Board Change • Jul 09
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 1 experienced director. 6 highly experienced directors. CEO & Director Tobi Hartmann was the last director to join the board, commencing their role in 2026. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Annonce • Jun 13
Cars.com Inc. Announces Appointment of Sarah Kettler to Chief Marketing Officer, Effective June 15, 2026 Cars.com Inc. announced the appointment of Sarah Kettler as Chief Marketing Officer, effective June 15, 2026. In her role, Kettler will oversee the company's integrated marketing and communications organization, responsible for strengthening the brand, deepening customer engagement, driving growth and advancing the company's long-term strategic objectives. Kettler joined from SeatGeek, a ticketing technology marketplace, where she spent a decade leading marketing, most recently as Executive Vice President, Marketing & Communications. During her tenure, she built a performance marketing engine that doubled consumer awareness, strengthened platform value for buyers and sellers, and drove sustained growth while capturing meaningful share in a crowded market. Prior to SeatGeek, Kettler held strategy and communications roles at WME-IMG and Deloitte Consulting. Annonce • May 09
Cars.com Inc. Provides Earnings Guidance for the Second Quarter of year 2026 and Reaffirms Earnings Guidance for the Full Year 2026 Cars.com Inc. provided earnings guidance for the second quarter of year 2026 and reaffirmed earnings guidance for the full year 2026. For the first quarter, Revenue is expected to be flat to up 2% year-over-year, driven by continued Dealer revenue growth.
For the full year, the company reaffirmed, revenue growth of flat to up 2%. Annonce • Apr 29
Cars.com Inc. Launches Ai-Powered Vin-Specific Video Advertising Solution Cars.com Inc. shared new data around its powerful artificial intelligence (AI) video advertising solution that automatically converts dealer inventory into shopper-ready video assets. A pilot program was announced earlier this year at NADA Show 2026, and the company officially rolled out its first live campaign in March. Cars.com is the only company in the industry to provide a solution that combines VIN-specific, AI-powered video ads with real, in-market consumer demand signals. Early results show strong performance, connecting media directly to lot visits and vehicle sales. In the last 30 days alone, Cars.com served nearly 10,000 unique video assets for its early adopter clients to active shoppers based on their unique vehicle search activity. The last 30-day in-market video campaign drove: 35% increase in dealership website visitors, 45% increase in influenced dealership foot traffic, 47% increase in influenced vehicle sales. With Cars.com's new product, dealers can now automatically generate VIN-specific video ads across their full new and used inventory — moving beyond generic brand and incentive campaigns to showcase the exact vehicles shoppers are actively searching for. Powered by proprietary Cars.com shopper behavior data, campaigns target high-intent buyers already in-market — maximizing relevance, engagement and conversion. Dealers can instantly scale high-quality video across hundreds of vehicles without added production time or cost — unlocking a new level of efficiency and performance. Technical Capabilities of Cars.com's AI-powered VIN Video Advertising Solution: Connection to Cars.com inventory feed: Simple connection of a dealer's inventory feed already powering their Cars.com listings to the AI video technology. Automatically generates video: When a vehicle is added to a dealer's inventory feed, AI combines its photos to create 3D renderings and dynamically pulls in data such as price, mileage, features and specifications. Visual effects then bring the vehicle to life in just minutes. Renders within OEM-compliant designs: Each video is generated within OEM brand templates that are predesigned by Cars.com — ensuring both compliance and quality consistency. Delivers videos across social media platforms: The videos are rendered in each of the sizes and formats needed to meet shoppers where they are on TikTok, Instagram and Facebook. Targets the most-likely-to-buy shoppers: Cars.com's proprietary first-party audience data are integrated within each platform's ad serving to showcase inventory to shoppers who have been actively looking for similar vehicles. When vehicles are sold and removed from a dealer's inventory feed, they are automatically removed from their video advertising — ensuring the promotion of active inventory every day. Cars.com's AI VIN video solution automatically generates a unique video ad for each vehicle in a dealer's inventory. It combines vehicle photos into 3D renderings and pulls in data like price, mileage and features to create vehicle-specific ads in just minutes. Leveraging Cars.com's proprietary first-party audience data, the ads are then served to relevant shoppers who have been actively looking for similar vehicles. Cars.com is the only company in the industry that combines VIN-specific, AI-powered video with real, in-market consumer demand signals, along with attribution that connects media exposure to lot visits and sales. Most automotive video advertising runs on brand or incentive-level creative — not vehicle-specific content matched to buyers already in-market. In the first 30-day live campaign, dealers saw a 35% increase in website visitors, a 45% increase in influenced foot traffic, and a 47% increase in influenced vehicle sales compared to the prior period. Cars.com served nearly 10,000 unique video assets during that window. Getting started requires no new production pipeline. The solution plugs into a dealer's existing Cars.com inventory feed, generates videos automatically as vehicles are added, and removes them when they sell. Annonce • Apr 21
