-
1 week ago | 
wardsintelligence.informa.com | Haig Stoddard
Article Insights Executive Summary A continuation of huge growth in sales of full-hybrid vehicles undergirded gains, but a surge in battery-electric vehicles also contributed to the strong results. The BEV gain likely was sparked by consumers hitting dealer lots in case the U.S. government follows through with possible reductions or the complete elimination of EV credits. However, continued growth for both hybrids and BEVs through the end of the year is in doubt.
-
3 weeks ago | 
wardsintelligence.informa.com | Haig Stoddard
Article Insights Executive Summary March sales were proof that U.S. consumers are very much paying attention to tariffs, as demand on a seasonally adjusted annualized basis surged to 17.8 million units, highest for any month in nearly four years, and far above January-February’s combined total of 15.8 million.
-
1 month ago | 
wardsintelligence.informa.com | Haig Stoddard
Article Insights Executive Summary Deliveries appear to have accelerated sharply in the middle of the month, creating momentum that could cause sales to overshoot the forecast. Conversely, overall inventory is relatively lean – and could atypically decline at the end of March from February - so the acceleration could slow before the end of the month after enough stock is pulled from dealer lots. Unlock this content with a Wards Intelligence subscription.
-
1 month ago | 
wardsintelligence.informa.com | Haig Stoddard
Article Insights Executive Summary Except for the uncertainty caused by the potential impact of U.S. tariffs, automakers appear content with the level of inventory in relation to demand, as the production outlook for the first time in several months was not cut significantly because of slowed growth in demand. Unlock this content with a Wards Intelligence subscription. Access to this content requires a Wards Intelligence subscription. Already subscribed? Log in here.
-
1 month ago | 
wardsintelligence.informa.com | Haig Stoddard
Presentation Outlook Executive Summary With the new administration taking over the U.S. government in 2025 promising major changes to regulations and trade rules that could significantly impact the automotive industry, Haig Stoddard will go over the most recent outlook for sales and production in North America.
-
1 month ago | 
wardsintelligence.informa.com | Haig Stoddard
Article Insights Executive Summary Wards Intelligence partner GlobalData pegged January’s annualized rate for light vehicles at 88.5 million units, highest for the month since 2018. Unlock this content with a Wards Intelligence subscription. Access to this content requires a Wards Intelligence subscription. Already subscribed? Log in here. Wards Intelligence has been delivering trusted data and insight to the automotive industry for 100 years.
-
1 month ago | 
wardsintelligence.informa.com | Haig Stoddard
Article Insights Executive Summary There seemed but little interest in beefing up dealer lots ahead of tariffs on vehicles built in Canada and Mexico, meaning sales could be negatively impacted even sooner if manufacturers react quickly with production cuts.
-
1 month ago | 
wardsintelligence.informa.com | Haig Stoddard
Article Insights Executive Summary Continuing January’s trend, market strength was at the two far ends of the affordability scale, as entry-price cars and lower-cost CUVs posted big gains, while the same was true in most premium-price segments. The range of vehicles generally thought of as the bread-and-butter of the market, non-luxury compact and midsize cars, CUVs and SUVs, all recorded big declines.
-
2 months ago | 
wardsintelligence.informa.com | Haig Stoddard
Article Insights Executive Summary Sales are recording solid gains, but production slowdowns capping dealer stock in a growth market – a market that ostensibly still is climbing out of the trough caused by the pandemic and supply-chain issues - suggest the industry overall wants to maintain profit margins but also has a high level of uncertainty about 2025 and does not want to be in a position of having to make sudden, bigger cuts if the market weakens at some point this year.
-
2 months ago | 
wardsintelligence.informa.com | Haig Stoddard
Article Insights Executive Summary The first-quarter cuts, including January’s big shortfall, are further indication some automakers are concerned their inventory is too much above expected demand, especially in the U.S. Unlock this content with a Wards Intelligence subscription. Access to this content requires a Wards Intelligence subscription. Already subscribed? Log in here. Wards Intelligence has been delivering trusted data and insight to the automotive industry for 100 years.
