Original post: [XPEL] Xpel (4/1/24)I bought some XPEL shares in March and wrote some nice things about them. Naturally, soon after, the company reported an awful quarter and the stock cratered. Management cited broad aftermarket weakness in the US – “it was not uncommon to see dealers who were down 10%, 15% in the first […]
Category Archives: [XPEL] Xpel
I spent several weeks speaking with 70 automotive paint protection film (PPF) installers to better understand the industry and the impact that OEM-direct installations of PPF could have on Xpel. I’d like to share what I learned. But before doing that, let’s bring everyone up to speed.Most of Xpel’s revenue comes from selling a product […]