Something just broke in the auto industry
and it’s not just about cars.
CarMax reported a $500 million sales miss,
Parts suppliers like Bosch are slashing thousands of jobs,
and First Brands just filed for bankruptcy after relying too heavily on off-balance-sheet…
— Jeffrey P. Snider (@JeffSnider_EDU) September 29, 2025
I mean, holy hell. https://t.co/Wxcrnj3FDj
— Uncle Milty’s Ghost (@his_eminence_j) September 29, 2025
From Scott Galloway. pic.twitter.com/gPjtVNXonN
— Jared Dillian (@dailydirtnap) September 29, 2025
We are actually screwed.