Cars.com Inc., Annual General Meeting, Jun 03, 2026 Cars.com Inc., Annual General Meeting, Jun 03, 2026. New Risk • Feb 28
New minor risk - Earnings quality The company has large one-off items impacting its financial results. One-off items were 39% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.9x net interest cover). Minor Risks Share price has been volatile over the past 3 months (7.6% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (2.8% net profit margin). Significant insider selling over the past 3 months (US$482k sold). Reported Earnings • Feb 27
Third quarter 2025 earnings released: EPS: US$0.12 (vs US$0.28 in 3Q 2024) Third quarter 2025 results: EPS: US$0.12 (down from US$0.28 in 3Q 2024). Revenue: US$181.6m (up 1.1% from 3Q 2024). Net income: US$7.66m (down 59% from 3Q 2024). Profit margin: 4.2% (down from 10% in 3Q 2024). Revenue is forecast to grow 2.7% p.a. on average during the next 4 years, compared to a 7.4% growth forecast for the Interactive Media and Services industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has fallen by 22% per year, which means it is performing significantly worse than earnings. New Risk • Feb 26
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of British stocks, typically moving 5.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.9x net interest cover). Minor Risks Share price has been volatile over the past 3 months (5.9% average weekly change). Large one-off items impacting financial results. Significant insider selling over the past 3 months (US$482k sold). Valuation Update With 7 Day Price Move • Feb 26
Investor sentiment deteriorates as stock falls 19% After last week's 19% share price decline to US$9.10, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 14x in the Interactive Media and Services industry in the United Kingdom. Total loss to shareholders of 52% over the past three years. Annonce • Feb 26
Cars.com Inc. Provides Earnings Guidance for the First Quarter and Full Year 2026 Cars.com Inc. provided earnings guidance for the first quarter and full year 2026. for the quarter, the company's revenue is expected to be flat to up 1% year-over-year, based on a favorable Fourth Quarter exit rate for subscription-based Marketplace and website products that is slightly offset by near-term pressure in OEM advertising spending.
for the year, the company expects revenue to be to be flat to up 2% year-over-year. Dealer revenue growth is expected to be driven by Marketplace and website repackaging, customer base growth, and further product adoption. OEM and National revenue is expected to be pressured on a full year basis due to continuing shifts in OEM advertising investments. Annonce • Feb 13
Cars.com Inc. to Report Q4, 2025 Results on Feb 26, 2026 Cars.com Inc. announced that they will report Q4, 2025 results on Feb 26, 2026 Annonce • Feb 05
Cars Commerce and Del Grande Dealer Group Unveil New Solution for Dealers Built on Salesforce's Agentforce Automotive CRM Cars.com Inc. shared details of a new collaboration with the Del Grande Dealer Group (DGDG) and Salesforce on a new automotive CRM. DealerCloud LLC is one of the first CRMs built on Agentforce Automotive, which provides industry-specific tools for automotive retailers and is powered by Agentforce 360 with established infrastructure, data models, AI and security in place. DealerCloud LLC, developed and incubated by DGDG, was designed to address the long-standing efficiencies and limitations of current auto retail CRMs. DealerCloud LLC offers a modern, intuitive and highly effective solution that results in stronger sales performance: Initial tests of the software across DGDG's 15 dealerships resulted in a 30%-40% shorter sales cycle on average and a 30% lift in close rate for internet leads. Cars Commerce will launch a pilot program with select dealers and expand at the National Automobile Dealers Association (NADA) Show in Las Vegas (Feb. 4-6, 2026). DealerCloud LLC offers a modern communication tech stack with unified data, creating a single, complete view of the customer from all touch points. This empowers dealers with actionable insights to speed operations through AI and automation, drive revenue and deliver an unmatched customer experience. Smart, intuitive and easy to use, DealerCloud LLC makes onboarding and implementation seamless. Initial testing resulted in less manual sales steps for dealership staff and streamlined new-hire onboarding, with 38% more sales for new hires. Annonce • Feb 03
AccuTrade, A Solution from Cars.Com Inc. Launches A Single Solution for Smarter Appraisals and Inventory Management AccuTrade, a solution from Cars.com Inc. has unveiled new technology built to maximize gross profit in the used-car business. The new AccuTrade Inventory Management System (IMS) gives dealers instant online visibility and offers the fastest path to profit from acquisition to retail or wholesale by combining precise appraisals, VIN-level risk scoring and end-to-end integration with Cars.com, Dealer Inspire and DealerClub. AccuTrade IMS, along with several other new technology additions, will be available at the National Automobile Dealers Association Show (NADA) Feb. 4-6 in Las Vegas. AccuTrade IMS enables a fully connected acquisition-to-retail (or wholesale) journey and is focused on VIN-level risk, profit forecasting and integrated acquisition ecosystems to help dealers evolve beyond turn-based thinking. Highlights of the new technology include: Unmatched precision. With one of the most precise appraisal engines in the industry, AccuTrade IMS delivers VIN-specific deductions with no manual guessing, real-time competitive data and adjusted daily values. Risk-based inventory management. The tool evaluates every vehicle by risk, not age. The proprietary intelligence score includes traits such as vehicle pedigree, dealer fit, market fit, projected days on market and daily depreciation -- all of which help dealers avoid the race to the bottom. It also turns 20-minute merchandising