Jason Hartman JXCE

Creator of the Carvana Retail Sales Tracker. Founder of JXCE LLC. George Mason Track and Field Alumnus, Engineer, investor, exercise and sports enthusiast.

[Jason Hartman JXCE @JasonXCHartman]

Totally nailed the Carvana Q4 projections. Will have a more detailed write-up tomorrow, but just listening to the call, hit the nail on the head. $CVNA
✅Retail Unit Sales
✅Declining ASP
✅Significant Depreciation
✅Delivery center expansion

[Jason Hartman JXCE @JasonXCHartman]

New website, new logo, same great accuracy. Predicting 164.1k retail sales and declining ASP for the Carvana report tomorrow. See more details at the link below. $CVNA
https://t.co/y2lqKb630t

[Jason Hartman JXCE @JasonXCHartman]

Just for full transparency, here is how these models ranked for Carvana and CarMax from April-June. Clearly Carvana sells more of the models mentioned. $CVNA $KMX

[Jason Hartman JXCE @JasonXCHartman]

All of these were the top selling models on Carvana last quarter. Not a shocker….
$CVNA

[Car Dealership Guy @GuyDealership]

These are the five models with the highest roll rates from 60 to 90 days past due.

In this case, “roll” meaning that a consumer who’s already fairly delinquent is now falling further behind, into even riskier territory.

Why this matters: it’s a niche stat, but worth considering when stocking these models and building deals around them.

(Data source: 2023-2026 vintages)

[Jason Hartman JXCE @JasonXCHartman]

The Nissan Rogue was the top selling car on Carvana last week. Here are the 2026 weekly retail sales leaders (in weeks):
Rogue: 7
Model 3 & Trax: 5
Equinox & Altima: 4
Camry & Compass: 1
$CVNA $TSLA $TM $GM $STLA

[Jason Hartman JXCE @JasonXCHartman]

@blue_chip1 You speak as if I don’t already do that….These research reports range from 15-30 pages of data.

Again, independent data provider just pointing out a lot of the secular trends you tweet are not always indicative of Carvana’s (and sometimes CarMax’s) performance.

[Jason Hartman JXCE @JasonXCHartman]

@blue_chip1 What happens when a company does not closely follow what is being seen in the wider auto market? Hence the value of company specific data.

If I had a nickel for every time you posted a sector graph as a short thesis for $CVNA, where Carvana was not following that trend….

[Jason Hartman JXCE @JasonXCHartman]

This is not news to my customers who receive Carvana and CarMax Research Reports. $CVNA $KMX

[Car Dealership Guy @GuyDealership]

NEWS | Used-car prices jumped $1,300 in first half of 2026:

CARFAX data shows used car prices are running $1,350 to $3,600 above where they started the year.

Hybrids and EVs are leading the surge, up 11.9% or $3,600 since January, with the average now sitting at $34,117.

Middle East conflict is pushing gas prices higher, and buyers are responding by chasing fuel-efficient used inventory.

"With new car prices so high, and used inventory growing only slowly, I think demand should stay high for the foreseeable future."

What this means for dealers: Every segment is up, but hybrid and EV used inventory is where the real pricing power sits right now.

Read today's top automotive stories, presented by @matador_ai : https://t.co/72iMSAdlAw

(Source: CARFAX)

[Jason Hartman JXCE @JasonXCHartman]

This is validated by the Carvana data I weekly tweet about. The Rogue has been offloaded like crazy this year, along with a few others. $CVNA

[Car Dealership Guy @GuyDealership]

Chevy Equinox buyouts hit 92% in May:

Same story with the Traverse and GMC Sierra, both over 70%.

Nissan Rogue is the opposite.

80% of those leases are coming back to dealers as returns.

Means GM lots are about to be short on used inventory from these models, while Nissan dealers are about to have plenty of it.

