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Published research · Complete archive2026 · 3396 notes

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Every published research note and standalone analysis, collected in one place and linked to its underlying sources.

Mar 12, 2026
Which KMX cost lines are most vulnerable to cuts — and where does cutting risk the customer experience?
KMX
Mar 12, 2026
Is CarMax's $150M SG&A target enough to close the margin gap with AutoNation and Lithia?
KMXANLADGPI
Mar 12, 2026
What must Keith Barr signal on his first KMX earnings call to prevent Starboard from gaining shareholder support?
KMXCVNA
Mar 12, 2026
Will CarMax's new CEO accelerate share buybacks given the stock is down 41% in 12 months?
KMXANLAD
Mar 12, 2026
Can Starboard squeeze meaningful margin from CarMax's 2.5% EBIT margin without disrupting the omnichannel pivot?
KMXCVNAANLAD
Mar 12, 2026
How does Starboard's KMX campaign compare to past activist wins in auto retail like Carvana and Lithia?
KMXCVNALADGPI
Mar 11, 2026
Can Contact Center BPOs Pivot to AI Services Before Volume Erosion Becomes Structural?
CNXCTTECTASKNICECRM

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