Want to create an interactive transcript for this episode?
Podcast: AMN Drivetime
Episode: Episode 77: Morgan Stanley Managing Director Simeon Gutman on the âBig Getting Biggerâ
Description: Morgan Stanley Managing Director Simeon Gutman breaks down the real forces shaping todayâs automotive aftermarketâfrom tariff uncertainty and pricing pressure to shifting consumer behavior and the accelerating âbig getting biggerâ 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, whatâs still coming, and why failure-driven categories remain resilient even as discretionary spending shows early signs of softening.