chores into 45-second wins with AI-generated seller notes. Profit forecasting and exit strategy. AccuTrade displays retail versus wholesale profit predictions at the VIN-level and offers instant liquidation options through integrations with DealerClub's dealer-to-dealer wholesale network or AccuTrade's Instant Offer feature on Cars.com. This data helps dealers make the most profitable exit strategy for every VIN. Single-platform solution. AccuTrade IMS stands out through its connected workflow across the Cars Commerce ecosystem. Dealers are able to appraise, price, merchandise, syndicate with real-time sync, and retail or wholesale vehicles on one connected system, maximizing efficiency. Built-in accountability across appraisers. AccuTrade IMS delivers appraisal efficiency reporting, insights into the profit funnel and transparency on capture rates, gross profit and decision quality, ensuring dealerships can measure effectiveness throughout the process. Building on AccuTrade's core appraisal and valuation tools, the company has added more features and deeper value to the product over the past year, such as AI-powered vehicle descriptions, driveway and service drive appraisals, online chat, Universal Condition Reports, real-time inventory updates to Cars.com, DMS integration and more. As part of the solution's new Service Drive feature, automated SMS texting will soon be available to capture more acquisitions from the service lane. To learn more about AccuTrade's new technology and tiered product structure, visit the Cars Commerce booth #3723W at the NADA Show Feb.4-6 in Las Vegas. Annonce • Jan 29
Cars.com Inc. Launches Powerful New Solutions, Helping Dealers Turn Smarter Technology into Real Profit Cars.com Inc. announced new powerful tech and advertising solutions for its dealer customers built to drive efficient growth and profitability. The news comes ahead of the National Automobile Dealers Association Conference (NADA) on Feb. 4-6 in Las Vegas, where the company will showcase its offerings in booth #3723W. With strong marketplace traffic growth in 2025 and exciting announcements such as its new AI search assistant, Cars.com is leveraging its proprietary consumer demand and inventory data to power a new AI video solution, unlock vehicle shipping and delivery options, and enable customers with new integrated wholesale options to quickly move aging inventory. The company is also unveiling its new consolidated reporting platform to better inform dealers with the insights needed to operate efficiently. Highlights of the new Cars.com solutions include: AI-Powered Inventory Video: New AI-powered creative allows dealers to scale their in-market video capabilities beyond incentive and brand spots to VIN-specific video ads for their full inventory. Backed by powerful audience targeting based on Cars.com car shopping behavior, the new AI-video solution is driving a 2X lift in website lead conversion for dealers versus traditional video creative. Paired with newly activated attribution capabilities that can connect both dealer lot visits and actual sales results to shoppers exposed to these video campaigns, Cars.com can now provide a full-funnel view of results from ad exposure to car purchase. This includes new and CPO vehicles only for now. Market Area Expansion: According to a recent Cars.com survey, more than 80% of recent car buyers are willing to buy outside their market, and 53% have done it before. Market Area Expansion is a new onsite solution that enables dealers to showcase their inventory beyond their local market and promote vehicle shipping and delivery capabilities to shoppers. The tool boosts the number of vehicle options for consumers while connecting dealers with shoppers they would have otherwise never reached. During Cars.com's pilot of the new product, 34% of dealers' total Search Result Page (SRP) views and 25% of their total Vehicle Details Page (VDP) views came from Market Area Expansion placements, highlighting the massive exposure lift dealers gain with shipping capabilities. Integrated Wholesale Tools: Cars.com continues to scale its appraisal and wholesale capabilities through deeper integrations with Cars Commerce solutions AccuTrade and DealerClub, helping dealers address used car scarcity, source attractive, late model inventory, and choose the most profitable exit strategy for each vehicle. Importantly, over 50% of vehicles acquired via AccuTrade are between one and five years old, highlighting the desirable pool of in-demand, late model inventory that dealers access when they expand beyond traditional physical auctions. Now DealerClub seamlessly integrates with each dealer's inventory on Cars.com to quickly and easily move aging units to a network of trusted wholesale buyers. The integration is a win-win: DealerClub sellers keep inventory moving and control the offer and negotiation process, while DealerClub buyers gain access to high quality, retail-ready units on a differentiated wholesale auction based on transparency and reputation. Cars Commerce Hub Reporting: The Hub is a new single sign-on reporting platform that offers admin tools and product performance insights from across the Cars Commerce suite of solutions, all in one consolidated tool. The new reporting platform also features enhanced Cars.com reporting, delivering additional market signals and ensuring customers have cross-platform insights to make informed decisions. To learn more about Cars.com's new technology, visit the Cars Commerce booth #3723W at the NADA Conference. Offerings from AccuTrade, Dealer Inspire and DealerClub will also be on display. Visitors can participate in the DealerClub Live No-Reserve Auction in the booth on Feb. 4 from 1-5 p.m. New Risk • Jan 02
