov khoos phis tawj thiab lwm yam khoom siv hluav taws xob, ntau semiconductor manufacturers retooled lawv cov nroj tsuag. Qhov no tso cai rau lawv hloov pauv los ntawm kev ua cov chips pib, 40-xyoo-ntxiv cov thev naus laus zis qub, mus rau sleeker, ntau cov khoom siv niaj hnub.

Hmoov tsis zoo, thaum cov tuam txhab tsheb tau ncaws tawm ntau lawm kom tau raws li qhov xav tau nce hauv xyoo 2021, lawv pom ob peb lub tuam txhab uas tuaj yeem ua tiav lawv cov kev xav tau. Tsis tas li ntawd xwb, tab sis kev txiav txim semiconductor feem ntau tau muab tso rau hauv lub hlis ua ntej - yog li txhua tus neeg tsim khoom lag luam uas tsis muaj qhov tshwj xeeb ntawm tes yog qhov tsis muaj hmoo.

Yog li pib qhov nce ntawm tus nqi pib. Raws li kev thov nce siab, cov khoom lag luam uas twb muaj lawm tau poob qis thiab kev tsim cov chips tag nrho tab sis raug kaw, cov neeg siv khoom tau tig mus rau cov tsheb siv. Hauv ib kis, siv cov nqi tsheb tau nce ze li 40% raws li cov neeg muag khoom tau tawm tsam kom khaws cov khoom muag ntawm ntau.

Tsis xav tsis thoob, raws li kev lag luam tsheb siv online, Carvana tau tshwj xeeb nyob rau hauv kev vam meej hauv kev sib kis. Cov nqi tsheb nce ntxiv tau txhawb nqa lub tuam txhab kev loj hlob raws li cov neeg muag khoom tau txais nyiaj los yog ua lag luam ntawm tus nqi siab dua, thaum cov neeg yuav khoom tau nce cov khoom muag sai npaum li lub tuam txhab tuaj yeem ua kev sib cog lus.

Txhua yam zoo yuav tsum los xaus

Tab sis zoo li ntau yam kev sib kis thoob ntiaj teb, Carvana txoj hmoov zoo thaum kawg tau poob qis.

Hauv qee thaj chaw, cov nqi tsheb siv tau nce siab heev uas cov neeg siv khoom nruab nrab raug nqi tawm ntawm kev ua lag luam nkaus. Kev nce nqi zoo sib xws hauv lwm qhov kev lag luam ua rau Tsoom Fwv Teb Chaws Reserve kom nce cov paj laum kom tsis txhob siv nyiaj thiab qiv.

Nyob rau tib lub sijhawm, qhov kev sib xyaw no tau noj rau hauv kev xav tau tsheb siv. Qee qhov xwm txheej, cov neeg yuav khoom pom lawv tus kheej ob peb bucks luv luv ntawm cov ntawv nplaum uas tau nce zuj zus. Hauv lwm tus, cov neeg siv khoom tau hais txog qhov nce paj paj ntawm kev siv nyiaj txiag pib.

Thiab raws li semiconductor snaggles tau maj mam untangled, automakers tsoo ntau lawm, thawb tus nqi tsheb (los yog tsawg kawg stabilizing lawv) los ntawm lwm lub kaum sab xis.

Ua ke, cov xwm txheej no sau xov xwm zoo rau cov neeg siv khoom… thiab xov xwm tsis zoo rau cov tub ua lag luam. Hauv xyoo tas los, cov nqi tsheb siv tau muaj poob 10.6%, noj rau hauv cov nqi muag khoom. Twb tau, lub teb chaws franchises zoo li Lithia Motors thiab AutoNation tau tshaj tawm txog kev ua lag luam muag muag.

Tam sim no, nws zoo li kev suav nyiaj txiag tau los rau Carvana cov Tshuag, ib yam nkaus.

Carvana lub lim tiam phem heev

Nws tsis yog qhov xav tsis thoob tias kev lag luam siv tsheb yuav noj mus rau hauv lub tsheb siv cov nyiaj tau los. Hmoov tsis zoo rau Carvana Tshuag, qhov ntawd yog qhov tshwm sim.

Lub tuam txhab cov khoom lag luam poob qis pib hnub Thursday kawg tom qab tshaj tawm poob siab rau peb lub hlis twg cov txiaj ntsig nyiaj txiag.

