
🚘 On this latest episode of the Consumer Credit Matters podcast, I'm joined once again by the ever-insightful Charlie O'Shea, an expert on the automotive market. Together, we dive deep into Carvana's recent Q3 earnings and discuss their remarkable comeback from the brink of bankruptcy just a couple of years ago. Charlie brings his unique perspective as we explore Carvana's operational efficiencies, their game-changing ADESA acquisition, and what this means for the broader automotive credit landscape. We also tackle key topics like the impact of falling used car prices, the debt restructuring challenges, and the evolving distribution and reconditioning strategy that could reshape the future of car buying. If you're a finance professional or have an interest in automotive credit markets, you won't want to miss this conversation. Tune in to hear why Carvana might just be the Amazon of auto retail and what challenges still lie ahead! 🚗💡 Charlie O'Shea is the founding leader of O'Shea Advisors and brings over three decades of expertise in consumer industries. With a proven track record of evaluating and opining on mergers/acquisitions, corporate strategy, and corporate governance, O'Shea Advisors have worked with some of the world’s largest corporations. They offer tailored, insightful strategies that help clients make informed decisions for long-term success. For more on O'Shea Advisors, please go to https://osheaadvisors.com.