| CVNA |
Report |
Retail units |
IN-LINE |
pred ~197,000 vs. cons 195,633 |
MEDIUM |
| CVNA |
Report |
Adjusted EBITDA |
BEAT |
pred ~$770M vs. cons $760.9M |
MEDIUM |
| CVNA |
Report |
Retail operating GPU |
MISS |
pred ~$3,400 vs. cons $3,467 |
MEDIUM |
| CVNA |
Guide |
Q3 2026 retail units |
UNCHANGED |
qualitative sequential-record guide; modeled ~205,000 vs. cons 204,233 |
LOW |
| CVNA |
Guide |
Q3 2026 Adjusted EBITDA |
UNCHANGED |
qualitative sequential-record guide; modeled ~$820M vs. cons $815.6M |
LOW |
| CVNA |
Guide |
FY26 growth commentary |
UNCHANGED |
reaffirm significant growth; no numeric company range vs. FY cons 797,169 units / $3.00B EBITDA |
LOW |
| CVNA |
Return |
Day-1 residual (stock − beta × S&P 500) |
-2.0% |
— |
LOW |
| CVNA |
Return |
5-day cumulative residual |
-4.0% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — forward GPU uncertainty dominates |
LOW |