What Q3 Earnings Reveal About Dealer Profitability With Brian Gordon Inside Automotive With Jim Fitzpatrick, Powered By CBT News podcast

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What Q3 Earnings Reveal About Dealer Profitability with Brian Gordon

20d ago 24:07

المحتوى المقدم من Jim Fitzpatrick. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Jim Fitzpatrick أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.

Public automotive dealer groups are navigating a complex market, and on this episode of Inside Automotive, Brian Gordon, president of the Dave Cantin Group, shares his perspective on third-quarter earnings and what they reveal about industry health.

In this conversation, Gordon explores:

Stable third-quarter performance signaling balanced growth and profitability
New-vehicle sales dipping 15–20% while used-vehicle margins remain steady
Growth in F&I per unit highlighting strong fixed operations performance
Longer-term loans affecting used-vehicle trade-ins and overall market supply
Strategic financial moves by public groups, including acquisitions and stock buybacks
Electric vehicle demand stabilization and renewed focus on core operations

Gordon also emphasizes careful monitoring of fixed operations, proactive used-vehicle management, and investments in technology as strategies to position dealerships for continued success into 2026.

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فصول

1. Setting The Stage: Q3 Earnings (00:00:00)

2. A “Boring” Quarter With Solid Fundamentals (00:00:56)

3. Tariffs Fade From Center Stage (00:02:13)

4. Margins: New Down, Used Tighter (00:04:21)

5. EV Demand Normalizes By Region (00:07:05)

6. Cash Deployment: M&A Vs Buybacks (00:08:47)

7. Capital Availability And Valuations (00:11:05)

8. Credit Quality And Bad Debt Risks (00:12:07)

9. Used Supply Squeeze And Carvana (00:15:12)

10. Brand Outlook: CDJR And Nissan (00:17:12)

11. Metro Scale Vs Outlying Market Strength (00:19:00)

12. Enduring U.S. Car Demand (00:21:07)

13. Action Items For Dealers Into 2026 (00:21:54)

14. Closing Thanks (00:23:47)

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