HomeTechVehicles & TransportationCa$htag$: CarMax (KMX) ‘Bleeding Market Share’ to Carvana (CVNA)

Ca$htag$: CarMax (KMX) ‘Bleeding Market Share’ to Carvana (CVNA)

Likefolio’s Megan Brantley covers their latest sentiment data on CarMax (KMX), saying it is “bleeding market share” to Carvana (CVNA). She compares change in visits, a measure of forward demand, noting CarMax is trending negative year-over-year. She also notes uncertainty around leadership changes, lawsuits, and more.

Fast Market

17 Dec 2025

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