So, Where's the Money?
For an investor, this shift is fascinating. It’s not just about one or two companies. It’s about the entire ecosystem being dragged, kicking and screaming, into the 21st century. Amazon, of course, stands to benefit by bolting a multi-billion pound industry onto its already sprawling empire. Hertz gets an incredibly efficient pipeline to shift its stock without the faff of traditional auctions or showrooms.
Then you have the specialists. Companies like Cars.com, which operate as digital marketplaces, are perfectly positioned. As more people start their car search online, these platforms become the new town square for motor retail. They capture the eyeballs, the data, and a slice of the transaction. The entire industry is undergoing a seismic change, and if you want a proper sense of the scale, you only need to look at the to see how the landscape is being reshaped.