Auto Parts
topic on 3 shows · 3 statements across 3 episodes
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3 statements about Auto Parts, every show
Dorsey: Utilities, Energy, Life Insurance, and Auto Parts Are Structurally Bad Businesses
“Utilities and oil and gas and life insurance and auto parts and auto OEMs, which are all not good businesses.”
Kanter: Complex fitment criteria kept auto parts e-commerce penetration around 4%
“And because of the complicated fitment criteria, the e-commerce penetration rates in auto parts are very, very low. So I don't know the latest numbers, but when I was in the auto parts industry a number of years ago, the penetration rates in automotive were se…”