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of British stocks, typically moving 7.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.9x net interest cover). Minor Risks Share price has been volatile over the past 3 months (7.1% average weekly change). Large one-off items impacting financial results. Significant insider selling over the past 3 months (US$482k sold). Recent Insider Transactions • Dec 22
Chief Financial Officer recently sold US$153k worth of stock On the 17th of December, Sonia Jain sold around 11k shares on-market at roughly US$13.45 per share. This transaction amounted to 11% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$329k. This was Sonia's only on-market trade for the last 12 months. Recent Insider Transactions • Dec 05
Insider recently sold US$329k worth of stock On the 2nd of December, Matthew Crawford sold around 27k shares on-market at roughly US$12.03 per share. This transaction amounted to 28% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$206k more than they bought in the last 12 months. Annonce • Dec 04
Cars.com Inc. Appoints Cormac Twomey as Chief Technology Officer, Effective December 10 Cars.com Inc. announced the appointment of Cormac Twomey as its new Chief Technology Officer (CTO). Twomey will be responsible for speeding innovation, scaling the technology platform, driving the company's continued ascent in AI and enabling automotive retail and wholesale. Prior to joining Cars Commerce, Twomey held the position of CTO for OpenTable. He led the successful migration of the company from a lead-generation and reservation marketplace into a sophisticated SaaS-based solutions model, enabling revenue growth and realizing the platform's distribution power with small- and medium-sized businesses (SMBs). Twomey helped scale OpenTable's platform to more than 60,000 local SMBs enabling them to compete with larger players through the use of data and technology, aligning with Cars Commerce's vision to enable local retail at scale. Twomey also served as CTO at Envoy and held an engineering leadership position at eHarmony. Twomey's appointment as Chief Technology officer will be effective December 10. He will join the company's executive team and report to CEO Alex Vetter. Reported Earnings • Nov 07
Third quarter 2025 earnings released: EPS: US$0.12 (vs US$0.28 in 3Q 2024) Third quarter 2025 results: EPS: US$0.12 (down from US$0.28 in 3Q 2024). Revenue: US$181.6m (up 1.1% from 3Q 2024). Net income: US$7.66m (down 59% from 3Q 2024). Profit margin: 4.2% (down from 10% in 3Q 2024). Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the Interactive Media and Services industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has fallen by 11% per year, which means it is performing significantly worse than earnings. Annonce • Oct 24
Cars.com Inc. to Report Q3, 2025 Results on Nov 06, 2025 Cars.com Inc. announced that they will report Q3, 2025 results on Nov 06, 2025 Annonce • Oct 15
Cars.Com Inc. Announces Resignation of Matthew Crawford as Chief Product and Innovation Officer, Effective November 28, 2025 On October 9, 2025, Matthew Crawford, Chief Product and Innovation Officer, notified Cars.com Inc. (the “Company”) of his intention to resign from the Company, effective November 28, 2025, to pursue another opportunity outside of the Company. Mr. Crawford will support the transition plan while the Company initiates a search for his successor. Valuation Update With 7 Day Price Move • Oct 10
Investor sentiment deteriorates as stock falls 18% After last week's 18% share price decline to US$10.29, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 23x in the Interactive Media and Services industry in the United Kingdom. Total loss to shareholders of 18% over the past three years. Recent Insider Transactions • Aug 13
Insider recently sold US$177k worth of stock On the 8th of August, Matthew Crawford sold around 15k shares on-market at roughly US$11.77 per share. This transaction amounted to 13% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$1.3m more than they bought in the last 12 months. Reported Earnings • Aug 08
Second quarter 2025 earnings released: EPS: US$0.11 (vs US$0.17 in 2Q 2024) Second quarter 2025 results: EPS: US$0.11 (down from US$0.17 in 2Q 2024). Revenue: US$178.7m (flat on 2Q 2024). Net income: US$7.01m (down 38% from 2Q 2024). Profit margin: 3.9% (down from 6.4% in 2Q 2024). Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Interactive Media and Services industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings. Annonce • Aug 08
Cars.Com Inc. Provides Earnings Guidance for the Second Half of 2025 Cars.com Inc. provided earnings guidance for the second half of 2025. For the period, the Company anticipates low-single digit revenue growth for the second half of 2025. Valuation Update With 7 Day Price Move • Aug 07
Investor sentiment deteriorates as stock falls 18% After last week's 18% share price decline to US$10.54, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 30x in the Interactive Media and Services industry in the United Kingdom. Total loss to shareholders of 20% over the past three years. Annonce • Jul 25
Cars.com Inc. to Report Q2, 2025 Results on Aug 07, 2025 Cars.com Inc. announced that they will report Q2, 2025 results at 12:30 PM, US Eastern Standard Time on Aug 07, 2025 Recent Insider Transactions • May 14
CEO & Director recently bought US$300k worth of stock On the 9th of May, T. Vetter bought around 28k shares on-market at roughly US$10.75 per share. This transaction amounted to 7.2% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent buy, T. has been a net seller over the last 12 months, reducing personal holdings by US$877k. Reported Earnings • May 09
First quarter 2025 earnings released: US$0.031 loss per share (vs US$0.012 profit in 1Q 2024) First quarter 2025 results: US$0.031 loss per share (down from US$0.012 profit in 1Q 2024). Revenue: US$179.0m (flat on 1Q 2024). Net loss: US$2.01m (down 357% from profit in 1Q 2024). Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Interactive Media and Services industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth. Valuation Update With 7 Day Price Move • May 08
