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Tarry, I've always been a fan of DIN, I've not seen your Grail solution yet, I'm sure it'll be very interesting to see.


I am a fan of Digital Retailing (DR) as a concept.  When it works,  DR is the natural conclusion of an online shopping experience.


Observation: DR marketplace penetration is well below estimates.

Thesis: DR's marketplace penetration is dependent on a shopper that is fully ready to buy.

Summary: Digital Retailing's under-performance is OUR 'canary in the coal mine'.


Too many insiders know cars in great detail and don't appreciate how f~cking complex a decision this is.   My pal John Q understandably concludes shoppers are lazy.  I believe shoppers are selfish and they'll make the best effort they can muster but at some point, ALL SHOPPERS hit the wall *link*.  Weeks into the research, they come to realize they NEED to see the dealer to bring an end to this mind-numbing research.


This is why DR hasn't disrupted and why DR's weakness is the doorway into a giant opportunity.



-Uncle Joe



*I'm not talking about Carvana's or Ebay's impact that serves 0.00314% of the marketplace