(https://www.cnbc.com/2026/06/16/carvana-new-cars-dealerships.html) via seven Stellantis franchises reads like a capitulation trade dressed as growth. The thesis was always 'online used cars beat brick-and-mortar.' Now they're buying brick-and-mortar. That's not strategy — that's admitting the used car logistics were never as defensible as investors thought.

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