(Data source: Custom CDG analysis / Finsight Auto Lease Level / Lease Trusts)

[Jason Hartman JXCE @JasonXCHartman]

For the first time ever, the Jeep Compass was the top selling car on Carvana last week. A lot more model diversity this year! Here are the 2026 weekly retail sales leaders (in weeks):
Rogue: 6
Model 3 & Trax: 5
Equinox & Altima: 4
Camry & Compass: 1
$CVNA $TSLA $TM $GM $STLA

[Jason Hartman JXCE @JasonXCHartman]

Four weeks in a row of the Nissan Altima being the top selling car on Carvana. Here are the 2026 weekly retail sales leaders (in weeks):
Rogue: 6
Model 3 & Trax: 5
Equinox & Altima: 4
Camry: 1
$CVNA $TSLA $TM $GM $STLA

[Jason Hartman JXCE @JasonXCHartman]

Three weeks in a row of the Nissan Altima being the top selling car on Carvana, with another strong showing by the Jeep Compass. Here are the 2026 weekly retail sales leaders (in weeks):
Rogue: 6
Model 3 & Trax: 5
Equinox: 4
Altima: 3
Camry: 1
$CVNA $TSLA $TM $GM $STLA

[Jason Hartman JXCE @JasonXCHartman]

For the second week in a row, the Nissan Altima was the top selling car on Carvana, followed by the Compass and then the Rogue. Here are the 2026 weekly retail sales leaders (in weeks):
Rogue: 6
Model 3 & Trax: 5
Equinox: 4
Altima: 2
Camry: 1
$CVNA $TSLA $TM $GM $STLA

[Jason Hartman JXCE @JasonXCHartman]

The Nissan Altima was the top selling car on Carvana this week. Here are the 2026 weekly retail sales leaders (in weeks):
Rogue: 6
Model 3: 5
Trax: 5
Equinox: 4
Camry: 1
Altima: 1
$CVNA $TSLA $TM $GM

[Jason Hartman JXCE @JasonXCHartman]

The Chevy Equinox was the top selling car on Carvana this week. Here are the 2026 weekly retail sales leaders (in weeks):
Rogue: 6
Model 3: 5
Trax: 5
Equinox: 4
Camry: 1
$CVNA $TSLA $TM $GM

[Jason Hartman JXCE @JasonXCHartman]

The Chevy Trax was the top selling car on Carvana this week. Here are the 2026 weekly retail sales leaders (in weeks):
Rogue: 6
Model 3: 5
Trax: 5
Equinox: 3
Camry: 1
$CVNA $TSLA $TM $GM

[Jason Hartman JXCE @JasonXCHartman]

The Chevy Equinox was the top selling car on Carvana this week. Here are the 2026 weekly retail sales leaders (in weeks):
Rogue: 6
Model 3: 5
Trax: 4
Equinox: 3
Camry: 1
$CVNA
$TSLA
$TM
$GM

[Jason Hartman JXCE @JasonXCHartman]

The Chevy Trax was the top selling car on Carvana this week, after multiple consecutive weeks of the Tesla Model 3 topping the charts. Here are the 2026 weekly retail sales leaders (in weeks):
Rogue: 6
Model 3: 5
Trax: 4
Equinox: 2
Camry: 1
$CVNA $TSLA $TM $GM

[Jason Hartman JXCE @JasonXCHartman]

Another quarter of industry leading accuracy. Off by a mere 7 units or 0.004%. Nailed ASP too. $CVNA

[Jason Hartman JXCE @JasonXCHartman]

Projecting 187.4k retail units for Carvana Q1 earnings tomorrow. See the link below for a more detailed summary of a very up-and-down quarter. $CVNA
https://t.co/M6FGBOeIul

[Jason Hartman JXCE @JasonXCHartman]

Closely monitoring Carvana Vending Machine performance relative to other delivery locations. Post analyzing their performance and long-term purpose. $CVNA
https://t.co/RnOlxw35xE

[Jason Hartman JXCE @JasonXCHartman]

Projecting 187.4k retail units for Carvana Q1 earnings tomorrow. See the link below for a more detailed summary of a very up-and-down quarter. $CVNA
https://t.co/M6FGBOeIul

[Jason Hartman JXCE @JasonXCHartman]

Three weeks in a row the Model 3 was the top selling car on Carvana. Here are the 2026 weekly retail sales leaders (in weeks):
Rogue: 6
Model 3: 5
Trax: 3
Equinox: 2
Camry: 1
$CVNA $TSLA $TM $GM