Mixed day with no clean theme. Tesla, Nvidia, and LKQ all slipped while the ADAS suppliers (Mobileye, Aptiv) caught a small bounce.
Data via Yahoo Finance
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This week brought two signals that are reshaping how shops and insurers operate. A $40 million verdict against Progressive and Lucid's new mandatory 3D measuring requirement are both pointing in the same direction: tighter documentation and higher standards for structural work.
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1. Insurance verdicts and OEM mandates are tightening structural documentation
Progressive's $40M loss on duty of good faith is one thing. But Lucid's new position statement requiring pre- and post-repair 3D measurement reports from approved digital systems is the move that matters to you. OEMs are locking down structural repair evidence. That means every calibration that touches frame or structural ADAS mounting needs bulletproof measurement documentation attached. Shops cutting corners on measurement will see denials and carrier pushback.