Carvana bets on new-vehicle franchises to upend U.S. auto retail
Carvana is expanding from used cars into new-vehicle franchises, acquiring seven Stellantis stores (including a high-volume Casa Grande, AZ location) and signaling a potential shakeup of the U.S. franchised dealer model. The move leverages Carvana’s online-to-offline platform, a nationwide reconditioning capacity, and possible exclusive auctions, but faces regulatory and post-sale service questions across states. Analysts say the strategy could inject competition and alter how vehicles are bought, sold, and serviced across the lifecycle (new, used, parts, and financing).
