Carvana (NYSE:CVNA) shares slid 2.6% on Monday, while CarMax (NYSE:KMX) dropped 1.7%, after Ford Motor (NYSE:F) unveiled a new partnership with Amazon (NASDAQ:AMZN) that will bring certified used Ford vehicles to the e-commerce giant’s online marketplace.
Ford announced that its “Blue Advantage” certified pre-owned models will now be listed on Amazon Autos, where shoppers can browse, apply for financing, and complete their purchase using Amazon’s familiar checkout process. The initiative debuts in Los Angeles, Seattle, and Dallas, and the automaker said the program is set to expand nationwide over time. Roughly 200 of Ford’s 2,800 dealerships have already signaled interest in joining the rollout.
The agreement makes Ford the second major automaker to sell vehicles through Amazon’s platform, following Hyundai’s move last year to offer new cars online. Ford, however, is limiting the partnership to its certified used lineup.
Customers who buy a car through Amazon Autos will still take delivery from a participating Ford dealer. The launch comes as more shoppers gravitate toward simplified online car-buying experiences—an area dominated by Carvana and CarMax, whose shares dipped following Ford’s announcement.
The collaboration marks another step in the auto industry’s accelerating shift toward digital retailing, a trend that could intensify competitive pressure on established online used-car sellers.