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Ok, so we all accept that there's a whole new mobility world out there. Sharing, rental, subscription and leasing all reflect the demand shift from ownership to car usage and a future of autonomous and electric-powered vehicles will boost that theme beyond any recognition. I'm a finance and operations guy at heart, but humble enough to respect the power of promotion and the drive to mobility-as-a-service ("MaaS") has come very much from the eCommerce universe. However, provis

Retail automotive is arguably in a period of disruption unlike any before in its history. The transition to an agency-based distribution model, the introduction of connected, autonomous, shared and electric technologies ("CASE") and the emergence of subscription and other mobility-as-a-service access models ("MaaS") all threaten the traditional bedrock of franchise-focussed vehicle distribution. While much has been written about the anticipated (and overwhelmingly negative) i

As drivers increasingly indicate demand for car “usage” over car ownership, subscription emerges as a viable alternative to traditional sales and leasing. Part of the mobility-as-a-service ("MaaS") movement, subscription promises very strong growth creating opportunity for leasing companies ("leasecos"). As a "new" product in a mature industry, resources required to deliver subscription already exist in established businesses. Leasecos in particular feature key operational a

Car subscription addresses the well-publicised shift in demand from ownership to car usage. Initially targeted at the millennial generation, the availability of a car bundled with insurance and maintenance with little-to-no commitment also attracts huge demand among more traditional consumer and commercial customers. An emerging mobility-as-a-service product, subscription sits squarely between daily rental and those leasing products that have come to dominate new car sales. I

Cazoo's acquisitions of Drover and Cluno pulled together a number of themes critical to their investment premise. Sure it provides Cazoo with a gateway to Europe, but their subsequent investment in brand-new subscription fleet portends further disruption of the new car market A peak at their website, reveals available stock of nearly 600 21-reg vehicles (of course, this is but a fraction of the fleet already out on contract). Ford, Vauxhall, Mercedes and others signal a clear