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Len Bellavia
Founding and senior partner of Bellavia Cohen, P.C., a nationally recognized authority in automotive franchise law representing auto and marine dealerships.
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Oct 6, 2026
20% of Financed Buyers Pay What? Plus Dealer AI, Carvana-Stellantis (10.06.26)
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32:05Len BellaviaGUEST
But here it is, you know, maybe six months later, we're essentially talking about the same thing because while a lot of the discussion is about Carvana's business model and, uh, their, their historic, you know, direct to consumer model, what I think is happening is Stellantis is identifying a way to seek cover by not going direct to consumer overtly, but doing something, you know, out of the VW Scout playbook, but actually polishing it up a little bit more-
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33:18Len BellaviaGUEST
... as though they're checking off all the boxes and only dealing through a franchise dealer.
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33:23Len BellaviaGUEST
But, uh, one, you know, I'm sure when you speak to, to Stellantis dealers, they will tell you that if they try to do something like this, they would have to have working capital and expanded, you know, displays and service departments and customer waiting areas, all the things that traditionally dealers have to comply with, yet Carvana, who's selling now, you know, 1,000 vehicles a month at one of their-