How Sonic Grew Revenue While Navigating Taxes, Tariffs, And EV Whiplash

Inside Automotive with Jim Fitzpatrick, powered by CBT News

Jeff Dyke and Jim Fitzpatrick unpack record revenue and gross at Sonic Automotive while explaining the net income dip and the operational levers we control. We get real about used sourcing, JLR expansion, Power Sports momentum, fixed ops pricing, and how incentives could make or break Q4.
• Record revenue and gross with EPS pressure from tax true-up and medical costs
• EchoPark steady margins and measured store reopenings in 2026–2027
• JLR acquisitions building the largest U.S. footprint and luxury strategy
• Power Sports surge with Sturgis record and supply focus
• Tariffs limited impact so far but incentives now critical
• Luxury inventories rising and Lexus standing out on discipline
• Fixed ops growth from tech hiring and smarter pricing
• Mobile service rollout where economics work
• EV inventory reduction, mix below 4 percent, natural demand approach
• Q4 outlook tied to incentives and inventory health
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פרקים

1. How Sonic Grew Revenue While Navigating Taxes, Tariffs, And EV Whiplash (00:00:00)

2. Records With Asterisks (00:00:11)

3. Why Net Income Dropped (00:01:05)

4. EchoPark Performance And Sourcing (00:02:12)

5. Expansion Plans And JLR Strategy (00:04:00)

6. Power Sports Breakout And Sturgis (00:05:19)

7. Tariffs, Incentives, And Luxury Risk (00:07:17)

8. Fixed Ops Growth And Tech Hiring (00:10:03)

9. Mobile Service And Q4 Outlook (00:11:45)

10. EV Inventory Reset And Pricing (00:13:23)