Episode 77: Morgan Stanley Managing Director Simeon Gutman on the ‘Big Getting Bigger’
Update: 2025-11-13
Description
Morgan Stanley Managing Director Simeon Gutman breaks down the real forces shaping today’s automotive aftermarket—from tariff uncertainty and pricing pressure to shifting consumer behavior and the accelerating “big getting bigger” trend. Gutman explains the stark divide between large public companies with sophisticated analytics and smaller private businesses still wrestling with inventory movement, vendor shifts, and rising costs.
He also highlights where pricing has already landed, what’s still coming, and why failure-driven categories remain resilient even as discretionary spending shows early signs of softening.
He also highlights where pricing has already landed, what’s still coming, and why failure-driven categories remain resilient even as discretionary spending shows early signs of softening.
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