Carvana (CVNA): FY25 Q1 earnings call, May 7, 2025

Wed, May 7Earnings callSpeaker-labelled transcriptCarvana

No Kalshi or Polymarket word markets were listed for Carvana’s May 7, 2025 earnings call (FY25 Q1). The transcript is searchable below (quotes of at most 25 words).

Updated

Transcript

quotes of at most 25 words

Speaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.

8 matches for “Tariff”; 5 quoted, at least 25 words apart.

Ron Joseyanalystqa

…question is talk to us a little bit about macro about how tariffs fit in very short term, I know, and I know you just…

Ernie Garciacompanyqa

…say as others might. But I think -- as it relates to tariffs, I think we've heard reasonable arguments that I think are directionally correct…

Ernie Garciacompanyqa

…seen little gyrations over the last month or so. I think when tariffs were first announced, we saw a small pull forward of demand, and…

Marvin Fonganalystqa

…about in the past, or was there something about this quarter with tariffs and the urgency there that on the consumer part. I know you…

Michael Mc Governanalystqa

…have two. First, do you expect any impact from the auto part tariffs on your reconditioning costs or on retail GPU? And then second, I…

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