sourcing-quality-signal
Installation
SKILL.md
Sourcing Quality Signal — Mileage & Vehicle Age Trends for Used-Vehicle Retailer Analysis
User Profile (Load First)
Load the marketcheck-profile.md project memory file if exists. Extract: tracked_tickers, tracked_makes, tracked_states, benchmark_period_months, country. If missing, ask for ticker and geography. US-only. Confirm profile.
User Context
Financial analyst covering publicly traded used-vehicle retailers (KMX, CVNA) or dealer groups with significant used-vehicle operations (AN, LAD, PAG). Average mileage trends in sourced inventory serve as a direct proxy for reconditioning costs — the signal that predicted Carvana's Q4 2025 earnings miss (average mileage trending up ~10% through 2025, from ~48K to ~54K miles, signaling rising reconditioning costs months before the earnings report).