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Daniela Marina Haigian

Vice President and Equity Analyst at Morgan Stanley

Daniela Marina Haigian is a Vice President and Equity Analyst at Morgan Stanley specializing in the consumer discretionary sector, with a focus on auto and truck dealerships including coverage of companies such as CarMax and Carvana. Despite actively participating in industry research, her analyst ratings have produced limited performance metrics with a reported average return of -21.65% and a 0% success rate, according to third-party analyst trackers. She began her career as a Strategic Planning Analyst at Banamex before joining Morgan Stanley, where she has held roles as Research Associate and Analyst, with her FINRA registration (CRD# 7081677) confirming active credentials and regulatory status. Daniela holds a Bachelor's Degree in Actuarial Mathematics from ITAM and has contributed to notable research initiatives such as Morgan Stanley’s Global Best Business Models framework.

Daniela Marina Haigian's questions to LITHIA MOTORS (LAD) leadership

Question · Q3 2025

Daniela Marina Haigian asked for commentary on forward demand, specifically regarding new model year vehicle pricing and consumer demand expectations for 2026, in light of easing tariff fears and revised OEM guidances.

Answer

Bryan DeBoer, President and CEO, clarified that October's used vehicle volume was trending up 10%. He stated that the company is through most of the tariff impact, expecting market stabilization for manufacturers. DeBoer emphasized that less than a quarter of the company's profitability comes from new cars, with 61% derived from after-sales, and that new car sales are largely dictated by the marketplace, manufacturer incentives, and geographic base.

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