Ethmos Podcast Pulse
Start free
← The Pulse · week of Sep 28–Oct 4
PodcastEarnings Unscripted: Stock Earnings Calls & AnalysisSeptember 30, 2026

Daily Earnings: Volume, Inventory and Capacity | CCL, KMX, UEC | Sep 29

CarMax, Uranium Energy, and Carnival are each trading near-term margin or revenue for volume, inventory optionality, or future capacity positioning.

  • CarMax volume vs margin: Retail used-car units rose 13.8% while gross profit per retail vehicle fell $111 YoY to just over $2,100; EPS still rose to $1.16 from $0.64.
  • Pricing transparency cited: Management attributed roughly half of comparable-sales gains to industry-wide advertised-price transparency, half to CarMax's own execution; CarMax Auto Finance is expanding Tier Two lending.

The full card is a free trial away.

The full summary and the deep dive on this episode, plus a brief every morning on the shows and companies you follow.

Read free — start your trial

14-day free trial

Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.