Increase in Automotive Service listings?

From what I've seen as an industry insider, retirement is the main driver behind most of the recent sales that I've been aware of. Our revenue through the worst of COVID remained mostly flat, and has experienced 10-15% growth over the last two years as the economy rebounded and people began returning to the office. I think that the biggest threat to the industry right now isn't dealer competition or onerous regulation, it's the lack of qualified employees. The younger generations seem to have little interest and aptitude in the skilled trades, so as our older employees retire and leave it has been very challenging to replace them. I can easily imagine an owner who was on the fence about selling getting fed up with the lack of job candidates and simply throwing in the towel.

Two factors that will impact auto service shops over the longer term are the shift to EVs (lower maintenance) and increasing computerization of cars (potentially more difficult for non-dealers/OEMs to fix).

Until recently, 'right to repair' of independent repair shops has not been a major issue as manufactures have been playing nice w/ 3rd party access to diagnostic ports and codes. However, there is continued legal wrangling over right to repair bills at state level and discussion at federal level around a more expansive bill which deals with sharing data beyond the standard diagnostic codes.

So, some legal uncertainty around whether OEMs will be able to preference their dealer networks with access to certain types of data.

Also worth noting that not all repair shops are equally impacted by these trends (e.g. auto glass should be fine, EVs actually tend to wear out tires faster due to regenerative braking).