Cov nyiaj tau los ntawm $ 3.39 nphom tawm tsam $ 3.71 nphom uas xav tau, thaum ib qho kev poob qis yog $ 2.67. Tag nrho cov txiaj ntsig poob tau dhia los ntawm $ 32 lab rau $ 282 lab xyoo dhau ib xyoo.

Txhua tus tau hais, Carvana cov nyiaj tau los tag nrho poob 31% rau tsuas yog $ 359 lab raws li cov khw muag khoom muag tau poob 8% rau 102,570 tsheb. Cov tub lag luam kuj tau poob siab los ntawm cov txiaj ntsig tag nrho ntawm ib chav tsev, uas tau poob ntau dua $ 1,100 txog $ 3,500.

Tab sis tej zaum qhov kev nyuaj siab tshaj plaws yog lub tuam txhab txoj haujlwm nyiaj ntsuab. Thaum Carvana cov nyiaj ntsuab thiab qhov sib npaug tag nrho $ 1.05 nphom xyoo tas los, tam sim no nws tsuas yog $ 316 lab rau nws lub npe.

Kev tswj hwm Carvana tau cem cov teeb meem kev them taus, ceeb toom tias cov neeg siv tsheb siv tau pom cov nyiaj them txhua hli nce 160% piv rau cov lej ua ntej kis thoob qhov txhia chaw.

Carvana CEO thiab cofounder Ernest Garcia III kuj tau sau tseg tias, rau cov neeg siv khoom uas them nyiaj rau kev yuav tsheb, qhov kawg ntawm Q3 yog "qhov tsis txaus siab tshaj plaws" rau cov neeg yuav khoom. "Lub tsheb yog kim heev, thiab lawv tau rhiab heev rau cov paj laum," nws hais. (Carvana tau taw qhia tias 2-xyoo Cov Nyiaj Tau Los Nyiaj Txiag, nce 3.9% hauv ib xyoos, muab cov txiaj ntsig zoo rau cov nqi pib.)

Tab sis Carvana txoj kev tswj hwm yog qhov zoo uas nws tuaj yeem tig lub nkoj ncig ... tsawg kawg, thaum kawg. Lub tuam txhab kwv yees tias xyoo tom ntej yuav yog "ib qho nyuaj" raws li cov nqi tsheb siv tau zoo li qub thiab cov neeg siv khoom hloov pauv rau cov paj laum. Nws npaj yuav "ua lub tuam txhab zoo dua" raws li qhov tshwm sim ntawm kev hla cov sijhawm tsis paub txog kev lag luam.

CEO Garcia kuj tau hais ntxiv tias, "Txawm tias kev nce qib tsis tshua muaj kab, peb tseem nyob hauv txoj hauv kev los ua tus muag khoom loj tshaj plaws thiab muaj txiaj ntsig zoo tshaj plaws."

Analyst ntsuam xyuas hloov mus rau hauv qis iav

Txawm hais tias kev tswj hwm qhov kev cia siab, ib qho kev ntsuas txo qis hauv tshwj xeeb ntes Carvana Tshuag los ntawm tailpipe.

Influential Morgan Stanley kws tshuaj ntsuam Adam Jonas rub nws tus nqi $68 dhau los rau Carvana rau hnub Friday. Jonas tau hais hauv daim ntawv teev cov neeg siv khoom: "Thaum lub tuam txhab tseem tab tom nrhiav kev txo nqi, peb ntseeg tias qhov kev puas tsuaj hauv kev lag luam tsheb siv ua ke nrog cov paj laum tsis zoo / nyiaj txiag ib puag ncig (cov ntawv cog lus ua lag luam ntawm 20% tawm los) ntxiv cov khoom pheej hmoo rau qhov kev xav, ua rau muaj ntau yam kev tshwm sim. "

Raws li tsuas yog qhov txiaj ntsig loj npaum li cas, Jonas tau hais tias Carvana shares tuaj yeem poob qis li $ 1 lossis nce siab txog $ 40.

Raws li rau Carvana Tshuag, nws zoo li Jonas 'dour-tsis tau-tsis paub tseeb tsab ntawv ceeb toom tau pab rau hnub Friday qhov tsis txaus ntseeg.

