Why Investors Are Taking Notice of the DTC VSC Market

Colonnade’s latest whitepaper on the Direct-to-Consumer (DTC) Vehicle Service Contract market is now available.

The DTC VSC sector has become one of the most compelling business models in automotive F&I — characterized by recurring revenue, attractive margins, and a structural demand story that isn’t slowing down. Our March 2026 update covers:

• The macro forces driving sustained consumer demand for vehicle protection products
• Why the addressable market remains significantly underpenetrated
• How dealer remarketing programs are expanding the opportunity set for DTC operators
• What’s attracting strategic acquirers and financial sponsors to this space now

If you own or operate in the DTC VSC ecosystem, understanding your position in an evolving M&A landscape is worth 10 minutes of your time.

Access the full whitepaper here.