Author: Josh Logan
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BREAKING ANALYSIS: July’s High Auto Sales Mask a Margin Crisis as Inventory Swells
IMMEDIATE ANALYSIS – The auto industry is reporting a strong 16.4 million seasonally adjusted annual rate (SAAR) for July, a headline that, in isolation, suggests a booming market. However, this top-line number is dangerously misleading. It conceals a deepening crisis for automakers: profits are collapsing under the weight of tariffs while unsold inventory is simultaneously…
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Recalls by the Numbers: A Mid-Year Look at a Carmaker’s Toughest Metric
The 2025 mid-year recall analysis highlights significant disparities in automakers’ recall-to-sales ratios. Ford leads with 127.9%, indicating severe quality issues, while Tesla’s over-the-air recalls mitigate customer inconvenience. In contrast, Toyota and Honda maintain lower ratios of 20.0% and 18.7%, suggesting effective quality control. These figures emphasize auto industry safety challenges.
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The Tariff Toll: Who’s Paying the Price for Auto Trade Wars in 2025?
As the books close on the first half of 2025, the U.S. auto industry is sending a clear and costly message: tariffs are taking a substantial bite out of the bottom line. While dealership lots remain busy, a look at the quarterly financial reports from the top-selling auto brands reveals a story of eroding profits…
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2024 September – Car Market and Day Supply
The most recent data released by Cox Automotive, in an August 1st report, measured total inventory levels currently available to be 2.79m generating an estimated 68 day supply based on the previous 30 day rate. They also indicated the average list price of a New Vehicle is $47,307 which is $159 lower than the same…
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