US Auto Dealers "Takeaways from Expert Call on Impact of AI on Dealerships" Spak

研报英文原文证据摘录

US Auto Dealers "Takeaways from Expert Call on Impact of AI on Dealerships" Spak

Global Research

10 June 2026ab

US Auto Dealers Equities

AmericasTakeaways from Expert Call on Impact of AI on

Dealerships Automobiles

Joseph Spak, CFA

Analyst

joseph.spak@ubs.com

We held an expert call with Shawn Asadi, Founder and CEO at Elevon Capital +1-212-713 3089

Group. Shawn has spent over 20 years in the automotive space between retail and

Robert Saltzman

SaaS. Most recently he worked for Tekion, where he advised them on the building out

the product. See here a link to the the replay of our call. Our key takeaways are as follow: robert.saltzman@ubs.com

+1-212-713 2992 Shawn highlighted Lithia (LAD) as on of the leaders among the public dealerships

when it comes to AI through their work with Pinewood. Althought he did Alejandro Nuno

highlight that the large public dealerships are very rigid, and therefore lag behind Associate Analyst

some of the smaller non-public groups when it comes to incorporating AI. Shawn alejandro.nuno@ubs.com

+1-212-713 3886 highlighted that he is aware of some small non-public dealership groups that are

building internal AI agents and injecting those into the daily workflows of their Gabriel Gonzales, CFA

dealerships. Associate Analyst

gabriel.gonzales@ubs.com

Shawn believes that dealerships can likely experience 15-20% efficiency gains via +1-212-713 4866

AI adoption. Cost reduction is more difficult to measure given more unknowns but

he does see the potential for impact to staff from AI as likely fairly soon, potentially

in 1-1.5 years.

He expects to see a reduction of staff at the dealership, beginning with BDCs

(business development centers), both on the sales and on the service side. Next on

the list would be on the accounting side.