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    Jamesmichael Sherman-Lewis • Citigroup Inc.

    Jamesmichael Sherman-Lewis's questions to CarGurus Inc (CARG) leadership

    Jamesmichael Sherman-Lewis's questions to CarGurus Inc (CARG) leadership • Q4 2024

    Question

    Jamesmichael Sherman-Lewis, on for Ron Josey, inquired about the specific form of investments planned for international growth in 2025 and their expected long-term impact on Marketplace margins.

    Answer

    Elisa Palazzo, CFO, stated that the international investments will be concentrated in two primary areas: go-to-market and marketing. The goal is to accelerate market share gains in these geographies. She described the opportunity as 'very compelling' with a strong expected payoff that will enhance future growth and market leadership.

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    Jamesmichael Sherman-Lewis's questions to Lithia Motors Inc (LAD) leadership

    Jamesmichael Sherman-Lewis's questions to Lithia Motors Inc (LAD) leadership • Q3 2024

    Question

    Jamesmichael Sherman-Lewis, on behalf of Ron Josey, asked about the evolution of the omnichannel strategy for Driveway and GreenCars and inquired about changes in the competitive landscape.

    Answer

    CEO Bryan DeBoer highlighted positive momentum, noting that with expenses now optimized, the platforms are positioned for future scaling. He stated the primary competition comes from customers physically shopping at traditional dealerships, not other online-only retailers. He also clarified that the true burn rate is likely negligible if attributed sales from the stores were included.

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