[adventured]

Enterprise, Budget, Ryder and Penske already compete with U-Haul nationally. After that there are hundreds of regional and local competitors, including more specialized offerings.

They are not ripe for disruption. The sector is flooded with competition, weak margins and high capital investment requirements. You better have something extraordinary, 10x better than what those giants can already deliver. Something that revolutionizes the industry.

[toast0]

Ryder's even got their COOP service where you can rent other people's trucks (or rent your truck to other people); although that's only in limited areas.

I've personally had good luck with Penske. I had a weird experience with Ryder; for one they only rent to companies now, in theory; for two, inventory management was iffy, and I ended up with a (stinky) refrigerated truck instead of a regular truck, but I got it for the regular truck price, so hey. It was a busy time of year though, nobody else had box trucks like I needed either, apparently a local military base had rented most of them.

[afs27]

I agree that the solution has to be amazing. But I don't think it's not something worth thinking about. The world would be a pretty boring place if everyone thought they couldn't build something because someone else already did.