Investment Thesis for Acquiring Honda Dealerships | Maximizing Value Conference 2026 скачать в хорошем качестве

Investment Thesis for Acquiring Honda Dealerships | Maximizing Value Conference 2026

At the 2026 Haig Partners Maximizing Value Conference during the NADA Show, Daryl Bazemore, Assistant Vice President, Auto Sales Strategy at American Honda Motor Co., Inc., joins Jayson Crouch, Managing Director at Haig Partners, to discuss the investment thesis for acquiring Honda dealerships. The conversation examines Honda’s powertrain flexibility strategy, including its ability to produce ICE, hybrid, and BEV vehicles on the same manufacturing line, as well as the strength of its U.S. production footprint. The session also covers retail throughput performance, volume growth targets, CPO strategy, fixed operations retention, disciplined open point philosophy, facility investment expectations, profitability metrics, and approval standards for new operators. With strong net-to-sales performance, high customer loyalty, and a long-standing commitment to the franchise model, Honda remains one of the most sought-after mass market brands in auto retail. Chapters 00:00 Introduction: Investment Thesis for Honda Dealerships 03:20 Powertrain Flexibility and U.S. Manufacturing Strength 06:00 Brand Performance and Market Position 08:30 Entry Vehicles and Affordability Strategy 11:45 Throughput Growth and Volume Targets 13:00 CPO Growth and Service Retention 15:15 Open Point Discipline and Network Strategy 17:45 Facility Investment and Sales Lift Impact 20:15 Profitability and Dealer Partnership Model 23:30 Approval Standards, ROFR History, and Acura Outlook