The Walk Around

S4E20 - Dealership Profitability & Disruption: What’s Ahead in 2026


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Steve Greenfield, GP at Automotive Ventures, shares his perspective on affordability challenges, dealership profitability, emerging retail tech, and how AI may shape the future of customer experience and operational efficiency.


For more information about our guest, visit their ⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠. 


Episode Breakdown

0:00 - Meet Steve of Automotive Ventures! 

0:53 - The state of vehicle affordability and consumer credit

4:00 - Supply chain fragility and new chip constraints

6:19 - What dealers can control to protect profitability

8:05 - DMS disruption and evaluating tech investments

11:10 - The surge of AI and where it will actually help

13:20 - How AI can unlock sales productivity & loyalty

18:33 - Autonomous ride-hailing and its real implications

22:20 - The durability of the franchise dealer model

24:08 - Best Bets: Profit margins, valuations, direct sales & BYD


Liked this episode? Find our full episode library ⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠.

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