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Ca$htag$: Carvana (CVNA) ‘Clearly’ Winning vs CarMax (KMX)

Ca$htag$: Carvana (CVNA) ‘Clearly’ Winning vs CarMax (KMX)

Schwab Network · Schwab Network

December 8, 20257m 45s

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Show Notes

Likefolio’s Andy Swan says it’s “clear that Carvana is the winner,” with data showing strong growth in visits. Meanwhile, CarMax (KMX) is falling; Andy says, “consumers are voting with their clicks, and it’s not even close.” While he thinks the stock could be overbought, he also sees substantial market share growth for CVNA ahead.


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