Tag Archives: Jeff Schuster

Trump Presidency Effects on Auto Industry – All Bad?

After the election of Donald Trump, Jeff Schuster, Vice President Research Automotive at the GlobalData* consultancy, offered thoughts some of the changes expected in the US automotive industry from Trump 2.0. Fasten your safety belts! AutoInformed thinks it’s going to be a bumpy job, climate and economy threatening ride.

“Automotive is one of the sectors that could see a significant mid-term impact from the new Trump presidency in the areas of Trade, Electric Vehicle Transition and Regulations, “said Schuster this morning. Continue reading

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October 2024 US Light Vehicle Sales Up at 1.34 Million

Light Vehicle (LV) sales grew by 11.5% year-on-year (YoY) in October 2024, to 1.34 million units. Although the month had two additional selling days than it did in 2023, sales still exceeded expectations and provided a more cheerful perspective on the industry than has generally been the case in recent months, according to preliminary estimates released today by the respected GlobalData consultancy.

“Sales have generally disappointed for much of 2024, but October provided a pleasant change of pace. While the fundamentals of the market have probably not shifted to a great extent, some consumers appear to have been enticed by the gradual uptick in incentives, allied with greater vehicle availability and an easing in interest rates. A number of brands highlighted how Electric and Hybrid Vehicles performed better,” said David Oakley, Manager, Americas Sales Forecasts, GlobalData. Continue reading

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Soothsayer Shortfall – US Light Vehicle Sales Flat in July

US Light Vehicle (LV) sales fell by 0.4% YoY in July, to 1.30 million. When sales contracted in June largely as the result of the CDK cyberattack,* it was expected  by industry soothsayers that the market would experience a significant rebound in July. It didn’t happen. According to preliminary estimates released today by the respected GlobalData** consultancy, Light Vehicle (LV) sales fell by 0.4% YoY. Continue reading

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May 2024 US New Vehicle Sales Forecast Up

US new-vehicle sales for May 2024, including retail and non-retail transactions, are forecast at 1,446,800, a 2.9% increase from May 2023 on a selling day adjusted basis, according to a joint forecast from J.D. Power and GlobalData.* May 2024 has … Continue reading

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April 2024 US Vehicle Sales Drop Slightly

“Calendar effects meant that it was always going to be challenging to match last year’s sales in April. However, with replenished inventory levels helping the market to recover a year ago, the industry is now facing a higher bar in order to keep growing,” said David Oakley, Manager, Americas Sales Forecasts, GlobalData. Continue reading

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April US New Vehicle Sales Flat as Trade-in Values Drop

Total new-vehicle sales for April 2024, including both retail and non-retail transactions, are estimated to reach 1,304,600 units, a 0.9% decrease from April 2023 on a selling day adjusted basis, according to a joint forecast from J.D. Power and GlobalData.* … Continue reading

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US Auto Sales Hitting Streak – 20 Months of Growth in March

US Light Vehicle (LV) sales grew 5.5% year-on-year (YoY) in March to 1.44 million units, according to an analysis just released by the respected GlobalData consultancy.* This means that under the Biden Administration the economy had another month of YoY … Continue reading

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Record Consumer Spending Forecast for US February Sales

Total new-vehicle sales for February 2024 in the US, including retail and non-retail transactions, are projected to reach 1,214,600 units, a 1.4% increase from February 2023, according to a joint forecast from J.D. Power and GlobalData* issued today. The seasonally adjusted annualized rate (SAAR) for total new-vehicle sales is expected to be 15.4 million units, up 0.4 million units from February 2023 as the Biden Administration economic recovery continues. Consumers are expected to spend ~$40.8 billion on new vehicles this month. This is the highest on record for the month of February, and 4.1% higher than February 2023. Continue reading

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Slow Sales Start for US Light Vehicles in January 2024

“After a flurry of sales activity in December, there was always a risk that January would see some payback, with fewer consumers on the hunt for a new vehicle, and so it transpired. Apart from normal seasonal effects, the current environment is such that buyers remain price-sensitive and if the right deals are not available, volumes are liable to suffer,” said David Oakley, Manager, Americas Sales Forecasts, GlobalData. Continue reading

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Bidenomics – Sales Soaring as US Auto Market Ends 2023

“December has traditionally been a good time of year to buy a vehicle as automakers seek to hit year-end targets, but that had been less true in recent years amid tight inventory levels. However, with stocks now significantly replenished across the industry, discounting was back on the agenda last month. Consumers who have been sitting on the sidelines appear to have been willing to jump back into the new vehicle market again, although it also seems that fleet deliveries accounted for some of the December surge,” said David Oakley, Manager, Americas Sales Forecasts, GlobalData. Continue reading

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US Light Vehicle Sales up Again in November 2023

US Light Vehicle (LV) sales grew by 8.5% year-on-year (YoY) in November, to 1.22 million units, according to preliminary estimates from the respected consultancy GlobalData.* The daily selling rate was estimated at 48,900 units/day in November, compared to 48,200 units/day … Continue reading

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Record Consumer Spending Spurs US November Sales

“November results indicate a robust performance with double-digit year-over-year sales growth and record consumer expenditures for the month. The consumer expenditure record was due to strong sales growth, which outweighed a 1.9% decline in transaction prices,” said Thomas King, president of the data and analytics division at J.D. Power. “Sales growth is being enabled by improving vehicle availability. Despite the nearly six-week UAW work stoppage, retail inventory levels in November are expected to finish around 1.6 million units, a 7.5% increase from last month and 43.7% increase compared with November 2022, but still over 40% below pre-pandemic levels, King said. Continue reading

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Global Automotive Capacity Too High for Demand?

“With the current high-price environment as a backdrop, the progression of the Electric Vehicle (EV) transition and the potential for other external shocks, we can’t help but raise the caution flag about the prospects for the medium-term forecast and a recovery in demand to pre-pandemic levels. We had recently already trimmed the global LV forecast by an average of 7.5 million units a year throughout the forecast horizon, citing pricing pressure as the main driver. However, additional cuts to the outlook post-recovery could be on the horizon if pricing isn’t addressed,” Schuster said. Continue reading

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June 2023 US Light Vehicle Sales Up Significantly

The first half of 2023 has US LV sales estimated to have increased by 13.1% YoY, to 7.68 million units as the Biden Administration recovery continues. Continue reading

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US Auto Sales Soar in May

“After a particularly robust result in April, it would not have been surprising if May sales were a little disappointing, but instead, we interpret May’s outcome as another encouraging one for the industry,” said David Oakley, Manager, Americas Sales Forecasts, GlobalData. Continue reading

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