Investor sentiment deteriorates as stock falls 16% After last week's 16% share price decline to US$9.94, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 26x in the Interactive Media and Services industry in the United Kingdom. Total returns to shareholders of 9.0% over the past three years. Annonce • Apr 24
Cars.com Inc. to Report Q1, 2025 Results on May 08, 2025 Cars.com Inc. announced that they will report Q1, 2025 results on May 08, 2025 New Risk • Mar 02
New minor risk - Earnings quality The company has large one-off items impacting its financial results. One-off items were 63% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.2x net interest cover). Minor Risks Share price has been volatile over the past 3 months (9.9% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (6.7% net profit margin). Annonce • Mar 01
Cars.com Inc., Annual General Meeting, Jun 04, 2025 Cars.com Inc., Annual General Meeting, Jun 04, 2025. New Risk • Feb 27
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of British stocks, typically moving 6.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.5x net interest cover). Minor Risks Share price has been volatile over the past 3 months (6.3% average weekly change). Profit margins are more than 30% lower than last year (5.5% net profit margin). Significant insider selling over the past 3 months (US$218k sold). Reported Earnings • Feb 27
Third quarter 2024 earnings released: EPS: US$0.28 (vs US$0.067 in 3Q 2023) Third quarter 2024 results: EPS: US$0.28 (up from US$0.067 in 3Q 2023). Revenue: US$179.7m (up 3.1% from 3Q 2023). Net income: US$18.7m (up 317% from 3Q 2023). Profit margin: 10% (up from 2.6% in 3Q 2023). Revenue is forecast to grow 4.0% p.a. on average during the next 4 years, compared to a 8.2% growth forecast for the Interactive Media and Services industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 57% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings. Valuation Update With 7 Day Price Move • Feb 27
Investor sentiment deteriorates as stock falls 28% After last week's 28% share price decline to US$12.35, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 25x in the Interactive Media and Services industry in the United Kingdom. Total loss to shareholders of 23% over the past three years. Annonce • Feb 27
Cars Commerce Appoints Lisa Gosselin as Chief Commercial Officer Cars.com Inc. appointed Lisa Gosselin as its Chief Commercial Officer, succeeding Doug Miller. Gosselin brings more than 25 years of commercial leadership experience within SaaS, adtech and data across key verticals including retail and automotive. The move helps accelerate the Company's platform and growth strategy. In her new role, Gosselin will oversee the Company's sales channels. She will also be responsible for optimizing Cars Commerce's go-to-market strategy, deepening strategic partnerships, driving revenue growth and creating long-term value for dealers, OEMs and commercial partners. Prior to Cars Commerce, Gosselin served as Chief Revenue Officer at Numerator, a Bain Capital-backed data and technology firm. Since joining the company in 2020, she transformed Numerator's commercial organization and led the team to four consecutive years of double-digit growth. Before Numerator, Gosselin was a senior leader at Conversant-Epsilon for five years, leading U.S. Business Development and CRM solutions as well as the auto vertical supporting OEMs. In addition, Gosselin spent 14 years at Catalina Marketing, a leader in data-driven marketing solutions, and served in multiple roles at Anheuser-Busch, PepsiCo, and Suntory Inc. Gosselin's appointment as Chief Commercial Officer is effective immediately. Annonce • Feb 14
Cars.com Inc. to Report Q4, 2024 Results on Feb 27, 2025 Cars.com Inc. announced that they will report Q4, 2024 results at 12:30 PM, US Eastern Standard Time on Feb 27, 2025 Recent Insider Transactions • Dec 02
Chief Financial Officer recently sold US$984k worth of stock On the 27th of November, Sonia Jain sold around 50k shares on-market at roughly US$19.68 per share. This transaction amounted to 56% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Sonia's only on-market trade for the last 12 months. Valuation Update With 7 Day Price Move • Nov 14
Investor sentiment improves as stock rises 23% After last week's 23% share price gain to US$19.28, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 18x in the Interactive Media and Services industry in the United Kingdom. Total returns to shareholders of 50% over the past three years. New Risk • Nov 09
New minor risk - Earnings quality The company has large one-off items impacting its financial results. One-off items were 59% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.8x net interest cover). Minor Risks Share price has been volatile over the past 3 months (7.9% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (5.5% net profit margin). Reported Earnings • Nov 08
Third quarter 2024 earnings released: EPS: US$0.28 (vs US$0.067 in 3Q 2023) Third quarter 2024 results: EPS: US$0.28 (up from US$0.067 in 3Q 2023). Revenue: US$179.7m (up 3.1% from 3Q 2023). Net income: US$18.7m (up 317% from 3Q 2023). Profit margin: 10% (up from 2.6% in 3Q 2023). The increase in margin was primarily driven by lower expenses. Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Interactive Media and Services industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 57% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth. Annonce • Nov 08
Cars.Com Inc. Provides Earnings Guidance for the Fourth Quarter of 2024 and Reaffirms Full Year Guidance for 2024 Cars.com Inc. provided earnings guidance for the fourth quarter of 2024 and reaffirms full year guidance for 2024. For the quarter, the company anticipates continued strong high single digit year-over-year growth in OEM & National revenue, as well as modest growth in Dealer revenue.
