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Net Sales by Segment
Shows revenue generated from each segment, indicating which areas drive the most sales and where growth opportunities or challenges may exist.Used sales remain the engine of CarMax’s top line, and the broad May‑2026 surge—also mirrored in wholesale and Other—reflects recovering volume and higher ASPs rather than clean margin recovery. Management confirmed deliberate GPU concessions to regain share, which lifted sales but depressed used retail margin and profit per unit; they’re banking on $200M of SG&A savings, EPP margin gains and deeper CAF penetration to convert revenue into profit, but reconditioning/logistics and pricing initiatives must still mature to realize that upside.
Date | Used | Wholesale | Other |
|---|---|---|---|
Aug 31, 2026 | $6.31B | $1.36B | $208.40M |
May 31, 2026 | $6.39B | $1.43B | $194.55M |
Feb 28, 2026 | $4.78B | $1.01B | $158.81M |
Nov 30, 2025 | $4.55B | $1.10B | $150.60M |
Aug 31, 2025 | $5.27B | $1.15B | $174.40M |
May 31, 2025 | $6.10B | $1.25B | $190.40M |
Feb 28, 2025 | $4.84B | $1.01B | $159.00M |
Nov 30, 2024 | $4.89B | $1.17B | $165.90M |
Aug 31, 2024 | $5.68B | $1.15B | $182.00M |
May 31, 2024 | $5.68B | $1.26B | $179.50M |