Cars.Com Stock Price, News & Analysis

Cars.com (NYSE: CARS), operating as Cars Commerce Inc, has announced its participation in the upcoming J.P. Morgan 53rd Annual Global Technology, Media and Communications Conference. CEO Alex Vetter and CFO Sonia Jain will represent the company at the event, scheduled for May 13, 2025 at 3:30 p.m. CT / 4:30 p.m. ET. Investors can access the live presentation through the Cars.com Investor Relations website, with an archived replay available after the event.

- Record-breaking 29 million average monthly unique visitors, up 3% YoY - Dealer customer base grew to 19,250, adding 40+ dealers quarter-over-quarter - OEM and National revenue increased 6% YoY - Company reported net loss of ($2.0M) or ($0.03) per share - Adjusted EBITDA was $50.7M with 28.3% margin

The company repurchased 1.6M shares for $21.5M and maintains strong liquidity of $321.4M. Due to macroeconomic uncertainty and automotive industry volatility, Cars.com suspended its full-year 2025 revenue guidance but reaffirmed Adjusted EBITDA margin guidance of 29-31%, with Q2 2025 margins expected between 27-29%.

Cars.com (NYSE: CARS) has scheduled the release of its first quarter 2025 financial results on Thursday, May 8, 2025. The company will host a conference call and live webcast at 8:00 a.m. CT/9:00 a.m. ET on the same day. CEO Alex Vetter and CFO Sonia Jain will lead the conference call to discuss the quarterly performance. Interested parties can access the live webcast at investor.cars.com, with a replay available shortly after in the Events section of the Investor Relations website.

Cars Commerce (NYSE: CARS) has released its Industry Insights Q1 2025 Report, revealing significant shifts in the automotive market. New-vehicle sales increased 4.8% year over year in Q1, with March recording the sixth-highest sales in 50 years. However, affordability concerns are growing as vehicles under $30,000 now represent only 14% of new-vehicle inventory, down from 38% during 2019-21.

Key findings include:

• New-car supply is up 9% year over year
• Average vehicle time on dealer lots is 78 days
• Average new-car prices remain steady at $49,000, 30% higher than Q1 2019
• Nearly 90% of sub-$30K vehicles are assembled outside the US
• Auto-loan APRs increased 19 basis points year over year despite Federal Reserve rate cuts

The report highlights concerns about potential price increases due to upcoming tariffs, particularly affecting entry-level vehicles. Only three sub-$30K models - Honda Civic, Toyota Corolla, and Chevrolet Malibu (to be discontinued in 2026) - are built domestically.

Cars.com (NYSE: CARS) has released its 2025 Affordability Report highlighting the best value new vehicles amid looming 25% tariffs on non-US assembled vehicles. The report comes as new-vehicle prices have remained stable at $49,000 on average, though prices could rise $3,000-$10,000 if tariffs take effect April 3.

With imports representing about half of U.S. vehicle sales in 2024, automakers like Ford, Hyundai, and Kia have increased U.S.-based inventory by over 25% year-over-year. The report identifies best-value vehicles across segments, considering price, safety features, tech inclusion, and fuel costs.

Key winners include:

• Subcompact Car: Nissan Versa (SV)
• Compact SUV: Ford Escape (Active)
• Electric Vehicle: Hyundai Ioniq 6 (SE Long Range)
• Full-Size Pickup: Ford-150 (XL 4x2 SuperCab)

Cars.com (NYSE: CARS) has announced its 2025 Dealer of the Year Awards, recognizing top automotive dealers across North America based on over 1.3 million consumer reviews from 2024. The awards evaluate dealers on key metrics including average star ratings, review volume, and dealer response rates.

Winners were selected across regional categories and national brand categories, with notable achievements including:

• 90% of winning dealers actively respond to consumer reviews vs 45% of non-winners
• 60% of winning dealers use Employee Profile Pages
• Over 200,000 dealership employees received 1.4 million individual ratings

In brand reputation analysis, Subaru led overall ratings, while Acura and Volvo topped luxury brands. The evaluation considered six categories: pricing transparency, trade-in experience, transaction speed, financing experience, review responsiveness, and vehicle inquiry responsiveness.

Cars.com (NYSE: CARS) reported strong Q4 and full year 2024 results, with record annual revenue of $719.2 million, up 4% year-over-year. Q4 revenue reached $180.4 million with notable 15% growth in OEM and National revenue.

Key highlights include AccuTrade Connected reaching ~1,000 subscribers, organic traffic share increasing to 61%, and robust Q4 Adjusted EBITDA margin of 30.8%. The company reported Q4 net income of $17.3 million ($0.26 per diluted share) and full-year net income of $48.2 million ($0.72 per diluted share).

Looking ahead, Cars.com announced a $250 million share repurchase authorization and projects 2025 revenue between $745-755 million with Adjusted EBITDA margin of 29-31%. The company also completed the DealerClub acquisition in January 2025, expanding its dealer-to-dealer wholesale auction capabilities.

Cars Commerce (NYSE: CARS) has appointed Lisa Gosselin as its new Chief Commercial Officer, succeeding Doug Miller. With over 25 years of commercial leadership experience in SaaS, adtech, and data sectors, Gosselin joins from Numerator where she served as Chief Revenue Officer and achieved four consecutive years of double-digit growth.

In her new role, Gosselin will oversee the company's sales channels, optimize go-to-market strategy, deepen strategic partnerships, and drive revenue growth. Her previous experience includes senior positions at Conversant-Epsilon, Catalina Marketing, Anheuser-Busch, PepsiCo, and Suntory.

The appointment, effective immediately, aims to accelerate Cars Commerce's platform and growth strategy, focusing on simplifying automotive retail and wholesale experiences while creating long-term value for dealers, OEMs, and commercial partners.

Cars Commerce Inc (NYSE: CARS) has announced it will release its fourth quarter and full year 2024 financial results on Thursday, February 27, 2025. The company will host a conference call and live webcast at 8:00 a.m. CT/9:00 a.m. ET on the same day.

The conference call will feature CEO Alex Vetter and CFO Sonia Jain. Interested parties can access the live webcast at investor.cars.com, with a replay available shortly after in the Events section of the Investor Relations website.