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Advance Sells WorldPac for 1.5 Billion, and What This Means For The Aftermarket
Manage episode 438354807 series 3552615
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In this episode, Advance Auto Parts formally sells WorldPac to Carlyle for 1.5B. What does that mean for newly minted CEO, Shane O’Kelly. Mr O’Kelly comes with a background in home supplies from Home Depot, 2W assess if he jumped the gun and what that means for you and our industry. WorldPac is a well known WD with an annual top line sales of 2.1B with an 100M EBITA. In addition, we hit on the scope of the industry with a 3.5% CAGR and $430B Global market, with 137B landing in the US market alone.
- Did Advance make the right decision to sell WorldPac for 1.5B
- Will shift from EV to Hybrid elongate the Aftermarket Parts industry and find steady growth outpacing the CAGR
- The age of passenger cars reaches 14 years old
- Will rates continue to decline, jolt new car spending
- Is EV Supply greater than demand creating a drop in price point, making it more affordable to own an EV
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章节
1. Advance Sells WorldPac for 1.5 Billion, and What This Means For The Aftermarket (00:00:00)
2. International Outsourcing in the Automotive Industry (00:00:09)
3. Emerging Trends in Automotive Aftermarket (00:07:00)
4. Navigating Automotive Industry Innovations (00:18:53)
5. Automotive Industry Distribution and E-Commerce (00:30:06)
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