KMX
Auto & Truck Dealerships · Consumer Cyclical
Analyst
Truist
Equibles does not estimate personal net worth.
Scot Ciccarelli is recorded as Analyst at Truist. Scot Ciccarelli has spoken on 22 earnings calls across 12 companies, most recently for Carmax Inc on September 29, 2026. Those appearances were for Carmax Inc (KMX), Costco Wholesale Corp (COST), Autozone Inc (AZO), O Reilly Automotive Inc (ORLY), Genuine Parts Co (GPC) and 7 other companies. The companies whose calls Scot Ciccarelli spoke on are classified in the Consumer Cyclical and Consumer Defensive sectors.
“So I know you've cut up a few different ways, but when you look at the sharply improved sales rate, can you help us better understand how much of it was driven more by what you guys have historically called top of the funnel, more people coming into your stores and the digital channels versus how much was driven by…”
“I do have a follow-up on the membership and Gary, I know you just went through a lot of this, but I guess the question is with kind of eight quarters in a row where the membership growth has slowed, what do you think it will take to reverse that declining trend?”
“How are you thinking about or modeling the higher comp contribution that you should get from the new store acceleration, which I guess started about a year ago?”
“I guess I still have some questions around your comments on the promotional environment. I guess just given your closeout model, I don't really recall competitive promotions as a big factor you've historically faced or at least noted in the past.”
“So I guess my question is, you mentioned that the low-income consumer is increasingly strained and that you're seeing that in your numbers. Can you give us any data points or examples around that?”
Truist
Analyst
Source not stated
KMX
Auto & Truck Dealerships · Consumer Cyclical
Discount Stores · Consumer Defensive
AZO
Auto Parts · Consumer Cyclical
GPC
Auto Parts · Consumer Cyclical
TSCO
Specialty Retail · Consumer Cyclical
Discount Stores · Consumer Defensive
BBY
Specialty Retail · Consumer Cyclical
Discount Stores · Consumer Defensive
WMT
Discount Stores · Consumer Defensive
Home Improvement Retail · Consumer Cyclical
FIVE
Specialty Retail · Consumer Cyclical