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What Q3 Earnings Reveal About Dealer Profitability with Brian Gordon
Manage episode 519478431 series 3673311
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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.
Inside Automotive with Jim Fitzpatrick is powered by CBT News, your go-to source for the latest news, trends, and insights in retail automotive. Subscribe for more interviews with top industry leaders, dealership innovators, and experts shaping the future of automotive.
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Fejezetek
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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