Скачать или смотреть "The Lost Generation of CapEx" – How Dealers Can Win in a Commoditized Car Market | Michael Maroone

Today I'm joined by Michael Maroone, Chairman and CEO of Maroone USA. We dig into what really changes when you move from running a public retail giant to building a private, partner-driven dealer group. Michael breaks down why new cars are becoming commodities, where profit has actually migrated, and why culture, curiosity, and operational freedom matter more than pay plans. He also shares blunt takes on EV overinvestment, framework agreements, and why he’s not afraid of Tesla or Chinese OEMs.

This episode is brought to you by:

CDG Circles – A digital peer group for top auto dealers. Private dealer chats. Vendor reviews. Real insights — confidential, compliant, no travel required. Join dealers representing 3,000+ rooftops at ⁠https://cdgcircles.com⁠.

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Topics:
06:10 Instead of GMs, use equity-owning "President Partners."
06:45 Use a "Freedom Frame" for flexible governance.
08:00 High goodwill stores make partner buy-ins impossible.
19:55 Never use compensation to run your business.
21:10 Ask 20 questions in every elevator ride.
24:15 New car product has been totally commoditized.
26:15 We are facing a lost generation of CapEx.
32:15 Measure "Super PVR" to see total deal economics.
39:45 Reject framework agreements; they only hinder growth.

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