Category Archives: sales

June 2026 U.S. Auto Sales Forecast Up 3.6%

Posted on 26 June 2026 by Ken Zino

“The average interest rate on new-vehicle loans is expected to fall 0.35 percentage points to 6.66%, the lowest June reading since 2022. However, the average transaction price of a new vehicle has increased to $46,387, an increase of 0.8% from a year ago, while average monthly finance payments have climbed 3.4% to $813, the highest ever for the month of June. A key driver of the higher monthly payment, despite longer loan terms, is lower trade-in equity. Many of the buyers returning to showrooms today purchased when prices were at their peak several years ago when inventory was scarce. This is manifesting itself as more buyers carrying negative equity on their trade-in. A total of 29.5% of trade-ins had negative equity in June, up 1.4 percentage points from a year ago.

“Manufacturers are leaning harder on discounts to keep buyers in the market. Average incentive spending per vehicle is trending towards $3,217, a 12.7% increase from a year ago. Part of that jump reflects tariff dynamics last year, since several OEMs made nonseasonal pullbacks in incentive spending last June as they cut discounts precautionary to offset tariff costs,” said King. Continue reading →

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Trumped! – 2026 Vehicles Sales Forecasts All Down

Posted on 24 June 2026 by Ken Zino

“The top theme over the last year or so has really been affordability, and this isn’t only related to the auto industry but really about everything facing consumers. And the issue is ALL about purchasing power or more clearly – the erosion of purchasing power for many Americans over the last several years. We’ve all seen new highs in the stock market that have happened many times this year, and those equity gains and asset appreciation really help high income households. Those consumers are driving a lot of consumption across the economy, but the wealth effect gains are concentrated at the very top of the pyramid. The vast majority of the US population sees little gain from the wealth effect and their number one source of income are the paychecks they take home every week. That’s why inflation matters,” said Jeremy Robb, Chief Economist Cox Automotive. Continue reading →

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Harley‑Davidson On-Shoring Motorcycle Production

Posted on 10 June 2026 by Ken Zino

Harley-Davidson, Inc. (NYSE: HOG) said this week that it is bringing production of the Revolution® Max platform for North America back to the United States as part of the Company’s so-called Back to the Bricks strategy. [The venerable company has been clobbered by Trump Administration economic policies – AutoCrat.]. The move returns machining, powertrain assembly, painting, and final vehicle assembly work back to Harley-Davidson facilities in Pennsylvania and Wisconsin, with union jobs. The motorcycles are Pan America, Sportster® S, and Nightster models. The production transition is expected to be completed ahead of the start of Model Year 2028 production in 2027. Harley-Davidson expects to manufacture more than 100,000 motorcycles out of the Company’s York, Pennsylvania facility in 2027. Continue reading →

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Honda Hybrid-Electric Vehicles Set U.S. May Sales Record

Posted on 2 June 2026 by Ken Zino

American Honda Motor Company (NYSE: HMC) said today that it posted a May 2026 sales increase of 9.9% at 148,903 units, with year-to-date sales reaching 623,139. Honda hybrid-electric vehicles set a new monthly sales record of 42,583 units, led by the CR-V hybrid setting a new May sales record, accounting for 54% of model sales in May, with Accord at 50% hybrid mix and Civic sales at 31% hybrid.

“A strong lineup of affordable and fuel-efficient vehicles powered American Honda to strong May sales results,” AHM said. Continue reading →

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Trump-conomics – May 2026 U.S. Auto Sales Forecast Flat

Posted on 29 May 2026 by Ken Zino

U.S. new-vehicle sales volume in May is expected to be mostly flat from year-ago levels, increasing a modest 0.1%, according to the latest forecast from Cox Automotive. There are 26 selling days this May, which is the same as last month, but one less than May last year.*

“May sales appear to be holding up despite significant economic uncertainty,” Cox Automotive Senior Economist Charlie Chesbrough said. “New-vehicle buyers today are more affluent than ever, so they may not be as impacted by inflationary pressures as much as other consumers who are more acutely feeling the sharply higher fuel costs. If the economy and stock market can remain on this growing but volatile path, new-vehicle sales will likely follow. However, those are two large necessities during extremely volatile times.” Continue reading →

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EU April 2026 Sales Dominated by Electrified Vehicles

Posted on 27 May 2026 by Ken Zino

“The market continued to benefit from strong consumer demand for a range of electrified technologies, supported by new and revised tax benefits and incentive schemes across major European countries. Hybrid-electric vehicles lead as the most popular power type choice among buyers, while the battery-electric car market share reached 19.7%. Meanwhile, plug-in hybrids captured 9.6% of the market,” ACEA said. Continue reading →

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May 2026 Light Vehicle Production Forecast is Down Again

Posted on 19 May 2026 by Ken Zino

“North America’s vehicle production outlook was reduced by 13,000 units for 2026 and 339,000 units for 2027. Near-term production remains relatively steady as automakers continue building key high-volume vehicles to meet demand and support lean inventory levels, especially in pickups and core utility segments. However, the forecast assumes manufacturers will not cut output preemptively unless demand weakness or supply disruptions become more visible. As a result, the brunt of the downside risk shifts into 2027, especially for vehicles and segments more exposed to high fuel costs and softer consumer spending. [Such as the gas guzzling pickup trucks and SUVs that are (were?) extremely profitable offerings from what used to called the Detroit Three. Now GM, Ford and Stellantis – AutoCrat.] Continue reading →

