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Car Rental and TNC: Has the Threat Turned to Opportunity?
Avis and Hertz: What’s Bearing Fruit?

Avis and Hertz: What’s Bearing Fruit?

Hertz and Avis Budget Group are working on process initiatives that purport to improve pricing, reduce shuttling expense, collect more ancillary revenue, and take on ride hailing.

May 16, 2018

Market Forces Driving Car Rental in 2018

Market Forces Driving Car Rental in 2018

An analysis of the conference calls of Avis Budget Group and Hertz Global Holdings reveal trends and initiatives involving fleet right sizing, pricing, ancillary revenue opportunities, and renting to ride-hailing drivers.

March 19, 2018

Four Thoughts From the 2016 Conference Calls

Sifting through the notes of Avis Budget Group’s and Hertz Global Holdings’ recent fourth quarter conference calls give us some trend lines to watch out for in 2017. (Of course, this gives us an incomplete snapshot, as Enterprise Holdings is privately held.)

March 1, 2017

2017: Fleet Mix Will Be Paramount

Car rental companies are migrating to vehicle segments with better residual values, though not without bumps in the road.

November 16, 2016

John Tague and the New Hertz

Today’s conference call was the debutant ball for Hertz’s new CEO, in which he set the company’s direction on regaining market share, fixing Dollar and Thrifty, the threat from Uber, Hertz’s exit from carsharing, prepaid rentals and more.

July 17, 2015

How Phil LeBeau Got it Wrong

The CNBC airline and auto reporter made some questionable assumptions as to the health of the car rental industry.

May 13, 2015

Gaining Insight beyond the Quarterly Headlines

Digging deeper into the most recent public statements by Avis Budget Group and Hertz reveal direction on the market, including growing the deep-discount segment, ancillary sales drivers, Hertz’s ship-righting and Zipcar’s first franchise (you heard correctly).

March 3, 2015

6 Market Predictors for 2014

In their fourth quarter conference calls, Avis Budget Group and Hertz gave an outlook on fleet costs, the used car market, fleet optimization strategies and potential acquisitions. Hertz shed light on the fallout from that excess fleet.

March 26, 2014