Carvana Co. (CVNA)

Online used car retailer, 23,100. Read October 19, 2026 from the annual report for the period ending December 31, 2025, filed February 18, 2026. Ranked 36 of the 85 Consumer Cyclical companies read so far, by the share within reach now.

An online car retailer whose filing states one total and describes its reconditioning and delivery work without counting it, so the whole workforce takes the dealers pattern.

The figures on this page come from the company's own annual report and from BLS staffing patterns for its industries, never from a roster. They are estimates with a stated method. Nothing here says what the company will do: within reach is not a forecast of jobs lost or of savings.

What follows from the reading

Share of working time within reach of AI, on the long-run pace at four in five: 21% now, 26% at the end of 2027, 28% at the end of 2028, 28% at the end of 2030. By the patterns, the work is about 28% desk work, 19% people work and 53% body work. These are the site's industry estimates weighted by the shares below: estimates with a stated method and range, not a forecast of what the company will do. By the same patterns, at the end of 2028 about 72% of the working time stays with people (conversation, in-person and hands-on work), 18% becomes checking a model's work and 10% could be handed over with lighter checks, from the industries' own figures, not the company's roles.

Headcount

23,100 employees as of December 31, 2025 (stated). The filing states no count by country; the company sells and delivers in the United States.

The filing: “As of December 31, 2025, we had over 23,100 full-time and part-time employees.”

The workforce as industry patterns

What the filing says about the workforce: Over 23,100 full-time and part-time employees as of December 31, 2025; the inspection and reconditioning centers and the delivery fleet are described, not counted.

Companies read with the same leading pattern

Other companies whose largest staffing pattern is also Automobile Dealers, largest first, each read from its own annual report. Within reach now and at the end of 2028, long-run pace, four in five.

• Lithia Motors, Inc. (LAD, 30,000 employees)21% now, 28% by 2028
• CarMax, Inc. (KMX, 27,796 employees)22% now, 30% by 2028
• Penske Automotive Group, Inc. (PAG, 27,700 employees)22% now, 28% by 2028
• AutoNation, Inc. (AN, 24,800 employees)21% now, 28% by 2028

What the filing says about AI

24 sentences in the filing name AI. The filing names AI 24 times, in its own technology portfolio and patents and in its risk factors.

• “Carvana's proprietary, custom built, and exclusive-use technology portfolio includes: a decision model for consolidating internal and external data to provide profitability estimates for inventory available for purchase on the basis of quality, inventory fit, consumer desirability, relative value, expected reconditioning costs, and vehicle location; an inventory management system that handles v...”
• “As of December 31, 2025, we hold 51 issued U.S. patents, which cover our vending machine technology, photo technology, website user interface technology, personalization methods for displaying digital media and imaging technology, search and display technology, and artificial intelligence technology, and six issued international patents covering our photo technology.”
• “Risks Related to Our Business risks related to the larger automotive ecosystem, including consumer demand, global supply chain challenges, and other macroeconomic issues; our ability to raise additional capital to pursue our objectives; our ability to effectively manage our rapid growth; our ability to maintain customer service quality and reputational integrity and enhance our brand; the seaso...”
• “In addition, technology related to generative AI is advancing rapidly, and its future impact on the automotive ecosystem is unknown.”
• “For example, we depend in part on internet search engines, lead generators, automotive finance partners, social networking sites, AI tools, and vehicle listing sites to drive traffic to our website and mobile application and our competitors may increase their search engine optimization efforts and outbid us for search terms on various search engines, use their political influence and increase l...”

Its annual reports, year by year

Sentences naming AI in each annual report, counted by one rule, beside the median report in the Index that year. Each count links its filing. Every company, by year and sector

• Fiscal 20211median 0
• Fiscal 20222median 0
• Fiscal 20237median 1
• Fiscal 202413median 4
• Fiscal 202524median 10

Headcount by filing year

As reported in each year's annual report, with the filing. A year marked not read had no figure the reading could take from the report's text.

Limits of this reading

• One pattern by description: the filing gives no count by kind of work.
• The headcount is stated as over 23,100.
• No U.S. share is stated.

Source: the company's annual report on EDGAR, accession 0001690820-26-000009, the filing. Read by Claude Fable 5.1 under rubric version 1, by the method. A company can write to info@stratussc.com to have its reading checked against its filing.