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16 handpicked stocks

Auto Retail Digital Shift: Market Overview 2025

Hertz is partnering with Amazon to sell its used cars online, a move that is shaking up the used-car market. This collaboration highlights the growing trend of digital transformation in automotive sales, creating opportunities for companies that facilitate online vehicle transactions.

Author avatar

Han Tan | Market Analyst

Published on August 21

Your Basket's Financial Footprint

Interpretation of the basket market capitalisation data, summarising total market cap and providing concise investor takeaways per FCA guidelines.

Key Takeaways for Investors:
  • Large-cap dominance generally implies lower volatility, reduced downside risk, and broad-market-like performance.
  • Suitable as a core holding for diversified portfolios, not a speculative growth position.
  • Expect steady, long-term appreciation rather than rapid, short-term outperformance.
Total Market Cap
  • AMZN: $2.37T

  • HTZ: $1.59B

  • CARS: $647.64M

  • Other

About This Group of Stocks

1

Our Expert Thinking

The Hertz-Amazon partnership represents a pivotal moment in automotive retail, where traditional car dealers are embracing digital-first sales models. This collaboration signals the industry's broader shift towards making car purchases as seamless as any online shopping experience, creating significant opportunities for companies across the digital automotive value chain.

2

What You Need to Know

This group focuses on companies positioned to benefit from the digital transformation of car sales. It includes major e-commerce platforms, online automotive marketplaces, technology providers, and financing solutions that enable the shift from traditional dealerships to digital-first purchasing experiences.

3

Why These Stocks

These stocks were handpicked by professional analysts based on their strategic positioning within the evolving automotive retail ecosystem. Each company plays a crucial role in facilitating online vehicle transactions, from marketplace platforms to the technology and logistics infrastructure that powers digital car sales.

Why You'll Want to Watch These Stocks

🚗

Revolutionary Partnership Impact

The Amazon-Hertz collaboration is creating ripple effects across the entire automotive retail industry. Companies positioned in this digital transformation could see significant growth as traditional car buying goes online.

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Massive Market Disruption

The used car market is worth hundreds of billions, and it's rapidly shifting online. Early movers in digital automotive retail are capturing market share as consumers embrace the convenience of buying cars like any other product.

Technology-Driven Growth

From AI-powered vehicle recommendations to seamless financing solutions, the companies enabling this digital shift are experiencing accelerated demand as the entire industry modernises its approach to car sales.

Get the full story on this Basket. Read our detailed article on its risks and potential.

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