What’s interesting about Carvana’s operating model versus, say, Vroom, is that Carvana has its own drivers and trucks. Someone who has worked as a logistics manager at both companies said the following a while ago:
"Your own private fleet is absolutely essential in the e-commerce side. It’s the hardest part to replicate because it’s the biggest cost. Drivers are tricky. Overall, in the industry across all of transportation, there’s roughly 110% to 115% turnover.
Carvana’s capability is around the 10% turnover rate. So they pay their drivers well. They treat them well. And so as a result, they don’t struggle in that area like a lot of other companies do. But having that 2 pieces with their own drivers and their own trucks is an enormous advantage. I mean if you look at Vroom, they’re doing the same thing as Carvana, but they’re using common carrier. And their average delivery days is 10 to 15 days. Carvana does it between 1 and 3, typically. The longest is usually no more than 4, unless something happens."
And if you look at, for example, Carvana’s old job advertisement:
