GLG News by Automotive Global Supply Chain Management Consultants

Brian Sexton, Retail Consultant

Brian SextonRetail Consultant AutoTech LLC What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

CarMax (KMX) Loosened Credit Requirements Will Have Negligible Impact

June 21, 2007

CarMax May Take Bad Turn On Tighter Customer Financing | www.forbes.com

An RBC Capital Markets analyst suggested that CarMax weakened credit standards helped the company chart its prior year impressive sales growth and that they might negatively impact current sales performance. Further, it was suggested that sale prices may be on the decline due to a reduced average selling price on loans securitized by CarMax Auto Finance (CAF). These assumptions are questionable.

Brian Sexton, Retail Consultant

Brian SextonRetail Consultant AutoTech LLC What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

CarMax-Hitting On All Cylinders Except One

September 27, 2006

CarMax Reports Record Second Quarter Results; Updates Fiscal 2007 Expectations | www.prnewswire.com

CarMax recently reported an outstanding Q2, FY’07 performance, however continues to be unable to achieve meaningful SG&A leverage. Without meaningful SG&A leverage, this otherwise hot company could go cold.

Brian Sexton, Retail Consultant

Brian SextonRetail Consultant AutoTech LLC What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Pep Boys - Analyisis Counterpoint

August 23, 2006

Pep Boys CEO to get $2.7M in severance package | bizjournals.com

I agree with GLG counsel member, Mr. Phil Akin, that Pep Boys can prosper again and that their operating model needs to be changed, however I couldn’t disagree more on two of the three recommendations.

  1. The service bays must NOT be sublet to regional repair shops. Rather their service offerings needs to refocused and streamlined.
  2. Pep DOES NOT need to be rid of the tire business. Rather they need to considerably expand their offering.
  3. Pep can become a super store in the auto parts aftermarket. I agree on this point and will expound further.
  4. Lastly, I’ll add that Pep Boys desperately needs new leadership and a cultural shift to accomplish these tasks; and this includes levels below CEO.

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