For the full year, the Company is reaffirming its fiscal year 2024 outlook of 4.5% to 5.5% revenue growth, based on year-to-date performance and current business trends. Annonce • Oct 24
Cars.com Inc. to Report Q3, 2024 Results on Nov 07, 2024 Cars.com Inc. announced that they will report Q3, 2024 results on Nov 07, 2024 New Risk • Aug 09
New minor risk - Profit margin trend The company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 3.5% Last year net profit margin: 17% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.8x net interest cover). Minor Risks Share price has been volatile over the past 3 months (7.7% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (3.5% net profit margin). Significant insider selling over the past 3 months (US$1.8m sold). Reported Earnings • Aug 09
Second quarter 2024 earnings released: EPS: US$0.17 (vs US$1.41 in 2Q 2023) Second quarter 2024 results: EPS: US$0.17 (down from US$1.41 in 2Q 2023). Revenue: US$178.9m (up 6.4% from 2Q 2023). Net income: US$11.4m (down 88% from 2Q 2023). Profit margin: 6.4% (down from 56% in 2Q 2023). Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Interactive Media and Services industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 75% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth. New Risk • Aug 05
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of British stocks, typically moving 7.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.7x net interest cover). Minor Risks Share price has been volatile over the past 3 months (7.6% average weekly change). Large one-off items impacting financial results. Significant insider selling over the past 3 months (US$2.3m sold). Annonce • Jul 25
Cars.com Inc. to Report Q2, 2024 Results on Aug 08, 2024 Cars.com Inc. announced that they will report Q2, 2024 results at 9:30 AM, US Eastern Standard Time on Aug 08, 2024 Recent Insider Transactions • Jul 17
CEO & Director recently sold US$340k worth of stock On the 12th of July, T. Vetter sold around 18k shares on-market at roughly US$19.23 per share. This transaction amounted to 5.4% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth US$525k. T. has been a net seller over the last 12 months, reducing personal holdings by US$4.1m. Recent Insider Transactions • Jun 20
CEO & Director recently sold US$355k worth of stock On the 14th of June, T. Vetter sold around 18k shares on-market at roughly US$20.09 per share. This transaction amounted to 5.1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth US$525k. T. has been a net seller over the last 12 months, reducing personal holdings by US$3.7m. Recent Insider Transactions • Jun 10
Independent Director recently sold US$205k worth of stock On the 5th of June, Bryan Wiener sold around 10k shares on-market at roughly US$20.51 per share. This transaction amounted to 37% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$525k. Insiders have been net sellers, collectively disposing of US$6.4m more than they bought in the last 12 months. Recent Insider Transactions • May 30
Insider recently sold US$368k worth of stock On the 24th of May, Angelique Strong Marks sold around 20k shares on-market at roughly US$18.56 per share. This transaction amounted to 92% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$525k. Insiders have been net sellers, collectively disposing of US$6.2m more than they bought in the last 12 months. Recent Insider Transactions • May 15
CEO & Director recently sold US$525k worth of stock On the 9th of May, T. Vetter sold around 28k shares on-market at roughly US$19.00 per share. This transaction amounted to 6.9% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. T. has been a net seller over the last 12 months, reducing personal holdings by US$2.9m. Reported Earnings • May 10
First quarter 2024 earnings released: EPS: US$0.012 (vs US$0.17 in 1Q 2023) First quarter 2024 results: EPS: US$0.012 (down from US$0.17 in 1Q 2023). Revenue: US$180.2m (up 7.8% from 1Q 2023). Net income: US$784.0k (down 93% from 1Q 2023). Profit margin: 0.4% (down from 6.9% in 1Q 2023). Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Interactive Media and Services industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 103% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth. Annonce • Apr 27
Cars.com Inc. to Report Q1, 2024 Results on May 09, 2024 Cars.com Inc. announced that they will report Q1, 2024 results on May 09, 2024 Annonce • Apr 21
Cars.com Inc., Annual General Meeting, Jun 05, 2024 Cars.com Inc., Annual General Meeting, Jun 05, 2024, at 09:30 Central Standard Time. Agenda: To consider and approve election of Director; to consider and approve ratification of Ernst and Young LLP as independent accounting firm; and to consider and approve any other matters. Recent Insider Transactions • Mar 08
