Mileage and vehicle age trends as margin signals. Triggers: "vehicle quality trends", "average mileage", "reconditioning signal", "sourcing quality", "used vehicle age", "inventory quality", "KMX sourcing", "CVNA inventory quality", "mileage trend", "reconditioning cost signal", "used car quality signal", "dealer group mileage benchmark", "sourcing quality for [dealer name]", tracking average mileage and vehicle age mix for any dealer group (publicly traded or private) as a proxy for reconditioning costs and margin pressure.
From analystnpx claudepluginhub marketcheckhub/marketcheck-cowork-plugin --plugin analystThis skill uses the workspace's default tool permissions.
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Load the marketcheck-profile.md project memory file if exists. Extract: tracked_tickers, tracked_makes, tracked_states, benchmark_period_months, country. If missing, ask for ticker and geography. US-only. Confirm profile.
Financial analyst covering publicly traded used-vehicle retailers (KMX, CVNA) or dealer groups with significant used-vehicle operations (AN, LAD, PAG). Average mileage trends in sourced inventory serve as a direct proxy for reconditioning costs — the signal that predicted Carvana's Q4 2025 earnings miss (average mileage trending up ~10% through 2025, from ~48K to ~54K miles, signaling rising reconditioning costs months before the earnings report).
OEM TICKERS:
F → Ford, Lincoln
GM → Chevrolet, GMC, Buick, Cadillac
TM → Toyota, Lexus
HMC → Honda, Acura
STLA → Chrysler, Dodge, Jeep, Ram, Fiat, Alfa Romeo, Maserati
TSLA → Tesla
RIVN → Rivian
LCID → Lucid
HYMTF → Hyundai, Kia, Genesis
NSANY → Nissan, Infiniti
MBGAF → Mercedes-Benz
BMWYY → BMW, MINI, Rolls-Royce
VWAGY → Volkswagen, Audi, Porsche, Lamborghini, Bentley
DEALER GROUP TICKERS:
AN → AutoNation
LAD → Lithia Motors
PAG → Penske Automotive
SAH → Sonic Automotive
GPI → Group 1 Automotive
ABG → Asbury Automotive
KMX → CarMax
CVNA → Carvana
For this skill, dealer group tickers (KMX, CVNA, AN, LAD, etc.) are the primary focus. OEM tickers are secondary — used to analyze which brands the dealer groups are sourcing.
Use when user asks "sourcing quality for CarMax" or "Carvana inventory age."
For each target dealer group, call mcp__marketcheck__search_active_cars with:
mc_dealership_group_name: the dealer group name (e.g., "CarMax", "Carvana")car_type: usedstats: miles,price,domrows: 0→ Extract only: num_found, stats.miles.mean, stats.miles.min, stats.miles.max, stats.miles.stddev, stats.price.mean, stats.dom.mean. Discard full response.
Call mcp__marketcheck__search_active_cars with:
mc_dealership_group_name: the dealer groupcar_type: usedfacets: year|0|10|1rows: 0→ Extract only: year facets with counts. Discard full response.
Group model years into bands:
Calculate % of inventory in each band.
Calculate: Recon Risk Score = (avg_miles / 50,000) × 100, capped at 100.
| Signal | Threshold |
|---|---|
| BULLISH | Avg miles < 35K AND >50% inventory 0–3yr old (premium sourcing, low recon) |
| NEUTRAL | Avg miles 35–55K, balanced age mix |
| CAUTION | Avg miles 55–75K OR age mix shifting older (recon costs rising) |
| BEARISH | Avg miles > 75K OR >40% inventory 6yr+ (margin headwind from recon) |
Use when user asks "Carvana vs CarMax sourcing" or "compare dealer group inventory quality."
Pull mileage stats and age mix for both target groups (e.g., KMX and CVNA).
Present:
Metric | CarMax (KMX) | Carvana (CVNA) | Advantage
--------------------|-------------|----------------|----------
Avg Mileage | 42,300 | 54,800 | KMX
% Inventory 0-3yr | 38% | 22% | KMX
% Inventory 6yr+ | 18% | 35% | KMX
Recon Risk Score | 62 | 84 | KMX
Avg List Price | $24,500 | $19,800 | -
Avg DOM | 45 | 62 | KMX
Translate sourcing quality differences into margin implications: higher mileage = higher reconditioning cost per unit = lower gross profit per vehicle = earnings headwind.
Use when user asks "what brands is Carvana sourcing" or "CarMax inventory make mix."
Call mcp__marketcheck__search_active_cars with:
mc_dealership_group_name: the dealer groupcar_type: usedfacets: make|0|15|1stats: milesrows: 0→ Extract only: make facets with counts, overall stats.miles. Discard full response.
Calculate: % of inventory by make, and cross-reference with which makes typically have lower/higher mileage and reconditioning costs. Premium brands (BMW, Mercedes) have higher recon costs even at same mileage. Volume brands (Toyota, Honda) have lower recon costs and better margin profiles.
Present: mileage statistics table by dealer group, vehicle age distribution chart data, reconditioning risk score with signal, make-level sourcing profile, peer comparison (if applicable). Every metric includes investment signal. Connect sourcing quality to per-unit economics: avg mileage → reconditioning cost → gross profit per unit → earnings impact.
search_active_cars (not get_sold_summary) since mileage stats require active inventory data.mc_dealership_group_name must match the dealer group's name in the MarketCheck database. Common names: "CarMax", "Carvana", "AutoNation", "Lithia Motors", "Penske Automotive".car_type. For AN, LAD, PAG, filter to car_type=used to exclude their new vehicle inventory.search_active_cars being a point-in-time snapshot. For trend analysis, compare current stats with get_sold_summary historical sold data for the same dealer group.