(Bloomberg) - Qhov kev poob siab zoo kawg nkaus ntawm Carvana Co. tus nqi Tshuag tau ua rau muaj kev mob siab rau ntau tus tub ua lag luam, tab sis ib pab pawg neeg tseem ceeb ntawm Wall Street tau hnov nws mob hnyav - cov nyiaj tiv thaiv.
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Tus neeg muag khoom siv tsheb hauv online, uas tau pom nws cov nyiaj poob qis 97% hauv 12 lub hlis dhau los, tau suav hais tias yog ib qho nyiaj tiv thaiv tus hlub, thiab yog vim li cas. Sib sau ua ke, cov nyiaj tau txais kev tswj hwm no tseem muaj ntau tshaj li ib feem peb ntawm cov tuam txhab koom nrog, raws li Bloomberg cov ntaub ntawv.
Carvana cov nyiaj poob qis tsuas yog ib qho ntawm ntau qhov kev lag luam loj hlob uas tau ploj mus rau cov peev nyiaj txiag xyoo no, muab cov tub ua lag luam pom tsis tshua pom qhov twg cov tuam txhab nyob ze tau ua lag luam thaum muaj kev lag luam muag muag. Txawm li cas los xij, qhov loj ntawm Carvana qhov kev tawm tsam sawv tawm, hem tias yuav ua rau muaj qhov loj me hauv lawv cov txiaj ntsig kev lag luam.
Ivana Delevska, tus thawj coj peev ntawm SPEAR Invest tau hais tias "Lub tuam txhab tau hlawv cov nyiaj tau los ntawm qhov ceeb toom txawm tias ua ntej cov nqi siv tsheb pib poob qis," said Ivana Delevska, tus thawj coj peev ntawm SPEAR Invest. "Tam sim no nrog lawv cov kev lag luam hauv qab tsis zoo, Carvana tab tom ntsib teeb meem nyiaj txiag thiab yuav xav tau kev hloov kho daim ntawv tshuav nyiaj tseem ceeb."
Qee tus twb tau xaiv los txiav lawv cov kev poob thiab tawm mus. Nyuam qhuav pib lub xyoo no, Tiger Global Management thiab D1 Capital Partners tau tso cai rau lub tuam txhab. Txij li thaum D1 tau tshaj tawm tawm hauv lub Tsib Hlis lub Tshuag tau poob txog 80%.
Carvana shares kaw 1.9% ntawm $ 7.97 hauv New York rau hnub Friday. Nws tag nrho lub sijhawm kaw siab tau kov thaum Lub Yim Hli xyoo tas los yog $ 370.10.
Txog 15 lub hlis dhau los, Carvana qhov kev poob qis yog qhov nyuaj los twv. Lub tuam txhab, uas nws cov thev naus laus zis tso cai rau tib neeg mus yuav lawv lub tsheb siv los ntawm kev nplij siab ntawm lawv lub rooj zaum, yog tus yeej kis thoob qhov txhia chaw. Cov tub ua lag luam ntws nrog cov nyiaj ntsuab maj nrawm rau hauv cov khoom lag luam thiab cov tswv yim uas ua rau nws yooj yim dua los ua lag luam yam tsis tau nqis mus sab nraum tsev.
Tab sis cov ntxhuav tau tig rau xyoo no, nrog rau cov khoom lag luam tau nruj dua, kev nce nqi nce ntxiv thiab Tsoom Fwv Teb Chaws Reserve tau nce nqi paj, cov khoom lag luam tsis muaj txiaj ntsig tau ua rau muaj kev cuam tshuam loj tshaj plaws. Cov tub lag luam tam sim no tab tom nrhiav kev ruaj ntseg thiab tus nqi nyob rau hauv lub ntsej muag ntawm kev lag luam poob qis thiab tau ceev nrooj tshem tawm cov khoom lag luam loj hlob. Rau Carvana, qhov tseeb ntawm nws txoj kev lag luam kuj tau hloov pauv loj heev.
Thaum lub sijhawm muaj kev sib kis tus nqi ntawm cov tsheb siv tau nce mus rau qhov siab stratospheric raws li kev tsim tsheb tshiab tau nres vim muaj teeb meem khoom siv. Xyoo no, tus nqi pib ratchet down sai sai raws li qhov tsis txaus eased, tso siab rau Carvana cov paj. Nyob rau tib lub sijhawm, kev thov tau txias nrog cov neeg siv khoom tau nyem los ntawm kev nce nqi siab thiab nce nqi.
Nyuam qhuav pib lub hlis no Carvana tau tshaj tawm cov txiaj ntsig peb lub hlis twg uas poob qis ntawm cov kws tshuaj ntsuam qhov kev cia siab. Tus Thawj Coj Tus Thawj Coj Ernie Garcia tau hais tias "tsheb yog kim heev, thiab lawv muaj kev cuam tshuam rau cov paj laum."
Cov kws tshuaj ntsuam Wall Street, uas tseem tau pib suab lub tswb, tab tom pom kev cia siab me ntsis rau kev hloov pauv sai.
JPMorgan tus kws tshuaj ntsuam Rajat Gupta tau hais tias tsis muaj laj thawj los yuav qhov nruab nrab-rated Caravana shares tam sim no. "Txawm hais tias kev lag luam tawm hauv qab, peb tsis pom V-zoo li rov qab los ntawm kev lag luam, tshwj xeeb tshaj yog muab cov khoom lag luam nyuaj nyob rau lub sijhawm nruab nrab rau ib mus rau tsib xyoos lub tsheb thiab kev pheej hmoo tsis zoo, nrog rau Carvana cov nuj nqis nce ntxiv. , ”nws sau rau hauv tsab ntawv sau hnub tim 22 Lub Kaum Ib Hlis.
Spruce House Investment Management LLC, FPR Partners LLC, 683 Capital Management LLC, Point72 Asset Management LP thiab KPS Global Asset Management UK Ltd.
(Hloov kho cov khoom txav mus rau hauv nqe lus thib rau.)
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