Carvana Co (LTS:0A79)

$ 256 -3.92 (-1.51%) Market Cap: 32.76 Bil Enterprise Value: 38.04 Bil PE Ratio: 0 PB Ratio: 53.89 GF Score: 57/100

Carvana Co at Wolfe Research Consumer Conference (Virtual) Transcript

Mar 04, 2022 / 06:40PM GMT

Release Date Price: $105.22 (-17.55%)

Transcript

Gregory Robert Badishkanian

Wolfe Research, LLC - MD of Equity Research & Head of Consumer team

All right. So we have Carvana here. Really great to have -- we have Mark and Mike with us today. Thanks, guys, for joining us.

Mark Jenkins

Carvana Co. - CFO

Thank you very much, Greg. Happy to be here.

Questions & Answers

Gregory Robert Badishkanian

Wolfe Research, LLC - MD of Equity Research & Head of Consumer team

Awesome. So I'm going to like run through some questions. I think we have some investor questions that we'll take as well. But first question I'm just going to throw out is Atlanta delivered 50% growth, despite being 9-plus years into life cycle. I think it was around 3.5 share. Can you quantify some of the puts and takes embedded in that cohort performance, whether it's logistics or logistic constraints or stimulus tailwinds, inventory availability, et cetera.

Mark Jenkins

Carvana Co. - CFO

Sure. Yes, absolutely. So yes, I mean, I think we

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