Automotive Fleet

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Car Rental Industry

How Will UAW Strike Affect New, Used, and Rental Vehicles?

Analysis: The actions of the UAW will reverberate through the larger auto business, but nowhere near what was experienced in April 2020. Sales into fleet could suffer in 4Q if a strike is wide and persists. Rental car companies may return to the used car market like they did in 2021 and 2022, driving prices higher.

Parsing Hertz’s Big EV Bet

With Hertz’s agreement to rent Teslas to Uber drivers, Hertz feels that renting to an indirect and growing competitor is a good move. Can Hertz and traditional rental companies improve their service levels to compete with Uber and Lyft?

The Urgent Need to Cross Pollinate Car Rental and Mobility Services

On-demand business models are rapidly evolving as car rental, car sharing, ride-hailing, and public transport are merging into Mobility-as-a-Service platforms. Experimentation is critical to help resolve untested legal issues around data management, liability, and duty of care.

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