"Blue Sky is at Risk!" The New Threat to Dealership Values (and the Brands to Buy Now)

Today I'm joined by Alan Haig, President of Haig Partners. We dive into the shifting landscape of the auto buy-sell market, specifically focusing on how potential Chinese OEM entry could devastate U.S. franchise values. Alan breaks down the massive valuation gap between "Blue Chip" brands like Toyota and the struggling "Zero Blue Sky" franchises, while revealing why 15x multiples are still happening in today's market. This episode is brought to you by: 1. @overfuelcom - Overfuel is the new technical standard in automotive websites, proven to grow sales by 30%+. Whether you need more revenue or better support, they’ve got you covered. Visit @ https://overfuel.com/ and enter code CDG500 to get $500 OFF a new website. 2. @siro_app - Siro’s AI gives dealerships full visibility into every conversation. It records, transcribes, and analyzes in-person conversations. Proactively flagging compliance issues, missed revenue opportunities, and training gaps. Go to @ https://www.siro.ai/industry/auto to learn more 3. @Haigpartners - Public retailers cite it. National media trusts it. Dealers rely on it. The Haig Report® sets the standard for dealership M&A data and trends in auto retail. Read it @ https://haigpartners.com/Haig-Report/. Check out Car Dealership Guy’s stuff: For dealers: CDG Circles ➤ https://cdgcircles.com/ Industry job board ➤ http://jobs.dealershipguy.com Dealership recruiting ➤ http://www.cdgrecruiting.com Fix your dealership’s social media ➤ http://www.trynomad.co Request to be a podcast guest ➤ http://cdgguest.com For industry vendors: Advertise with Car Dealership Guy ➤ http://cdgpartner.com Industry job board ➤ http://jobs.dealershipguy.com Request to be a podcast guest ➤ http://cdgguest.com Topics: 02:40 The Bill That Could Ban Chinese Cars. 05:10 Why Australian Dealers Make Zero On New Cars. 07:10 The Threat Destroying Blue Sky Values. 09:25 Why Toyota Stores Trade For 15X Earnings. 12:50 Why US Trucks Are Safer Than China. 18:10 Dealer Profits Still Double Pre-COVID. 21:50 The One Brand Where Bargains Are Appearing. 24:45 The Smart Lever When New Car Gross Drops. 26:40 Why Salespeople Can't Afford The Cars They Sell. 30:50 The Mercedes Turnaround That Made It Hot Again. 45:55 Infiniti Stores Selling For Zero Blue Sky. Car Dealership Guy Socials: X ➤ https://www.x.com/GuyDealership Instagram ➤ https://www.instagram.com/cardealershipguy/ TikTok ➤ https://www.tiktok.com/@guydealership LinkedIn ➤ https://www.linkedin.com/company/cardealershipguy Threads ➤ https://www.threads.net/@cardealershipguy Facebook ➤ https://www.facebook.com/profile.php?id=100077402857683 Everything else ➤ https://www.dealershipguy.com

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