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Bull Case Scenario Avis Budget Group $CAR, $CARZ

As the economy recovers businesses will increase travel and consumers will increase holiday consumption. Therefore cars will be rented. Utilization rate will increase and margins should widen.
Avis Budget is one of the largest buyers of automobiles in the world. Car manufacturing is cut throat. If a large rental company buys into a product line, manufacturing economics for auto makers become more certain. Avis should continue to benefit from pricing power.
Given the large buying power there is always the possibility of more share buying by auto makers as they look to integrate their distribution channel.
George Gutowski writes from a caveat emptor perspective

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