Carvana Co at Morgan Stanley Laguna Conference Summary - Thomson StreetEvents

Carvana Co at Morgan Stanley Laguna Conference Summary

Carvana Co at Morgan Stanley Laguna Conference Summary - Thomson StreetEvents
Carvana Co at Morgan Stanley Laguna Conference Summary
Published Sep 13, 2023
12 pages (7409 words) — Published Sep 13, 2023
Price US$ 54.00  |  Buy this Report Now

About This Report

  
Abstract:

Preliminary Brief of CVNA.N presentation 13-Sep-23 7:50pm GMT

  
Brief Excerpt:

...A. Outside of the very beginning in the last 12 months were as high as we've ever been and by meaningful amounts which I think is good when it's time to turn to growth, but today is certainly weighing on our financial performance. B. We're now in what we're calling Phase 2, we cross over positive EBITDA and materially so last quarter and expect to again this quarter. C. Last quarter, we were at $1,100 of EBITDA per unit after adjusting for onetime items. D. We were higher than that prior. E. But when you adjust for onetime about $1,100. F. Today, we have the infrastructure to scale to significant multiples of our current scale. G. Mark was recently at a conference and updated the view to over $75 million of EBITDA. H. That would have been about $1,000 again. I. One, I want to see the company shrink like actually improve EBITDA with revenues being smaller. J. And I think there was a view that we couldn't be stopped or is this period of distortion where car prices went up, payments went up...

  
Report Type:

Brief

Source:
Company:
Carvana Co
Ticker
CVNA.N
Time
7:50pm GMT
Format:
PDF Adobe Acrobat
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MLA:
Thomson StreetEvents. "Carvana Co at Morgan Stanley Laguna Conference Summary" Sep 13, 2023. Alacra Store. May 23, 2025. <http://www.alacrastore.com/thomson-streetevents-transcripts/Carvana-Co-at-Morgan-Stanley-Laguna-Conference-B15730120>
  
APA:
Thomson StreetEvents. (2023). Carvana Co at Morgan Stanley Laguna Conference Summary Sep 13, 2023. New York, NY: Alacra Store. Retrieved May 23, 2025 from <http://www.alacrastore.com/thomson-streetevents-transcripts/Carvana-Co-at-Morgan-Stanley-Laguna-Conference-B15730120>
  
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