President & Chief Commercial Officer recently sold US$293k worth of stock On the 6th of March, Douglas Miller sold around 16k shares on-market at roughly US$18.15 per share. This transaction amounted to 8.1% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$336k. Douglas has been a net seller over the last 12 months, reducing personal holdings by US$935k. Recent Insider Transactions • Feb 29
President & Chief Commercial Officer recently sold US$251k worth of stock On the 26th of February, Douglas Miller sold around 14k shares on-market at roughly US$17.92 per share. This transaction amounted to 5.9% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$418k. Douglas has been a net seller over the last 12 months, reducing personal holdings by US$641k. New Risk • Feb 23
New major risk - Revenue and earnings growth Earnings are forecast to decline by an average of 4.7% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.1x net interest cover). Earnings are forecast to decline by an average of 4.7% per year for the foreseeable future. Minor Risks Large one-off items impacting financial results. Significant insider selling over the past 3 months (US$2.2m sold). Annonce • Feb 23
Cars.com Inc. Provides Earnings Guidance for the First Quarter and Full Year of 2024 Cars.com Inc. provided earnings guidance for the first quarter and full year of 2024. For the quarter, the company anticipates revenue to be between $179 million and $181 million, representing year-over-year growth of 7% to 8%. First quarter revenue outlook reflects continued strong growth in Dealer revenue driven by continued adoption of the Cars Commerce suite of products, the D2C acquisition, and the full period impact of the 2023 Marketplace Repackaging Initiative. For the full year, the company anticipates continued growth across its platform with both dealer and OEM customers which is reflected in its revenue growth guidance of 6% to 8%. Recent Insider Transactions • Feb 18
CEO & Director recently sold US$336k worth of stock On the 12th of February, T. Vetter sold around 18k shares on-market at roughly US$19.00 per share. This transaction amounted to 4.8% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$744k. T. has been a net seller over the last 12 months, reducing personal holdings by US$4.5m. Annonce • Feb 13
Cars.com Inc. to Report Q4, 2023 Results on Feb 22, 2024 Cars.com Inc. announced that they will report Q4, 2023 results on Feb 22, 2024 Recent Insider Transactions • Dec 20
CEO & Director recently sold US$336k worth of stock On the 14th of December, T. Vetter sold around 18k shares on-market at roughly US$19.00 per share. This transaction amounted to 4.6% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth US$746k. T. has been a net seller over the last 12 months, reducing personal holdings by US$4.2m. Board Change • Dec 05
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 10 experienced directors. No highly experienced directors. Independent Director Jenell Ross was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Recent Insider Transactions • Dec 02
Chief Financial Officer recently sold US$744k worth of stock On the 28th of November, Sonia Jain sold around 39k shares on-market at roughly US$18.98 per share. This transaction amounted to 38% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$746k. This was Sonia's only on-market trade for the last 12 months. Recent Insider Transactions • Nov 16
CEO & Director recently sold US$267k worth of stock On the 8th of November, T. Vetter sold around 14k shares on-market at roughly US$19.00 per share. This transaction amounted to 3.7% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth US$336k. T. has been a net seller over the last 12 months, reducing personal holdings by US$3.1m. New Risk • Nov 03
New minor risk - Earnings quality The company has large one-off items impacting its financial results. One-off items were 84% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.8x net interest cover). Earnings are forecast to decline by an average of 13% per year for the foreseeable future. Minor Risks Share price has been volatile over the past 3 months (9.3% average weekly change). Large one-off items impacting financial results. Significant insider selling over the past 3 months (US$336k sold). Reported Earnings • Nov 02
Third quarter 2023 earnings released: EPS: US$0.067 (vs US$0.043 loss in 3Q 2022) Third quarter 2023 results: EPS: US$0.067 (up from US$0.043 loss in 3Q 2022). Revenue: US$174.3m (up 5.9% from 3Q 2022). Net income: US$4.49m (up US$7.43m from 3Q 2022). Profit margin: 2.6% (up from net loss in 3Q 2022). The move to profitability was driven by higher revenue. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Interactive Media and Services industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 150% per year but the company’s share price has only increased by 26% per year, which means it is significantly lagging earnings growth. Annonce • Oct 26
Cars.com Inc. to Report Q3, 2023 Results on Nov 02, 2023 Cars.com Inc. announced that they will report Q3, 2023 results on Nov 02, 2023 Recent Insider Transactions • Aug 30
