
Erin Kerrigan
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Sep 21, 2026
The 2% Fee That Cost a Dealer Group $1.9M, Stellantis Caps Ad Prices (09.21.26)
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Erin KerriganGUEST
so i actually think we're in a pretty monumental moment in our industry where Wall Street is also valuing these companies at record levels.

Erin KerriganGUEST
So four of the six publics hit all-time record stock prices in July, again, with this backdrop.

Erin KerriganGUEST
I think what's happening is the scale prerogative and the scale business case is now starting to get it, is now becoming more clear, in part because of folks like Carvana that have shown that you can really ramp this business with technology.

Erin KerriganGUEST
And I think that the markets and the leading consolidators are saying, the bigger we get, it's no longer gonna be about holding gross.

Erin KerriganGUEST
It's gonna be about how much revenue you have, whether that's on a group level or on a rooftop level, that's gonna be the key to profitability.

Erin KerriganGUEST
I mean, if you look at Amazon, for instance, Amazon doubled their revenue and doubled their profit margin at the same time.