Zoo rau cov neeg siv khoom ... cov neeg muag khoom thiab cov tub ua lag luam, tsis ntau

Carvana lub caij nplooj zeeg los ntawm kev tshav ntuj zaum ntawm qhov pib ntawm kev nthuav dav hauv kev lag luam tsheb siv.

Raws li cov nqi tsheb poob qis, cov neeg siv khoom yuav ua pa ib qho kev sib sau ua pa ntawm kev pab. Sawv cov paj laum thiab tham a muaj peev xwm thim rov qab tuaj yeem qiv ntxiv dag zog rau cov kev poob qis no.

Tab sis rau cov tub ua lag luam, cov xov xwm tsis tshua zoo siab. Tus nqi qis dua thiab qhov kev thov txo qis ua rau cov txiaj ntsig me me thiab kev ntsuas tus nqi txiav ntau dua, ob qho tib si ua rau cov tub ua lag luam luv luv ntshai.

Cov tub ua lag luam Carvana tshwj xeeb tuaj yeem pom ntau qhov laj thawj los tawm hws lawv cov peev.

Raws li kev muag khoom siv nkaus xwb, lub tuam txhab tus qauv nyob ntawm kev yuav tsheb siv tsawg dua nws muag rau. Tab sis ntawm cov nqi poob qis, tus nqi ntawm cov khoom muag tsis ntev los no tau zoo li deflated, tawm me me - lossis tsis muaj - cov nyiaj tau los.

Raws li nws cov ntaub ntawv nyiaj tau los Q3 tau tshaj tawm, nws cov nyiaj tau los ntawm ib lub tsev tau poob qis dua $ 1,100 ib qho, nrog rau kev degeneration ntxiv yog tias siv tsheb kev lag luam txuas ntxiv mus.

Nthuav ntawm Covid bets zoo li Carvana Tshuag? Sim Q.ai xwb

Nws zoo li Carvana cov khoom lag luam nyob hauv nruab nrab ntawm lub sijhawm luv luv uas, zoo li cov nqi tsheb siv, yuav txawm tawm nrog lub sijhawm. Nyob rau hauv tas li ntawd, lub tuam txhab yuav ua pov thawj tias nws - zoo li ntau equities - yog qhov zoo tshaj plaws-suited raws li ib tug mus sij hawm ntev thawj koom ruam. (Qhov ntawd yog, kev nqis peev uas koj xav kom tsim tau cov nyiaj rov qab ntau xyoo, tsis yog xyoo lossis hli.)

Nyob rau hauv lub sijhawm no, Carvana, zoo li ntau oscillating Covid-era kev vam meej-cum-tsis-tsis-tsis-tsis-zoo cov dab neeg (saib: Zoom, Peloton, DocuSign thiab txawm Meta thiab Shopify) yuav tsum tau kawm kom grapple nrog lub nuances ntawm lub lag luam niaj hnub.

Tab sis yog tias koj nkees ntawm pom koj cov ntaub ntawv raug ntaus los ntawm kev sib kis tus hlub - thiab peb tsis txhob cem koj; peb yuav, ib yam nkaus – Q.ai muab kev daws teeb meem.

Tsis yog, peb tsis tuaj yeem ua pov thawj kis thoob qhov txhia chaw, kev nce nqi, pov thawj kev poob qis lossis pov thawj koj cov ntaub ntawv pov thawj. (Yuav kom ncaj ncees, tsis muaj leej twg ua tau.)

Dab tsi peb tau ua yog pab koj nqis peev rau yav tom ntej, xijpeem uas yuav tuav. Nrog ntau yam ntawm AI-txhawb cov tswv yim peev ntawm koj lub ntsis ntiv tes, Q.ai pab cov tub ua lag luam zoo li koj ua qhov kev ua si zoo rau kev tsim kom muaj nyiaj mus ntev.

Los ntawm sib ntaus sib tua nyiaj txiag mus nqis peev hauv yav tom ntej innovation, peb muaj qee yam me me rau txhua tus. Thiab thaum kev nqis peev mus rau hauv plab, Kev Tiv Thaiv Portfolio yuav nyob ntawd los tiv thaiv qhov phem tshaj ntawm downswings.

Nws yog kev nqis peev yooj yim rau cov neeg ua lag luam niaj hnub no.

Download Q.ai hnub no rau kev nkag mus rau AI-powered peev tswv yim. Thaum koj tso nyiaj $100, peb mam li ntxiv $50 ntxiv rau koj tus account.