CEO & Director recently sold US$336k worth of stock On the 24th of August, T. Vetter sold around 18k shares on-market at roughly US$19.00 per share. This transaction amounted to 3.9% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. T. has been a net seller over the last 12 months, reducing personal holdings by US$2.8m. Annonce • Aug 04
Cars.Com Inc. Provides Earnings Guidance for the Third Quarter and Full Year 2023 Cars.com Inc. provided earnings guidance for the third quarter and full year 2023. For the quarter, the company expects revenue to be between $172.0 million and $174.0 million. year-over-year revenue growth of 4.5% to 5.7%.For the full year, the company reaffirmed revenue guidance, of 4% to 6% year-over-year growth, raising the midpoint of revenue guidance, which reflects the benefit of the Company’s Marketplace Repackaging initiative and assumes a conservative outlook on OEM and National Revenue despite recent improvements in inventory levels. New Risk • Aug 03
New major risk - Revenue and earnings growth Earnings are forecast to decline by an average of 1.1% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.0x net interest cover). Earnings are forecast to decline by an average of 1.1% per year for the foreseeable future. Minor Risks Share price has been volatile over the past 3 months (8.7% average weekly change). Significant insider selling over the past 3 months (US$808k sold). Reported Earnings • Aug 03
Second quarter 2023 earnings released: EPS: US$1.41 (vs US$0.08 in 2Q 2022) Second quarter 2023 results: EPS: US$1.41 (up from US$0.08 in 2Q 2022). Revenue: US$168.2m (up 3.3% from 2Q 2022). Net income: US$94.1m (up US$88.6m from 2Q 2022). Profit margin: 56% (up from 3.4% in 2Q 2022). The increase in margin was primarily driven by lower expenses. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Interactive Media and Services industry in the United Kingdom. Annonce • Jul 23
Cars.com Inc. to Report Q2, 2023 Results on Aug 03, 2023 Cars.com Inc. announced that they will report Q2, 2023 results on Aug 03, 2023 Recent Insider Transactions • Jun 20
Independent Director recently sold US$274k worth of stock On the 14th of June, Bryan Wiener sold around 15k shares on-market at roughly US$18.29 per share. This transaction amounted to 36% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$298k. Insiders have been net sellers, collectively disposing of US$4.1m more than they bought in the last 12 months. Recent Insider Transactions • Jun 11
President & Chief Commercial Officer recently sold US$298k worth of stock On the 7th of June, Douglas Miller sold around 16k shares on-market at roughly US$18.88 per share. This transaction amounted to 6.2% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Douglas has been a net seller over the last 12 months, reducing personal holdings by US$390k. Reported Earnings • May 06
First quarter 2023 earnings released: EPS: US$0.17 (vs US$0.062 in 1Q 2022) First quarter 2023 results: EPS: US$0.17 (up from US$0.062 in 1Q 2022). Revenue: US$167.1m (up 5.6% from 1Q 2022). Net income: US$11.5m (up 165% from 1Q 2022). Profit margin: 6.9% (up from 2.7% in 1Q 2022). Revenue is forecast to grow 7.3% p.a. on average during the next 3 years, compared to a 7.6% growth forecast for the Interactive Media and Services industry in the United Kingdom. Annonce • May 05
Cars.com Inc. Provides Earnings Guidance for the Second Quarter and Full Year 2023 Cars.com Inc. provided earnings guidance for the second quarter and full year 2023. For the quarter, the company expects revenue to be between $168.0 million and $170.0 million. For the full year, the company reaffirmed revenue guidance, of 3% to 6% year-over-year growth, which assumes that despite recent improvements, historically low inventory levels will persist throughout the year. Valuation Update With 7 Day Price Move • Mar 13
Investor sentiment deteriorates as stock falls 15% After last week's 15% share price decline to US$16.18, the stock trades at a forward P/E ratio of 39x. Average forward P/E is 17x in the Interactive Media and Services industry in the United Kingdom. Total returns to shareholders of 13% over the past year. Recent Insider Transactions • Mar 08
Independent Director recently sold US$322k worth of stock On the 3rd of March, Thomas Hale sold around 17k shares on-market at roughly US$18.69 per share. This transaction amounted to 30% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$492k more than they bought in the last 12 months. Reported Earnings • Feb 24
Full year 2022 earnings released: EPS: US$0.25 (vs US$0.11 in FY 2021) Full year 2022 results: EPS: US$0.25 (up from US$0.11 in FY 2021). Revenue: US$653.9m (up 4.8% from FY 2021). Net income: US$17.2m (up 123% from FY 2021). Profit margin: 2.6% (up from 1.2% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Interactive Media and Services industry in the United Kingdom. Annonce • Feb 10
Cars.com Inc. to Report Q4, 2022 Results on Feb 23, 2023 Cars.com Inc. announced that they will report Q4, 2022 results on Feb 23, 2023 