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Nissan 2025 Operating Loss at ¥533B. Drops FY 2026 Dividends

Posted on 13 May 2026 by Ken Zino

“FY2025 marked a year of steady execution under Re:Nissan, where we strengthened our foundation and began to see tangible progress in our financial performance. At the same time, we set our long‑term direction with Mobility Intelligence for everyday life. We have moved beyond recovery and are entering a phase of growth,” said Chief Executive Officer Ivan Espinosa. Continue reading →

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Magna International Posts Q1 2026 EPS Loss of $0.04

Posted on 1 May 2026 by Ken Zino

This is a good result in AutoInformed’s view given that Magna is managing its production volumes impacted by a large and complicated range of factors. Recently, Trump’s military conflicts and tariffs. Then there are global supply chain issues, including interference to supply of and/or increased costs of steel, aluminum, resin, energy supplies and so forth. Critical parts include semiconductor and memory (DRAM) chips which are causing OEM, supplier or sub-supplier disruptions. Then there are commodity prices, labor disruptions, cost of skilled labor and political regulatory actions among other challenges – AutoCrat. Continue reading →

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Hybrids Rule New EU Car Registrations in March and Q1 2026

Posted on 23 April 2026 by Ken Zino

“The market was supported by robust consumer activity bolstered by new and revised tax benefits and incentive schemes across major European countries,” ACEA said in a release. “Hybrid-electric vehicles lead as the most popular power type choice among buyers, while the battery-electric car market share reached 19.4%. Meanwhile, plug-in hybrids continued to strengthen their position, underlining the importance of a technology-neutral pathway to decarbonisation.”

Continue reading →

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VinFast Auto Posts March Sales of ~28,000 EVs

Posted on 22 April 2026 by Ken Zino

VinFast Auto (NASDAQ: VFS) in Hanoi today posted preliminary domestic Vietnam deliveries of 27,609 electric vehicles during March 2026, an increase of 127% year-over-year. For Q1 of 2026, the Company delivered a preliminary total of 53,684 EVs to customers in Vietnam.* [By global automaker standards this is roughly one final assembly plant on an annual basis – AutoCrat.] Continue reading →

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April 2026 Light Vehicle Production Forecast Drops Globally!

Posted on 21 April 2026 by Ken Zino

“The global auto industry’s near-term outlook is heavily influenced by the ongoing conflict in Iran, with the Strait of Hormuz now expected to remain closed through April, leading to higher oil prices and increased volatility. These conditions are raising manufacturing and logistics costs, putting pressure on vehicle demand and production,” said Mike Wall, Executive Director, Automotive Analysis, S&P Global Mobility yesterday.

“April’s forecast update includes downward revisions across most regions, especially Middle East/Iran and China, as the industry adjusts to persistent geopolitical and macroeconomic challenges. Elevated energy costs, inflation, and supply chain instability are the main factors affecting the industry,” said Wall. “Alternative scenarios, including a severe oil shock, are still being considered due to the risk of extended disruption.” Continue reading →

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Stellantis Q1 2026 Shipments Up 12% at 1.4 Million

Posted on 15 April 2026 by Ken Zino

Stellantis (NYSE: STLA / Euronext Milan: STLAM / Euronext Paris: STLAP) said today that consolidated shipments for the three months ending March 31, 2026, were an estimated 1.4 million units, up 12% year-over-year.* “This increase was primarily driven by Enlarged … Continue reading →

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Mercedes-Benz and MBUSA Post Q1 2026 Sales Drops

Posted on 13 April 2026 by Ken Zino

“The first quarter was characterized by sales growth outside of China, alongside an excellent market response to our newly launched models. The new electric GLC has generated more orders in the first three months than any other electric vehicle in our history, while order intakes for the other new models, including the new Mercedes-Benz S-Class, significantly exceed our expectations. Further tailwinds will come from the recently unveiled GLE and GLS, alongside the upcoming world premiere of the all-new electric C-Class. As the availability of our new products scales up, we remain highly focused on converting this strong customer interest into overall sales momentum in the coming months,” said Mathias Geisen, Member of the Board of Management of Mercedes-Benz Group AG, Sales & Customer Experience. Continue reading →

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Porsche AG Q1 2026 Sales Drop 15%

Posted on 10 April 2026 by Ken Zino

“Following the end of the combustion-engine 718 and the strong deliveries of the fully electric Macan at market launch, our figures are below the prior‑year level but are overall in line with our expectations. Strong demand for the 911 and the high proportion of top derivatives clearly demonstrate that the core of our sports car brand remains exceptionally strong,” claimed Matthias Becker, Member of the Executive Board for Sales and Marketing at Porsche AG. “In the coming months, our focus will be on the market launch of the all‑electric Cayenne, which will be delivered to its first customers from summer onwards.” Continue reading →

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